The Value Thesis

The Value Thesis

Stock & Investment Research

From Growth to Value Play in Fintech

Deep Dive #5

Arda Solmaz's avatar
Arda Solmaz
Nov 11, 2025
∙ Paid

Few companies have gone through a valuation change like PayPal. Once worth over $350 billion at its 2021 peak, it now trades near $70 billion, an 80% drop that’s turned a former market favourite into a largely overlooked franchise.

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