Added to YB: 2026-08-10
Pitch date: 2026-08-06
GPN [neutral]
Global Payments Inc.
-1.69%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
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
$23.2B
Pitch Price
$87.60
Price Target
N/A
Dividend
1.14%
EV/EBITDA
9.04
P/E
45.29
EV/Sales
4.14
Sector
Financial Services
Category
value
Global Payments: Nothing Comes Easy
GPN (trimmed position): Q2 rev $3.16B (+4% org), EPS $3.46 (+12%). Cut FY26 org growth to 4-5% on Mideast conflict (airline volume, 100bps hit) + FX. Trades <6.5x EPS. Bull: e-comm mid-teens growth, path to 6% org in 2027. Bear: FCF add-backs suspect, weak track record. Trimmed 2000→1950 shrs.
Read full article (6 min)