Does PayPal Have a Buyer?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 15 July 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson & Johnson’s earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal’s Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&J’s Earnings- Uber in DC- How Uber Became the IncumbentCompanies discussed: Uber (UBER), Johnson & Johnson (JNJ), Uber (UBER).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	PayPal may finally have a buyer.
0:03.7	Monty Cool Hidden Gems Investing starts now.
0:09.7	Welcome to Motley Cool, James Investing.
0:11.2	I'm Travis Boym, joined today by Lou Whiteman and Rachel Warren.
0:14.6	And guys, we may finally have a deal for the company that has been kind of on the block,
0:20.3	kind of a value stock, kind of a
0:21.6	what in the world are they doing their PayPal? So Rachel, what did we find out this morning and
0:28.1	overnight about Stripe potentially buying the company? Major breaking news report. So Payments
0:33.2	giant Stripe and private equity firm Evan International have reportedly submitted a joint
0:38.4	confidential proposal to buy PayPal for $60.50 a share. That would value PayPal at over $53 billion.
0:46.4	As of the stock's closing price yesterday, that was a 28% premium based on their share price at the time.
0:52.6	The deal is reportedly backed by about $50 billion
0:55.1	in committed bank financing. Now, what's interesting about this is under the terms of the proposal,
1:00.1	both Stripe and Advent would take equal stakes to run PayPal as a 50-50 joint partnership. And the
1:06.0	idea would be to keep the company intact rather than breaking it up or selling off its core assets.
1:11.0	Going back to that $53 billion valuation based on the reported terms of the offer,
1:15.3	this is tracking to be larger than the years ago Musk's purchase of Twitter for $44 billion,
1:20.4	but it also really highlights how far PayPal has fallen from its pandemic era peak back in 2021.
1:25.8	I mean, back at those days, it posted a market cap of about
1:28.5	$360 billion. This is interesting, right? I mean, this is in the middle of what some might call
1:34.1	kind of a chaotic internal transition for PayPal. They've got the new president and CEO. He's been
1:38.9	pushing a turnaround plan targeting, you know, over a billion in cost savings. Now, for Stripe,
	...

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