Market analytics: Payment System Sector

💡 PayPal (#PYPL) was recently chosen by Evercore as the best payment system investment idea for 2021, as the sector benefited from the accelerated digital payments transition that was fuelled by the pandemic.

Below we want to highlight 5 companies in the Payment System sector which we believe might have good upside potential going into 2021:


✅ PayPal Holdings inc. (#PYPL)

⚡️ Growth factors:

• New advances in e-commerce can offset the difficulties associated with the termination of the agreement with eBay (where PayPal was providing a comprehensive payment solution).

#PYPL is now enabling customers to buy, sell and hold cryptocurrencies

• Implementation of QR services that will allow consumers to use PayPal in major national retail stores.

🎯 Target price - $ 312, upside potential + 30%.


✅ Square Inc. (#SQ)

⚡️ Growth factors:

• Integration of the Cash App and Seller ecosystems

• Possibility of accepting a second aid package for the American economy

• Square uses its banking license to introduce new products

• Strong clientele among small and medium sellers

🎯 Target price - $ 300, growth potential + 30%.


✅ Fidelity National Information Services Inc. (#FIS)

⚡️ Growth factors:

• The Wordpay acquisition should accelerate organic #FIS revenue growth from 1% to at least 7-9% in 2021. The rate is expected to continue in 2022 and beyond.

#FIS has a leading position in the outsourcing market for large and regional banks. The company recently signed long-term contracts for basic data processing with 4 of the 30 largest US banks by assets.

🎯 Target price - $ 193, upside potential + 45%.


Of much interest are also:

✅ Global Payments #GPN

✅ Fiserv #FISV


OTB Global Investments

London, 19 January 2021


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