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The Contested Payment Rails
Payment rails have held their cut for decades. The fear is that stablecoins and account-to-account rails can finally break that. Twenty companies across the US, Europe and emerging markets sitting where transaction fees get set. If the fear is overdone, there may be value here. Not financial advice, just a starting point for your own research.
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
WLN Worldline €13.9818.7% undervalued intrinsic discount 13.8%7D 7.8%3M | ||||||
NEXI Nexi €4.4220.4% undervalued intrinsic discount 5.0%7D 26.4%3M | ||||||
EDEN Edenred €30.4817.6% undervalued intrinsic discount 4.2%7D 30.9%3M | ||||||
V Visa US$381.6011.2% undervalued intrinsic discount 2.8%7D 18.2%3M | ||||||
MA Mastercard US$595.3020.6% undervalued intrinsic discount 2.5%7D 20.2%3M | ||||||
JKHY Jack Henry & Associates US$169.739.7% undervalued intrinsic discount 2.1%7D 21.1%3M | ||||||
XYZ Block US$83.5714.7% undervalued intrinsic discount 1.7%7D 9.8%3M | ||||||
ADYEN Adyen €1,090.4014.1% undervalued intrinsic discount 1.5%7D 19.6%3M | ||||||
FISV Fiserv US$53.1855.7% undervalued intrinsic discount 1.1%7D -9.9%3M | ||||||
KSPI Kaspi.kz US$106.297.3% overvalued intrinsic discount 0.7%7D 17.9%3M | ||||||
FIS Fidelity National Information Services US$41.4418.8% undervalued intrinsic discount 0.2%7D -5.0%3M | ||||||
EEFT Euronet Worldwide US$69.9525.6% undervalued intrinsic discount -0.2%7D -5.3%3M | ||||||
AXP American Express US$333.2024.4% undervalued intrinsic discount -0.8%7D 6.3%3M | ||||||
DLO DLocal US$15.0370.5% undervalued intrinsic discount -0.9%7D 25.0%3M | ||||||
COF Capital One Financial US$215.6728.1% undervalued intrinsic discount -1.0%7D 16.9%3M | ||||||
WEX WEX US$197.3210.3% undervalued intrinsic discount -1.3%7D 32.1%3M | ||||||
GPN Global Payments US$91.8235.3% undervalued intrinsic discount -1.8%7D 21.7%3M | ||||||
CPAY Corpay US$407.889.5% undervalued intrinsic discount -2.2%7D 12.0%3M | ||||||
TOST Toast US$35.1521.9% undervalued intrinsic discount -4.1%7D 26.7%3M | ||||||
FOUR Shift4 Payments US$43.9638.9% undervalued intrinsic discount -8.3%7D -2.8%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
WLN Worldline 13.8%7D 7.8%3M | €13.98 18.7% undervalued intrinsic discount | PS 0.2x | E 95.0% | €12.14 | ||
NEXI Nexi 5.0%7D 26.4%3M | €4.42 20.4% undervalued intrinsic discount | PS 0.8x | E 90.8% | €4.01 | ||
EDEN Edenred 4.2%7D 30.9%3M | €30.48 17.6% undervalued intrinsic discount | PE 14.1x | E 8.8% | €29.89 | ||
V Visa 2.8%7D 18.2%3M | US$381.60 11.2% undervalued intrinsic discount | PE 31.3x | E 11.9% | US$417.90 | ||
MA Mastercard 2.5%7D 20.2%3M | US$595.30 20.6% undervalued intrinsic discount | PE 32.1x | E 11.2% | US$669.46 | ||
JKHY Jack Henry & Associates 2.1%7D 21.1%3M | US$169.73 9.7% undervalued intrinsic discount | PE 24x | E 6.2% | US$191.53 | ||
XYZ Block 1.7%7D 9.8%3M | US$83.57 14.7% undervalued intrinsic discount | PE 140.6x | E 46.8% | US$98.35 | ||
ADYEN Adyen 1.5%7D 19.6%3M | €1,090.40 14.1% undervalued intrinsic discount | PE 30.6x | E 17.0% | €1,392.91 | ||
FISV Fiserv 1.1%7D -9.9%3M | US$53.18 55.7% undervalued intrinsic discount | PE 10.1x | E 6.7% | US$61.79 | ||
KSPI Kaspi.kz 0.7%7D 17.9%3M | US$106.29 7.3% overvalued intrinsic discount | PE 8.8x | E 14.3% | US$102.43 | ||
FIS Fidelity National Information Services 0.2%7D -5.0%3M | US$41.44 18.8% undervalued intrinsic discount | PE 6.3x | E -23.8% | US$50.35 | ||
EEFT Euronet Worldwide -0.2%7D -5.3%3M | US$69.95 25.6% undervalued intrinsic discount | PE 9.1x | E 10.4% | US$86.67 | ||
AXP American Express -0.8%7D 6.3%3M | US$333.20 24.4% undervalued intrinsic discount | PE 19.9x | E 9.2% | US$375.96 | ||
DLO DLocal -0.9%7D 25.0%3M | US$15.03 70.5% undervalued intrinsic discount | PE 21.6x | E 21.9% | US$18.50 | ||
COF Capital One Financial -1.0%7D 16.9%3M | US$215.67 28.1% undervalued intrinsic discount | PE 13.5x | E 13.3% | US$258.27 | ||
WEX WEX -1.3%7D 32.1%3M | US$197.32 10.3% undervalued intrinsic discount | PE 19.2x | E 11.8% | US$192.40 | ||
GPN Global Payments -1.8%7D 21.7%3M | US$91.82 35.3% undervalued intrinsic discount | PE 49.2x | E 55.4% | US$103.00 | ||
CPAY Corpay -2.2%7D 12.0%3M | US$407.88 9.5% undervalued intrinsic discount | PE 23.6x | E 17.5% | US$455.64 | ||
TOST Toast -4.1%7D 26.7%3M | US$35.15 21.9% undervalued intrinsic discount | PE 41.8x | E 24.8% | US$39.04 | ||
FOUR Shift4 Payments -8.3%7D -2.8%3M | US$43.96 38.9% undervalued intrinsic discount | PE 77.1x | E 60.9% | US$55.86 |