PayPal Holdings, Inc. vs Tapestry, Inc. — how do they compare? PayPal Holdings, Inc. trades at $52.27 (market cap $45.49B), while Tapestry, Inc. trades at $113.97 (market cap $23.44B). The key difference: PayPal Holdings, Inc. is the larger of the two by market cap, and Tapestry, Inc. pays the higher dividend (1.57%). Which is the better fit depends on your goals.
| PYPL | TPR | |
|---|---|---|
Market Cap | $45.49B | $23.44B |
Sector | Financials | Consumer Cyclical |
52-Week High | $76.13 | $164.78 |
52-Week Low | $39.08 | $98.81 |
Enterprise Value | $47.64B | $26.25B |
Dividend Yield | 1.05% | 1.57% |
Signals from Pluang's Aura AI — not financial advice
PayPal (PYPL) trades at $53.18, down 3.24% on the day, reflecting recent volatility amid takeover speculation collapse and restructuring efforts. The stock shows bearish technical signals with key support at $51, while fundamentals remain solid with a P/E of 10.05, net income margin of 14.36%, and consistent revenue growth to $33.17B in 2025. Recent news highlights a strategic shift under new CEO Enrique Lores, targeting $1.5B in savings and expanding beyond branded checkout.
The outlook is mixed; valuation appears attractive with a consensus price target of $59.61, but near-term risks include execution of the turnaround plan and competitive pressures. Investor sentiment is cautious with 60% analyst hold ratings, though strong cash flow and dividend initiation provide stability. Upside depends on successful cost savings and new growth initiatives offsetting market skepticism.
TPR (Tapestry Inc.) is trading at $117.58, down 3.73% in the last session, with a bearish technical signal despite bullish oscillators. The company shows strong profitability with 77.82% gross margins and 19.09% net income margin, though 2025 net income declined significantly. Recent earnings have consistently beaten estimates, and analyst consensus remains strongly bullish with a $182.44 price target representing 55% upside potential.
The outlook remains positive with international growth accelerating in China and Europe, supported by a direct-to-consumer model. Key risks include Kate Spade execution challenges, tariff pressures, and premium valuation. Institutional buying activity remains strong, with BlackRock acquiring a $2.6 billion position in Q2 2026, supporting the bullish analyst sentiment.
Trailing returns across standard periods
Latest headlines on both assets
PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
Read more on PYPL →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →