Digital Payments & Fintech
Payment rails, exchanges, brokerage and consumer finance.
Raymond James Financial Inc. (RJF)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $272, +79% vs spot. It needs the multiple to hold or expand.
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.
Corpay Inc (CPAY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $608, +82% vs spot. It needs the multiple to hold or expand.
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.
Charles Schwab Corp (SCHW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $166, +80% vs spot. It needs the multiple to hold or expand.
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.
FactSet Research Systems Inc (FDS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $414, +80% vs spot. It needs the multiple to hold or expand.
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.
Cboe Global Markets Inc (CBOE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $424, +75% vs spot. It needs the multiple to hold or expand.
Interactive Brokers Group Inc (IBKR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $158, +82% vs spot. It needs the multiple to hold or expand.
American Express Company (AXP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $615, +82% vs spot. It needs the multiple to hold or expand.
S&P Global Inc (SPGI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $717, +76% vs spot. It needs the multiple to hold or expand.
Synchrony Financial (SYF)
The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $133, +75% vs spot. It needs the multiple to hold or expand.
Capital One Financial Corporation (COF)
The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $348, +73% vs spot. It needs the multiple to hold or expand.
CME Group Inc (CME)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $383, +73% vs spot. It needs the multiple to hold or expand.
Moodys Corporation (MCO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $808, +78% vs spot. It needs the multiple to hold or expand.
Intercontinental Exchange Inc (ICE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $218, +77% vs spot. It needs the multiple to hold or expand.
Nasdaq Inc (NDAQ)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $141, +79% vs spot. It needs the multiple to hold or expand.
Mastercard Inc (MA)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $876, +71% vs spot. It needs the multiple to hold or expand.
Morgan Stanley (MS)
The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $380, +82% vs spot. It needs the multiple to hold or expand.
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.
MSCI Inc (MSCI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $971, +73% vs spot. It needs the multiple to hold or expand.
Goldman Sachs Group Inc (GS)
The bull case — 'Bull — Re-Rate / Buybacks' (8% weight) — targets $1,796, +78% vs spot. It needs the multiple to hold or expand.
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.
Coinbase Global Inc (COIN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $206, +41% vs spot. It needs Gross Margin to surprise to the upside.
Robinhood Markets (HOOD)
The bull case — 'Product Expansion Win' (10% weight) — targets $150, +50% vs spot. It needs the multiple to hold or expand.
Robinhood Markets: Investment Research
An institutional-grade research report on Robinhood Markets (NASDAQ: HOOD), evaluating the company's competitive positioning, growth strategy, and investment thesis.