Global Payments Inc (GPN)vsRB Global Inc. (RBA)
GPN
Global Payments Inc
$66.32
-2.20%
INDUSTRIALS · Cap: $18.52B
RBA
RB Global Inc.
$104.49
-0.99%
INDUSTRIALS · Cap: $20.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 88% more annual revenue ($8.86B vs $4.72B). RBA leads profitability with a 9.6% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.19. RBA earns a higher WallStSmart Score of 61/100 (C+).
GPN
Buy59
out of 100
Grade: C
RBA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.7%
Fair Value
$121.85
Current Price
$66.32
$55.53 discount
Margin of Safety
+62.9%
Fair Value
$307.09
Current Price
$104.49
$202.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.1% year-over-year
Growing faster than its price suggests
Earnings expanding 20.0% YoY
Areas to Watch
ROE of -3.0% — below average capital efficiency
Earnings declined 59.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of 7.4% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 0.19 suggests the stock is reasonably priced for its growth.
Bull Case : RBA
The strongest argument for RBA centers on PEG Ratio, EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : GPN
The primary concerns for GPN are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 50.1x leaves little room for execution misses.
Key Dynamics to Monitor
GPN profiles as a hypergrowth stock while RBA is a value play — different risk/reward profiles.
GPN carries more volatility with a beta of 0.77 — expect wider price swings.
GPN is growing revenue faster at 63.1% — sustainability is the question.
RBA generates stronger free cash flow (170M), providing more financial flexibility.
Bottom Line
RBA scores higher overall (61/100 vs 59/100) and 11.4% revenue growth. GPN offers better value entry with a 40.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
Visit Website →RB Global Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Ritchie Bros. The company is headquartered in Burnaby, Canada.
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