Added to YB: 2026-04-21
Pitch date: 2026-04-17
GPN [bullish]
Global Payments Inc.
+1.18%
current return
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
$19.9B
Pitch Price
$71.98
Price Target
N/A
Dividend
1.38%
EV/EBITDA
9.57
P/E
16.34
EV/Sales
4.50
Sector
Financial Services
Category
value
Who Am I?...Episode 10 / Global Payments (GPN)
GPN: Payments co post transformational asset swap, now more focused. Rev/EBITDA/EPS all +60% 2021-26E yet stock -60%, de-rated 25x to 5x P/E. Mid-single digit organic growth accelerating to high single digits. 50% EBITDA margin, strong FCF conversion. $20B mcap generating $3.4B FCF 2026, $4B 2027, $5B 2028. Prioritizing $6.5B buybacks 2026-27, keeping leverage <3x. At current multiple, by 2028 trading <3x FCF/share. 3 directors bought $1.3M recently above current price.
Read full article (1 min)