![]() "While PayPal is actively investing and evolving, it simply has more turf to defend vs. "We believe Square's pending acquisition of Afterpay is game changing and accelerates its efforts towards becoming a dominant payments ecosystem in the U.S.," the analysts wrote, noting that PayPal faces competitive risks as Square moves online and further competes against PayPal with Cash App. The analysts are further concerned that PayPal is "under siege by a thousand cuts" from other payment solutions ranging from Apple Pay and Square to buy now, pay later options from Affirm and Klarna, which are growing between 50% and 100% annually, the analysts wrote. Likewise, Amazon is set to begin accepting PayPal's Venmo as an alternative payment in 2022, but Bernstein believes Venmo is currently "severely under-monetized." Shopify is "emerging as an unassailable competitor" in PayPal's core small and medium-sized business market, the analysts said, and poses a further risk as it launches its own payments platform. Investors are paying a lot at current levels for the growth that Shopify provides. Its just a matter of accepting the payments via a. being a disruptor."īernstein analysts are concerned about the rising concentration of e-commerce around big platforms like Shopify and Amazon, which account for 32% of the U.S. Now worth about 120 billion, Shopify stock has soared from 28 a share in 2015 to about 980 a share today. Likewise, since I sell only downloadable products, I dont have an inventory as the stock is unlimited. "That said, we believe change is accelerating, and PayPal now risks getting disrupted vs. "PayPal's positioning as a leading digital wallet in an increasingly digital world is hard not to acknowledge (one of the reasons we upgraded the stock 2yrs ago)," the analysts wrote. ![]() Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit Credit card stocks American Express and Visa may be underperforming the market this year, but it’s a different story for the digital payment players. ![]()
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