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- Payments & Finance (15)
Payments & Finance (15)
Thematic Narrative Collections #2 - Payments & Finance
The card networks, processors, digital wallets, lenders and insurers that move money and take a cut along the way. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.
Narratives are community opinions, not recommendations or financial advice. Do your own research.
Watching
15
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
COIN Coinbase Global US$194.2521.5% undervalued intrinsic discount 10.8%7D 19.0%3M | ||||||
HOOD Robinhood Markets US$119.8238.4% undervalued intrinsic discount 6.4%7D 10.8%3M | ||||||
PGY Pagaya Technologies US$20.4268.4% undervalued intrinsic discount 2.3%7D 30.7%3M | ||||||
MA Mastercard US$565.2424.6% undervalued intrinsic discount -0.7%7D 15.4%3M | ||||||
SOFI SoFi Technologies US$16.9626.2% undervalued intrinsic discount -2.1%7D -5.3%3M | ||||||
GQG GQG Partners AU$1.0766.7% undervalued intrinsic discount -2.3%7D -27.2%3M | ||||||
PYPL PayPal Holdings US$52.4122.9% undervalued intrinsic discount -2.4%7D 23.3%3M | ||||||
LMND Lemonade US$47.093.8% undervalued intrinsic discount -4.7%7D -20.0%3M | ||||||
SNEX StoneX Group US$67.0056.8% undervalued intrinsic discount -4.8%7D -27.7%3M | ||||||
ADYEN Adyen €879.109.8% undervalued intrinsic discount -5.3%7D 0.4%3M | ||||||
MELI MercadoLibre US$1,787.3951.4% undervalued intrinsic discount -5.8%7D 9.3%3M | ||||||
NU Nu Holdings US$13.6540.0% undervalued intrinsic discount -6.6%7D 7.4%3M | ||||||
PAGS PagSeguro Digital US$9.2651.8% undervalued intrinsic discount -8.5%7D 5.0%3M | ||||||
FISV Fiserv US$47.1960.7% undervalued intrinsic discount -8.5%7D -1.4%3M | ||||||
QAL Qualitas AU$2.3045.8% undervalued intrinsic discount -9.1%7D -20.1%3M |
Watching
15
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
COIN Coinbase Global 10.8%7D 19.0%3M | US$194.25 21.5% undervalued intrinsic discount | PS 8.5x | E 66.9% | US$202.00 | ||
HOOD Robinhood Markets 6.4%7D 10.8%3M | US$119.82 38.4% undervalued intrinsic discount | PE 52x | E 16.5% | US$129.34 | ||
PGY Pagaya Technologies 2.3%7D 30.7%3M | US$20.42 68.4% undervalued intrinsic discount | PE 13.9x | E 35.7% | US$28.91 | ||
MA Mastercard -0.7%7D 15.4%3M | US$565.24 24.6% undervalued intrinsic discount | PE 30.5x | E 11.2% | US$666.71 | ||
SOFI SoFi Technologies -2.1%7D -5.3%3M | US$16.96 26.2% undervalued intrinsic discount | PE 34.4x | E 25.4% | US$20.34 | ||
GQG GQG Partners -2.3%7D -27.2%3M | AU$1.07 66.7% undervalued intrinsic discount | PE 4.9x | E -9.0% | AU$1.53 | ||
PYPL PayPal Holdings -2.4%7D 23.3%3M | US$52.41 22.9% undervalued intrinsic discount | PE 9.1x | E -0.4% | US$57.07 | ||
LMND Lemonade -4.7%7D -20.0%3M | US$47.09 3.8% undervalued intrinsic discount | PS 3.7x | E 60.8% | US$59.22 | ||
SNEX StoneX Group -4.8%7D -27.7%3M | US$67.00 56.8% undervalued intrinsic discount | PE 15.8x | E 5.1% | US$75.00 | ||
ADYEN Adyen -5.3%7D 0.4%3M | €879.10 9.8% undervalued intrinsic discount | PE 24.7x | E 17.2% | €1,387.57 | ||
MELI MercadoLibre -5.8%7D 9.3%3M | US$1,787.39 51.4% undervalued intrinsic discount | PE 48.6x | E 29.0% | US$2,264.88 | ||
NU Nu Holdings -6.6%7D 7.4%3M | US$13.65 40.0% undervalued intrinsic discount | PE 18.3x | E 21.8% | US$18.78 | ||
PAGS PagSeguro Digital -8.5%7D 5.0%3M | US$9.26 51.8% undervalued intrinsic discount | PE 6.1x | E 4.5% | US$11.48 | ||
FISV Fiserv -8.5%7D -1.4%3M | US$47.19 60.7% undervalued intrinsic discount | PE 9x | E 5.7% | US$60.44 | ||
QAL Qualitas -9.1%7D -20.1%3M | AU$2.30 45.8% undervalued intrinsic discount | PE 16.3x | E 17.1% | AU$4.41 |