PayPal Holdings Continues To Be Underappreciated
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Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(11min)Comment(1)SummaryPayPal Holdings remains a "Strong Buy," combining robust growth, rising profitability, and ongoing innovation at an absolute valuation I find compelling.PYPL’s strategic shift away from low-margin PSP transactions is boosting core transaction growth and deepening engagement among valuable customers.Venmo and Buy Now, Pay Later ("BNPL") offerings are driving double-digit payment volume and user growth, reinforcing PYPL’s competitive moat.Management targets $6 billion in shareholder returns via buybacks and dividends this year, underscoring capital allocation discipline amid market undervaluation. chameleonseye/iStock Editorial via Getty Images One company that I remain amazed about is payment processing behemoth PayPal Holdings, Inc. (PYPL). This is the kind of company that I would expect to see trade at very high multiples. After all, it's growing rapidly, and profitability is rising materially. TheThis article was written byDaniel Jones36.02K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.