Global Payments, Inc.

Global Payments, Inc.

GPN

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Market Cap$20.87B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Global Payments, Inc.Global Payments, Inc.-28.41.19%-3%2.31.1

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Q1 performance: beat expectations; growth ~5.5% normalized - Reported adjusted net revenue: $2.86B; normalized adjusted net revenue growth ~5.5% (about 4.5% constant-currency). - Profitability up: adjusted operating margin +110 bps (normalized YoY) to 39.9%; adjusted EPS +10% on reported & constant currency. - Key offsets/negatives inside growth: lower Middle East airline volumes and slightly lower IRS payment volumes due to tax reforms (One Big Beautiful Bill Act). - Good/surprising: despite those headwinds, results exceeded expectations and integration momentum is strong.
Worldpay + integration early success (within ~100 days) - CEO highlighted strong early progress post Worldpay close (January) with “best-of-both” integration of people/products/tech and a strong leadership setup. - Direct impact examples: Worldpay US direct sales began selling Genius immediately; early cross-sell traction (e.g., Subway selected Genius Kitchen across ~2,500 locations). - Synergy progress: implemented target operating model & go-to-market structure; finalizing consolidated tech architecture plan; confidence in achieving/exceeding revenue and expense synergy targets. - Surprising/positive: the company is seeing commercial opportunities neither firm could do alone (partners/alternative payment providers eager for combined distribution).
Genius traction and yields: growth + monetization improvement - Genius bookings: >25% sequential and nearly doubled YoY. - Yields with new clients: >30% YoY increase—management attributed to (1) more feature-rich platform, (2) stronger cross-selling/bundling of value-added services, and (3) better payment attach via dealer channel after easing how dealers sell payments with Genius. - Distribution acceleration: Genius Days with FI partners; plans to expand Genius into Worldpay’s FI partner channel (initial revenue synergy expected to begin in 2027). - Brand investment: North America campaign delivered ~330M impressions and ~6M unique consumers.

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$84.55

Target Price by Analysts

0.6% upsideGlobal Payments Target Price DetailsTarget Price
$120.95

Current Fair Value

43.9% upside

Undervalued by 43.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.87 Billion
Enterprise Value$41.22 Billion
Dividend Yield$1.00 (1.19%)
Earnings per Share$5.84
Beta0.77
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-28.41P/E Ratio
PEG4.12PEG
Price to Sales2.34Price to Sales
Price to Book Ratio0.82Price to Book Ratio
Enterprise Value to Revenue4.67
Enterprise Value to EBIT30.91
Enterprise Value to Net Income-59
Total Debt to Enterprise0.64
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
$3.44
Average shareholder expectation
Revenue Estimate
$3.16 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2325▲ 86.81%
Total Calls224,900▼ 95.89%
Total Puts277,200▼ 86.10%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.45%▼ 106.16%
Total Invested$600.89M▼ 96.60%
Investors Holding285▼ 568.00%

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.