分析师:若收购PayPal,Stripe或借Venmo扩大消费端布局

BlockBeats 消息,2 月 26 日,Mizuho 分析师表示,若支付公司 Stripe 推进对 PayPal 的潜在收购交易,将有助于其从传统商户支付业务进一步拓展至消费者市场。此前有报道称,Stripe 正在考虑收购 PayPal 全部或部分业务。

从规模上看,该交易具备可行性。Stripe 最新估值约为 1590 亿美元,明显高于 PayPal 约 430 亿美元的市值。分析师认为,PayPal 庞大的用户基础以及旗下点对点支付应用 Venmo,将为 Stripe 提供强大的消费端品牌和用户网络支持。

此外,PayPal 旗下 Braintree 商户支付基础设施也可能增强 Stripe 在支付处理市场的竞争力。分析指出,Braintree 可为 Stripe 带来约 7000 亿美元的总支付交易量(TPV),而 Stripe 当前年 TPV 约为 1.4 万亿美元。(The Block)

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