Global Payments: Significantly Undervalued But Affected By The Persian Gulf Conflict
2026-03-20 07:23:57 ET
Article Thesis
I wrote about Global Payments Inc. ( GPN ) at the beginning of February, when I saw it as a “Strong Buy,” with the stock around $71 and my fair value estimate around $138. Besides this undervaluation, there is a double-digit free cash flow yield, which allows them to return significant amounts to shareholders. Then, with the divestment of their Issuer Solutions business segment, and with the acquisition of Worldpay, they have chances to finally have enough scale in their Merchant Solutions business to generate a higher ROIC (Return On Invested Capital), which would eventually translate into a narrow economic moat....
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Global Payments: Significantly Undervalued But Affected By The Persian Gulf Conflict
NASDAQ: GPN
GPN Trading
3.25% G/L:
$67.845 Last:
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$64.95 Open:
