Mizuho: If Stripe acquires PayPal, it may expand its consumer reach through Venmo.

Mizuho analysts stated that if Stripe proceeds with its potential acquisition of PayPal, it will help the company further expand from traditional merchant payments into the consumer market. Previous reports indicated that Stripe was considering acquiring all or part of PayPal's business. The deal is feasible in terms of scale. Stripe's latest valuation is approximately $159 billion, significantly higher than PayPal's market capitalization of approximately $43 billion. Analysts believe that PayPal's massive user base and its peer-to-peer payment application Venmo will provide Stripe with strong consumer brand and user network support. Furthermore, PayPal's Braintree merchant payment infrastructure could also enhance Stripe's competitiveness in the payment processing market. Analysis indicates that Braintree could bring Stripe approximately $700 billion in total payment transaction volume (TPV), while Stripe's current annual TPV is approximately $1.4 trillion.