(GPN) Global Payments - Overview
Sector: Industrials | Industry: Specialty Business Services | Exchange: NYSE (USA) | Market Cap: 18.486m USD | Total Return: -10.1% in 12m
Industry Rotation: -4.0
Avg Turnover: 219M
EPS Trend: 99.4%
Qual. Beats: -1
Rev. Trend: -79.4%
Qual. Beats: 0
Warnings
Choppy
Tailwinds
No distinct edge detected
Global Payments Inc. (GPN) is an Atlanta-based provider of payment technology and software solutions operating across the Americas, Europe, and the Asia-Pacific regions. The company manages the full lifecycle of transaction processing, including authorization, settlement, and dispute management for card-based and digital payments. Its business model increasingly integrates merchant acquiring with proprietary vertical-market software, a strategy known as software-led payments designed to increase customer retention and margin stability.
The firm serves various sectors through a multi-channel distribution network comprising direct sales, financial institution partnerships, and independent software vendors. Beyond core processing, Global Payments offers value-added services such as payroll processing, human capital management, and point-of-sale analytics. As the payment processing industry shifts toward digital-first ecosystems, firms like GPN rely on scale and technological integration to compete with both legacy processors and emerging fintech challengers. Investors can use ValueRay to further analyze the companys valuation and growth metrics.
- Merchant solutions volume growth depends on resilient consumer discretionary spending trends
- Strategic shift toward software-led payments integration improves long-term operating margins
- High interest rates increase debt servicing costs on significant corporate leverage
- Expansion into international markets diversifies revenue away from domestic economic volatility
- Competitive pricing pressure from fintech rivals threatens merchant acquisition and retention rates
| Net Income: -705.5m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA -4.44 > 1.0 |
| NWC/Revenue: -34.80% < 20% (prev -4.52%; Δ -30.27% < -1%) |
| CFO/TA 0.03 > 3% & CFO 1.81b > Net Income -705.5m |
| Net Debt (17.72b) to EBITDA (3.13b): 5.65 < 3 |
| Current Ratio: 0.79 > 1.5 & < 3 |
| Outstanding Shares: last quarter (240.2m) vs 12m ago -2.83% < -2% |
| Gross Margin: 67.31% > 18% (prev 0.68%; Δ 6.66k% > 0.5%) |
| Asset Turnover: 15.79% > 50% (prev 18.68%; Δ -2.90% > 0%) |
| Interest Coverage Ratio: 1.73 > 6 (EBITDA TTM 3.13b / Interest Expense TTM 716.1m) |
| A: -0.05 (Total Current Assets 11.67b - Total Current Liabilities 14.75b) / Total Assets 64.25b |
| B: 0.06 (Retained Earnings 4.07b / Total Assets 64.25b) |
| C: 0.02 (EBIT TTM 1.24b / Avg Total Assets 55.94b) |
| D: 0.10 (Book Value of Equity 3.87b / Total Liabilities 39.58b) |
| Altman-Z'' Score: 0.14 = B |
| DSRI: 4.32 (Receivables 4.77b/1.11b, Revenue 8.83b/8.90b) |
| GMI: 1.00 (GM 67.31% / 67.60%) |
| AQI: 0.97 (AQ_t 0.79 / AQ_t-1 0.81) |
| SGI: 0.99 (Revenue 8.83b / 8.90b) |
| TATA: -0.04 (NI -705.5m - CFO 1.81b) / TA 64.25b) |
| Beneish M-Score: -0.35 (Cap -4..+1) = D |
Over the past week, the price has changed by +5.63%, over one month by -2.81%, over three months by -13.89% and over the past year by -10.12%.
- StrongBuy: 11
- Buy: 1
- Hold: 20
- Sell: 1
- StrongSell: 1
| Analysts Target Price | 94.3 | 33.2% |
P/E Forward = 5.0125
P/S = 2.0876
P/B = 0.7951
P/EG = 0.1951
Revenue TTM = 8.83b USD
EBIT TTM = 1.24b USD
EBITDA TTM = 3.13b USD
Long Term Debt = 19.54b USD (from longTermDebt, last fiscal year)
Short Term Debt = 2.59b USD (from shortTermDebt, last quarter)
Debt = 23.58b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 17.72b USD (from netDebt column, last quarter)
Enterprise Value = 36.20b USD (18.49b + Debt 23.58b - CCE 5.86b)
Interest Coverage Ratio = 1.73 (Ebit TTM 1.24b / Interest Expense TTM 716.1m)
EV/FCF = 34.12x (Enterprise Value 36.20b / FCF TTM 1.06b)
FCF Yield = 2.93% (FCF TTM 1.06b / Enterprise Value 36.20b)
FCF Margin = 12.02% (FCF TTM 1.06b / Revenue TTM 8.83b)
Net Margin = -7.99% (Net Income TTM -705.5m / Revenue TTM 8.83b)
Gross Margin = 67.31% ((Revenue TTM 8.83b - Cost of Revenue TTM 2.89b) / Revenue TTM)
Gross Margin QoQ = 57.11% (prev 70.62%)
Tobins Q-Ratio = 0.56 (Enterprise Value 36.20b / Total Assets 64.25b)
Interest Expense / Debt = 1.03% (Interest Expense 242.4m / Debt 23.58b)
Taxrate = 18.23% (251.6m / 1.38b)
NOPAT = 1.01b (EBIT 1.24b * (1 - 18.23%))
Current Ratio = 0.79 (Total Current Assets 11.67b / Total Current Liabilities 14.75b)
Debt / Equity = 0.99 (Debt 23.58b / totalStockholderEquity, last quarter 23.79b)
Debt / EBITDA = 5.65 (Net Debt 17.72b / EBITDA 3.13b)
Debt / FCF = 16.70 (Net Debt 17.72b / FCF TTM 1.06b)
Total Stockholder Equity = 22.99b (last 4 quarters mean from totalStockholderEquity)
RoA = -1.26% (Net Income -705.5m / Total Assets 64.25b)
RoE = -3.07% (Net Income TTM -705.5m / Total Stockholder Equity 22.99b)
RoCE = 2.91% (EBIT 1.24b / Capital Employed (Equity 22.99b + L.T.Debt 19.54b))
RoIC = 2.47% (NOPAT 1.01b / Invested Capital 40.93b)
WACC = 4.43% (E(18.49b)/V(42.06b) * Re(9.01%) + D(23.58b)/V(42.06b) * Rd(1.03%) * (1-Tc(0.18)))
Discount Rate = 9.01% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -96.61 | Cagr: -3.65%
[DCF] Terminal Value 86.20% ; FCFF base≈1.80b ; Y1≈1.77b ; Y5≈1.83b
[DCF] Fair Price = 134.5 (EV 54.51b - Net Debt 17.72b = Equity 36.79b / Shares 273.5m; r=6.0% [WACC]; 5y FCF grow -2.18% → 3.0% )
EPS Correlation: 99.36 | EPS CAGR: 8.65% | SUE: -1.91 | # QB: -1
Revenue Correlation: -79.41 | Revenue CAGR: -4.04% | SUE: 0.20 | # QB: 0
EPS current Quarter (2026-06-30): EPS=3.52 | Chg30d=-0.56% | Revisions=-52% | Analysts=26
EPS next Quarter (2026-09-30): EPS=3.68 | Chg30d=+0.39% | Revisions=+20% | Analysts=24
EPS current Year (2026-12-31): EPS=13.87 | Chg30d=+0.70% | Revisions=+40% | GrowthEPS=+13.5% | GrowthRev=+33.6%
EPS next Year (2027-12-31): EPS=16.13 | Chg30d=-0.66% | Revisions=+4% | GrowthEPS=+16.2% | GrowthRev=+5.7%
[Analyst] Revisions Ratio: -52%