The video presents a fundamental analysis of PayPal (PYPL) stock, which is currently down 26% year-to-date. The analysis suggests that despite recent slower revenue growth, PayPal has a strong history of revenue growth, almost tripling over the past decade, increasing from $10.8 billion in 2016 to $32.9 billion in the most recent trailing 12-month period, for a compounded annual growth rate of 13.5%. PayPal's return on invested capital (ROIC) has also been solid, increasing from 11.7% in 2016 to 21% in the most recent trailing 12-month period. The video also discusses the importance of ROIC exceeding the weighted average cost of capital (WACC) and indicates that the calculations. One major competitive advantage PayPal has is the convenience it adds to E-commerce for online shopping. A greater percentage of PayPal revenue coming from non-branded sources, it is stated that those sources don't generate the same high margins. It is predicted the price could go up to 80 in the next 2 years with a fail bound of 50.