根据彭博社报道，Stripe正考虑收购在线支付系统PayPal的全部或部分业务后，瑞穗银行分析了Stripe可能觊觎PayPal的三大理由。首先，分析师Dan Dolev指出，PayPal旗下的Braintree网络支付处理平台将为Stripe带来约7000亿美元的总支付额增量，助其与Adyen展开有力竞争。其次，PayPal的消费者支付网络（包括Venmo）将弥补Stripe在消费者端知名度的相对短板。最后，合并后的企业将在快速发展的稳定币领域占据有利竞争位置。
Dolev同时强调，Stripe近期1590亿美元的估值远高于PayPal430亿美元的市值，这为潜在交易提供了资金优势。此次收购若成行，或将重塑全球支付行业的竞争格局。
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