Added to YB: 2026-03-25
Pitch date: 2026-01-26
GDOT [bullish]
Green Dot Corporation
-7.99%
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
$613.5M
Pitch Price
$12.14
Price Target
23.20 (+106%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-6.15
EV/Sales
N/A
Sector
Consumer Finance
Category
special_situation
Green Dot Corporation - $GDOT
GDOT: Splitting into cash ($8.11/share) + well-run bank (72.2% ownership, $6.12 BV/share) vs $12.14 stock = buying bank at 0.66x BV. CommerceOne mgmt brings 40% efficiency ratio, 14% ROE. GDOT's <0.5% cost of funds vs 1.9% peer avg + CommerceOne's superior asset deployment = 15% ROE target. Even 8-10% ROE = 12-15% return at 0.66x BV. M&A value suggests 1.26x BV. Deal closing likely.
Read full article (2 min)