Professional
Added to YB: 2024-09-19
Pitch date: 2024-09-10
GPN [bullish]
Global Payments Inc.
-38.75%
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
$21.4B
Pitch Price
$106.19
Price Target
179.00 (+175%)
Dividend
1.31%
EV/EBITDA
9.98
P/E
17.25
EV/Sales
4.69
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.