Tag: V

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

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

With Turmoil Comes Opportunity

With Turmoil Comes Opportunity

The Coronavirus has wreaked havoc on the markets. Valuations have come in across the board making things interesting. Here is a screen from our CEORater database. Click HERE for our summary valuation table. Apple (tkr: AAPL), Facebook (tkr: FB) and SS&C Technologies (tkr: SSNC) each trade below 20x EV/LTM Operating Cash Flow. Click any table … Continue reading With Turmoil Comes Opportunity

The Most Queried CEOs on CEORater

The Most Queried CEOs on CEORater

We reviewed the most queried CEOs on CEORater.com over the past 12 months. The following is a list of the 20 Most Queried CEOs. Click HERE to access our interactive PowerPoint file.Click HERE to access the interactive PDF version. https://soundcloud.com/ceorater

Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.<span class="badge-status" style="background:red">Premium</span> 

Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.Premium 

Hidden gems. One never knows when he or she may stumble upon such an asset. Paymode-X is one such example. Tickers mentioned in this note and/or podcast: AAPL, AMZN, AXP, BAC, EPAY, FB, FISV, GOOG, GPN, MA, PYPL, SQ, TFC, V A decade ago Bottomline Technologies (ticker: EPAY), acquired B2B payment network "Paymode-X" from Bank … Continue reading Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.Premium 

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

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