PayPal Holdings Inc
- 業種
- FinTech
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2002年2月1日
- 従業員数
- 23,800
- 公式サイト
- www.paypal.com
総合バリュエーションレンジ · 保守的 $52–$60 / 妥当 $65–$80 / 楽観的 $90–$100。$56.07 時点で 保守的な本源的価値レンジ内 · 十分な安全マージン。
レポート公開時 $44.3（2026年5月22日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide. The company operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, consumer credit and debit products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards. It provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Hyperwallet, Honey, and Paidy names. The company was founded in 1998 and is headquartered in San Jose, California.
沿革
PayPal Holdings was founded in 1998 and is headquartered in San Jose, California, with its IPO dated February 1, 2002. The company offers payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Hyperwallet, Honey, and Paidy names. Over the most recent five fiscal years its scale shifted from a high-growth profile to a mature platform with heavy buybacks: revenue rose from $25.371 billion in 2021 to $33.172 billion in 2025, total payment volume grew from $1.25 trillion to $1.79 trillion, and active accounts increased from 426 million to 439 million, while the weighted-average basic share count fell from 1.174 billion to 0.959 billion shares (with actual shares outstanding further down to 882.1 million by the end of April 2026). The company reduced 252 million shares over 2023-2025 and initiated a quarterly cash dividend in 2025 at $0.14 per share. On February 2, 2026, the board appointed Enrique Lores as President and CEO effective March 1, 2026, while Alex Chriss departed as CEO on February 2, 2026.
業界での地位
PayPal operates a global digital payments and commerce infrastructure platform built on a two-sided network connecting consumers and merchants. As of the end of 2025 it had 439 million active accounts across roughly 200 markets, with total payment volume of $1.79 trillion and net revenue of $33.172 billion, composed of $29.798 billion in transaction revenue and $3.374 billion in value-added services revenue. On the consumer side its products include PayPal, Venmo, Xoom, BNPL, debit/credit cards, and international remittance; on the merchant side they include branded checkout, unbranded payment processing, payment orchestration, risk control, offline acquiring, merchant financing, and Payouts. The industry is highly competitive and fast-changing, with competition from banks and financial institutions, card networks, payment processors, digital wallets, BNPL, real-time payment systems, P2P, remittance services, and offline devices. PayPal's competitive position rests on factual sources including brand (the company lists PayPal and Venmo as recognized and trusted brands), scale across its 400-million-plus accounts and global two-sided network data, end-to-end platform data and risk-control capabilities, and global regulatory licenses and compliance. A notable external dependency is that two payment processors together accounted for 56% of its transaction expense in 2025. Engagement metrics softened in Q1 2026, with active accounts up 1% year over year and transactions per active account down 1%.
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