Added to YB: 2026-07-20
Pitch date: 2026-07-16
GPN [bullish]
Global Payments Inc.
Author Info
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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
$22.0B
Pitch Price
N/A
Price Target
N/A
Dividend
1.24%
EV/EBITDA
9.90
P/E
31.76
EV/Sales
4.59
Sector
Financial Services
Category
special_situation
The Payments Spin Nobody Believes In - Global Payments Inc.
GPN: Post-Worldpay merchant-commerce play. Q1'26 adj net rev $2.86B, +4.5% cc, 39.9% adj op margin, $2.96 adj EPS. Targets $600M cost synergies, $200M+ rev synergies, ~3.0x leverage in 18-24mo. Elliott-backed Integration Committee. Bull: coherent merchant platform. Risk: integration complexity, debt, service disruption, cash conversion gap.
Read full article (7 min)