PYPL 2026 is the META of 2022

u/silver-bullet007 · Reddit — r/ValueInvesting · February 08, 2026 at 02:23 · 💬 30 comments  | View on Reddit ↗
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Author argues PayPal is a deep-value opportunity analogous to Meta's 2022 rebound, citing low valuation and buyback potential.

PYPL — LONG The author argues PayPal is a deep-value opportunity similar to Meta's 2022 rebound, with the stock down over 85% peak to trough and trading at a trailing PE of 7.48. They believe modest revenue growth of 3-6% and a re-rating to a 15 PE could double or triple the stock, with buybacks reducing shares by nearly 15%. The main risk is that PayPal lacks Meta's moat, and the thesis depends on sentiment changing.

PYPL does not need to see massive +20% growth to outperform the market from this point on. Modest growth of 3-6% and a re-rating on the multiple to a more normal 15 PE would mean the stock could easily double or triple without much having to go right for them.

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u/silver-bullet007 Reddit r/ValueInvesting
Deep value PayPal, Meta 2022 analogy
The author argues PayPal is a deep-value opportunity similar to Meta's 2022 rebound, with the stock down over 85% peak to trough and trading at a trailing PE of 7.48. They believe modest revenue growth of 3-6% and a re-rating to a 15 PE could double or triple the stock, with buybacks reducing shares by nearly 15%. The main risk is that PayPal lacks Meta's moat, and the thesis depends on sentiment changing.
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This Reddit post, published February 08, 2026, features u/silver-bullet007 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/silver-bullet007  · Tickers: PYPL