格雷阿姆
2023-12-21
日你大爷的苹果收入增长了吗，估值还这么高
No Way! The Bull Case for PayPal Stock Doesn’t Hold Up Under Scrutiny
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":254497074327720,"tweetId":"254497074327720","gmtCreate":1703169379218,"gmtModify":1703169712283,"author":{"id":3491207981490973,"authorId":3491207981490973,"authorIdStr":"3491207981490973","name":"格雷阿姆","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>日你大爷的苹果收入增长了吗，估值还这么高</p></body></html>","htmlText":"<html><head></head><body><p>日你大爷的苹果收入增长了吗，估值还这么高</p></body></html>","text":"日你大爷的苹果收入增长了吗，估值还这么高","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/254497074327720","repostId":2393108636,"repostType":2,"repost":{"id":"2393108636","pubTimestamp":1703233821,"share":"https://www.laohu8.com/m/news/2393108636?lang=&edition=full","pubTime":"2023-12-22 16:30","market":"us","language":"en","title":"No Way! The Bull Case for PayPal Stock Doesn’t Hold Up Under Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=2393108636","media":"InvestorPlace","summary":"Next year could be another disappointing one for PYPL stock, as PayPal loses an important tie-in with an e-commerce giant.","content":"<html><head></head><body><ul style=\"\"><li><p>Declining earnings and soft revenue growth dampen the bullish argument for <strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></strong> (<strong>PYPL</strong>) stock.</p></li></ul><ul style=\"\"><li><p>Furthermore, <strong>Amazon</strong> is dropping one of PayPal’s payment options from its checkout procedures.</p></li><li><p>Investors may regret it later if they load up on PYPL stock now.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82ad423ceefb8a9ed173baf3dcd580e0\" tg-width=\"768\" tg-height=\"432\"/></p><p><strong>PayPal</strong>‘s (NASDAQ:<strong>PYPL</strong>) investors have had a less-than-stellar year in 2023. Will 2024 be a turnaround year? Anything’s possible, but we’re assigning a “D” grade to PYPL stock and don’t consider it a compelling value right now.</p><p>If the bullish argument for PayPal stock is based on the company’s value proposition, that argument will quickly fall apart. As Bank of America analyst Jason Kupferberg points out, 2024 will be a transitional year for PayPal as the company has a new CEO and a new chief financial officer (CFO). This suggests uncertainty, and investors should wait until there’s a clear, convincing case to invest in PayPal. </p><h2 id=\"id_2644071059\">PYPL Stock: Assumptions vs. Facts</h2><p>PYPL stock declined for much of the year and will almost certainly underperform the major stock market indexes. Does this mean PayPal offers a good value now? Making assumptions is a dangerous practice, so let’s dig deeper and dig up the facts.</p><p>It’s difficult to conclude that a company offers a strong value if its sales growth is weak. In PayPal’s case, the company’s third-quarter 2023 revenue increased 8% year over year, which isn’t very impressive.</p><p>PayPal’s net income totaled 93 cents per share, compared to $1.15 per share in the year-earlier quarter. This isn’t disastrous, but it’s another blow to the bullish case for PayPal stock.</p><p>In addition, BMO Capital Markets analyst Rufus Hone observed that the decline in PayPal stock this year wasn’t just an accident. “PYPL shares have been pressured due to investor concerns around market share losses, an aggressive pricing environment in unbranded processing, and slower e-commerce growth,” Hone explained.</p><h2 id=\"id_1097411899\">PayPal’s Situation Goes From Bad to Worse</h2><p>Along with fierce competition in the payments processing market and an executive-level transition, what could make 2024 even more difficult for PayPal? The answer is, losing an important tie-in with <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>).</p><p>Specifically, Amazon will stop offering PayPal’s Venmo payment processing method during checkout on its e-commerce platform. This change will take effect on Jan. 10, 2024.</p><p>Could this change prompt a crisis of confidence for PayPal during this transitional time? It’s certainly a major issue with big-picture implications for PayPal. In the words of Evercore ISI analyst David Togut, Amazon dropping the Venmo checkout option “creates concern around PayPal’s ability to monetize on these platforms.”</p><p>Venmo tried to reassure the public, telling <em>Barron’s</em>, “We have a strong relationship with Amazon and look forward to continuing to build on it.” For cautious investors, though, Amazon’s actions should speak louder than PayPal/Venmo’s words.</p><h2 id=\"id_2833299175\">PYPL Stock: 2024 Will Be a Year of Challenges</h2><p>PayPal is profitable, but its declining income per share and revenue growth are red flags. Making matters worse, 2023 capped off a rough year for PayPal stock with the news that Amazon will stop offering the Venmo payment option at checkout.</p><p>Going into the new year, expect PayPal to face challenges and don’t assume that the company’s issues will resolve quickly. Overall, PYPL stock gets a “D” grade until the situation changes and the bull case for PayPal grows much stronger.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>No Way! 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The Bull Case for PayPal Stock Doesn’t Hold Up Under Scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 16:30 GMT+8 <a href=https://investorplace.com/market360/2023/12/no-way-the-bull-case-for-paypal-stock-doesnt-hold-up-under-scrutiny/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Declining earnings and soft revenue growth dampen the bullish argument for PayPal (PYPL) stock.Furthermore, Amazon is dropping one of PayPal’s payment options from its checkout procedures.Investors ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/no-way-the-bull-case-for-paypal-stock-doesnt-hold-up-under-scrutiny/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4548":"巴美列捷福持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4106":"数据处理与外包服务","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4507":"流媒体概念","BK4227":"交易和支付处理服务","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1861217088.USD":"贝莱德金融科技A2","BK4524":"宅经济概念","PYPL":"PayPal","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4527":"明星科技股","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4588":"碎股","BK4579":"人工智能","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4561":"索罗斯持仓","LU0238689110.USD":"贝莱德环球动力股票基金","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC"},"source_url":"https://investorplace.com/market360/2023/12/no-way-the-bull-case-for-paypal-stock-doesnt-hold-up-under-scrutiny/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393108636","content_text":"Declining earnings and soft revenue growth dampen the bullish argument for PayPal (PYPL) stock.Furthermore, Amazon is dropping one of PayPal’s payment options from its checkout procedures.Investors may regret it later if they load up on PYPL stock now.PayPal‘s (NASDAQ:PYPL) investors have had a less-than-stellar year in 2023. Will 2024 be a turnaround year? Anything’s possible, but we’re assigning a “D” grade to PYPL stock and don’t consider it a compelling value right now.If the bullish argument for PayPal stock is based on the company’s value proposition, that argument will quickly fall apart. As Bank of America analyst Jason Kupferberg points out, 2024 will be a transitional year for PayPal as the company has a new CEO and a new chief financial officer (CFO). This suggests uncertainty, and investors should wait until there’s a clear, convincing case to invest in PayPal. PYPL Stock: Assumptions vs. FactsPYPL stock declined for much of the year and will almost certainly underperform the major stock market indexes. Does this mean PayPal offers a good value now? Making assumptions is a dangerous practice, so let’s dig deeper and dig up the facts.It’s difficult to conclude that a company offers a strong value if its sales growth is weak. In PayPal’s case, the company’s third-quarter 2023 revenue increased 8% year over year, which isn’t very impressive.PayPal’s net income totaled 93 cents per share, compared to $1.15 per share in the year-earlier quarter. This isn’t disastrous, but it’s another blow to the bullish case for PayPal stock.In addition, BMO Capital Markets analyst Rufus Hone observed that the decline in PayPal stock this year wasn’t just an accident. “PYPL shares have been pressured due to investor concerns around market share losses, an aggressive pricing environment in unbranded processing, and slower e-commerce growth,” Hone explained.PayPal’s Situation Goes From Bad to WorseAlong with fierce competition in the payments processing market and an executive-level transition, what could make 2024 even more difficult for PayPal? The answer is, losing an important tie-in with Amazon (NASDAQ:AMZN).Specifically, Amazon will stop offering PayPal’s Venmo payment processing method during checkout on its e-commerce platform. This change will take effect on Jan. 10, 2024.Could this change prompt a crisis of confidence for PayPal during this transitional time? It’s certainly a major issue with big-picture implications for PayPal. In the words of Evercore ISI analyst David Togut, Amazon dropping the Venmo checkout option “creates concern around PayPal’s ability to monetize on these platforms.”Venmo tried to reassure the public, telling Barron’s, “We have a strong relationship with Amazon and look forward to continuing to build on it.” For cautious investors, though, Amazon’s actions should speak louder than PayPal/Venmo’s words.PYPL Stock: 2024 Will Be a Year of ChallengesPayPal is profitable, but its declining income per share and revenue growth are red flags. Making matters worse, 2023 capped off a rough year for PayPal stock with the news that Amazon will stop offering the Venmo payment option at checkout.Going into the new year, expect PayPal to face challenges and don’t assume that the company’s issues will resolve quickly. Overall, PYPL stock gets a “D” grade until the situation changes and the bull case for PayPal grows much stronger.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":39,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/254497074327720"}
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