PayPal (PYPL): 10 Questions For Analyst Day - SunTrust

PayPal will host its first Analyst Day since the separation from eBay, on Wednesday (5/18) with presentations running from 11:30am – 3:30pm ET. SunTrust Robinson Humphrey analyst, Bob Peck, published 10 questions investors will be listening for the answers to:

1. TPV growth and take rate.

2. Credit Strategy. PYPL has been successful in offering consumer credit and merchant working capital loans to augment TPV growth.

3. Cost Rationalization including marketing and procurement inefficiencies, timeline, how to generate leverage if ~50% of costs are fixed while the other ~50% is tied to TPV.

4. Visa Partnership.

5. Venmo Monetization.

6. Xoom integration and expansion.

7. One Touch rollout progress and impact.

8. New Merchants update.

9. Paydiant.

10. Macro: health of end-markets, competitive intensity, impact of F/X, and opportunity for M&A.

The firm maintained a Buy rating and price target of $44 on PYPL.

For an analyst ratings summary and ratings history on PayPal click here. For more ratings news on PayPal click here.

Shares of PayPal closed at $39.30 yesterday.

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