PayPal Holdings
PYPLintermediaryPayPal 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.
Produk & Pendapatan
Pangsa Pendapatan Produk
Komposisi Pendapatan ($31.8B)
Data statis (memuat keuangan langsung…)
Komposisi segmen dan pelanggan utama
Detail produk
PayPal button on 30M+ merchant websites worldwide. Processes 50%+ of e-commerce checkout sessions on major platforms.
Peer-to-peer payment app with 90M+ users in the US. Monetizing through Venmo debit card, Pay with Venmo, and in-app purchases.
Payment gateway for large enterprises and tech companies. Processes payments for Uber, Airbnb, GitHub, etc.
Buy Now Pay Later products integrated into PayPal checkout. Growing fast but margin-dilutive.
Hubungan Rantai Pasok
Konteks makro dan pasar
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
Katalis mendatang
Sinyal Institusional
| Institusi | Tindakan | Nilai | Kuartal | Tanggal pengajuan |
|---|---|---|---|---|
| BlackRock | accumulating | $114M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $47M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $60M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $100M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $71M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $307M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $77M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $125M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $34K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $538M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $50M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $90K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $67M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $26M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $279M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $4.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $89M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $120M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $60K | 2025.12 | 2026-01-29↓ |
| State Street | accumulating | $2.5B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $682K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $819K | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $176M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $163M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $25M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $104M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $235K | 2025.12 | 2026-02-17↓ |
Berita terkini
Analisis AI
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Info Perusahaan
Gambaran umum sektor — 금융
Berita sektor금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
Tema utama
- •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
Katalis mendatang
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)