Following in the footsteps of PayPal and Co.? Deutz and Veganz dare to spark a revolution

PayPal: Between hype and depression despite innovation

PayPal is considered the world's leading digital payment service provider and earns its money from transaction fees. Just this month, the Company introduced crypto payments. This new feature allows customers to use various cryptocurrencies, including Bitcoin, Ethereum, and over 100 others, directly at the checkout of millions of merchants worldwide. A key advantage for merchants is that PayPal automatically and instantly converts the selected cryptocurrency into fiat currency at the point of sale. This means that merchants receive payments in their local currency without being exposed to the volatility of the crypto market. This innovation is expected to significantly reduce fees for cross-border transactions compared to traditional international credit card processing – observers estimate savings of up to 90% in some cases. These potential savings make international payments easier and more attractive for businesses of all sizes and could significantly expand PayPal's global commerce presence. But how is the market reacting? It remains skeptical!

Despite good second-quarter figures, including earnings per share of USD 1.40, which exceeded analysts' expectations, higher revenue figures and a more optimistic outlook for 2025, the stock reacted cautiously. It seems that PayPal investors now see the glass as half empty – just five years ago, it was the other way around. Slightly declining transaction figures could be interpreted as new user behavior in light of the opportunities offered by crypto payments, but the market sees this as a warning sign. This situation does not bode well for PayPal shares in the short term, but opportunities will arise in the long term. However, the market will have to rethink its position.

Deutz: Defense saves the figures

Engine specialist Deutz has also rethought its strategy and is now more involved in the military sector than before. In 2024, the Cologne-based industrial supplier acquired the Polish company BTH FAST, enabling it to supply engines for military vehicles. Although the figures for the first quarter of 2025 were mixed, Deutz reported a 30.3% increase in order intake and explicitly attributed this to its recent M&A strategy. Its involvement in the defense sector is therefore paying off. Deutz had already been involved in the areas of decentralized energy solutions and electric and hydrogen combustion engines. Analysts are mostly positive about Deutz shares in July 2025. Of the three analysts who have issued price targets in the last three months, all rate the stock as "Buy" or "Strong Buy." The average 12-month price target is EUR 10.60. This corresponds to an upside potential of 37.66% compared to the current level. However, after a 65% rise in six months, the cyclical stock could also consolidate.

Will Veganz soon be making millions with Mililk?

The Veganz share has already consolidated: from prices above EUR 90, the value plummeted to EUR 5. However, it has been on the rise again for several months now. The share price recovery could also be due to the innovations that the Company is pushing forward. The subsidiary Mililk FoodTech GmbH aims to revolutionize the market for plant-based milk alternatives. Specifically, it involves a specially developed 2D printing process for delivering oat milk and other products in sheets. The milk, which is highly concentrated in this form, can be re-liquefied without any loss of quality and in organic quality. Mililk's approach is specifically aimed at catering businesses such as coffee house chains and fast food restaurants. Thanks to Veganz's technology, the plant-based milk alternative prepared in this way has a long shelf life, is up to 85% lighter and therefore easier to store without refrigeration. This reduces costs for both storage and transport and significantly reduces packaging waste.**

About two weeks ago, Veganz announced a capital increase of EUR 7.1 million to strengthen its equity base and drive forward the expansion of Mililk. What makes this special is that the Company, which has primarily been active in the DACH region to date, has already selected a production site in the US to launch Mililk there. The country, which is home to system catering and where every small town has several branches of the most important franchise chains, is predestined for this. Veganz aims to have the plant in the US up and running by 2026.

Higher price targets are on the cards thanks to the sale of shares – is the stock due for a revaluation?

In addition to the excitement surrounding Mililk, Veganz could also benefit from the planned sale of its subsidiary OrbiFarm GmbH, which is expected to fetch EUR 30 million plus profit sharing. The analysts at mwb research see a EUR 10.80 higher price target in this case – currently, the analysts have set a price target of EUR 21.50 for the Veganz share. If the sale of OrbiFarm goes ahead, an update is therefore to be expected – the new price potential could then exceed the EUR 30 mark and thus be around 50% above the current price. The changes in the investment portfolio and the expansion into the US with an innovative product could be a game-changer for Veganz. The examples of PayPal and Deutz show that the capital market rewards innovation and consistent business development. Veganz shares are still far from overvalued. On the contrary, the current valuation does not yet seem to fairly reflect Veganz's substance and potential.