Professional
Added to YB: 2025-08-04
Pitch date: 2025-07-31
NATL [bullish]
NCR Atleos Corporation
+26.74%
current return
Author Info
Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches. Follow on Twitter.
Company Info
NCR Atleos Corporation, a financial technology company, provides self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
N/A
Pitch Price
$30.37
Price Target
100.00 (+160%)
Dividend
N/A
Sector
Financial Services
Category
growth
NCR Atleos: NATL US - Service-Based Category Leader at 15% FCFE yield, Growing ARR & EPS 30% annually
NATL: Service-based ATM leader trading at 6x PE vs DBD at 14x PE despite superior growth. ATMaaS segment growing 30% annually, driving consolidated EBITDA +10%/yr. Deleveraging and upcoming share repurchases could unlock significant value. $100 price target (270% upside) at 13x FY27 EPS of $7.70. 15% FCF yield limits downside.
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