Savvy Trades and Investments

[SSKILLZ1]

GPN (Updated Views After the Latest Earnings Report)

A fintech, or payments player

Brought more yesterday at $76.95 and more today at $74.87. GPN is now my clear cut largest position in my portfolio. GPN had a solid quarter this week that beat analyst estimates with $3.26 which is up from $2.92 last year. The merger should go through in the 1rst quarter of FY 26 which will allow them to grow even at a faster rate. Plus they expect to return almost 9 billion to shareholders over the 2025 -2027, Yes 9 Billion. period 7.5 billion through the enormous cash flow they will generate, and about 1.2 billion through dispositions, with most of it going to reduce the share count over the coming years, this is one of the most aggressive buybacks that will be happening over the coming years, which will be very accretive to shareholders which will probably push eps growth over the coming years in the low to mid teens from the current 10-11% which will be very impressive. Add in the fact we are probably just trading at about 5.5x next years earnings means the stock is absurdly cheap for something I think can consistently grow earnings 13-15% or so. Look below for a chart of where earnings came in every year, that is a fantastic consistent track record shown below of adjusted eps growth, rarely do you get for just 5.5x next years earnings it wouldn't be overly expensive if it trade at a multiple 3 times that consider I think adjusted eps growth will be 13--15% over the coming years.

 
   FY 26: $13.60 (Analyst estimate) 
   FY 25: $12.24 (Analyst estimate) 
   FY 24: $11.55 
   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  
 

Also I think the things they are doing with genius sounds outstanding, worth a listen in the latest CC. This stock is waaaaaaaaaaaaaaaaay too cheap and I will buy even more on weakness. All is just my opinion, and I could always be wrong though.