Global Payments Inc (GPN)vsUL Solutions Inc. (ULS)
GPN
Global Payments Inc
$66.32
-2.20%
INDUSTRIALS · Cap: $18.52B
ULS
UL Solutions Inc.
$96.81
-2.41%
INDUSTRIALS · Cap: $19.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 185% more annual revenue ($8.86B vs $3.11B). ULS leads profitability with a 11.3% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.19. ULS earns a higher WallStSmart Score of 62/100 (C+).
GPN
Buy59
out of 100
Grade: C
ULS
Buy62
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
Intrinsic value data unavailable for ULS.
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
Every $100 of equity generates 26 in profit
Earnings expanding 36.4% 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
Expensive relative to growth rate
Trading at 14.8x book value
Premium valuation, high expectations priced in
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 : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth.
Bear Case : GPN
The primary concerns for GPN are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.3x leaves little room for execution misses.
Key Dynamics to Monitor
GPN profiles as a hypergrowth stock while ULS 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.
ULS generates stronger free cash flow (150M), providing more financial flexibility.
Bottom Line
ULS scores higher overall (62/100 vs 59/100). 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 →UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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