Global Payments (GPN)
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
$85.72+2.60%
Close 2026-10-29 · 1-day change
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
Research Workspace
Put GPN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Expand adjusted operating margin by 150 basis points in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 24%, softest on share dilution.
View QualityManagement screens weak on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskGPN’s case rests on its low peer-relative valuation, despite weak recent performance and uneven management. Revenue grew 68.6% year over year in Q2 FY2026, after 63.1% in Q1. Q2 non-GAAP EPS was inline with consensus, so the latest result did not add an earnings beat. GPN trades at 7× P/E versus a 12× peer median; expectations look modest versus our view. The adjusted operating margin pillar needs review, since its comparison is unverified. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 27% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. GPN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 39 analysts currently covering GPN (as of Oct 2026).
Based on 14 Wall Street analysts offering 12-month price targets for GPN in the last 4 months.
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Compare GPN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GPN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Transaction & Payment Processing Services — fair value, gap to price, and forward P/E.
Compare the value case
Put GPN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Reported potential buyout is a material strategic catalyst, but remains unconfirmed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $85.72
The last 12 months of price, then the range of analyst 12-month targets from today’s $85.72.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported takeover pursuit could materially alter shareholder value; no confirmation is indicated.
Reported $40 billion buyout pursuit is significant, though unconfirmed.
Advances: Return more than $2 billion of capital to shareholders in 2026
Dividend approval supports capital return objective.
New competitor may impact revenue growth objectives.
Downgrade indicates rising risks in key acquisition.