Added to YB: 2025-12-22
Pitch date: 2025-12-19
GPN [bullish]
Global Payments Inc.
-19.07%
current return
Author Info
No bio for this author
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
$21.4B
Pitch Price
$80.37
Price Target
N/A
Dividend
1.31%
EV/EBITDA
9.98
P/E
17.25
EV/Sales
4.69
Sector
Financial Services
Category
value
New idea Global Payments Inc. - $GPN
GPN: Selling low-margin issuing biz (Q1 26), focusing on higher-margin acquiring. Recent acquisition expected to boost FCF ~50%. Mgmt cutting complexity, returning capital, targeting sub-3x leverage by year-end. Trading at ~$19B vs mgmt's $5B unlevered FCF target in ~2yrs. Simple value story w/ execution risk.
Read full article (3 min)