Very accurate obervation on PayPal, especially about it being actually a mature business rather than a fast growing business investors like to think about it.
For a mature business, it’s performing well. Transaction volune and total transactions were up, a good sign, but active users was down on YoY basis despite growth on Q/Q basis.
It will be acknowledged as a value play at some point. Reasonable price target should be around $90, indicating nearly 50% upside.
Very accurate obervation on PayPal, especially about it being actually a mature business rather than a fast growing business investors like to think about it.
For a mature business, it’s performing well. Transaction volune and total transactions were up, a good sign, but active users was down on YoY basis despite growth on Q/Q basis.
It will be acknowledged as a value play at some point. Reasonable price target should be around $90, indicating nearly 50% upside.
Strong value play!
Agree with the price target, and the potential for new services is a potential bonus with high upside
its about always self doubting the strategies and trying different things