Analysts say Stripe's acquisition of PayPal may help expand its consumer market

On February 26th, Mizuho analysts stated that if payment company Stripe advances its potential acquisition of PayPal, it will help Stripe expand from its traditional merchant payment business to the consumer market. Stripe's latest valuation is approximately $159 billion, higher than PayPal's market value of approximately $43 billion. Analysts point out that PayPal's vast user base and Venmo application will provide consumer brand and user network support for Stripe. In addition, PayPal's Braintree merchant payment infrastructure may enhance Stripe's competitiveness in the payment processing market. Braintree can generate approximately $700 billion in total payment volume (TPV), while Stripe's current annual TPV is approximately $1.4 trillion.