海龜9號 Paypal

 

2024  Paypal業績觀察,  打臉2年前負面新聞 

Paypal手續營收年成長率

Merchant Checkout TPV      總成交量	23Q3	23Q4	24Q1	24Q2
Branded        透過Paypal交易	+6%	+5%	+7%	+6%
Unbranded	+32%	+29%	26%	+19%

2024 EPS 預估至少有4塊

2020 當年度是3.54  卻漲到200多塊

Paypal  free cash flow per share 6.4   81 in price as of 11th Oct 2024 

SQ    free cash flow per share 0.88   70 in price as of 11th Oct 2024

Visa  Free Cash Flow per Share 9.27,  250 in price as of 11th Oct 2024

首要任務 :  查BNPL 真的這麼吃香, 會侵占PYPL 版圖 !? 

PayPal shares fall on revenue miss, soft guidance

PayPal adoption for online shopping in the United States continued to decline in early 2024, making it less popular of a payment method. This is according to two different questions asked throughout multiple surveys from Statista's Consumer Insights. The numbers shown here refer to the share of respondents who indicated they used PayPal in the past 12 months, either for POS transactions with a mobile device in stores and restaurants or for online shopping. More than half of the respondents from the U.S. indicated they had used PayPal in a POS setting between July 2023 and June 2024 - with an additional seven out of 10 saying they used PayPal during this same time for online payment

顯示目前美國仍有50%民眾會在實體商店消費刷卡 Paypal, 70% 網路消費結帳使用Paypal