Global Payments: Underpriced And Growth Should Accelerate (NYSE:GPN)

Group 1 - Global Payments (NYSE: GPN) has been underperforming compared to the S&P 500 Financials sector since the second half of 2021 due to its sales being heavily tied to the payment processing industry [1] - The company has faced challenges in maintaining growth, which has impacted its stock performance relative to the broader market [1] Group 2 - The analyst emphasizes a focus on technology and analytics in investment research, drawing from a background in IT and experience in various sectors including telecommunications and cloud computing [1] - The investment approach is characterized by a moderate stance, prioritizing capital preservation and strategic insights into emerging themes such as automated supply chains and Generative AI [1]