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Research library · Payments & Fintech

Payments & Fintech: the moats, the numbers, the verdicts.

19 companies covered. Every report re-run after the latest earnings.

Affirm Holdings, Inc. AFRM

Affirm's operating line went from a $132.6M loss to an $88.4M profit in six quarters, and it has now been positive for three of them in a row.

Back of Napkin

Ally Financial Inc. ALLY

Ally wrote its digital investing unit down to nothing last year, a $305M goodwill impairment, leaving $190M of goodwill on the entire company.

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American Express Company AXP

Cardmember spending grew 9% last quarter and net card fee revenue grew 15%, the slowest fee growth in two years.

Back of Napkin · Moat Dive

Bread Financial Holdings, Inc. BFH

Bread Financial trades at roughly 9x forward earnings and 1.7x tangible book while posting a 27% return on tangible common equity, but it does so with charge-offs that just came of

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Capital One Financial Corporation COF

Capital One reported a loss of $8.58 a share in June 2025 and a profit of $4.73 in June 2026.

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Enova International, Inc. ENVA

Enova is an online non-prime lender that just printed its cleanest credit year of the cycle, with the consolidated net charge-off ratio falling to 7.6% in Q1 2026 from 8.6% a year

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Green Dot Corporation GDOT

You are paying $12.82 for a stock sitting on $1.36B of net cash against a $727M market cap, mid-way through a $1.1B breakup that pays $8.11 in guaranteed cash plus 0.2215 shares of

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Global Payments Inc. GPN

Global Payments processes more United States card volume than anyone, roughly $2.8T and over a fifth of the national total.

Moat Dive · Back of Napkin

Klarna Group plc KLAR

Klarna's take rate rose from 2.64% to 2.84% year over year while its credit losses fell from 0.56% of volume to 0.52%.

Moat Dive · Back of Napkin

Mastercard Incorporated MA

Mastercard's cross-border volume growth has fallen in five consecutive quarters, from 15% to 12%, and cross-border is the most profitable volume it carries.

Moat Dive · Back of Napkin

Navient Corporation NAVI

Navient's federal student loan portfolio shrank 10.3% in a year, to $26.6B, and that is the business working as designed.

Back of Napkin · Proxy Report

OneMain Holdings, Inc. OMF

OneMain trades at $59, about 8x forward earnings, and pays a $4.20 annual dividend for a roughly 7% yield, while charge-offs on its nonprime installment book sit at cyclically high

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PayPal Holdings, Inc. PYPL

PayPal's take rate has fallen in every one of the last six quarters, from 1.867% to 1.785%, without a single reversal.

Moat Dive · Back of Napkin

Sezzle Inc. SEZL

Sezzle is a profitable buy-now-pay-later lender compounding gross merchandise volume more than 50% a year while its loss rate falls, and the market has rewarded it with a roughly 3

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SoFi Technologies, Inc. SOFI

SoFi added 4.1 million members and $16.0B of deposits in a year, growing revenue 43%.

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Upstart Holdings, Inc. UPST

Upstart is down 68% from its 52-week high to $27.71 while its loan volume grew 61% year on year, which is the whole puzzle: the business is originating more than ever, yet the stoc

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Visa Inc. V

A shop in Lisbon takes a card issued by a bank in Ohio without either party having agreed to anything, checked anything, or trusting anyone.

Moat Dive · Back of Napkin

World Acceptance Corporation WRLD

World Acceptance is a branch-based subprime installment lender whose earnings have already been gutted by the credit cycle, with fiscal-2026 (ended March 2026) diluted EPS collapsi

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The Western Union Company WU

Western Union's digital business has grown its share of transactions in every one of the last six quarters, from 35% to 43%.

Moat Dive · Back of Napkin