Global Payments, Inc.

Global Payments, Inc.

GPN

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Market Cap$17.87B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Global Payments, Inc.Global Payments, Inc.-25.71.32%-3%1.91.1

Earnings Call Q2 2025

August 6, 2025 - AI Summary

Solid Financial Performance: Global Payments reported a 5% constant currency adjusted net revenue growth to $2.36 billion for Q2 2025, with adjusted EPS increasing 11% YOY to $3.10. The company experienced 130 basis points of margin expansion, underscoring resilience in its business model despite macroeconomic challenges.
Transformation and Strategic Focus: The company is undergoing a significant operational transformation expected to yield $650 million in annual operating income benefits by streamlining operations and focusing on higher-return segments. Recent divestitures, including the sale of its payroll business, will contribute to accelerating capital returns to shareholders, with $1.2 billion already returned in less than a year.
Acquisition of Worldpay: Global Payments is progressing with the acquisition of Worldpay, a deal aimed to close in early 2026. The integration planning has begun, and the company is experiencing regulatory approvals, including a successful U.S. antitrust review. The acquisition is anticipated to enhance market competitiveness, service offerings, and growth opportunities.

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$84.33

Target Price by Analysts

24.3% upsideGlobal Payments Target Price DetailsTarget Price
$144.46

Current Fair Value

112.9% upside

Undervalued by 112.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$17.87 Billion
Enterprise Value$38.22 Billion
Dividend Yield$1.00 (1.32%)
Earnings per Share$5.84
Beta0.76
Outstanding Shares239,789,000

Return

Return on Equity-2.97%ROE
Return on Assets-1.10%
Return on Invested Capital2.69%

Valuation & Multiples

P/E Ratio-25.66P/E Ratio
PEG3.73PEG
Price to Sales1.88Price to Sales
Price to Book Ratio0.67Price to Book Ratio
Enterprise Value to Revenue4.33
Enterprise Value to EBIT28.66
Enterprise Value to Net Income-55
Total Debt to Enterprise0.69
Debt to Equity1.1Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$2.78
Average shareholder expectation
Revenue Estimate
$2.81 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$3.51
Average shareholder expectation
Revenue Estimate
$3.18 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3644 4.11%
Total Calls5,473,950 0.30%
Total Puts1,994,846 9.86%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %109.33% 15.87%
Total Invested$17.64B 1.63%
Investors Holding846 36.00%

ESG Score

No data

About Global Payments, Inc.

CEO: Jeffrey Sloan

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and fiscal policy that significantly impact Global Payments' financial performance and strategic planning.

Finance

This powerful committee directly impacts Global Payments through its control over taxation policy, which affects corporate profitability, and trade policy, which can influence its international operations. It also oversees entitlement spending relevant to client sectors.

Banking, Housing, and Urban Affairs

This committee is highly relevant as it directly regulates the entire financial system, including the Federal Reserve and SEC. As a major payment processor, Global Payments is directly impacted by regulations concerning financial institutions, fintech, and digital payment systems.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, consumer protection (FTC), data privacy, and telecommunications – all critical aspects influencing Global Payments' payment processing and data handling operations.