MCH ADVISORY RESEARCH
Financials

Transaction & Payment Processing Services

8 companies under coverage.

Coverage

Transaction & Payment Processing Services


Equity Research

PayPal Holdings Inc (PYPL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $79, +82% vs spot. It needs the multiple to hold or expand.

PYPLEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +19%
Equity Research

Corpay Inc (CPAY)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $608, +82% vs spot. It needs the multiple to hold or expand.

CPAYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +8%
Equity Research

Block, Inc (XYZ)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $141, +85% vs spot. It needs Gross Margin to surprise to the upside.

XYZEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +7%
Equity Research

Jack Henry & Associates Inc (JKHY)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $241, +75% vs spot. It needs the multiple to hold or expand.

JKHYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +2%
Equity Research

Global Payments Inc (GPN)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $127, +76% vs spot. It needs the multiple to hold or expand.

GPNEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · 0%
Equity Research

Mastercard Inc (MA)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $876, +71% vs spot. It needs the multiple to hold or expand.

MAEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -9%
Equity Research

Visa Inc. Class A (V)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $594, +73% vs spot. It needs the multiple to hold or expand.

VEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -12%
Equity Research

Fidelity National Information Services Inc (FIS)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $68, +74% vs spot. It needs the multiple to hold or expand.

FISEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -22%
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