$PYPL Road to $75-85/share The reason why PayPal is likely going to be asking for a higher premium is from Stripe is because its so undervalued even at todays prices because of its enormous FCF and user reach. Paypal has been discounted by the market because of potential disruption risk in its largest high margin segment, Branded Checkout. But they do have other business lines that are growing at a much faster pace but with lower margins. This means that Paypal overall growth was slowing but not dead. The market focused too much on branded checkout and ignored the other parts of the business that have a lot of value in the hands of a company like Stripe. Stripe is currently valued at almost 160B with gross revenue of about 20B. Not sure what margins they are currently getting but by
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