PayPal Holdings, Inc. vs Wayfair Inc — how do they compare? PayPal Holdings, Inc. trades at $55.45 (market cap $49.27B), while Wayfair Inc trades at $84.15 (market cap $11.19B). The key difference: PayPal Holdings, Inc. is far larger — about 4.4× Wayfair Inc's market cap, and PayPal Holdings, Inc. pays a 1% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| PYPL | W | |
|---|---|---|
Market Cap | $49.27B | $11.19B |
Sector | Financials | Consumer Cyclical |
52-Week High | $78.22 | $119.05 |
52-Week Low | $39.08 | $57.40 |
Enterprise Value | $49.33B | $13.77B |
Dividend Yield | 1% | — |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Wayfair (W) trades at $87.76, down 1.74% today, showing mixed technical signals with a neutral overall rating. The company continues to face profitability challenges with negative net income margins (-2.41%) despite strong revenue growth to $12.46 billion in 2025. Recent earnings performance has been inconsistent, with a Q2 2026 miss after previous beats. Analyst sentiment remains positive with 52% buy ratings and a $93.58 consensus target, while the company expands into physical retail and leverages AI capabilities.
The stock presents a growth story with improving operational cash flow and market share gains in e-commerce, but faces significant execution risks from high debt levels (95% debt-to-asset ratio) and persistent unprofitability. Current valuation at 0.89 P/S appears reasonable for the sector, though the elevated EV/EBITDA of 110.6 signals premium pricing expectations. Near-term catalysts include the July Black Friday sale and brick-and-mortar expansion, but macroeconomic pressures on housing remain a headwind.
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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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →