Re: OT: PayPal’s moat drying?

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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PayPal is a service. They have the leading market share in a huge growing segment. Stripe is second with 17%.

Some statistics from Chargeflow:

PayPal has 434 million active users as of December 2024.
10.3 million live websites are reportedly offering PayPal around the world.‍
PayPal holds a 45% share of the global payments market, making it the #1 payment option in the world.‍
PayPal scored $1.68 trillion in total payment volume (TPV) in 2024.
PayPal made $31.8 billion in net revenue in 2024.
PayPal has $6.8 billion in free cash flow going into 2025.
PayPal is used in over 200 markets worldwide
chargeflow.io - Paypal statistics facts

The moat comes from their market penetration. Unless they screw up, they are almost impossible to dislodge. Like AAPL and SIRI.

I don’t own it, but I use it lol.

abromber

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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:

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