First Advantage Corp (FA)vsGlobal Payments Inc (GPN)
FA
First Advantage Corp
$20.05
-6.79%
INDUSTRIALS · Cap: $3.83B
GPN
Global Payments Inc
$88.27
+0.93%
INDUSTRIALS · Cap: $22.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 452% more annual revenue ($8.86B vs $1.61B). FA leads profitability with a 0.5% profit margin vs -8.0%. GPN trades at a lower P/E of 28.6x. GPN earns a higher WallStSmart Score of 59/100 (C).
FA
Hold37
out of 100
Grade: F
GPN
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.1%
Fair Value
$19.98
Current Price
$20.05
$0.07 discount
Margin of Safety
+40.2%
Fair Value
$120.72
Current Price
$88.27
$32.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.1% year-over-year
Areas to Watch
ROE of 0.7% — below average capital efficiency
0.5% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Moderate valuation
ROE of -3.0% — below average capital efficiency
Earnings declined 59.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FA
The strongest argument for FA centers on Price/Book.
Bull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 63.1% demonstrates continued momentum. PEG of 0.22 suggests the stock is reasonably priced for its growth.
Bear Case : FA
The primary concerns for FA are Return on Equity, Profit Margin, Debt/Equity. A P/E of 446.0x leaves little room for execution misses. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : GPN
The primary concerns for GPN are P/E Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
FA profiles as a value stock while GPN is a hypergrowth play — different risk/reward profiles.
FA carries more volatility with a beta of 1.19 — expect wider price swings.
GPN is growing revenue faster at 63.1% — sustainability is the question.
FA generates stronger free cash flow (47M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (59/100 vs 37/100) and 63.1% revenue growth. FA offers better value entry with a 45.1% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
First Advantage Corp
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
First Advantage Corporation provides technology solutions for human capital detection, verification, security and compliance globally. The company is headquartered in Atlanta, Georgia.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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