Sep. 9 at 11:16 PM
$PYPL
PayPal doesn't require explosive revenue growth to get there. Imagine Lores gets revenue growing around 5–7%, improves margins, keeps aggressively retiring shares with PayPal's cash generation, and restores investor confidence.
If that gets PYPL to roughly
$10 EPS by 2030 and investors are willing to pay only 15× earnings:
$10 × 15 =
$150
From roughly
$53 today, that's about 2.8×, or roughly 30% annualized through 2030 before considering dividends.
The biggest potential difference from HP is actually favorable to PayPal: PayPal has more potential avenues for structural growth—Venmo, branded checkout, BNPL, debit, merchant services and broader financial services. HP was operating primarily in mature PC/printing markets.
