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Financial  // Browsing posts in Financial

Bill.com’s New Tools: A Good Step Toward Fending Off Threats (BILL)

Research Question: Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment? Companies: AVDX, AXP, BILL, EXFY, GOOG/GOOGL, HUBS, INTU, MA, SGGEF, SIVB, ORCL, XROLF By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Holdings Inc. (BILL) is becoming more vulnerable to competitors on […]

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Fiserv Idea Proposal (FISV)

Fiserv Idea Proposal (FISV)

Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Report Available: December 23, 2021   Blueshift’s initial research found FISV’s point-of-sale platform, Clover, growing at a healthy clip and generating renewed enthusiasm for the company’s merchant acquisition business. Clover’s emergence comes at a time of widespread concern […]

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Bill.com Idea Proposal (BILL)

Bill.com Idea Proposal (BILL)

Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment? Report Available: December 2, 2021   Blueshift’s ongoing research found BILL thriving as SMBs continue to get onboard the digital transformation train for B2B payments. As its core business surges, BILL is branching out into new back-office finance segments with […]

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More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)

Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]

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Zillow Will Evolve into a Real Estate Transaction Firm Over Time (Z/ZG)

Research Question: Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Companies: COMP, OPEN, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) transition from an advertising and media company to a real estate transaction company is […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Report Available: April 23, 2021   Blueshift’s ongoing research found ZG doubling down on what it called in 2018 its “moon shot,” also known as iBuying or, as it is branded, Zillow Offers. In 2019, ZG acknowledged that […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

What are PayPal’s biggest opportunities and toughest challenges over the next one to three years? Report Available: April 22, 2021   Blueshift’s ongoing research found PYPL shattering company growth records for new users, revenues, and payment volumes as the COVID-19 pandemic has accelerated the shift to ecommerce. PYPL is trying to ride this tide to […]

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Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)

Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]

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Global Payments Inc. Positioned for Growth as Economy Recovers (GPN)

Research Question: Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Companies: AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQ By: David Franklin Click here to download report (.pdf)   Summary of Findings Global Payments Inc. (GPN) is both benefiting from and challenged by COVID-19-related payments […]

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Bill.com Idea Proposal (BILL)

Bill.com Idea Proposal (BILL)

How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Report Available: November 19, 2020   Blueshift’s initial research found BILL growing at a healthy clip with its invoicing and payment software since its IPO, but a still relatively small, unprofitable company after 14 years in operation. The […]

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