PAGS

PagSeguro Digital Ltd - Ordinary Shares - Class A

Finance/Real Estate, TMT


Presented:10/24/2023
Price:$7.58
Cap:$2.51B
Current Price:$8.23
Cap:$2.71B

Presented

Date10/24/2023
Price$7.58
Market Cap$2.51B
Ent Value$4.64B
P/E Ratio8.24x
Book Value$8.06
Div Yield0%
Shares O/S331.37M
Ave Daily Vol4,348,896
Short Int9.29%

Current

Price$8.23
Market Cap$2.71B
PagSeguro Digital Ltd. is engaged in the provision of financial technology solutions focused on consumers, individual entrepreneurs, micro-merchants, small companies and medium-sized companies in Brazil. Its business model covers the following pillars: Multiple digital payment solutions; In-person payments via POS devices that sell to merchants; Free digital accounts; Issuer of prepaid cards to clients for spending or withdrawing account balances, and Operating as an acquirer. The company was founded in 2006 and is headquartered in Sau Paulo, Brazil.

Publicly traded companies mentioned herein: Pagseguro Digital Ltd (PAGS), StoneCo Ltd (STNE), 

Highlights

The presenter is long shares of PagSeguro Digital Ltd (PAGS), expecting significant growth from the company’s strong presence in the merchant segment, robust profitability from credit reactivation, and a long runway of upsell/cross-sell with 65% of its customers using only 1 product currently. Given the company’s operational excellence and potential for growth above expectations, the presenter believes the stock could warrant a merchant acquirer multiple that could lead to a double in the stock over the next 2-3 years.

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Idea Discussion

Commentor 1 - 2 weeks ago

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