Professional
Added to YB: 2026-04-23
Pitch date: 2026-04-21
JKHY [bullish]
Jack Henry & Associates, Inc.
-15.54%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.
Market Cap
$10.0B
Pitch Price
$154.77
Price Target
N/A
Dividend
1.73%
EV/EBITDA
13.99
P/E
19.75
EV/Sales
4.04
Sector
Financial Services
Category
value
Upslope Capital Management New Position: Jack Henry & Associates, Inc.
JKHY (new position): Missouri-based core processing & payments tech provider to regional banks/credit unions. 90% recurring rev, defensive model w/ high switching costs. Debt-free, disciplined M&A, opportunistic buybacks. De-rated 40x→20x EPS on AI fears post over-valuation. Margin inflection sustainable, estimates rising. Risks: AI impact uncertainty, customer consolidation, cyber/regulatory exposure in fintech
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