Money Trails

Money Trails
  • Pininvest Analysis

Short answer – e-commerce majors and global banks wil compete over financial software applications

Integrated payment providers embed payments into the background of software used by businesses – this is the reason these firms are of interest both for global banks, committed to the defense of their profitable relationship with business clients and, down the line, with the consumers, and for e-commerce firms, eager to expand their client relations into the payment (and possibly credit) process

Today,  218 million Paypal PYPL/NASDAQ clients hold account balances, make online purchases, and  P2P payments, a small step towards global banking ?

Read our notes

Money Trails • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
ACI Worldwide ACIW NASDAQ Finance Financial Transaction Services USD 36.41 4.2 B 34.1% 30%   4% -20%
Coupa Software COUP NASDAQ Finance Financial Transaction Services USD 150.56 10 B 150.5% 50%   16% -24%
Euronet Worldwide EEFT NASDAQ Finance Financial Transaction Services USD 157.47 8.5 B 41.4% 25%   4% -18%
Everi Holdings EVRI NYSE Finance Financial Transaction Services USD 12.22 883 M 98.4% 43%   6% -34%
EVO Payments EVOP NASDAQ Finance Financial Transaction Services USD 27.30 2.2 B 9.7% 29%   3% -15%
Fiserv FISV NASDAQ Finance Financial Data Processing USD 114.49 78 B 53.2% 24%   4% -11%
Fleetcor Technologies FLT NYSE Finance Financial Transaction Services USD 307.78 27 B 64.6% 23%   4% -9%
Global Payments GPN NYSE Finance Financial Transaction Services USD 176.66 53 B 70.2% 23%   5% -11%
IntercontinentalExchange ICE NYSE Finance Investment Bankers/Brokers/Service USD 93.80 52 B 20.8% 17%   2% -10%
MarketAxess Holdings MKTX NASDAQ Finance Electronic trading USD 375.90 14 B 68.2% 31%   4% -24%
Mastercard Inc. MA NYSE Finance Financial Transaction Services USD 290.40 293 B 48.5% 24%   5% -11%
MoneyGram International MGI NASDAQ Finance Financial Transaction Services USD 2.39 148 M 26.5% 135%   10% -61%
PayPal Holdings PYPL NASDAQ Finance Financial Transaction Services USD 104.34 123 B 26.1% 28%   4% -20%
Square SQ NYSE Finance Financial Transaction Services USD 67.98 29 B 11.8% 45%   6% -31%
StoneCo STNE NASDAQ Finance Financial Transaction Services USD 39.10 11 B 88.3% 69%   13% -43%
Tradeweb Markets TW NASDAQ Finance Electronic trading USD 45.41 7.7 B 26.8% 28%   2% -27%
Visa Inc. V NYSE Finance Financial Transaction Services USD 182.17 359 B 33.6% 20%   4% -12%
Western Union WU NYSE Finance Financial Transaction Services USD 26.86 11 B 52.3% 19%   2% -11%
WEX Inc. WEX NYSE Finance Financial Transaction Services USD 199.97 8.7 B 30.3% 28%   4% -15%