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Global Payments

NYSE: GPN

Stock price

94.83 USD

(+0%) TODAY

Transaction & Payment Processing ServicesFinancial - Credit Services

Financial Performance

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5Y price score: (59)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 35%

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    61.1

    52-week range

    95.5

    94.83

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    1.2 %

    Dividend Yield TTM

    1.1 %

    Market cap $

    $ 23,542

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    (24.4)

    Price / Book TTM

    1.1

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    4.6

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    10.8 %

    (41.8) %

    35 %

    Free cash flow per share growth

    (24.3) %

    35.8 %

    125.5 %

    Earnings per share growth

    (5.4) %

    199 %

    185.8 %

    Founded: 2,000

    Employees: 27,000

    Business Summary:Global Payments Inc. is a prominent provider of payment technology and software solutions, facilitating transactions across various forms including card, electronic, check, and digital payments. Its operations span the Americas, Europe, and the Asia-Pacific regions. The company's business is structured into three primary divisions: Merchant Solutions, Issuer Solutions, and Business and Consumer Solutions. The Merchant Solutions segment offers a comprehensive array of services designed to support businesses in managing their payment processing. These services include transaction authorization, settlement, funding, customer support, chargeback resolution, terminal rental and deployment, robust payment security, consolidated billing, and online reporting. Furthermore, this segment delivers specialized enterprise software solutions that help customers in diverse vertical markets streamline their business operations. It also provides various value-added services, such as point-of-sale (POS) systems, analytics and engagement tools, and even payroll and human capital management services. The Issuer Solutions segment empowers financial institutions and retailers by providing them with platforms to efficiently manage their card portfolios. Additionally, it supplies commercial payment and ePayables solutions specifically for businesses and government entities. Through its Business and Consumer Solutions segment, operating notably under the Netspend brand, the company addresses the financial needs of the underbanked, other consumers, and various businesses. This segment's offerings comprise general-purpose reloadable prepaid debit cards, payroll cards, demand deposit accounts, and other related financial services. Global Payments distributes its products and services through a multifaceted sales and marketing approach, leveraging its direct sales force, trade association partnerships, agent and enterprise software provider networks, referral arrangements with value-added resellers, and independent sales organizations. Founded in 1967, Global Payments Inc. is headquartered in Atlanta, Georgia.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Aug 5, 2026)

    1) Strategy & Leadership
    - CEO Cameron Bready highlighted the successful integration of Worldpay, emphasizing a streamlined organization and enhanced competitive position through innovation and AI adoption.
    - The company is focused on capital allocation, returning approximately $550 million through share repurchases and dividends, aiming for over $2 billion in total capital returns for 2026.
    - The launch of Genius, a new point-of-sale technology, is central to their long-term strategy, with significant investments planned to enhance its capabilities and market presence.

    2) Financial & Segment Results
    - Adjusted net revenue for Q2 2026 was $3.16 billion, reflecting a 4% normalized growth, despite a 100 basis point headwind from the Middle East conflict affecting the travel sector.
    - Adjusted operating margins expanded by 70 basis points, with adjusted earnings per share increasing by 12% to $3.46.
    - Segment performance:
    | Segment | Adjusted Net Revenue | Normalized Growth | Adjusted Operating Income | Contribution Margin | |--------------|----------------------|-------------------|---------------------------|---------------------| | SMB | $1.51 billion | 4% | $891 million | 59% | | Enterprise | $838 million | 7% | $653 million | 78% | | Platforms | $628 million | 7% | $284 million | 45% |

    3) Problems / Headwinds
    - The ongoing conflict in the Middle East continues to impact the travel portfolio, with expectations that this headwind will persist through the remainder of 2026.
    - The company is adjusting its full-year revenue growth outlook to approximately 4% to 5%, reflecting the sustained impact of the conflict on travel-related revenues.

    4) Operational or Product Plans
    - The integration of Worldpay has led to the establishment of three operating segments: SMB, Enterprise, and Platforms, aimed at simplifying execution and enhancing customer service.
    - The Genius platform is seeing strong adoption, with a 30% increase in new merchant locations per sales professional and a 75% year-over-year increase in new customer yields.
    - The company plans to host Genius World in Las Vegas and a nationwide roadshow to further promote Genius among financial institution partners.

    5) Guidance & Outlook / Investor Angle
    - For the full year 2026, the company expects adjusted earnings per share growth of 11% to 13%, with continued margin expansion of approximately 150 basis points.
    - The outlook reflects a cautious approach due to the ongoing Middle East conflict but maintains confidence in the company's ability to generate sustainable growth and cash flow.
    - The company remains committed to returning over $2 billion to shareholders while investing approximately $1 billion in business growth.

    Bottom line: Global Payments is navigating external headwinds effectively while executing its integration strategy and driving innovation through Genius. The company maintains a solid growth outlook, supported by strong segment performance and a commitment to shareholder returns, making it a compelling investment opportunity.

    Annual Reports, Presentations And IR Contacts

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    Annual report links (10K)
    2025202420232022202120202019201820172016

    Global Payments — Financial Overview, Stock Price, Market Cap

    Global Payments is a company. Founded in 2000. As of August 14, 2026, the company's market capitalization is $23541984097 with a current stock price of $94.83.