Who Pays for PayPal?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 February 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Potential buyers for PayPal - Axon earnings - Cava Earnings Companies discussed: PayPal (PYPL), Adyen, Axon (AXON), Cava (CAVA). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: 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	Who is adding PayPal to their checkout cart?
0:07.0	Motley Fool Money starts now.
0:09.0	Welcome to Motley Full Money. I'm Travis Hoyam, joined today by Rachel Warren and Lou Whiteman.
0:26.1	Guys, the big talk of the market this week is PayPal, which has been in this strange zone of value stock.
0:32.5	Can't seem to get its shares going anywhere. They have changed CEOs.
0:36.7	But now there's talk that they may be acquired
0:39.5	by someone, may put themselves on the block. Lou, does this make sense for somebody else to buy
0:46.2	them and who possibly could actually pull off a deal and not kind of destroy their own business
0:53.6	in the process.
0:54.5	First thing we need to make clear is PayPal is not a distressed asset, period.
0:58.4	The business is healthy. The business is fine. The issue is it's a low growth business.
1:03.1	Shares are off 84% from their all-time highs. Some of that was kind of COVID hysterica.
1:09.0	The company is profitable. The cash generation is strong. Share count is down 20%
1:13.5	plus over the last five years. That is not a distressed asset. When I first saw these reports,
1:18.8	my thought was private equity. I mean, everything I just said, this is an ideal scenario to take
1:23.5	a company private, use those cash flows to pay down the debt. And also kind of get out of this quarter to quarter spotlight of when will you grow,
1:30.4	which I think would help this business.
1:32.2	We'll see what's going on here.
1:33.5	One thing I think, though, is that PayPal is not on the block.
1:37.9	PayPal.
1:38.6	So they haven't put themselves up for sale.
1:40.4	I don't believe that.
	...

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