Jul. 17 at 6:53 PM
The market often misprices companies during transition periods.
Payments remain one of the most interesting sectors to watch.
$PYPL trades around 10x earnings, generates nearly
$6B in annual free cash flow, with operating margins around 15% to 17%, yet remains under pressure.
Meanwhile:
$V trades near 26x earnings
$MA trades near 27x earnings
The valuation gap is significant. Whether PayPal can close it depends on execution, not headlines.
I’ll continue sharing the stocks and market themes I'm watching. Follow me for the next high-conviction setup.