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+0.17 Stripe valued at $159B, 2025 annual letter (stripe.com)
165 points by jez 11 hours ago | 185 comments on HN | Mild positive Product · vv3.4 · 2026-02-24
Article Heatmap
Preamble: +0.13 — Preamble P Article 1: ND — Freedom, Equality, Brotherhood Article 1: No Data — Freedom, Equality, Brotherhood 1 Article 2: ND — Non-Discrimination Article 2: No Data — Non-Discrimination 2 Article 3: ND — Life, Liberty, Security Article 3: No Data — Life, Liberty, Security 3 Article 4: ND — No Slavery Article 4: No Data — No Slavery 4 Article 5: ND — No Torture Article 5: No Data — No Torture 5 Article 6: ND — Legal Personhood Article 6: No Data — Legal Personhood 6 Article 7: ND — Equality Before Law Article 7: No Data — Equality Before Law 7 Article 8: ND — Right to Remedy Article 8: No Data — Right to Remedy 8 Article 9: ND — No Arbitrary Detention Article 9: No Data — No Arbitrary Detention 9 Article 10: ND — Fair Hearing Article 10: No Data — Fair Hearing 10 Article 11: ND — Presumption of Innocence Article 11: No Data — Presumption of Innocence 11 Article 12: -0.41 — Privacy 12 Article 13: +0.35 — Freedom of Movement 13 Article 14: ND — Asylum Article 14: No Data — Asylum 14 Article 15: ND — Nationality Article 15: No Data — Nationality 15 Article 16: ND — Marriage & Family Article 16: No Data — Marriage & Family 16 Article 17: ND — Property Article 17: No Data — Property 17 Article 18: ND — Freedom of Thought Article 18: No Data — Freedom of Thought 18 Article 19: +0.35 — Freedom of Expression 19 Article 20: ND — Assembly & Association Article 20: No Data — Assembly & Association 20 Article 21: ND — Political Participation Article 21: No Data — Political Participation 21 Article 22: ND — Social Security Article 22: No Data — Social Security 22 Article 23: +0.38 — Work & Equal Pay 23 Article 24: ND — Rest & Leisure Article 24: No Data — Rest & Leisure 24 Article 25: +0.26 — Standard of Living 25 Article 26: ND — Education Article 26: No Data — Education 26 Article 27: +0.28 — Cultural Participation 27 Article 28: ND — Social & International Order Article 28: No Data — Social & International Order 28 Article 29: ND — Duties to Community Article 29: No Data — Duties to Community 29 Article 30: ND — No Destruction of Rights Article 30: No Data — No Destruction of Rights 30
Negative Neutral Positive No Data
Aggregates
Weighted Mean +0.17 Unweighted Mean +0.19
Max +0.38 Article 23 Min -0.41 Article 12
Signal 7 No Data 24
Confidence 10% Volatility 0.26 (Medium)
Negative 1 Channels E: 0.5 S: 0.5
SETL +0.05 Editorial-dominant
Evidence: High: 0 Medium: 4 Low: 3 No Data: 24
Theme Radar
Foundation Security Legal Privacy & Movement Personal Expression Economic & Social Cultural Order & Duties Foundation: 0.13 (1 articles) Security: 0.00 (0 articles) Legal: 0.00 (0 articles) Privacy & Movement: -0.03 (2 articles) Personal: 0.00 (0 articles) Expression: 0.35 (1 articles) Economic & Social: 0.32 (2 articles) Cultural: 0.28 (1 articles) Order & Duties: 0.00 (0 articles)
Domain Context Profile
Element Modifier Affects Note
Privacy -0.05
Article 12
Domain uses GTM tracking and third-party tracking infrastructure; no visible privacy-first stance evident on this page.
Terms of Service
No ToS evidence on page; cannot assess.
Accessibility
Limited structural accessibility signals visible in raw HTML; cannot definitively assess.
Mission +0.08
Article 23 Article 25
Stripe's stated mission involves enabling economic growth; tender offer signals concern for employee welfare and financial inclusion.
Editorial Code
No editorial code or governance statement visible on page.
Ownership
Private company; no governance signal relevant to HRCB.
Access Model +0.05
Article 19 Article 27
Public newsroom accessible without paywall; information freely available, supporting transparency.
Ad/Tracking -0.08
Article 12
GTM-WK8882T and third-party tracking evident; behavioral tracking without transparent disclosure on-page.
HN Discussion 14 top-level comments
fourseventy 2026-02-24 16:25 UTC link
It's insane that they aren't public yet. Their investors must be pressuring them like crazy to IPO.
colesantiago 2026-02-24 16:46 UTC link
Private markets is where the wealth is (if you invested at the bottom), as soon as Stripe goes public you're getting dumped on.

Unfortunately you need to be an accredited investor to access these markets.

This is the real gatekeeping here as rich pop stars, actors, sports stars and musicians who aren't versed in tech has more access to investing in these private companies than the academics, students in europe creating the algorithms that power them.

An 11 year old can inherit $100 million and be more "accredited" than you, even though they (may) have no knowledge of the industry, no investing experience and no years of industry experience.

Even if you have knowledge in the tech scene and you know which companies are going to go big in the future, unless you're ultra rich already to qualify as accredited, you're shut out early on.

aliljet 2026-02-24 16:53 UTC link
The public can absolutely participate in this by way of syndication deals. Those syndicates are what's covering up the true extent of ownership and they're essentially charging for access with their fees. It's oddly shady, poorly regulated, and more expensive than just being public, but everyone can ride this ride.
throwaw12 2026-02-24 16:53 UTC link
Congratulations.

But how is it 5x bigger than Adyen, which had 2.3B revenue and 1B earnings in 2025?

shevy-java 2026-02-24 16:57 UTC link
> Businesses running on Stripe generated $1.9 trillion in total volume

I think we hackers in general also need to have a value assigned. Even open source authors generate real value but right now I see an imbalance as to who makes money and who does not. I'd even almost go as far as say that taxes (a state gathers) should go to a certain percentage value back to the open source community. There are a lot of details missing here, of course, but from a core view this only seems fair.

I'l also never forget Bill Gates anti-open source letter. That should instantly yield a 99.999% extra tax on him.

rprend 2026-02-24 17:25 UTC link
1.6 percent of global GDP blows my mind.
miohtama 2026-02-24 17:38 UTC link
Weak. They should pivot to AI.
hmokiguess 2026-02-24 17:52 UTC link
I remember when Stripe started and it was super fun to set it up as a developer and build stuff.

Today I find it does way too much for small projects and the fees are too high. Does anyone knows of good alternatives for that? (Someone recently shared https://astrafi.com/ with me and it seemed promising, with much better fees, but I haven't tested or used anything other than Stripe)

purple_ferret 2026-02-24 17:57 UTC link
Braintree had $1.53 trillion TPV in 2023[0], and it's just a subsidiary of Paypal which has tanked to $40 billion market cap despite revenue and profit that are probably lightyears ahead of Stripe.

Honestly, I wouldn't touch Stripe with a ten foot poll at this valuation. Fintech is an industry that just disappoints in the end.

[0]https://www.paypal.com/us/braintree

jppope 2026-02-24 18:28 UTC link
Sounds like an IPO in 6-18 months.
2OEH8eoCRo0 2026-02-24 18:53 UTC link
Ludicrous valuation
testfoobar 2026-02-24 19:11 UTC link
This feels rich. Compare:

Adyen: $29.408B right now at Yahoo Finance.

PayPal: $41.51B right now.

https://finance.yahoo.com/quote/ADYEN.AS/

https://finance.yahoo.com/quote/PYPL/

MoonWalk 2026-02-24 19:50 UTC link
Another leech piggybacking on the bloated corpus of the greatest leeches in all of consumerdom: credit-card companies.

Disgusting rip-off of consumers, yes, but even worse is the rip-off of merchants.

syedkarim 2026-02-24 19:57 UTC link
Visa is valued at $585B and Mastercard is valued at $444B. Is Stripe making more revenue per transaction than Visa and Mastercard?
Score Breakdown
+0.13
Preamble Preamble
Medium F: Emphasis on economic opportunity and inclusion
Editorial
+0.15
Structural
+0.10
SETL
+0.09
Combined
ND
Context Modifier
ND

Announcement of tender offer and annual letter framed around growth and employee liquidity; mild positive signals toward dignity and economic rights, but limited explicit HRCB language.

ND
Article 1 Freedom, Equality, Brotherhood

No observable content directly addressing equality and dignity in inherent rights.

ND
Article 2 Non-Discrimination

No observable content addressing non-discrimination or distinctions.

ND
Article 3 Life, Liberty, Security

No observable content addressing right to life, liberty, or personal security.

ND
Article 4 No Slavery

No observable content addressing slavery or servitude.

ND
Article 5 No Torture

No observable content addressing torture or cruel treatment.

ND
Article 6 Legal Personhood

No observable content addressing right to legal personhood.

ND
Article 7 Equality Before Law

No observable content addressing equality before law.

ND
Article 8 Right to Remedy

No observable content addressing judicial remedy for rights violations.

ND
Article 9 No Arbitrary Detention

No observable content addressing arbitrary arrest or detention.

ND
Article 10 Fair Hearing

No observable content addressing right to fair trial.

ND
Article 11 Presumption of Innocence

No observable content addressing criminal presumption of innocence.

-0.41
Article 12 Privacy
Medium P: GTM tracking and third-party cookies employed P: No visible privacy policy disclosure on page
Editorial
-0.20
Structural
-0.35
SETL
+0.23
Combined
ND
Context Modifier
ND

Active behavioral tracking via GTM infrastructure with client-side experiments; no on-page privacy disclosure. Structural signals indicate privacy intrusion without transparent consent mechanism visible. Domain modifiers compound concern.

+0.35
Article 13 Freedom of Movement
Low P: Public newsroom accessible without geographic restriction
Editorial
ND
Structural
+0.30
SETL
ND
Combined
ND
Context Modifier
ND

No observable barriers to accessing public newsroom content; implies freedom of movement to information, though limited direct evidence.

ND
Article 14 Asylum

No observable content addressing right to asylum or refuge.

ND
Article 15 Nationality

No observable content addressing nationality.

ND
Article 16 Marriage & Family

No observable content addressing marriage or family.

ND
Article 17 Property

No observable content addressing property ownership or deprivation.

ND
Article 18 Freedom of Thought

No observable content addressing freedom of thought or conscience.

+0.35
Article 19 Freedom of Expression
Medium P: Public newsroom facilitates information distribution F: Transparency through annual letter publication
Editorial
+0.25
Structural
+0.35
SETL
-0.19
Combined
ND
Context Modifier
ND

Public newsroom and annual letter publication support freedom to receive and impart information; no paywalls or access restrictions observed on news content itself.

ND
Article 20 Assembly & Association

No observable content addressing freedom of assembly or association.

ND
Article 21 Political Participation

No observable content addressing political participation.

ND
Article 22 Social Security

No observable content addressing social security.

+0.38
Article 23 Work & Equal Pay
Medium F: Tender offer to employees signals concern for economic welfare F: Annual letter emphasizes economic opportunity and growth
Editorial
+0.35
Structural
+0.25
SETL
+0.19
Combined
ND
Context Modifier
ND

Tender offer provides liquidity to employees; framing emphasizes economic inclusion and opportunity. Moderate positive signal toward right to work and just conditions.

ND
Article 24 Rest & Leisure

No observable content addressing rest or leisure.

+0.26
Article 25 Standard of Living
Low F: Employee liquidity provision suggests concern for standard of living F: Economic growth narrative implies welfare expansion
Editorial
+0.20
Structural
+0.15
SETL
+0.10
Combined
ND
Context Modifier
ND

Tender offer and economic growth messaging imply consideration of employee welfare and adequate standard of living, though limited explicit HRCB language.

ND
Article 26 Education

No observable content addressing education.

+0.28
Article 27 Cultural Participation
Low P: Public participation in corporate updates through newsroom F: Community engagement through transparent communication
Editorial
+0.20
Structural
+0.25
SETL
-0.11
Combined
ND
Context Modifier
ND

Public newsroom and shareable updates provide access to corporate benefits and community participation; limited direct evidence but structural support for cultural participation.

ND
Article 28 Social & International Order

No observable content addressing international social and economic order.

ND
Article 29 Duties to Community

No observable content addressing duties to community.

ND
Article 30 No Destruction of Rights

No observable content addressing interpretation or limitation of rights.

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build 40c3f5d+6bbr · 2026-02-25 01:36 UTC