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 29.27 3.4 B 4.6% 32%   5% -20%
Euronet Worldwide EEFT NASDAQ Finance Financial Transaction Services USD 154.03 8.4 B 59.3% 29%   6% -20%
Everi Holdings EVRI NYSE Finance Financial Transaction Services USD 9.39 678 M 10.1% 46%   6% -49%
EVO Payments EVOP NASDAQ Finance Financial Transaction Services USD 28.54 2.3 B 29.8% 35%   5% -19%
First Data FDC NYSE Finance Financial Transaction Services USD 31.69 30 B 26.4% 40%   7% -41%
Fleetcor Technologies FLT NYSE Finance Financial Transaction Services USD 300.98 26 B 38.3% 26%   5% -23%
Global Payments GPN NYSE Finance Financial Transaction Services USD 162.59 25 B 35.1% 26%   6% -26%
IntercontinentalExchange ICE NYSE Finance Investment Bankers/Brokers/Service USD 92.72 52 B 27.7% 18%   3% -14%
MarketAxess Holdings MKTX NASDAQ Finance Electronic trading USD 389.23 15 B 105.1% 27%   3% -10%
Mastercard Inc. MA NYSE Finance Financial Transaction Services USD 282.01 286 B 38.6% 28%   7% -22%
MoneyGram International MGI NASDAQ Finance Financial Transaction Services USD 3.36 208 M -48.1% 143%   3% -79%
Paycom Software, Inc. PAYC NYSE Services Human Resources Staffing USD 251.90 15 B 73.3% 38%   10% -32%
PayPal Holdings PYPL NASDAQ Finance Financial Transaction Services USD 109.82 129 B 26.3% 32%   6% -15%
Square SQ NYSE Finance Financial Transaction Services USD 65.41 28 B -14.4% 57%   8% -49%
Total System Services TSS NYSE Finance Financial Transaction Services USD 131.32 23 B 37.7% 27%   6% -24%
Tradeweb Markets TW NASDAQ Finance Electronic trading USD 45.85 7.0 B 28.0% 22%   1% -12%
Visa Inc. V NYSE Finance Financial Transaction Services USD 180.94 359 B 28.9% 24%   5% -19%
Western Union WU NYSE Finance Financial Transaction Services USD 21.77 9.2 B 18.9% 18%   2% -14%
WEX Inc. WEX NYSE Finance Financial Transaction Services USD 208.24 9.0 B 11.9% 29%   5% -35%