Paypal (PYPL) reported $8.35 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 7.2%. EPS of $1.34 for the same period compares to $1.33 a year ago.
The reported revenue represents a surprise of +2.96% over the Zacks Consensus Estimate of $8.11 billion. With the consensus EPS estimate being $1.27, the EPS surprise was +5.85%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Paypal performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total Payment Volume (TPV): $463.96 billion versus the six-analyst average estimate of $447.88 billion. Transaction margin: 45.6% versus 45.9% estimated by six analysts on average. Transaction expense rate: 0.9% compared to the 0.9% average estimate based on four analysts. Transaction and Credit loss rate: 0.1% versus 0.1% estimated by three analysts on average. Active accounts: 439 versus 440 estimated by three analysts on average. Number of payment transactions: 6,475 versus 6,317 estimated by two analysts on average. Payment transactions per active account: 59 versus 36 estimated by two analysts on average. Net Revenues- Revenues from other value added services: $852 million versus $783.59 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +9.9% change. Net Revenues- Transaction revenues: $7.5 billion versus $7.31 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.View all Key Company Metrics for Paypal here>>>
Shares of Paypal have returned +10.8% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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PayPal Holdings, Inc. (PYPL): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).