$PYPL
I view PayPal as a compelling turnaround candidate
I view PayPal as a compelling turnaround candidate — the business now does roughly $33B in revenue vs $25B in 2021, trades for about $42B market cap (~8x free cash flow/earnings) after an ~85% drawdown from the highs, and acquisition interest plus a massive user base make it worth buying on further
By headcount
Bulls 3
1 Bears
One vote per analyst.
Credibility-weighted view unlocks after 2+ analysts in this debate have a verified track record (5+ resolved predictions). Currently 0.
VERDICT SO FAR — BULLS LEAD
Bulls are ahead on resolved claims.
Verdicts update as claims resolve.
Positions
Sort by↗ The Bull Case · 3
"I view PayPal as a compelling turnaround candidate — the business now does roughly $33B in revenue vs $25B in 2021, trades for about $42B market cap (~8x free cash flow/earnings) after an ~85% drawdown from the highs, and acquisition interest plus a massive user base make it worth buying on further due-diligence."
@ ~$45.34
U.S. Iran War is Your Biggest Opportunity to Get Rich in 2026 (HERE’S HOW)
"I’m constructive on PayPal because durable free cash flow (roughly $5.3–5.6B), low FCF multiples (~7.5x), steady user scale (Venmo) and aggressive buybacks create an asymmetric long-term payoff even if revenue growth is modest."
@ ~$45.48→ $94.006mo
7 Stocks I'm Buying All Year in 2026 | Paul's Mag 7 Update
"PayPal was among Michael Burry's recent software purchases and fits my broader view that beaten-up payments/software names merit a look as part of a potential software recovery, even if it's not on my personal 12-stock long-term list."
@ ~$49.81
Trump JUST **Announced** Big Iran U-Turn
↘ The Bear Case · 1
"PayPal's share repurchases won't lift the stock if the company's story continues to deteriorate, so I take a negative view absent narrative improvement."
@ ~$47.97
Did I sell Evolution at the bottom?