PayPal’s consumer scale, including peer-to-peer app Venmo, would strengthen Stripe’s expansion beyond its core merchant business, Mizuho analysts said Tuesday after reports that a deal could be in the works.
Mizuho analysts Dan Dolev and Alexander Jenkins issued the note after Bloomberg reported Stripe expressed interest in acquiring all or part of PayPal. The privately held payments firm recently marked its valuation at $159 billion, compared with PayPal’s roughly $43 billion market capitalization.
“Stripe’s recent valuation of $159 billion dwarfs PayPal’s $43 billion market cap, making a transaction feasible from a size standpoint,” the analysts wrote.
On potential upside, Mizuho said Stripe, long viewed primarily as a business-to-business payments provider, would gain a scaled consumer brand through PayPal and Venmo, which the analysts described as the “ultimate” peer-to-peer franchise.
Additionally, the analysts suggested PayPal’s Braintree merchant infrastructure could help Stripe compete with its payments processor rival Adyen. “Braintree would add about ~$700 billion of total payment volume (TPV), which is material,” they said, adding that Stripe’s annual TPV is roughly $1.4 trillion.
Both PayPal and Stripe are already active in the stablecoin sector. Combined, Stripe and PayPal could become a stronger player in the space, the analysts said.
Stripe acquired stablecoin platform Bridge last year, while PayPal launched its own dollar-pegged token in 2023 through a partnership with Paxos.
© 2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
Trade Crypto On Coinhub Exchange
Trade Crypto On Coinhub Exchange
Stay ahead of the market by turning news insights into trading opportunities. With Coinhub Exchange, you can seamlessly buy, sell, and manage your digital assets, all in one secure platform. Take advantage of real-time market insights, deep liquidity, and fast execution for your favorite cryptocurrencies. Don’t just read about it — trade crypto now!
Disclaimer
The content of this article shown by Coinhub News, powered by The Block, is for informational purposes only and should not be construed as financial, legal, tax, or investment advice. Coinhub News and its affiliates are not a licensed financial advisor, legal advisor, broker, or tax advisor, and ... should not be considered as professional advice or a recommendation to engage in any specific investment, legal decision, or financial transaction. Cryptocurrency markets are highly speculative and volatile. Readers should perform their own independent research and consult with a qualified professional before making any financial or legal decisions. The opinions expressed in this article are those of the author and do not necessarily represent the views or opinions of the Company of its affiliates. Additionally, the Company does not make any representations or warranties regarding the accuracy, timeliness, reliability, or completeness of any information in this article. By accessing this content, you acknowledge that any reliance on the information contained in this article is solely at your own risk. The Company is not responsible for any financial losses, legal disputes, or other damages that may arise from reliance on this content or from any investment or legal decisions based on the information provided. Investing in cryptocurrencies involves substantial risks, including the risk of losing your entire investment, and you should carefully consider whether it is appropriate for your circumstances.
Read more
