WallStSmart

PayPal Holdings Inc (PYPL)vsSeagate Technology PLC (STX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PayPal Holdings Inc generates 201% more annual revenue ($33.17B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 15.8%. STX appears more attractively valued with a PEG of 0.50. PYPL earns a higher WallStSmart Score of 78/100 (B+).

PYPL

Strong Buy

78

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 7.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.66

STX

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PYPL6 strengths · Avg: 8.5/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Return on EquityProfitability
25.7%9/10

Every $100 of equity generates 26 in profit

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
39.4%8/10

Earnings expanding 39.4% YoY

Free Cash FlowQuality
$2.19B8/10

Generating 2.2B in free cash flow

STX6 strengths · Avg: 9.7/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Operating MarginProfitability
35.7%10/10

Strong operational efficiency at 35.7%

Revenue GrowthGrowth
44.1%10/10

Revenue surging 44.1% year-over-year

EPS GrowthGrowth
108.3%10/10

Earnings expanding 108.3% YoY

Market CapQuality
$163.00B9/10

Large-cap with strong market position

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

PYPL2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

STX2 concerns · Avg: 2.0/10
P/E RatioValuation
69.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
367.1x2/10

Trading at 367.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : PYPL

The strongest argument for PYPL centers on P/E Ratio, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.8% and operating margin at 17.5%. PEG of 0.91 suggests the stock is reasonably priced for its growth.

Bull Case : STX

The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.

Bear Case : PYPL

The primary concerns for PYPL are Revenue Growth, Altman Z-Score.

Bear Case : STX

The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.

Key Dynamics to Monitor

PYPL profiles as a value stock while STX is a growth play — different risk/reward profiles.

STX carries more volatility with a beta of 1.63 — expect wider price swings.

STX is growing revenue faster at 44.1% — sustainability is the question.

PYPL generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

PYPL scores higher overall (78/100 vs 76/100), backed by strong 15.8% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

PayPal Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

PayPal Holdings, Inc. is an American company operating an online payments system in the majority of countries that support online money transfers, and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee.

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Seagate Technology PLC

TECHNOLOGY · COMPUTER HARDWARE · USA

Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.

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