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Side-by-side financial comparison of AUTONATION, INC. (AN) and PayPal (PYPL). Click either name above to swap in a different company.

PayPal is the larger business by last-quarter revenue ($8.4B vs $6.6B, roughly 1.3× AUTONATION, INC.). PayPal runs the higher net margin — 13.3% vs 3.1%, a 10.2% gap on every dollar of revenue. On growth, PayPal posted the faster year-over-year revenue change (7.0% vs -2.0%). Over the past eight quarters, PayPal's revenue compounded faster (2.9% CAGR vs 0.6%).

AutoNation, Inc. is an American automotive retailer based in Fort Lauderdale, Florida, which provides new and pre-owned vehicles and associated services in the United States. The company was founded by Wayne Huizenga in 1996, starting with twelve AutoNation locations, and now has more than 300 retail outlets.

PayPal Holdings, Inc. is an American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers; it serves as an electronic alternative to traditional paper methods such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other commercial and company users.

AN vs PYPL — Head-to-Head

Bigger by revenue
PYPL
PYPL
1.3× larger
PYPL
$8.4B
$6.6B
AN
Growing faster (revenue YoY)
PYPL
PYPL
+9.0% gap
PYPL
7.0%
-2.0%
AN
Higher net margin
PYPL
PYPL
10.2% more per $
PYPL
13.3%
3.1%
AN
Faster 2-yr revenue CAGR
PYPL
PYPL
Annualised
PYPL
2.9%
0.6%
AN

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
AN
AN
PYPL
PYPL
Revenue
$6.6B
$8.4B
Net Profit
$205.4M
$1.1B
Gross Margin
18.5%
Operating Margin
4.8%
17.8%
Net Margin
3.1%
13.3%
Revenue YoY
-2.0%
7.0%
Net Profit YoY
17.0%
-13.5%
EPS (diluted)
$5.85
$1.21

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AN
AN
PYPL
PYPL
Q1 26
$6.6B
$8.4B
Q4 25
$6.9B
$8.7B
Q3 25
$7.0B
$8.4B
Q2 25
$7.0B
$8.3B
Q1 25
$6.7B
$7.8B
Q4 24
$7.2B
$8.4B
Q3 24
$6.6B
$7.8B
Q2 24
$6.5B
$7.9B
Net Profit
AN
AN
PYPL
PYPL
Q1 26
$205.4M
$1.1B
Q4 25
$172.1M
$1.4B
Q3 25
$215.1M
$1.2B
Q2 25
$86.4M
$1.3B
Q1 25
$175.5M
$1.3B
Q4 24
$186.1M
$1.1B
Q3 24
$185.8M
$1.0B
Q2 24
$130.2M
$1.1B
Gross Margin
AN
AN
PYPL
PYPL
Q1 26
18.5%
Q4 25
17.5%
Q3 25
17.6%
Q2 25
18.3%
Q1 25
18.2%
Q4 24
17.2%
Q3 24
18.0%
Q2 24
17.9%
Operating Margin
AN
AN
PYPL
PYPL
Q1 26
4.8%
17.8%
Q4 25
4.5%
17.4%
Q3 25
5.3%
18.1%
Q2 25
3.1%
18.1%
Q1 25
5.0%
19.6%
Q4 24
4.7%
17.2%
Q3 24
5.3%
17.7%
Q2 24
4.2%
16.8%
Net Margin
AN
AN
PYPL
PYPL
Q1 26
3.1%
13.3%
Q4 25
2.5%
16.6%
Q3 25
3.1%
14.8%
Q2 25
1.2%
15.2%
Q1 25
2.6%
16.5%
Q4 24
2.6%
13.4%
Q3 24
2.8%
12.9%
Q2 24
2.0%
14.3%
EPS (diluted)
AN
AN
PYPL
PYPL
Q1 26
$5.85
$1.21
Q4 25
$4.68
$1.53
Q3 25
$5.65
$1.30
Q2 25
$2.26
$1.29
Q1 25
$4.45
$1.29
Q4 24
$4.62
$1.09
Q3 24
$4.61
$0.99
Q2 24
$3.20
$1.08

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AN
AN
PYPL
PYPL
Cash + ST InvestmentsLiquidity on hand
$65.5M
$9.3B
Total DebtLower is stronger
$9.4B
Stockholders' EquityBook value
$2.2B
$20.0B
Total Assets
$80.5B
Debt / EquityLower = less leverage
0.47×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AN
AN
PYPL
PYPL
Q1 26
$65.5M
$9.3B
Q4 25
$58.6M
$10.4B
Q3 25
$97.6M
$10.8B
Q2 25
$62.9M
$10.0B
Q1 25
$70.5M
$11.2B
Q4 24
$59.8M
$10.8B
Q3 24
$60.2M
$11.9B
Q2 24
$85.9M
$13.6B
Total Debt
AN
AN
PYPL
PYPL
Q1 26
$9.4B
Q4 25
$3.7B
Q3 25
Q2 25
Q1 25
$3.1B
Q4 24
$2.6B
Q3 24
$3.1B
Q2 24
$3.1B
Stockholders' Equity
AN
AN
PYPL
PYPL
Q1 26
$2.2B
$20.0B
Q4 25
$2.3B
$20.3B
Q3 25
$2.5B
$20.2B
Q2 25
$2.5B
$20.2B
Q1 25
$2.4B
$20.3B
Q4 24
$2.5B
$20.4B
Q3 24
$2.4B
$20.2B
Q2 24
$2.2B
$20.6B
Total Assets
AN
AN
PYPL
PYPL
Q1 26
$80.5B
Q4 25
$14.4B
$80.2B
Q3 25
$14.2B
$79.8B
Q2 25
$13.6B
$79.8B
Q1 25
$13.3B
$81.3B
Q4 24
$13.0B
$81.6B
Q3 24
$12.9B
$83.5B
Q2 24
$12.8B
$84.0B
Debt / Equity
AN
AN
PYPL
PYPL
Q1 26
0.47×
Q4 25
1.58×
Q3 25
Q2 25
Q1 25
1.29×
Q4 24
1.06×
Q3 24
1.32×
Q2 24
1.43×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AN
AN
PYPL
PYPL
Operating Cash FlowLast quarter
$1.1B
Free Cash FlowOCF − Capex
$903.0M
FCF MarginFCF / Revenue
10.8%
Capex IntensityCapex / Revenue
0.9%
Cash ConversionOCF / Net Profit
1.02×
TTM Free Cash FlowTrailing 4 quarters
$5.5B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AN
AN
PYPL
PYPL
Q1 26
$1.1B
Q4 25
$150.5M
$2.4B
Q3 25
$191.7M
$2.0B
Q2 25
$-177.8M
$898.0M
Q1 25
$-52.5M
$1.2B
Q4 24
$149.8M
$2.4B
Q3 24
$-70.0M
$1.6B
Q2 24
$-59.6M
$1.5B
Free Cash Flow
AN
AN
PYPL
PYPL
Q1 26
$903.0M
Q4 25
$64.2M
$2.2B
Q3 25
$122.8M
$1.7B
Q2 25
$-256.8M
$692.0M
Q1 25
$-127.7M
$964.0M
Q4 24
$83.5M
$2.2B
Q3 24
$-151.0M
$1.4B
Q2 24
$-147.1M
$1.4B
FCF Margin
AN
AN
PYPL
PYPL
Q1 26
10.8%
Q4 25
0.9%
25.2%
Q3 25
1.7%
20.4%
Q2 25
-3.7%
8.3%
Q1 25
-1.9%
12.4%
Q4 24
1.2%
26.2%
Q3 24
-2.3%
18.4%
Q2 24
-2.3%
17.3%
Capex Intensity
AN
AN
PYPL
PYPL
Q1 26
0.9%
Q4 25
1.2%
2.2%
Q3 25
1.0%
3.0%
Q2 25
1.1%
2.5%
Q1 25
1.1%
2.5%
Q4 24
0.9%
2.4%
Q3 24
1.2%
2.2%
Q2 24
1.4%
2.0%
Cash Conversion
AN
AN
PYPL
PYPL
Q1 26
1.02×
Q4 25
0.87×
1.66×
Q3 25
0.89×
1.58×
Q2 25
-2.06×
0.71×
Q1 25
-0.30×
0.90×
Q4 24
0.80×
2.14×
Q3 24
-0.38×
1.60×
Q2 24
-0.46×
1.35×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AN
AN

New vehicle$3.0B46%
Retail used vehicle$1.8B28%
Parts and service$1.2B19%
Finance and insurance, net$352.0M5%
Wholesale$144.2M2%

PYPL
PYPL

Transaction revenues$7.5B90%
Revenues from other value added services$852.0M10%

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