NKE vs PYPL: Which Is the Better Buy?
Side-by-side comparison of NIKE, Inc. and PayPal Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-01.
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$42.51
+45.0% upside to fair value
Grade B
QuantHub Verdict
PYPL trades at a lower forward P/E
(7.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NKE |
PYPL |
| Current Price |
$41.05 |
$42.51 |
| Fair Value Estimate |
$59.52 |
$61.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$60.7B |
$37.5B |
| Forward P/E |
19.6x
|
7.7x
|
| EV / EBITDA |
14.2x
|
5.3x
|
| Price / Sales |
1.3x
|
1.1x
|
| Price / FCF |
57.9x
|
6.8x
|
| Revenue Growth YoY |
-1.1%
|
+7.2%
|
| Gross Margin |
42.9%
|
46.1%
|
| Operating Margin |
8.2%
|
17.9%
|
| Return on Equity |
22.0%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.73%
|
14.71%
|
| Analyst Consensus |
Hold
|
Sell
|
Investment Thesis
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
PayPal Holdings, Inc. operates as a leading global digital payments platform with a competitive moat driven by its extensive network effects, brand recognition, and scale. Despite a durable business model with 2025 revenue of $33.17 billion growing at 4.3% year-over-year and a strong return on equity of 25.1%, the company faces slowing growth and margin pressures, reflected in a 13.5% decline in …
Accumulation Zones
| Metric |
NKE |
PYPL |
| Zone Low |
$44.64 |
$46.23 |
| Zone High |
$50.59 |
$52.39 |
| In Buy Zone? |
Yes
|
Yes
|