Author argues PayPal is deep-value territory at ~7.4x PE and ~1.85x book despite the sub's view that it lacks a moat.
PYPL — LONG The author argues PayPal is priced as if it has only a few profitable years left, trading at roughly 7.4x trailing PE, 8.1-8.4x forward PE on guidance, and about 1.85x price-to-book. The mechanism is a deep-value re-rating if the market's no-moat narrative proves too pessimistic. The main stated risk is that competition has a better product and the business lacks a moat.
Seriously, this piece of shit sits at 7.4 PE with forward PE (based on their guidance) of 8.1 to 8.4. Price to book ratio is ca. 1.85. This is deep value territory and priced like it has a few profitable years left.
This Reddit post, published February 07, 2026, features u/GetreideJorge discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/GetreideJorge · Tickers: PYPL