Tag: JKHY

FinTech for Growth & Profitability

FinTech for Growth & Profitability

Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability

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Top Fintech CEOs by Total Stock Return

Top Fintech CEOs by Total Stock Return

We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return

Acquire or Be Acquired: FinTech Lions and Lambs

Acquire or Be Acquired: FinTech Lions and Lambs

FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and Lambs

Fiserv & First Data: Acquire in the Absence of Innovation<span class="badge-status" style="background:red">Premium</span> 

Fiserv & First Data: Acquire in the Absence of InnovationPremium 

Today’s announcement that Fiserv plans to acquire First Data in a $22 billion all stock deal continues the string of payments-related deals. More importantly it stresses what many know – that the incumbent payment companies are not innovation factories. Acquire in the absence of innovation – although I believe all companies should have an active … Continue reading Fiserv & First Data: Acquire in the Absence of InnovationPremium