TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Stripe

    • For These FinTech Names Staying the Course Paid Off.

      Consistent pursuit of a focused mission tends to pay dividends over time. We provide several examples of public FinTech companies that have successfully done so. We include growth opportunities and near-term risks for each company. Companies mentioned: FactSet Research Systems (tkr: FDS); PayPal (tkr: PYPL); SS&C Technologies (tkr: SSNC); Stripe (private)

    • Stripe Capital – The Latest Fintech Disruptor

      Stripe – the payments API company that revolutionized ecommerce payments infrastructure – launches “Stripe Capital”, a commercial credit service that will lend to Stripe customers. Stripe Capital will have two key advantages over traditional Financial Institutions (“FIs”). First, Stripe is present at the point of sale, providing it insight into payments flow before the transaction…

    • Build. Acquire. Repeat.

      Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech…

    • 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…

    • JP Morgan vs. Fintech Threats

      JPM has the largest technology budget of any FI having invested approximately $11 billion in technology during 2018 with approximately $5 billion allocated toward new technology investments. This investment level is substantially larger than the new product development/ R&D investment levels of certain well known Fintech players. However, the numbers do not tell a complete…