PayPal Discussion

u/Glittering_Water3645 · Reddit — r/ValueInvesting · January 03, 2026 at 12:44 · ⬆ 2 pts  | View on Reddit ↗
AI Summary

Original Reddit comment

Author argues PayPal's buyback yield and re-accelerated growth make it attractive.

PYPL — LONG PayPal's buyback yield remains high at 9% even after adjusting for stock-based compensation, signaling large capital returns. Revenue and earnings growth re-accelerated over the last two earnings reports, suggesting improving momentum. The comment presents this as a positive setup for the stock.

Adjusted for SBC the share buyback yield still sits at 9%, which is huge. They re-accelerated growth last 2 earnings so the momentum have turned upwards regarding revenue and earnings growth.

Score 2
▶ Full Post Text
Ideas
u/Glittering_Water3645 Reddit r/ValueInvesting
PayPal buybacks and re-accelerated growth bullish.
PayPal's buyback yield remains high at 9% even after adjusting for stock-based compensation, signaling large capital returns. Revenue and earnings growth re-accelerated over the last two earnings reports, suggesting improving momentum. The comment presents this as a positive setup for the stock.
PYPL HIGH
More from Reddit — r/ValueInvesting
Need advise - how to manage a portfolio
Jan 03, 12:31
Maduro being captured by the US, what do you think are the implications?
Jan 03, 12:12
UBER: The $6B Insurance Misconception and the shift to Asset-Light FCF
Jan 03, 10:58
Investing in digital euro /Publicis /Worldline
Jan 03, 10:48
SandboxAQ: Google spin-out mired in institutional practice of defrauding investors, systematic employee enslavement and depriving employees of their stock options.
Jan 03, 10:23

This Reddit post, published January 03, 2026, features u/Glittering_Water3645 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Glittering_Water3645  · Tickers: PYPL