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NYSE:SQ
Block Inc (SQ)
74.69
-0.09 (0.12%)
as of Jun 18, 2026, 11:47:42 pm Market Open.
242 watching
Financials 
Technical Analysis 0
WEAK BUY
SQ vs. PYPL Since 2018, they've been taking turns at leading. So one is not technically better than the other. For SQ, it's expensive at 135x earnings for a 35% growth rate. Price to sales is 6.2x, also not cheap. PYPL is 10x price to sales, and 48x PE for 20% long-term growth rate. PYPL seems cheaper and is a bit more conservative, safer. SQ has a bit more of a growth rate, but you're paying for that.
Technology
BUY
Buy now, pay later trend. Likes the space, as the business model is very strong. SQ bought Afterpay in Australia. He prefers this to AFRM.
Kim BoltonOwned
Technology
TOP PICK
Great fintech company. Great growth prospects. Main disruptor to the banking sector, reinforced by purchase of Afterpay. Potential to become one of the largest financial companies in the world. Start a position around $260, and add at 240 and 220. No dividend. (Analysts’ price target is $304.39)
Kim BoltonOwned
Technology
DON'T BUY
A great, innovative company. JPMorgan's CEO admits that they got outwitted by the smaller Square. Their cash app is growing like gangbusters. His issue with the stock and others are its extreme valuation. There's so much liquidity in the system that money is taking big risks on good ideas, but trading now at 8-9x revenues. Much of the future success is already built into the current stock price.
Technology
BUY ON WEAKNESS
It passes the Rule of 40: Revenue growth rate + EBITDA margin. If the sum is greater than 40, the company passes. This means, the company can get away with rapid revenue growth and no profitability, or slower revenue growth and high profitability--two ways to win.
He likes this on price-to-sales, has real earnings and has a crypto kicker, but this has gone from a positive to a negative, at least for now.
Technology
BUY
An overlooked reopening play Tey just announced they'll open their own bank--gigantic news which he expects will excite the analysts. He expects a restaurant renaissance because rents are now low; also, people will be dining in rather than taking out. Square bought a lot of Bitcoin at $10,000 (Bitcoin is now around $50K). He's pro-Bitcoin. Smart managers at Square. The Square app makes it easy to buy cryotos.
Technology
BUY ON WEAKNESS
Was a past pick of his and has since shot up. We're heading to a cashless society. Paypal, Square and Visa are all fine in this space. Yes, this can continue to grow, but some growth is already in the price. SQ isn't crazy expensive, but still high. Buy on pullback. Also, Bitcoin's rally helps Square.
Technology
DON'T BUY
Fintech is an interesting area. A good company, but the price is discounting things far into the future, priced for perfection. So, he's very leery of this, fintech and the wider "innovation" space. He recalls the dotcom bubble 20 years ago--we're not there yet, but there are whiffs of it.
Technology
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