PayPal Holdings Inc (NASDAQ:PYPL) 报告第四季度财政收入同比增长4%，达到83.7亿美元，超出分析师预期的82.6亿美元。
该公司报告调整后每股收益为1.19美元，超过分析师预期的1.12美元。尽管如此，公布后股价下跌。
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季度总支付量同比增长7%至4378亿美元，支付交易量下降3%至66亿，活跃账户的支付交易量在过去12个月内增加3%至60.6。
总活跃账户数增加2.1%至4.34亿。按季度计算，活跃账户数增加0.6%，即260万。
经营利润率下降431个基点至17.2%，调整后经营利润率下降34个基点至18.0%。
经营现金流为24亿美元，自由现金流为22亿美元。截至2024年12月31日，PayPal持有154亿美元现金和等价物，负债为111亿美元。
回购计划： PayPal董事会批准了新的150亿美元股票回购计划。
首席执行官Alex Chriss强调了品牌结账、点对点支付和Venmo的改进，以及季度成绩背后的价格-价值策略进展。
前景展望： PayPal预计第一季度调整后每股收益在1.15美元至1.17美元之间，而去年同期为1.08美元，分析师预期为1.13美元。
PayPal预计2024年全年的调整后每股收益为4.95美元至5.10美元，而去年同期为4.65美元。当前分析师预期每股收益为4.90美元。
PayPal股票在过去12个月中飙升超过45%。包括Susquehanna、花旗集团、富国银行和派珀·桑德勒在内的至少四家华尔街公司在2025年1月上调了股票目标价格。
价格动态：周二最新数据显示，PYPL股票在开盘前市场下跌8.02%，至82.33美元。
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以上内容来自Benzinga Earnings专栏，原文如下：
PayPal Holdings Inc (NASDAQ:PYPL) reported fiscal fourth-quarter revenue growth of 4% year over year to $8.37 billion, topping the analyst consensus estimate of $8.26 billion.
The company reported an adjusted EPS of $1.19, beating the analyst consensus estimate of $1.12. The stock dipped after the print.
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Total payment volumes increased 7% year-over-year to $437.8 billion in the quarter. Payment transactions were down 3% to $6.6 billion, and the payment transactions per active account increased 3% on a trailing 12-month basis to $60.6.
Total active accounts increased by 2.1% to 434 million. On a sequential basis, active accounts increased by 0.6%, or 2.6 million.
The operating margin declined 431 basis points to 17.2%, and the adjusted operating margin decreased 34 bps to 18.0%.
Operating cash flow was $2.4 billion, and free cash flow was $2.2 billion. PayPal held $15.4 billion in cash and equivalents as of December 31, 2024, and had a debt of $11.1 billion on its balance sheet.
Buyback: PayPal’s Board approved a new $15 billion stock repurchase program.
CEO Alex Chriss flagged improvements to branded checkout, peer-to-peer, and Venmo, plus the progress to its price-to-value strategy behind the quarterly print.
Outlook: PayPal expects first-quarter adjusted EPS of $1.15-$1.17, compared to $1.08 for the previous year’s period and the consensus of $1.13.
PayPal expects full-year 2024 adjusted EPS of $4.95-$5.10, compared to $4.65 Y/Y. Current analyst estimates call for an EPS of $4.90.
PayPal stock surged over 45% in the last 12 months. At least four Wall Street firms, including Susquehanna, Citigroup, Wells Fargo, and Piper Sandler, raised their price targets on the stock in January 2025.
Price Action: At the last check on Tuesday, PYPL stock was down 8.02% at $82.33 premarket.
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