Michael Burry Calls Stripe-Advent's $60.50 PayPal Bid Too Low, Sees Value Up to $115

M&A · Partnership
โดย The Motley Fool·Read original
Summary · why it matters

Michael Burry says the $60.50-per-share takeover offer for PayPal from Stripe and Advent International is simply too low. The bid values PayPal at more than $53 billion, but Burry, who holds PayPal shares, pegs the company's intrinsic value as high as $110 to $115 per share using his IV8 methodology. He argues a control premium should push any buyout well above his IV15 estimate, and that the current 21% premium is not nearly enough. PayPal's board could meet as soon as July 20 to discuss the offer, while shares closed at $55.52, about 8% below the bid price, signaling market skepticism about a deal.

Impact on stocks 1

Digital Finance & Tokenization▲ · 1 stocks
PayPal Holdings Inc
PYPL
▲ PositiveCapitalrelevance

Burry argues the $60.50 bid undervalues PayPal, with intrinsic value up to $115, suggesting upside.

Off-coverage companies 2

Advent InternationalPrivate▼ Negative
Capitalrelevance

Advent's bid is criticized as too low, potentially weakening its negotiating position or deal prospects.

Stripe, Inc.Private▼ Negative
Capitalrelevance

Stripe's joint bid is criticized as too low, potentially weakening its negotiating position or deal prospects.

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