Tag: SPGI

CEORater “Quality” Portfolio Outperformed in 2020

CEORater “Quality” Portfolio Outperformed in 2020

The CEORater "Quality" Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was "How would a basket of … Continue reading CEORater “Quality” Portfolio Outperformed in 2020

Stock Swap Transactions Are Likely To Continue

Stock Swap Transactions Are Likely To Continue

Given inflated Technology company valuations and a weakening U.S. Dollar, we expect for stock swap M&A transactions to continue - especially as it relates to cross-border M&A. The DXY Index continues to drop as the USD falls relative to the currency basket (click chart below). The U.S. economy remains soft. Companies continue to cut headcount. … Continue reading Stock Swap Transactions Are Likely To Continue

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

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 

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

Earnings Calls – A Keyword Analysis

Earnings Calls – A Keyword Analysis

We ran a Natural Language Processing ("NLP")-based analysis of earnings calls from this week. We captured keywords and phrases from 23 earnings calls. Our report is sorted alphabetically by ticker symbol. Access the free report HERE. This analysis may be customized to capture certain keywords and phrases for any text-based document. https://soundcloud.com/ceorater

Financial Market Data: Ripe For Disruption

Financial Market Data: Ripe For Disruption

The SEC's proposal to improve stock-price data available to the public is a step to further democratize financial market data. This weakens the position held by incumbent market data providers such as Bloomberg, FactSet (FDS), Intercontinental Exchange (ICE), S&P Global (SPGI), The London Stock Exchange/Refinitiv (LSE) and others. The SEC's proposal could be a precursor … Continue reading Financial Market Data: Ripe For Disruption

FinTech Valuations

FinTech Valuations

We took a snapshot of FinTech company valuations based on an extract from our CEORater database. We looked at Enterprise Value as a multiple of LTM Operating Cash Flow. You may access the file HERE or after the break below. Should you have any questions reach me at jmaietta@tek2day.com Tickers mentioned: BR, FDS, FICO, FIS, … Continue reading FinTech Valuations

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