Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-16
GPN [bullish]
Global Payments Inc.
-41.86%
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
$21.4B
Pitch Price
$111.87
Price Target
180.00 (+177%)
Dividend
1.31%
EV/EBITDA
9.98
P/E
17.25
EV/Sales
4.69
Sector
Financial Services
Category
value
Idea Brunch with Jonathan Boyar of Boyar Value - Global Payments Inc.
GPN: New CEO's simplification strategy targets $500M annual savings by 2027, $400M to earnings. Divesting non-core assets, $600M share buyback. Improving FCF conversion, $8.5-9B FCF over 3 years. 26% shareholder yield. Undervalued at 13x 2026E EPS vs 19x historical. $180 PT, 61% upside. Double-digit FCF/share growth potential.
Read full article (3 min)