We look at a few leading FinTech and Information Services companies from a cash flow perspective (read more).
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
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
We took a snapshot from our CEORater database of Fintech companies led by Founder CEOs. The "Fintech Founder 5" consists of those companies that have generated the highest total stock return Year-to-Date. The Fintech Founder 5: GreenSky (tkr: GSKY), MSCI Inc. (tkr: MSCI), Pegasystems (tkr: PEGA), Square (tkr: SQ) and SS&C Technologies (tkr: SSNC). Click … Continue reading Fintech Founder 5
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
The 5 top performing FinTech stocks year-to-date (as of 11/08/18) that are led by founder CEOs. This list is based on an extract from the CEORater database (CEORater.com). Access PDF version HERE. Square (ticker: SQ) YTD stock price performance: 108.0% Green Dot (ticker: GDOT) YTD stock price performance: 55.8% Virtu Financial (ticker: VIRT) YTD stock … Continue reading CEORater FinTech Founder 5
Recently we posited that IBM could easily fix its habitually declining revenue woes with a systematic acquisition strategy focused on Information Services companies. The benefit to IBM in targeting the Information Services sector goes beyond the obvious immediate-term revenue relief and operating margin accretion. The key strategic benefit is that the Info Services companies are … Continue reading How to Fix IBM: M&A and More M&A