星球日报|2月 25, 2026 23:15
[Mizuho: Expanding Consumer Market Through PayPal Acquisition or Leveraging Venmo]
Odaily Planet Daily reports that Mizuho analysts suggest that if payment company Stripe advances a potential acquisition of PayPal, it could help Stripe further expand from its traditional merchant payment business into the consumer market. Previous reports indicated that Stripe is considering acquiring all or part of PayPal's business. From a scale perspective, the transaction appears feasible. Stripe's latest valuation is approximately $159 billion, significantly higher than PayPal's market value of around $43 billion. Analysts believe that PayPal's extensive user base and its peer-to-peer payment app Venmo would provide Stripe with strong consumer brand and user network support. Additionally, PayPal's merchant payment infrastructure, Braintree, could enhance Stripe's competitiveness in the payment processing market. Analysts point out that Braintree could bring Stripe approximately $700 billion in total payment volume (TPV), while Stripe's current annual TPV is about $1.4 trillion.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink