Why would PayPal want to make a deal that expensive?
Ellis wrote PayPal has been open about its intention to buy growth lately, and has been focused on expanding its geographic footprint and user demographic in order to maintain its mid-20s percent growth rate. The company's also sitting on a huge pile of cash, which Ellis estimates to be roughly $15 billion in total. The recent merger between Vantiv and Worldpay, and Visa's minority stake in Klarna could fuel PayPal's urgency to make a deal happen, as well, she wrote.
But given more than half of PayPal's revenue comes from the U.S, Ellis wrote the acquisition is more likely to be a European company, such Adyen or Klarna.
"We believe a strategic acquisition will most likely be positive for PayPal's stock, particularly if it enables geographic expansion oruser engagement – two critical long-term growth drivers for PayPal," Ellis wrote.
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