Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It offers authorization, settlement and funding, customer support, chargeback resolution, reconciliation and dispute management, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services. The company also provides an array of enterprise software solutions that …
Full GPN analysis →
Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 72.6% (top 12%) and operating margin at 22.8% (top 10%) indicate strong pricing power.
Scale Supporting ProfitabilityProfitability at scale is strong (score 0.89), demonstrating competitive advantages.
Key risks
ROIC Below WACC or PeersROIC at 36.8th percentile suggests inefficient capital deployment.
Global Payments Inc. ranks #11 of 41
scored companies in Specialty Business Services by moat score — the top 27%.
The widest moat in the group is Copart, Inc. (CPRT)
at 81/100.
Moat scores for companies ranked near GPN in Specialty Business Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 55
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 72
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 48
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 56
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 89
· 15% of the moat score
Scale matters only when it converts into economics.
Global Payments Inc. (GPN) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 41 scored companies in Specialty Business Services, the top 27%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 40 companies in Specialty Business Services. Its strongest defense is Scale & Market Position (89/100) and its weakest is Capital Efficiency (48/100).
How does Global Payments Inc. compare with other Specialty Business Services companies?
Global Payments Inc. ranks #11 of 41 scored companies in Specialty Business Services by moat score. The widest moat in Specialty Business Services is Copart, Inc. (CPRT) at 81/100. The companies ranked closest are Unifirst Corporation (UNF) at 65 just above it and Where Food Comes From, Inc. (WFCF) at 62 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 40 companies in Specialty Business Services. The defenses are then weighted to produce the overall score out of 100.
Why is Global Payments Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Global Payments Inc.?
The Corporate Default template measures 6 defenses, and GPN scores: Pricing Power (67), Cost Advantage (55), Customer Stickiness (72), Capital Efficiency (48), Resilience (56), Scale & Market Position (89). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.