Savvy Trades and Investments

[SSKILLZ1]

GPN

Brought back GPN At $97.79. I think the stock is very attractive here. I got that they sold it off because the adjusted eps outlook was a little lower than analyst forecast for the transition year called as FY 25. But Still earnings $12.69-12.87, which is still up from the guided $11.54-11.70 this year. They expect adjusted EPS to grow and accelarate to low teens in fy 26 and FY 27, and floated mid 14's in FY 26. I still believe this stock will get a multiple 12-15x, hence I think it is very attractive to get a stock at 7.5 times next year estimate that long-term growth rate is adjusted EPS of low teens.

GPN is a consistent Grower of eps, and that is what I like the most.

 
 FY 24: $11.54-11.70 (Estimate) 
 FY 23: $10.42 
 FY 22: $9.32 
 FY 21: $8.16 
 FY 20: $6.40 
 FY 19: $6.22 
 FY 18: $5.19 
 FY 17: $4.01 
 FY 16: $3.19 
 

This chart shows the consistent eps growth, and I think that is very attractive over the long run. Time will tell. Will buy more on weakness. All is just my opinion, and I could always be wrong though.