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Jun 12, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Jun. 12, 2024 9:46 AM ETPayPal Holdings, Inc. (PYPL) StockPYPL:CASummaryPromising announcements, such as the ad business division and the Cash Pass features, could help the business improve its lagging revenue growth rates, which have suffered from a three-year decline. Apple's introduction of Tap to Pay, along with declining KPIs in active accounts and take rates, raises concerns about the company's market share going forward.
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Jun 7, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Bank of America (NYSE:BAC) is one of the major retail banks in the US, and through their four business segments, they managed to generate $93.359 billion in TTM revenue, $25.028 billion in net income, and a consolidated amount of $293.552 billion in total equity. This resulted in a market cap of $312.50 billion and a 2.35% TTM dividend yield.
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Jun 4, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
SummaryBesides lower engagement in brick-and-mortar stores, EZCORP has added 248 pawn shops over the past five years, with strong growth in Latin America, and stagnated growth in the US. Revenues have been on the rise over the past years, and bottom-line margins have expanded significantly, with the current net income margin hitting a decade record.
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May 31, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Intesa Sanpaolo (OTCPK:ISNPY) has obtained a fascinating stock performance over the last year. With favorable macroeconomic conditions, the bank has been well-positioned to capitalize on these scenarios. Intesa is a bank that over the last twelve months has achieved €23.748 billion in revenue, and €8.069 billion in net income, while simultaneously offering a dividend yield of 8.13% and a targeted payout ratio of 70% over the next two fiscal years.
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May 29, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
May 29, 2024 8:03 AM ETPatria Investments Limited (PAX) StockCIBSummaryPatria has conducted a series of acquisitions that has more than doubled its AUM over the last three years at $32 billion. Weak stock price performance has resulted in a -16% YTD stock decline, bringing PAX stock price and PE multiple to a previous support level.
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May 23, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
SummaryBlackRock has matched the performance of the S&P 500 of the last year, but has significantly underperformed the Capital Markets benchmark by -21%. BLK trades at its historic forward PE multiple, but with revenue from equity being their largest driver, the growth potential is lower in the short-term with the market at all-time-highs.
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May 21, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
SummaryWFC's stock price has risen significantly compared to other major banks, outperforming the S&P Bank ETF and S&P 500. Its net interest income and margin have contracted through the last quarters. Yet, non-interest income has partly counterbalanced the NII drop by increasing quarter over quarter. Despite potential tailwinds from rate cuts, the P/B stands close to its historical level suggesting a hold rating of the stock.
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May 15, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Yesterday Nu Holdings (NYSE:NU) announced its Q1 2024 earnings results, and after listening to the earnings call, I reiterate my conviction and rate this company with a strong buy. In this analysis, I will briefly guide you through the business profile of Nu, to later discuss the things I liked and didn't like about the earnings release and how this new EPS data moves the PE multiple of the company.
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May 13, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Adyen (OTCPK:ADYEY) is a Dutch company in the payments acceptance industry. It has a market cap of $41.68 billion and in 2023 generated €1.626 billion in revenue and €698.3 million in net income. The company has main offices in 13 countries and employs more than 4,196 people. Some of their major clients are merchants such as Microsoft, eBay, McDonald's, Etsy, Spotify, and so on.
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May 11, 2024 | 
seekingalpha.com | Daniel Mourenza Urbina
Franklin Resources (NYSE:NYSE:BEN) is a US asset manager with offices in more than 80 financial centers that delivers investment solutions in equity, fixed-income, alternatives, and multi-asset. The company is predominantly a family-owned business and now rotates its fourth CEO in the family in its 76-year history. In its last quarter, Franklin Resources reported $2.153 billion in revenue and $124 million in net income.
