Global Payments Inc (GPN)vsSystem1 Inc (SST)
GPN
Global Payments Inc
$70.77
-0.28%
INDUSTRIALS · Cap: $19.81B
SST
System1 Inc
$1.42
-11.25%
INDUSTRIALS · Cap: $17.30M
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 2796% more annual revenue ($7.71B vs $266.13M). GPN leads profitability with a 18.2% profit margin vs -24.5%. GPN earns a higher WallStSmart Score of 63/100 (C+).
GPN
Buy63
out of 100
Grade: C+
SST
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-139.8%
Fair Value
$30.12
Current Price
$70.77
$40.65 premium
Intrinsic value data unavailable for SST.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 27.9%
Reasonable price relative to book value
Areas to Watch
0.0% revenue growth
ROE of 4.8% — below average capital efficiency
Earnings declined 59.2%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -1.6% — below average capital efficiency
Revenue declined 31.3%
Earnings declined 95.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, P/E Ratio. Profitability is solid with margins at 18.2% and operating margin at 27.9%. PEG of 0.20 suggests the stock is reasonably priced for its growth.
Bull Case : SST
The strongest argument for SST centers on Price/Book.
Bear Case : GPN
The primary concerns for GPN are Revenue Growth, Return on Equity, EPS Growth.
Bear Case : SST
The primary concerns for SST are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
GPN profiles as a value stock while SST is a turnaround play — different risk/reward profiles.
SST carries more volatility with a beta of 1.58 — expect wider price swings.
GPN is growing revenue faster at 0.0% — sustainability is the question.
GPN generates stronger free cash flow (347M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (63/100 vs 29/100), backed by strong 18.2% margins. Both earn "Buy" and "Avoid" 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 →System1 Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
System1, Inc. develops technology and data science to operate a responsive acquisition marketing platform. The company is headquartered in Los Angeles, California.
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