Added to YB: 2026-07-16
Pitch date: 2026-07-13
PSFE [bullish]
Paysafe Limited
+5.61%
current return
Author Info
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Company Info
Paysafe Limited provides digital payment solutions in the United States, Germany, the United Kingdom, and internationally.
Market Cap
$418.2M
Pitch Price
$8.02
Price Target
25.00 (+212%)
Dividend
N/A
EV/EBITDA
6.67
P/E
-2.29
EV/Sales
1.55
Sector
Financial Services
Category
turnaround
Paysafe (PSFE): The Forgotten Payment Stock With a World Cup Kicker
PSFE: Leveraged payments stub at $8 (~$410M cap) serving iGaming/betting/anonymity. GAAP losses mask ~$450M EBITDA, $300M+ uFCF. 2026 adj EPS $2.12-2.32; owner earnings ~$1.55 = 5x P/E. Fair 16x = ~$25, ~60%/yr. Deleveraging 5.5x→5.2x + World Cup free option (excluded from guide, perfect time zones). Risks: $2.5B debt, total-loss possible, SPAC class action, regulation. Small position.
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