Added to YB: 2026-05-15
Pitch date: 2026-05-13
GPN [neutral]
Global Payments Inc.
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
$18.3B
Pitch Price
N/A
Price Target
N/A
Dividend
1.49%
EV/EBITDA
9.00
P/E
26.44
EV/Sales
4.17
Sector
Financial Services
Category
value
Payments and FinTech Earnings Recap: Q1 2026 - Global Payments Inc.
GPN (earnings): Q1 organic rev growth 4.5%, in-line w/ expectations post-Worldpay close. FY26 guide intact at ~5% organic growth, but Q2 faces 1pt drag from lower tax payments & Middle East conflict. Integration on track, Genius platform momentum solid. Concerns on back-half weighted growth path. Trades <4x 2028 FCF (~$5B est), ultimate show-me story.
Read full article (1 min)