Industry LeadershipSquare is viewed as one of the leaders in SMB payments and consumer fintech, capitalizing on its long history of product-led innovation.
ProfitabilitySquare’s increased focus on profitability now enables investors to value the stock on AOI and/or GAAP EPS, which should help put a floor in shares.
ValuationTrading at just 4x C25E EV/GP and 12x C25E EV/EBITDA, Square is undervalued and its high-quality business model is underappreciated.