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U.S. Transaction and Payment Processing Services Industry Analysis

UpdatedJul 19, 2025
DataAggregated Company Financials
Companies52
  • 7D1.1%
  • 3M6.9%
  • 1Y24.5%
  • YTDn/a

The Transaction and Payment Processing Services industry is up 1.1% in the last week, with Block up 12%. Meanwhile, StoneCo actually underperformed within the industry, shrinking 12% in the last week. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.S. Transaction and Payment Processing Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Jul 2025US$1.6tUS$210.6bUS$49.7b26.7x31.9x7.5x
Mon, 16 Jun 2025US$1.6tUS$211.2bUS$49.8b24.6x31.7x7.5x
Wed, 14 May 2025US$1.6tUS$209.2bUS$49.7b25.7x32.2x7.6x
Fri, 11 Apr 2025US$1.5tUS$205.9bUS$48.8b24.2x31.1x7.4x
Sun, 09 Mar 2025US$1.6tUS$205.9bUS$49.3b23.5x32.3x7.7x
Tue, 04 Feb 2025US$1.6tUS$203.4bUS$46.4b29.2x35.3x8.1x
Thu, 02 Jan 2025US$1.6tUS$201.5bUS$45.5b26.5x34.5x7.8x
Sat, 30 Nov 2024US$1.6tUS$201.7bUS$45.5b28.6x35.2x7.9x
Mon, 28 Oct 2024US$1.4tUS$197.9bUS$44.2b28.4x32.7x7.3x
Wed, 25 Sep 2024US$1.4tUS$197.8bUS$44.4b28.7x32.2x7.2x
Fri, 23 Aug 2024US$1.3tUS$197.3bUS$44.2b27.1x30.3x6.8x
Sun, 21 Jul 2024US$1.3tUS$194.1bUS$41.8b29.3x31.6x6.8x
Tue, 18 Jun 2024US$1.3tUS$194.2bUS$41.8b28.4x31.5x6.8x
Thu, 16 May 2024US$1.4tUS$194.3bUS$41.8b30.8x32.7x7x
Sat, 13 Apr 2024US$1.3tUS$189.5bUS$39.7b31.5x32.5x6.8x
Mon, 11 Mar 2024US$1.4tUS$193.7bUS$39.5b33.7x35.5x7.2x
Wed, 07 Feb 2024US$1.4tUS$194.8bUS$21.3b31.5x64.4x7x
Fri, 05 Jan 2024US$1.3tUS$193.8bUS$20.3b31.5x63.4x6.6x
Sun, 03 Dec 2023US$1.3tUS$193.8bUS$20.4b31.3x62.3x6.5x
Tue, 31 Oct 2023US$1.1tUS$190.6bUS$13.9b23x80.6x5.9x
Thu, 28 Sep 2023US$1.2tUS$184.4bUS$11.6b28.6x100.5x6.3x
Sat, 26 Aug 2023US$1.2tUS$184.6bUS$11.6b29.5x105.1x6.6x
Mon, 24 Jul 2023US$1.2tUS$179.6bUS$13.8b31.7x90.5x7x
Wed, 21 Jun 2023US$1.2tUS$179.6bUS$13.8b30x85.1x6.5x
Fri, 19 May 2023US$1.2tUS$179.4bUS$13.8b30.6x86.6x6.7x
Sun, 16 Apr 2023US$1.2tUS$174.6bUS$12.4b32.1x96.3x6.8x
Price to Earnings Ratio

91x


Total Market Cap: US$1.1tTotal Earnings: US$12.4bTotal Revenue: US$174.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transaction and Payment Processing Services Industry Price to Earnings3Y Average 53.5x20242025
Current Industry PE
  • Investors are pessimistic on the American Transaction and Payment Processing Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.9x which is lower than its 3-year average PE of 53.5x.
  • The industry is trading close to its 3-year average PS ratio of 7.1x.
Past Earnings Growth
  • The earnings for companies in the Transaction and Payment Processing Services industry have grown 59% per year over the last three years.
  • Revenues for these companies have grown 6.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Transaction and Payment Processing Services compare with similar industries?

US Market0.96%
Financials1.27%
Diversified Financial0.67%
Transaction and Payment Processing Services1.13%
Other Diversified Financial Services2.45%
Multi-Sector Holdings-0.26%
Specialized Finance-1.37%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
XYZ BlockUS$72.8211.8%
+US$4.7b		6.9%PE17x
PYPL PayPal HoldingsUS$74.173.9%
+US$2.7b		25.0%PE15.9x
MA MastercardUS$552.660.5%
+US$2.3b		24.6%PE38.2x
V VisaUS$349.050.3%
+US$2.1b		31.5%PE33.3x
TOST ToastUS$46.527.2%
+US$1.8b		71.2%PE170.2x

Latest News

NATL
US$27.50
NCR Atleos
7D
-6.8%
1Y
-19.0%
EVTC
US$33.28
EVERTEC
7D
-1.7%
1Y
-3.7%
FIS
US$80.33
Fidelity National Information Services
7D
2.1%
1Y
6.8%
XYZ
US$72.82
Block
7D
11.8%
1Y
6.9%
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MA
US$552.66
Mastercard
7D
0.5%
1Y
24.6%
WU
US$8.02
Western Union
7D
-4.0%
1Y
-35.6%
FLYW
US$10.84
Flywire
7D
-2.7%
1Y
-40.4%

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STNE
US$13.67
StoneCo
7D
-11.6%
1Y
5.6%
PAGS
US$7.92
PagSeguro Digital
7D
-8.9%
1Y
-38.9%
V
US$349.05
Visa
7D
0.3%
1Y
31.5%
AFRM
US$68.90
Affirm Holdings
7D
6.5%
1Y
130.0%
TOST
US$46.52
Toast
7D
7.2%
1Y
71.2%
GPN
US$81.93
Global Payments
7D
4.0%
1Y
-18.6%

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PYPL
US$74.17
PayPal Holdings
7D
3.9%
1Y
25.0%
EEFT
US$99.50
Euronet Worldwide
7D
-3.1%
1Y
-2.3%

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RELY
US$17.02
Remitly Global
7D
-2.0%
1Y
28.8%

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