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, 305 million Paypal [asset ticker="PYPL" mnemonic="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. Momentum Vol. Risk Contrib. MDD
 
ACI Worldwide ACIW NASDAQ Technology Payment Systems USD 38.45 4.5 B 40.2% Neutral 35%   4% -22%
Adyen ADYYF OTC Technology Payment Systems USD 2,246.88 - 53.4% Neutral 47%   4% -25%
American Express AXP NYSE Finance Electronic Payments Services USD 164.90 133 B 67.1% Strong Up 34%   3% -15%
Broadridge Financial Solutions BR NYSE Finance Banking / Insurance Software USD 160.89 19 B 30.4% Neutral 21%   2% -11%
Coupa Software COUP NASDAQ Technology Data Processing & Data Analytics (EDP) USD 240.71 17 B -8.2% Neutral 52%   5% -41%
Euronet Worldwide EEFT NASDAQ Technology Payment Systems USD 143.58 7.6 B 52.3% Neutral 41%   5% -17%
EVO Payments EVOP NASDAQ Technology Payment Systems USD 28.60 2.4 B 20.9% Neutral 41%   5% -29%
Fidelity National Information Services FIS NYSE Finance Financial Data Processing USD 145.57 90 B 5.5% Neutral 25%   3% -21%
Fiserv FISV NASDAQ Finance Financial Data Processing USD 108.49 73 B 7.1% Weak Down 27%   3% -15%
Fleetcor Technologies FLT NYSE Finance Financial Transaction Services USD 263.00 22 B -0.5% Weak Down 34%   4% -17%
Global Payments GPN NYSE Finance Financial Data Processing USD 193.68 57 B 9.6% Weak Down 29%   4% -18%
Green Dot GDOT NYSE Finance Finance Consumer Services USD 49.17 2.7 B 17.5% Weak Up 42%   4% -39%
Ingenico Group INGIY OTC Finance Financial Transaction Services USD 29.26 - -1.8% Neutral 19%   1% -21%
MarketAxess Holdings MKTX NASDAQ Finance Electronic trading USD 455.20 17 B -12.1% Neutral 35%   3% -27%
Mastercard MA NYSE Finance Electronic Payments Services USD 373.09 371 B 23.0% Neutral 29%   4% -21%
MoneyGram International MGI NASDAQ Finance Financial Transaction Services USD 10.31 748 M 217.2% Strong Up 92%   7% -49%
Nexi S.p.A NEXPF OTC Finance Financial Transaction Services USD 19.09 - 15.1% Weak Up 30%   1% -20%
PayPal Holdings PYPL NASDAQ Finance Electronic Payments Services USD 283.10 332 B 66.3% Weak Up 40%   4% -26%
Paysign PAYS NASDAQ Finance Financial Transaction Services USD 3.15 159 M -59.2% Neutral 77%   8% -73%
Square SQ NYSE Finance Electronic Payments Services USD 233.89 106 B 124.4% Neutral 57%   6% -29%
StoneCo STNE NASDAQ Finance Financial Transaction Services USD 69.22 19 B 74.4% Neutral 46%   6% -40%
Tradeweb Markets TW NASDAQ Finance Electronic trading USD 85.62 20 B 37.6% Neutral 29%   3% -17%
Visa V NYSE Finance Electronic Payments Services USD 234.32 457 B 20.5% Neutral 24%   3% -16%
Western Union WU NYSE Finance Financial Transaction Services USD 23.64 10 B 11.8% Neutral 27%   2% -19%
WEX WEX NYSE Finance Financial Transaction Services USD 200.59 8.9 B 17.1% Neutral 45%   5% -27%