Tag: FDS

Our Interactive Fintech Table Is Now Available

Our Interactive Fintech Table Is Now Available

We have updated our interactive Capital Markets Fintech comp table to include Q3 2020 financial data and related content. Included are links to our CEORater database, investor presentations, earnings call transcripts and more. Our interactive comp table includes 17 Capital Markets Fintech companies. We plan to introduce new sectors (Payments Fintech and Enterprise Software) to … Continue reading Our Interactive Fintech Table Is Now Available

S&P Global Reported to Acquire IHS Markit

S&P Global Reported to Acquire IHS Markit

A few years ago we recommended that IBM (tkr: IBM) roll-up certain Information Services assets to complement its Infrastructure Services business. In the meantime the Information Services space is rolling up itself with S&P Global (tkr: SPGI) working to acquire IHS Markit (tkr: INFO) as reported by the Wall Street Journal. Tickers mentioned: CCC, DNB, … Continue reading S&P Global Reported to Acquire IHS Markit

AI and ML Are Poised to Remake I-Banking

AI and ML Are Poised to Remake I-Banking

Investment Bankers often forget that their "expertise" is not unique. First impressions are critical. Entrepreneurs have long memories. Service providers ought not take the attitude that they are being put out of their way, that they are doing the client a favor. Software platforms powered by AI, Machine Learning and workflow software are poised to … Continue reading AI and ML Are Poised to Remake I-Banking

Capital Markets FinTech Update<span class="badge-status" style="background:red">Premium</span> 

Capital Markets FinTech UpdatePremium 

In the midst of the most exuberant Tech bubble in history we offer an alternative. We have updated our list of FinTech names, some of which are reasonably valued. Click on the thumbnail below to access the table in large format. Subscribers may access the table in spreadsheet format behind the paywall ($19.99). Click on … Continue reading Capital Markets FinTech UpdatePremium 

Banks Should Acquire FinTech Companies

Banks Should Acquire FinTech Companies

Large Financial Institutions should acquire FinTech companies. Doing so would enable FI's to diversify beyond the depositary services business which will continue to suffer in a prolonged low interest rate environment. We won't lay out the entire FinTech ecosystem, but here are several examples. Capital Markets: FactSet (tkr: FDS) and SS&C Technologies (tkr: SSNC). FactSet … Continue reading Banks Should Acquire FinTech Companies

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Not unlike other Technology companies, capital markets-focused FinTech companies have benefited in recent years from the Fed's persistent low interest rate policy and from the Trump tax cuts. The difference between this FinTech cohort and many Bay Area Enterprise Software companies is that this FinTech group generates meaningful cash flow (29% median Operating Cash Flow … Continue reading Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

3 FinTech Names & Long-Term Trends

3 FinTech Names & Long-Term Trends

We rank three FinTech companies - FactSet, IHS Markit and SS&C Technologies - from a relative risk standpoint. We also outline key long-term trends that will impact the capital markets and companies that sell into this segment of the Financial Services industry. A few long-term trends will impact the capital markets and participant organizations. These … Continue reading 3 FinTech Names & Long-Term Trends

Enterprise Software 2020 Outlook

Enterprise Software 2020 Outlook

More Market Uncertainty Is Coming. However, Don't Paint with A Broad Brush. Align Yourself with Market Leaders. We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment … Continue reading Enterprise Software 2020 Outlook

Industries Best-Positioned To Go Mobile Post COVID

Industries Best-Positioned To Go Mobile Post COVID

We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID

Let It Bleed

Let It Bleed

Bloodletting is thought to have originated in Egypt several thousand years ago. Bloodletting became standard medical treatment in medieval Europe to treat various conditions including plague, smallpox, epilepsy and gout. Investors continued the bloodletting in Thursday's trading session. Despite the blood and emotions, there is plenty of room for stocks to drift further downward. Many … Continue reading Let It Bleed