Global Diversified Financials Undervalued Stocks Based On Cash Flows

Shift4 Payments

Market Cap: US$7.1b

Engages in the provision of software and payment processing solutions in the United States and internationally.

Ready Capital

Market Cap: US$770.3m

Operates as a real estate finance company in the United States.

StoneCo

Market Cap: US$3.6b

Provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.

AGNC Investment

Market Cap: US$8.2b

Provides private capital to housing market in the United States.

Eleving Group

Market Cap: €169.8m

Provides vehicle and consumer finance services in Europe, Africa, and internationally.

BFF Bank

Market Cap: €1.5b

Engages in non-recourse factoring and credit management activities towards public administration bodies and private hospitals in Italy, Croatia, the Czech Republic, France, Greece, Poland, Portugal, Slovakia, and Spain.

Pluxee

Market Cap: €3.0b

Offers employee benefits and engagement solutions services in France, Latin America, Continental Europe, and internationally.

Propel Holdings

Market Cap: CA$988.5m

Operates as a financial technology company.

Premium Group

Market Cap: JP¥79.9b

Provides financing and services worldwide.

Deutsche Beteiligungs

Market Cap: €449.2m

A private equity and venture capital firm specializing in direct and fund of fund investments.

Vanquis Banking Group

Market Cap: UK£153.0m

Engages in the provision of personal credit products to the non-standard lending market in the United Kingdom and the Republic of Ireland.

Corpay

Market Cap: US$22.1b

Operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally.

Bairong

Market Cap: HK$3.4b

Operates as cloud-base AI turnkey services provider in China.

Mr. Cooper Group

Market Cap: US$7.1b

Operates as a non-bank servicer of residential mortgage loans in the United States.

Foresight Group Holdings

Market Cap: UK£417.6m

Operates as an infrastructure and private equity manager in the United Kingdom, Italy, Luxembourg, Ireland, Spain, and Australia.

Victory Capital Holdings

Market Cap: US$3.8b

Operates as an asset management company in the United States and internationally.

Silvercrest Asset Management Group

Market Cap: US$204.5m

A wealth management firm, provides financial advisory and related family office services in the United States.

Capital Southwest

Market Cap: US$993.9m

A business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.

Tikehau Capital

Market Cap: €3.2b

An alternative asset management group with €46.1 billion of assets under management (as of 30 June 2024).

Alerus Financial

Market Cap: US$450.8m

Operates as the bank holding company for Alerus Financial, National Association that provides various financial services to businesses and consumers in the United States.

Atlanticus Holdings

Market Cap: US$822.0m

A financial technology company, provides products and services to lenders in the United States.

Annaly Capital Management

Market Cap: US$11.2b

A diversified capital manager, engages in the mortgage finance business.

Stanbic IBTC Holdings

Market Cap: ₦767.1b

A financial holding company, provides banking and other financial services to individuals, businesses, institutions, and corporations in Nigeria and internationally.

ASA International Group

Market Cap: UK£104.5m

Provides microfinancing services in Africa and Asia.

SBI ARUHI

Market Cap: JP¥34.9b

Operates as a mortgage bank in Japan.

W.A.G payment solutions

Market Cap: UK£425.1m

Operates integrated payments and mobility platform that focuses on the commercial road transportation industry in Europe.

CVC Capital Partners

Market Cap: €16.8b

A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.

CSC Financial

Market Cap: HK$175.1b

Provides investment banking services in Mainland China and internationally.

Futu Holdings

Market Cap: US$12.3b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

DLocal

Market Cap: US$2.6b

Operates a payment processing platform worldwide.

Burford Capital

Market Cap: UK£2.2b

Provides legal finance products and services worldwide.

Nihon M&A Center Holdings

Market Cap: JP¥182.7b

Provides mergers and acquisition (M&A) related services in Japan and internationally.

Hecto Financial

Market Cap: ₩116.3b

A fintech company, provides fintech platform services in South Korea.

CapMan Oyj

Market Cap: €321.5m

A leading Nordic private assets management and investment firm with an active approach to value creation and private equity and venture capital firm specializing in growth capital investments, industry consolidation, turnaround, recapitalization, middle market buyouts, credit and mezzanine financing in unquoted companies, investments in value-add and income focused real estate, and investments in energy, transportation, and telecommunications infrastructure.

Evercore

Market Cap: US$7.8b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

Bridgepoint Group

Market Cap: UK£2.1b

A private equity and private credit firm specializing in middle market, small mid cap, small cap, growth capital, buyouts investments, syndicate debt, infrastructure, direct lending and credit opportunities in private credit investments.