alt Hacker NewsBraintree had $1.53 trillion TPV in 2023[0], and it's just a subsidiary of Paypal which has tanked to $40 billion market cap despite revenue and profit that are probably lightyears ahead of Stripe.
Honestly, I wouldn't touch Stripe with a ten foot poll at this valuation. Fintech is an industry that just disappoints in the end.
Replies
boringg • today at 6:09 PM
I don't know you have paypal and stripe in the same sentence. Paypal is not a great service at all.
rprend • today at 6:32 PM
This multiple is indirectly a bet on AI growth , because Stripe is the payment processor for the vast majority of AI startups.
Paypal TPV YoY growth for 2025 was 7%[1].
Stripe cites 34% growth for the same period and metric.
[1]: https://s205.q4cdn.com/875401827/files/doc_financials/2025/q...