OUST
Ouster, Inc.
OUST offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
PYPL
PayPal Holdings, Inc.
PYPL has the edge over OUST overall, supported by stronger valuation and lower modeled downside.
OUST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Weak | |
| Unavailable |
OUST's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
PYPL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| N/A | |
| N/A |
PYPL's profitability is currently healthy, and its revenue is stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like PYPL.
OUST PE Valuation
OUST has no meaningful PE right now: it lost money over the past year.
PYPL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.9x | $58.30 | — |
| Current | 11x | $58.30 | — |
| Cheap | 15x | $76.16 | +31% |
| Fair | 26x | $136 | +133% |
| Expensive | 67x | $351 | +503% |
Historical ranges are pointers, not guarantees.
PYPL's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 9.9x next year's earnings.
OUST Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
OUST has the edge over PYPL on the outlook, with more favorable revenue expectations.
PYPL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Improving | |
| Moderate | |
| High |
Analysts expect PYPL's earnings to grow and its profitability to improve, with its revenue holding steady.
OUST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.65 | +$0.98 |
| Q2 2026 | -$0.82 | +$0.98 |
| Q1 2026 | -$0.93 | +$1.02 |
| Q4 2025 | -$1.07 | +$1.01 |
| Q3 2025 | -$1.63 | +$0.98 |
| Q2 2025 | -$1.80 | +$1.16 |
| Q1 2025 | -$1.95 | +$3.67 |
| Q4 2024 | -$2.08 | +$9.02 |
OUST is still losing money, but far less than before: $0.65 per share over the past year, against $40.12 at its worst in late 2020.
PYPL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.87 | +12% |
| Q3 2026 | $5.24 | +5.4% |
| Q2 2026 | $5.29 | +14% |
| Q1 2026 | $5.33 | +20% |
| Q4 2025 | $5.41 | +36% |
| Q3 2025 | $4.97 | +19% |
| Q2 2025 | $4.66 | +13% |
| Q1 2025 | $4.45 | +12% |
| Q4 2024 | $3.99 | +3.9% |
PYPL has the edge over OUST on earnings quality, reporting a profit while its opponent remains loss making.
OUST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $59.3M | +50% |
| Q2 2026 | $54.6M | +56% |
| Q1 2026 | $48.6M | +49% |
| Q4 2025 | $62.2M | +107% |
| Q3 2025 | $39.5M | +41% |
| Q2 2025 | $35M | +30% |
| Q1 2025 | $32.6M | +26% |
| Q4 2024 | $30.1M | +23% |
OUST has the edge over PYPL on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -32% | +29 points |
| Q2 2026 | -37% | +40 points |
| Q1 2026 | -40% | +34 points |
| Q4 2025 | 1.4% | +87 points |
| Q3 2025 | -61% | +37 points |
| Q2 2025 | -77% | +17 points |
| Q1 2025 | -73% | +27 points |
| Q4 2024 | -85% | +68 points |
OUST's operating margin was −32% last quarter, up 29 points from the same quarter a year ago, near the top of its range since 2019.
PYPL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $8.6B | +2% |
| Q2 2026 | $8.7B | +4.8% |
| Q1 2026 | $8.4B | +7.2% |
| Q4 2025 | $8.7B | +3.7% |
| Q3 2025 | $8.4B | +7.3% |
| Q2 2025 | $8.3B | +5.1% |
| Q1 2025 | $7.8B | +1.2% |
| Q4 2024 | $8.4B | +4.2% |
PYPL's revenue has grown year over year every quarter since late 2020: $8.6B last quarter, up 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -1.7 points |
| Q2 2026 | 16% | -1.7 points |
| Q1 2026 | 18% | -1.8 points |
| Q4 2025 | 17% | +0.2 points |
| Q3 2025 | 18% | +0.3 points |
| Q2 2025 | 18% | +1.3 points |
| Q1 2025 | 20% | +4.5 points |
| Q4 2024 | 17% | -4.3 points |
PYPL has the edge over OUST on profitability, with a higher operating margin.
OUST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$35M | -$15M |
| Q2 2026 | -$15.4M | -$13.2M |
| Q1 2026 | -$9.8M | -$4.4M |
| Q4 2025 | -$37.2M | -$33.2M |
| Q3 2025 | -$20M | -$15.7M |
| Q2 2025 | -$2.2M | +$19.8M |
| Q1 2025 | -$5.4M | +$1.7M |
| Q4 2024 | -$4M | +$20.6M |
OUST has burned cash in almost every quarter: −$97M over the past year, against −$32M the year before.
PYPL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.4B | -17% |
| Q2 2026 | $1.8B | +157% |
| Q1 2026 | $903M | -6.3% |
| Q4 2025 | $2.2B | 0% |
| Q3 2025 | $1.7B | +19% |
| Q2 2025 | $692M | -49% |
| Q1 2025 | $964M | -45% |
| Q4 2024 | $2.2B | -11% |
PYPL has the edge over OUST on cash generation, producing positive trailing cash flow while its opponent burns cash.
OUST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +8.3% | +5.5M shares |
| 1 year | +23% | +13.5M shares |
| 3 years | +82% | +32.2M shares |
| 5 years | +1183% | +65.9M shares |
| Available history | +6407% | +70.4M shares |
OUST has 71M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | $1,000 |
| Q3 2022 | $3,000 |
| Q2 2022 | $12,000 |
| Q1 2022 | $31,000 |
PYPL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.7% | -24M shares |
| 1 year | -11% | -102M shares |
| 3 years | -22% | -240M shares |
| 5 years | -28% | -329M shares |
| Available history | -28% | -329M shares |
PYPL has the edge over OUST on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.5B |
| Q2 2026 | $1.6B |
| Q1 2026 | $1.5B |
| Q4 2025 | $1.5B |
| Q3 2025 | $1.5B |
| Q2 2025 | $1.6B |
| Q1 2025 | $1.5B |
| Q4 2024 | $1.3B |
PYPL spent $6.1B buying back its own shares over the past year, up 4% from the year before.
OUST Net Leverage
OUST's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
PYPL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.9x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.4x | Very low |
| Q4 2025 | 0.3x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.6x | Very low |
| Q4 2024 | 0.5x | Very low |
PYPL's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like PYPL.
OUST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.2 | Neutral |
| Stochastic | 26.0 | Neutral |
OUST's weekly RSI is 51 (neutral) and its Stochastic is 26 (neutral).
PYPL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.2 | Neutral |
| Stochastic | 61.9 | Neutral |
PYPL's weekly RSI is 58 (neutral) and its Stochastic is 62 (neutral).
OUST PE vs Technology Sector
OUST has no meaningful PE right now: it lost money over the past year.
PYPL PE vs Financial Services Sector
| Metric | PYPL | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 15% below |
| PE % | 10 | 63 | 53 pts below |
PYPL is trading at 11x earnings, a 15% discount to the Financial Services sector's median of 13x.
OUST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.9 | 1.9% above |
| 20 week MA | $38.1 | 4% below |
| 50 week MA | $31.3 | 17% above |
| 100 week MA | $24.9 | 47% above |
| 200 week MA | $16.3 | 125% above |
OUST has the edge over PYPL on trend strength, trading above more of its moving averages.
PYPL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $56.5 | 3.3% above |
| 20 week MA | $55.5 | 5% above |
| 50 week MA | $51.5 | 13% above |
| 100 week MA | $61.6 | 5.4% below |
| 200 week MA | $64.5 | 9.6% below |
PYPL has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 9.6% below its 200-week average.
OUST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $97.0 | $162.5 | +68% |
| 2021 | $162.5 | $53.8 | -67% |
| 2022 | $53.8 | $8.88 | -83% |
| 2023 | $8.88 | $7.67 | -14% |
| 2024 | $7.67 | $12.5 | +63% |
| 2025 | $12.5 | $22.0 | +76% |
| 2026 YTD | $22.0 | $36.6 | +67% |
OUST has the edge over PYPL on returns for 2026, with the stronger performance.
PYPL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.4 | $238.6 | +118% |
| 2021 | $238.6 | $192.0 | -20% |
| 2022 | $192.0 | $69.0 | -64% |
| 2023 | $69.0 | $61.4 | -11% |
| 2024 | $61.4 | $86.9 | +41% |
| 2025 | $86.9 | $60.0 | -31% |
| 2026 YTD | $60.0 | $58.3 | -2.8% |
PYPL's yearly returns have swung widely, from +118% in 2020 to −64% in 2022. It's down 2.8% so far in 2026.