Global Payments Inc (GPN)vsThomson Reuters Corporation Common Shares (TRI)
GPN
Global Payments Inc
$66.32
-2.20%
INDUSTRIALS · Cap: $18.52B
TRI
Thomson Reuters Corporation Common Shares
$86.04
+0.35%
INDUSTRIALS · Cap: $35.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 16% more annual revenue ($8.86B vs $7.66B). TRI leads profitability with a 19.9% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.19. TRI earns a higher WallStSmart Score of 59/100 (C).
GPN
Buy59
out of 100
Grade: C
TRI
Buy59
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
-53.2%
Fair Value
$58.22
Current Price
$86.04
$27.82 premium
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
Strong operational efficiency at 30.3%
Conservative balance sheet, low leverage
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
No major concerns identified
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 : TRI
The strongest argument for TRI centers on Operating Margin, Debt/Equity. Profitability is solid with margins at 19.9% and operating margin at 30.3%. PEG of 1.29 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 : TRI
No major red flags identified for TRI, but monitor valuation.
Key Dynamics to Monitor
GPN profiles as a hypergrowth stock while TRI is a mature 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.
TRI generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (59/100 vs 59/100) and 63.1% revenue growth. 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 →Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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