Comprehensive Stock Comparison

Compare The Western Union Company (WU) vs PayPal Holdings, Inc. (PYPL) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthPYPL4.8% revenue growth vs WU's -4.0%
ValueWULower P/E (5.3x vs 8.7x)
Quality / MarginsPYPL15.7% net margin vs WU's 12.4%
Stability / SafetyWUBeta 0.71 vs PYPL's 1.30
DividendsWU9.8% yield, 11-year raise streak, vs PYPL's 0.3%
Momentum (1Y)WU-2.4% vs PYPL's -34.8%
Efficiency (ROA)PYPL6.5% ROA vs WU's 6.0%, ROIC 16.3% vs 23.3%
Bottom line: WU leads in 4 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and capital preservation and lower volatility. PayPal Holdings, Inc. is the better choice for growth and revenue expansion and profitability and margin quality. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

WUThe Western Union Company
Financial Services

Western Union is a global money transfer and payment services company that enables consumers and businesses to send money across borders. It generates revenue primarily from transaction fees on money transfers — with its Consumer-to-Consumer segment accounting for the vast majority — supplemented by foreign exchange spreads and business payment solutions. Its key competitive advantage is an extensive global agent network spanning over 200 countries and territories, creating a physical presence that digital-only competitors cannot easily replicate.

PYPLPayPal Holdings, Inc.
Financial Services

PayPal operates a global digital payments platform that enables online money transfers and serves as an electronic alternative to traditional paper methods like checks and money orders. It generates revenue primarily from transaction fees — taking a percentage of each payment processed — with additional income from value-added services like PayPal Credit and merchant solutions. Its competitive advantage lies in its massive two-sided network of over 400 million active accounts and merchants, creating powerful network effects that make it difficult for competitors to displace.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

WUThe Western Union Company
FY 2025
Consumer Money Transfers
86.6%$3.5B
Consumer Services
13.4%$543M
PYPLPayPal Holdings, Inc.
FY 2025
Transaction Revenue
89.8%$29.8B
Other Value Added Services
10.2%$3.4B

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

WU 4PYPL 1
Financial MetricsPYPL5/5 metrics
Valuation MetricsWU4/6 metrics
Profitability & EfficiencyTie4/8 metrics
Total ReturnsWU5/6 metrics
Risk & VolatilityWU2/2 metrics
Analyst OutlookWU2/2 metrics

WU leads in 4 of 6 categories (Valuation Metrics, Total Returns). PYPL leads in 1 (Financial Metrics). 1 tied.

Financial Metrics (TTM)

PYPL is the larger business by revenue, generating $33.3B annually — 8.2x WU's $4.0B. Profitability is closely matched — net margins range from 15.7% (PYPL) to 12.4% (WU).

MetricWUThe Western Union…PYPLPayPal Holdings, …
RevenueTrailing 12 months$4.0B$33.3B
EBITDAEarnings before interest/tax$934M$7.2B
Net IncomeAfter-tax profit$500M$5.2B
Free Cash FlowCash after capex$393M$5.6B
Gross MarginGross profit ÷ Revenue+28.7%+47.0%
Operating MarginEBIT ÷ Revenue+19.4%+19.7%
Net MarginNet income ÷ Revenue+12.4%+15.7%
FCF MarginFCF ÷ Revenue+9.7%+16.7%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-68.1%+37.8%
PYPL leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

At 6.3x trailing earnings, WU trades at a 26% valuation discount to PYPL's 8.5x P/E. On an enterprise value basis, WU's 1.9x EV/EBITDA is more attractive than PYPL's 5.9x.

MetricWUThe Western Union…PYPLPayPal Holdings, …
Market CapShares × price$3.0B$42.5B
Enterprise ValueMkt cap + debt − cash$1.8B$44.5B
Trailing P/EPrice ÷ TTM EPS6.29x8.54x
Forward P/EPrice ÷ next-FY EPS est.5.35x8.68x
PEG RatioP/E ÷ EPS growth rate0.96x
EV / EBITDAEnterprise value multiple1.90x5.90x
Price / SalesMarket cap ÷ Revenue0.75x1.28x
Price / BookPrice ÷ Book value/share3.29x2.21x
Price / FCFMarket cap ÷ FCF7.74x7.64x
WU leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

WU delivers a 52.2% return on equity — every $100 of shareholder capital generates $52 in annual profit, vs $26 for PYPL. On the Piotroski fundamental quality scale (0–9), PYPL scores 8/9 vs WU's 5/9, reflecting strong financial health.

MetricWUThe Western Union…PYPLPayPal Holdings, …
ROE (TTM)Return on equity+52.2%+25.8%
ROA (TTM)Return on assets+6.0%+6.5%
ROICReturn on invested capital+23.3%+16.3%
ROCEReturn on capital employed+12.5%+19.6%
Piotroski ScoreFundamental quality 0–958
Debt / EquityFinancial leverage0.49x
Net DebtTotal debt minus cash-$1.2B$1.9B
Cash & Equiv.Liquid assets$1.2B$8.0B
Total DebtShort + long-term debt$0$10.0B
Interest CoverageEBIT ÷ Interest expense5.35x12.25x
Evenly matched — WU and PYPL each lead in 4 of 8 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in WU five years ago would be worth $6,052 today (with dividends reinvested), compared to $1,694 for PYPL. Over the past 12 months, WU leads with a -2.4% total return vs PYPL's -34.8%. The 3-year compound annual growth rate (CAGR) favors WU at -1.3% vs PYPL's -14.3% — a key indicator of consistent wealth creation.

MetricWUThe Western Union…PYPLPayPal Holdings, …
YTD ReturnYear-to-date+4.3%-20.5%
1-Year ReturnPast 12 months-2.4%-34.8%
3-Year ReturnCumulative with dividends-3.9%-37.0%
5-Year ReturnCumulative with dividends-39.5%-83.1%
10-Year ReturnCumulative with dividends-0.7%+21.5%
CAGR (3Y)Annualised 3-year return-1.3%-14.3%
WU leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

WU is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than PYPL's 1.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WU currently trades 80.6% from its 52-week high vs PYPL's 58.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricWUThe Western Union…PYPLPayPal Holdings, …
Beta (5Y)Sensitivity to S&P 5000.71x1.30x
52-Week HighHighest price in past year$11.95$79.50
52-Week LowLowest price in past year$7.85$38.46
% of 52W HighCurrent price vs 52-week peak+80.6%+58.1%
RSI (14)Momentum oscillator 0–10049.446.2
Avg Volume (50D)Average daily shares traded6.6M18.5M
WU leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates WU as "Hold" and PYPL as "Hold". Consensus price targets imply 14.8% upside for PYPL (target: $53) vs -6.5% for WU (target: $9). For income investors, WU offers the higher dividend yield at 9.79% vs PYPL's 0.29%.

MetricWUThe Western Union…PYPLPayPal Holdings, …
Analyst RatingConsensus buy/hold/sellHoldHold
Price TargetConsensus 12-month target$9.00$53.05
# AnalystsCovering analysts4869
Dividend YieldAnnual dividend ÷ price+9.8%+0.3%
Dividend StreakConsecutive years of raises111
Dividend / ShareAnnual DPS$0.94$0.13
Buyback YieldShare repurchases ÷ mkt cap+7.7%+14.2%
WU leads this category, winning 2 of 2 comparable metrics.

Historical Charts

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Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
The Western Union C… (WU)10040.53-59.5%
PayPal Holdings, In… (PYPL)10046.37-53.6%

The Western Union C… (WU) returned -39% over 5 years vs PayPal Holdings, In… (PYPL)'s -83%.

Chart 2Revenue Growth — 10 Years

Stock20162025Change
The Western Union C… (WU)$5.4B$4.0B-25.5%
PayPal Holdings, In… (PYPL)$10.8B$33.3B+207.5%

The Western Union Company's revenue grew from $5.4B (2016) to $4.0B (2025) — a -3.2% CAGR. PayPal Holdings, Inc.'s revenue grew from $10.8B (2016) to $33.3B (2025) — a 13.3% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
The Western Union C… (WU)4.7%12.4%+164.8%
PayPal Holdings, In… (PYPL)12.9%15.7%+21.5%

The Western Union Company's net margin went from 5% (2016) to 12% (2025). PayPal Holdings, Inc.'s net margin went from 13% (2016) to 16% (2025).

Chart 4P/E Ratio History — 9 Years

Stock20172025Change
The Western Union C… (WU)9.16.1-33.0%
PayPal Holdings, In… (PYPL)50.110.8-78.4%

The Western Union Company has traded in a 4x–12x P/E range over 8 years; current trailing P/E is ~6x. PayPal Holdings, Inc. has traded in a 11x–66x P/E range over 9 years; current trailing P/E is ~9x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
The Western Union C… (WU)0.511.53+200.0%
PayPal Holdings, In… (PYPL)1.155.41+370.4%

The Western Union Company's EPS grew from $0.51 (2016) to $1.53 (2025) — a 13% CAGR. PayPal Holdings, Inc.'s EPS grew from $1.15 (2016) to $5.41 (2025) — a 19% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$831M
$5B
2022
$373M
$5B
2023
$635M
$4B
2024
$369M
$7B
2025
$393M
$6B
The Western Union C… (WU)PayPal Holdings, In… (PYPL)

The Western Union Company generated $393M FCF in 2025 (-53% vs 2021). PayPal Holdings, Inc. generated $6B FCF in 2025 (+14% vs 2021).

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WU vs PYPL: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is WU or PYPL a better buy right now?

The Western Union Company (WU) offers the better valuation at 6.3x trailing P/E (5.3x forward), making it the more compelling value choice. Analysts rate The Western Union Company (WU) a "Hold" — based on 48 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — WU or PYPL?

On trailing P/E, The Western Union Company (WU) is the cheapest at 6.3x versus PayPal Holdings, Inc. at 8.5x. On forward P/E, The Western Union Company is actually cheaper at 5.3x.

03

Which is the better long-term investment — WU or PYPL?

Over the past 5 years, The Western Union Company (WU) delivered a total return of -39.5%, compared to -83.1% for PayPal Holdings, Inc. (PYPL). A $10,000 investment in WU five years ago would be worth approximately $6K today (assuming dividends reinvested). Over 10 years, the gap is even starker: PYPL returned +21.5% versus WU's -0.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — WU or PYPL?

By beta (market sensitivity over 5 years), The Western Union Company (WU) is the lower-risk stock at 0.71β versus PayPal Holdings, Inc.'s 1.30β — meaning PYPL is approximately 84% more volatile than WU relative to the S&P 500.

05

Which has better profit margins — WU or PYPL?

PayPal Holdings, Inc. (PYPL) is the more profitable company, earning 15.7% net margin versus 12.4% for The Western Union Company — meaning it keeps 15.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PYPL leads at 19.7% versus 19.4% for WU. At the gross margin level — before operating expenses — PYPL leads at 47.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Is WU or PYPL more undervalued right now?

On forward earnings alone, The Western Union Company (WU) trades at 5.3x forward P/E versus 8.7x for PayPal Holdings, Inc. — 3.3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PYPL: 14.8% to $53.05.

07

Which pays a better dividend — WU or PYPL?

All stocks in this comparison pay dividends. The Western Union Company (WU) offers the highest yield at 9.8%, versus 0.3% for PayPal Holdings, Inc. (PYPL).

08

Is WU or PYPL better for a retirement portfolio?

For long-horizon retirement investors, The Western Union Company (WU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.71), 9.8% yield). Both have compounded well over 10 years (WU: -0.7%, PYPL: +21.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between WU and PYPL?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. WU pays a dividend while PYPL does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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WU

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 7%
  • Dividend Yield > 3.9%
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PYPL

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 9%
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Better Than Both

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Net Margin>
%
(WU: 12.4% · PYPL: 15.7%)
P/E Ratio<
x
(WU: 6.3x · PYPL: 8.5x)