UBS maintains PayPal stock rating, citing varied profit contributions

Published 23/06/2025, 16:08
UBS maintains PayPal stock rating, citing varied profit contributions

Investing.com - UBS maintained its Neutral rating and $75.00 price target on PayPal (NASDAQ:PYPL) stock on Monday. The company, a prominent player in the Financial Services industry according to InvestingPro, has maintained profitability over the last twelve months.

The firm emphasized the importance of understanding the different Total (EPA:TTEF) Payment Volume (TPV) categories that comprise PayPal’s business, particularly given their varying contributions to gross profit.

UBS highlighted that Branded Checkout, under its previous definition, represents approximately 30% of volume but contributes about two-thirds of transaction gross profit, while Braintree accounts for roughly 35% of TPV but only a low single-digit portion of transaction gross profit.

The research note referenced PayPal’s 2025 investor day, where the company introduced three new TPV categories: Branded Checkout (Online), which now includes Pay with Venmo and eBay (NASDAQ:EBAY); P2P & Other Consumer, primarily consisting of peer-to-peer transactions and debit cards; and PSP, which encompasses Braintree, PayPal unbranded, and most of what was previously categorized as "Other Merchant Services."

UBS analyst Tim Chiodo maintained the current price target, which represents potential upside from PayPal’s recent trading levels.

In other recent news, PayPal announced plans to expand its PayPal USD (PYUSD) stablecoin to the Stellar blockchain network, pending regulatory approval. This expansion aims to leverage Stellar’s infrastructure for faster and lower-cost transactions. Additionally, PayPal has expanded its equity incentive plan by 15 million shares following shareholder approval at its Annual Meeting. This move is intended to provide the company with the flexibility to incentivize and retain employees through stock-based compensation.

In a separate development, PayPal has partnered with Selfbook to enhance hotel bookings by introducing PayPal and Venmo as payment options. This collaboration aims to streamline the booking process using conversational AI, potentially increasing conversion rates for online travel payments. Meanwhile, Venmo, a subsidiary of PayPal, has expanded its commerce features, offering enhanced rewards for Venmo Debit Mastercard (NYSE:MA) users, including up to 15% cash back from select brands.

Furthermore, PayPal is set to introduce a new credit card to boost its physical store presence. Issued by Synchrony Financial (NYSE:SYF), the card will offer no-interest financing for travel purchases during a promotional period. These developments reflect PayPal’s strategic efforts to expand its financial products and enhance consumer engagement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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