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PayPal Holdings

PYPLintermediary

PayPal is one of the world's largest digital payments platforms with 430M+ active accounts. It operates PayPal Checkout, Venmo, Braintree, and Xoom. The company is executing a turnaround strategy under CEO Alex Chriss focusing on profitable growth and new merchant tools.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($31.8B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Transaction Revenue (88%)
Other Value Added Services (12%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

PayPal Checkout (Merchant Services)55%

PayPal button on 30M+ merchant websites worldwide. Processes 50%+ of e-commerce checkout sessions on major platforms.

Venmo (P2P Payments)20%

Peer-to-peer payment app with 90M+ users in the US. Monetizing through Venmo debit card, Pay with Venmo, and in-app purchases.

Braintree (Developer Payments)15%

Payment gateway for large enterprises and tech companies. Processes payments for Uber, Airbnb, GitHub, etc.

PayPal Credit / Pay Later (BNPL)10%

Buy Now Pay Later products integrated into PayPal checkout. Growing fast but margin-dilutive.

Makro- und Marktkontext

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Nächste Katalysatoren

JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)Fed FOMC 회의 (2026.05, 06)Basel III Endgame 최종 규정 확정

Institutionelle Signale

InstitutionAktionWertQuartalEinreichungsdatum
BlackRockaccumulating$114M2024.062024-08-13
BlackRockreducing$47M2024.062024-08-13
BlackRockreducing$60M2024.062024-08-13
BlackRockreducing$4M2024.062024-08-13
BlackRockreducing$9M2024.062024-08-13
BlackRockaccumulating$100M2024.062024-08-13
BlackRockreducing$17M2024.062024-08-13
BlackRockaccumulating$1.3B2024.062024-08-13
BlackRockaccumulating$1.3B2024.062024-08-13
BlackRockaccumulating$71M2024.062024-08-13
BlackRockaccumulating$307M2024.062024-08-13
BlackRockaccumulating$77M2024.062024-08-13
BlackRockaccumulating$125M2024.062024-08-13
BlackRockreducing$34K2024.062024-08-13
BlackRockaccumulating$538M2024.062024-08-13
BlackRockreducing$14M2024.062024-08-13
BlackRockreducing$19M2024.062024-08-13
BlackRockreducing$50M2024.062024-08-13
BlackRockreducing$13M2024.062024-08-13
BlackRockreducing$3M2024.062024-08-13
BlackRockreducing$90K2024.062024-08-13
BlackRockaccumulating$67M2024.062024-08-13
Vanguard Groupaccumulating$26M2025.122026-01-29
Vanguard Groupaccumulating$279M2025.122026-01-29
Vanguard Groupaccumulating$4.8B2025.122026-01-29
Vanguard Groupaccumulating$89M2025.122026-01-29
Vanguard Groupaccumulating$120M2025.122026-01-29
Vanguard Groupreducing$60K2025.122026-01-29
State Streetaccumulating$2.5B2025.122026-02-13
Wellington Managementaccumulating$5M2025.122026-02-17
Wellington Managementaccumulating$682K2025.122026-02-17
Wellington Managementaccumulating$819K2025.122026-02-17
FMR (Fidelity)accumulating$176M2025.122026-02-17
FMR (Fidelity)accumulating$163M2025.122026-02-17
FMR (Fidelity)accumulating$25M2025.122026-02-17
FMR (Fidelity)accumulating$104M2025.122026-02-17
FMR (Fidelity)reducing$235K2025.122026-02-17

Aktuelle Nachrichten

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Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von PayPal Holdings.

Unternehmensinformationen

Hauptsitz

San Jose, California, USA

Gegründet

1998

Mitarbeiter

27,200+

Website

paypal.com

Sektorübersicht금융

Sektornachrichten

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Hauptthemen

  • 금리 인하 → 모기지·기업대출 수요 회복 기대
  • M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • 핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Nächste Katalysatoren

  • JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • Fed FOMC 회의 (2026.05, 06)