5 Interesting Learnings from Stripe at $6.8 Billion in Revenue: 33% Growth, 47% Free Cash Flow Margins, and a $53B Bid for PayPal
Stripe achieved $6.8 billion in revenue in 2025 with a 33% growth rate, heavily accelerated by the AI boom. Alongside an impressive 47% free cash flow margin, the fintech giant is making waves with a $53 billion takeover bid for PayPal.
Stripe is still private, so we mostly get data when the company chooses to give it to us. This week we got more than usual.
The Information reported Stripe’s 2025 revenue hit $6.8 billion, up roughly a third year-over-year, its fastest growth since 2021.
Free cash flow surged 52% to $3.2 billion. And Q1 2026 alone did $2 billion in revenue. Put that next to the February annual letter ($1.9 trillion in total payment volume, up 34%, and a $159 billion tender valuation) and you get the clearest financial picture of Stripe anyone outside the company has had.
5 interesting learnings:
- Growth Re-Accelerated at $5 Billion+ in Revenue, and AI Is Why
- 47% Free Cash Flow Margins. At 33% Growth. Wow.
- The Non-Payments Business Is Now a $1 Billion Company Inside a $6.8 Billion Company
- Private and Profitable Is Now the Better Multiple
- The $53 Billion PayPal Bid Is About Buying What Stripe Cannot Build: Consumers
Source: SaaStr
