Calls
1
u/Fluffy_Scheme9321
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$56.45
+0.2%
PayPal generated $5.5B in FCF last year while Stripe has ~$5B in revenue and a $160B valuation vs PayPal’s $50B market cap. The gap implies PayPal may be deeply undervalued if it can maintain cash flow and defend its competitive position. Long PayPal as a value play betting on mean reversion in relative valuation versus fast-growing peers. PayPal faces intense competition (e.g., Stripe, Block), decelerating growth, and potential margin compression.
PayPal generated $5.5B in FCF last year while Stripe has ~$5B in revenue and a $160B valuation vs PayPal’s $50B market cap. The gap implies PayPal may be deeply undervalued if it can maintain cash flow and defend its competitive position. Long PayPal as a value play betting on mean reversion in relative valuation versus fast-growing peers. PayPal faces intense competition (e.g., Stripe, Block), decelerating growth, and potential margin compression.
Payments & Fintech
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u/Fluffy_Scheme9321 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: PYPL.
