Global Payments Inc (GPN)vsRelx PLC ADR (RELX)
GPN
Global Payments Inc
$98.00
-1.64%
INDUSTRIALS · Cap: $22.68B
RELX
Relx PLC ADR
$39.40
-2.62%
INDUSTRIALS · Cap: $70.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 5% more annual revenue ($10.21B vs $9.72B). RELX leads profitability with a 23.3% profit margin vs -9.2%. GPN appears more attractively valued with a PEG of 0.20. RELX earns a higher WallStSmart Score of 64/100 (C+).
GPN
Buy61
out of 100
Grade: C+
RELX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.1%
Fair Value
$141.90
Current Price
$98.00
$43.90 discount
Margin of Safety
+59.1%
Fair Value
$70.46
Current Price
$39.40
$31.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 68.6% year-over-year
Every $100 of equity generates 338 in profit
Strong operational efficiency at 32.0%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Earnings expanding 24.3% YoY
Generating 1.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
ROE of -4.1% — below average capital efficiency
Earnings declined 95.2%
Distress zone — elevated risk
2.7% revenue growth
Trading at 164.2x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 68.6% demonstrates continued momentum. PEG of 0.20 suggests the stock is reasonably priced for its growth.
Bull Case : RELX
The strongest argument for RELX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.3% and operating margin at 32.0%. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bear Case : GPN
The primary concerns for GPN are P/E Ratio, Return on Equity, EPS Growth. A P/E of 40.2x leaves little room for execution misses.
Bear Case : RELX
The primary concerns for RELX are Revenue Growth, Price/Book, Debt/Equity. Debt-to-equity of 7.19 is elevated, increasing financial risk.
Key Dynamics to Monitor
GPN profiles as a hypergrowth stock while RELX is a value play — different risk/reward profiles.
GPN carries more volatility with a beta of 0.81 — expect wider price swings.
GPN is growing revenue faster at 68.6% — sustainability is the question.
RELX generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
RELX scores higher overall (64/100 vs 61/100), backed by strong 23.3% margins. GPN offers better value entry with a 49.1% 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 →Relx PLC ADR
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
RELX PLC provides information-based decision-making and analysis tools for professional and commercial clients in North America, Europe, and internationally. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other SPECIALTY BUSINESS SERVICES Stocks
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