Added to YB: 2026-05-15
Pitch date: 2026-05-13
XYZ [neutral]
Block, 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
Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.
Market Cap
$42.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.39
P/E
54.78
EV/Sales
1.79
Sector
Financial Services
Category
growth
Payments and FinTech Earnings Recap: Q1 2026 - Block, Inc.
SQ (earnings): Q1 beat w/ Square GPV +11% CC (U.S. +8%, int'l +26%), Cash App GP +38%. Raised 2026 guide to 19% GP growth, 27% adj op margin (2nd raise post-Nov investor day). Cash App commerce vol +18-21% ex-business, BNPL expanding. Food/bev GPV +21% (matching Toast). Apr U.S. vol +9%. Risk: Square GP +9% lags GPV; credit losses tripled on lending scale. 13x EV/EBITDA vs Toast 20x+, Adyen 16.5x.
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