Professional
Added to YB: 2024-09-19
Pitch date: 2024-09-10
GPN [bullish]
Global Payments Inc.
-24.67%
current return
Author Info
No bio for this author
Company Info
Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific.
Market Cap
$19.5B
Pitch Price
$106.54
Price Target
179.00 (+123%)
Dividend
N/A
EV/EBITDA
11.27
P/E
15.75
EV/Sales
N/A
Sector
Financial Services
Category
growth
Global Payments Inc.: Global Payments Is Still in a Good Position
GPN: Strong position in small-merchant acquiring, 7% 5yr rev CAGR projected. TSYS merger strengthened moat, int'l expansion. Adapting to industry changes w/ software integration. FV $179 (15.4x 2024 EPS). Risks: macro sensitivity, competition. New CEO, but strategy likely stable. 30% op margin by 2028 expected.