| Ʒ Ư ũ(valuewalk.com) 2024 2 9 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
Ȧ(PayPal Holdings: NASDAQ--PYPL) CEO ˷ ũAlex Chriss ʹ ħߴ ȸ Ͼ带 ϸ鼭 ȯ .
2020 ְ ظ , ְ 2021 -19.5%, 2022 -62.2%, 2023 -13.8% 3 ϶ߴ. 2 9 ֽ 3 ͷ -41.6%̰, ְ 2021 7 311 2024 2 9 58.91 81% ϶ߴ.
Ͼ带 ٸ鼭 ֽ ϰ ִ ڵμ Ǹ Ȳ̰, . ٸ, 忡 ٷ ұ? ̴ 繵 ϰ , ãµ ִ Ʈ Ȯ .
<̹ : ΰ / ó : Ȩ>
¶
Ͼ忡 밡 ſ ū 1998 ״ ¶ ι ǥڶ ִ. ¶ 41% ϰ ִ ¶ ÷̸, ΰ(P2P) ۱ݰ ÷ (Venmo) 38% ϰ ִ.
̷ ƴ ϰ ұϰ, ֱ 3 ְ ϶ ϱ? ϰ ۷ , ߿ ڸ, ٽ ʹ μ߰, ʹ ٴ ̴. μ νߴ. , ʹ ĥ , ɾҴٰ ִ.
̿ ۳ 9 CEO ˷ ũ ȸ縦 ٷ ȿ ϰ, о߿ ϰڴٰ ߴ. ũ 4б ǥ ó, ̷ ð ɸ ̴.
4б ġ ȸ
4б ǥ ״ ÿ Դ. ڵ ߰, 2 8 ְ 11% ϶ 56.13 ߴ.
4б װ ġ ū ȸϸ鼭 ´ٴ ̴.
4б 80 9% , 17 39% ߴ. ͷ 468bp 21.5% ߰, ִ͵ 1.29 61% ߴ.
2023 298 8% , 50 31% ߰, ͷ 295bp 16.9%, ִ 3.84 84% ߴ.
ٸ ֿ ǥ , 4б ÷ Ѱݾ(total payment volume: TPV) 4,098 15% , ۱ݾ(transactions) 68 13% ߴ. 2023 Ѱݾ 1 5,300 13% ߰, ۱ݾ 250 12% ߴ. Ȱ 4 2,600 2% ߴ.
ֳθƮ ġ ȸ ̴
ƽԵ, ǥ ְ 4б ȸ ̴ ũ ϶ߴ. 2024 1б ġ ֳθƮ ġ Ҵ.
ֳθƮ 2024 1б ִ 8.7% ߴµ, 1б 6.5-7% ϰ, ִ͵ ڸ ߹ ߴ. ֳθƮ 2024 5.48 ִ ߴµ, 2023 ü 5.10 ִ ǥ Ѵٰ ߴ.
Ͼ ð ɸ
CEO ˷ ũ " , 츮 ȸ ܺ ȭ Ű ϰ ֽϴ. Ϸħ ̷ ϴ. 츮 ȭ ð ɸ Դϴ. 츮 ο ¿ Դϴ. 2024 ش ϴµ ȯⰡ Դϴ" ߴ.
2024 ο ȯ ó ϰ ӵ ̴ , AI Ȱ ȭϰ, 踦 ϸ, , ۱, ŷ ܼȭ ϰ, ȸ ȿ ϰڴٰ ߴ.
1 ȿȭ ϰ ϱ ȯ 2024 9% η ϰڴٰ ǥ ִ.
ȭ ȿ Ȯؾ
2 8 ְ (2 9) 3% ݵߴ. ְ PER 14, PER 10 ſ ̴. ڵ ̹ Ͼ带 Ͼ ɱ? ȯ⸦ ġ ̱ ̴. 鼭, 濵 ̷ ȭ ̲ ְ ̲ ִ, ȭ ġ, Ž Ȳ ߰ ʴ, б ָ ̴. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "PayPals Turnaround: Is it Really Coming This Time?" 2024 2 9, https://www.valuewalk.com/paypals-turnaround-is-it-really-coming-this-time/
( 0)