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Nico Uhlig
@RealMichaelScott
8Mes·

Thoughts on PayPal 🧐


After PayPal $PYPL (+0,16%) lost some ground today after the quarterly figures, I'm going to take a closer look at the company.


I have had PayPal on my extended watchlist for some time. The development of the business is now slowly picking up speed again and the valuation is attractive - especially with regard to the free cash flow yield of over 8% in particular.


Given the current valuation and growth, I see limited downside potential.


What do you think of PayPal? Do you see major problems ahead for the company that justify the valuation discount?


Stay tuned,

Yours Nico Uhlig aka RealMichaelScott

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11 Commenti
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Erdbeermaus@Lumimyrsky
8Mes
I would currently award a hold.

But I've been in for a while and was already down 25%.
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Kate🦋@Iwamoto
8Mes
Il commento è stato cancellato
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Erdbeermaus@Lumimyrsky
8Mes
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Joe@Schmiedseppe
8Mes
I'm in, now still up about 15% and in good spirits. My financial/bank-like share for the future. I think there is still potential here over the next few years. Growth data and CEO are top.
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KevinMuc@GetKevin
8Mes
For me, the current valuation is still a question mark. Figures have been okay to good again. In my opinion, the increasingly difficult market environment is playing a major role. I am holding on to my position and would take another bite in the event of a major setback.
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Nico Uhlig@RealMichaelScott
8Mes
@GetKevin With the valuation, it is actually almost enough if PayPal earns just as well as they currently do.

Especially when it comes to free cash flow, PayPal is not valued as if it were sustainable. PayPal is even managing to increase its free cash flow substantially.
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Hennington Research@HennRes
8Mes
+60% up, I am currently very satisfied
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Toname@Toname
8Mes
I am up 30% with my 25 shares and will continue to hold :)
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Soprano@Soprano
8Mes
Only weaklings will definitely sell at the moment. To buy now, however, you need a little more nerve than last year.

At the moment, the mood on the market is more optimistic again, but subjectively I thought the risk of a downturn was almost zero when we were at €50.

In any case, stick with it for those who have held out this far!
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Kate🦋@Iwamoto
6Mes
😇
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Nico Uhlig@RealMichaelScott
6Mes
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