Added to YB: 2026-03-09
Pitch date: 2026-03-06
GDOT [bullish]
Green Dot Corporation
-2.26%
current return
Author Info
No bio for this author
Company Info
Green Dot Corporation, a financial technology and registered bank holding company, provides various financial services to consumers and businesses in the United States.
Market Cap
$654.0M
Pitch Price
$11.49
Price Target
19.16 (+68%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-13.75
EV/Sales
N/A
Sector
Consumer Finance
Category
special_situation
The Green Dot Breakup: Grocery Money, Not Coffee Money
GDOT: Dual transaction - $8.11 cash + 0.2215 BankCo shares, mgmt values at $14.23-$19.18/sh vs $11.50 today (24-67% spread). Market prices BankCo stub at 0.55x TBV vs 1.0-1.81x peer range. 2Q26 close expected. Prob-weighted +29.6% return, 80% close prob, +134% IRR. Risk: Fed consent order on hist AML issues, but favorable reg backdrop (131d median approval). Tax drag real in taxable accts.
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