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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (74658)	12/28/2023 7:34:03 PM
From: E_K_S	Read Replies (1) \| Respond to of 78783

AI BARD has some information on expected growth for the segment and relative PE Here's the comparison with the adjusted P/E ratio for PYPL: P/E Ratio: SQ: 57.63 (highest) PYPL: 17.00 (newly adjusted) MA: 33.93 V: 34.45 Growth Potential: (No changes in growth projections) SQ: Projected to grow revenue by 27% in 2024 (highest) PYPL: Projected to grow revenue by 17% in 2024 MA: Projected to grow revenue by 11% in 2024 V: Projected to grow revenue by 10% in 2024 Market Cap and Size: (No changes in market caps) MA: $365.30 billion (largest) V: $459.65 billion (largest) SQ: $80.01 billion PYPL: $115.12 billion Key Insights with Adjusted P/E: PYPL now stands out as the most attractively valued company based on P/E, offering a significantly lower multiple than its peers. This makes it a potentially compelling choice for value-conscious investors seeking a balance of growth and valuation. However, it's crucial to note that the adjusted P/E is based on your information from their 10K and might differ from certain publicly available sources. Overall Assessment: SQ: High-risk, high-potential play with strong growth but a high valuation. PYPL: Offers a compelling blend of growth potential and attractive valuation. MA and V: Represent stable, mature choices with steady growth but potentially limited upside. Recommendations: Thorough research: Consult multiple financial data sources to verify P/E ratios and other financial metrics. Individual assessment: Analyze your risk tolerance, investment goals, and time horizon to determine the most suitable investment. Consider multiple factors: Evaluate debt levels, competition, and regulatory risks before making a decision. ------------------------------------------------------------------- Still believe that the new management team will strengthen their offering while setting up for higher growth. Based on the relatively low PE compared to the other companies AND expected growth for the companies in 2024, I think an argument can be made for PE expansion for PYPL. Let's check back in a year and see if these valuation/growth projections changed. Disclaimer: I have been wrong many times in the past and will be wrong in the future; AI BARD can be wrong and/or have insufficient or inaccurate data. . .Only as good as estimates it finds on the internet.