Earnings And ProfitabilitySQ’s combination of top-line growth and profitability is underappreciated, with potential for shares to outperform.
Growth PotentialThe stock is considered inexpensive compared to its growth potential, trading at lower multiples than peers despite faster growth.
Strategic PartnershipsSQ has announced a number of distribution partnerships, including U.S. Foods, PFG, and Sysco in the restaurant space, which could unlock ~$250bn+ in GPV potential.