"PayPal went public in 2002 and has been independent from eBay since 2015. Over the last five years, it has experienced an approximately 86% decline in share price, while Stripe, Adyen, Block, and Square have boomed. There is still a lot to play for here. PayPal is ranked 137 on the S&P 500 and it is in a strong market. The real-time payment transactions space grew to approximately $38.6 billion in 2025, with a 43% CAGR forecast from 2026-2030 and long-term projections of 3x volume growth between now and 2030."
"PayPal CEO Alex Chriss joined in 3Q23 and oversaw a stock price decline of 25%-30%, compared to Stripe, its largest competitor, which has grown the fastest in payment volume and revenue, with ecosystem merchant partners Shopify and Fiserv posting double-digit growth. Stripe's revenue is estimated in the low $20 billion range. Stripe processed $1.4 trillion between 2023-2024 (~40% YoY growth), compared to PayPal's ~$30 billion in revenue, with growth slowing over the last three years from high single digits to mid-single digits. PayPal's core branded online checkout growth has slowed to 1%, heightening board concerns."
PayPal appointed Enrique Lores as CEO with the mandate to provide clearer priorities and organizational alignment to complete initiatives and drive a turnaround. The company has suffered an approximately 86% share-price decline over five years while competitors such as Stripe, Adyen, Block, and Square experienced significant growth. PayPal ranks 137 on the S&P 500 and operates in a growing real-time payments market valued at about $38.6 billion in 2025 with a projected 43% CAGR from 2026–2030. Recent leadership changes and slowing core checkout growth heightened board concerns amid accelerating industry innovation and competitive pressure.
Read at Fortune
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