Global Payments Inc (GPN)vsThomson Reuters Corporation Common Shares (TRI)
GPN
Global Payments Inc
$68.50
+0.47%
INDUSTRIALS · Cap: $20.27B
TRI
Thomson Reuters Corporation Common Shares
$93.44
+0.19%
INDUSTRIALS · Cap: $42.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 3% more annual revenue ($7.71B vs $7.48B). TRI leads profitability with a 20.1% profit margin vs 18.2%. GPN appears more attractively valued with a PEG of 0.19. GPN earns a higher WallStSmart Score of 63/100 (C+).
GPN
Buy63
out of 100
Grade: C+
TRI
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-125.5%
Fair Value
$32.03
Current Price
$68.50
$36.47 premium
Margin of Safety
-301.1%
Fair Value
$22.24
Current Price
$93.44
$71.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 27.9%
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 26.6%
Areas to Watch
0.0% revenue growth
ROE of 4.8% — below average capital efficiency
Earnings declined 59.2%
Distress zone — elevated risk
Moderate valuation
Expensive relative to growth rate
Earnings declined 42.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, P/E Ratio. Profitability is solid with margins at 18.2% and operating margin at 27.9%. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bull Case : TRI
The strongest argument for TRI centers on Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 26.6%.
Bear Case : GPN
The primary concerns for GPN are Revenue Growth, Return on Equity, EPS Growth.
Bear Case : TRI
The primary concerns for TRI are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
GPN profiles as a value stock while TRI is a mature play — different risk/reward profiles.
GPN carries more volatility with a beta of 0.73 — expect wider price swings.
TRI is growing revenue faster at 5.2% — sustainability is the question.
TRI generates stronger free cash flow (607M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (63/100 vs 49/100), backed by strong 18.2% margins. Both earn "Buy" and "Hold" 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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