GPN
Global Payments Inc.
GPN has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over GPN overall, supported by stronger fundamentals and stronger modeled upside.
GPN Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Under pressure | |
| Weak |
GPN's revenue is currently strong, but its profitability, cash flow and balance sheet are under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
GPN PE Valuation
GPN has no meaningful PE right now: it lost money over the past year.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
GPN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for GPN, with profitability improving.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
GPN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.48 | — |
| Q3 2026 | -$4.57 | -164% |
| Q2 2026 | -$2.99 | -152% |
| Q1 2026 | -$2.05 | -133% |
| Q4 2025 | $5.78 | -6.2% |
| Q3 2025 | $7.10 | +34% |
| Q2 2025 | $5.70 | +4.6% |
| Q1 2025 | $6.18 | +23% |
| Q4 2024 | $6.16 | +63% |
GPN has the edge over RDW on earnings, with more consistent year-over-year improvement.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
GPN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.3B | +65% |
| Q2 2026 | $3.3B | +70% |
| Q1 2026 | $3B | +23% |
| Q4 2025 | $1.9B | -23% |
| Q3 2025 | $2B | -23% |
| Q2 2025 | $2B | -24% |
| Q1 2025 | $2.4B | -0.3% |
| Q4 2024 | $2.5B | +3.4% |
GPN's revenue is growing: $3.3B last quarter, up 65% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.5% | -31 points |
| Q2 2026 | 10% | -12 points |
| Q1 2026 | -0.5% | -20 points |
| Q4 2025 | 8.8% | -24 points |
| Q3 2025 | 39% | +21 points |
| Q2 2025 | 22% | -0.5 points |
| Q1 2025 | 20% | +0.8 points |
| Q4 2024 | 33% | +13 points |
GPN has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over GPN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
GPN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$392.8M | -166% |
| Q2 2026 | $427M | -36% |
| Q1 2026 | -$550.2M | -229% |
| Q4 2025 | $347M | -26% |
| Q3 2025 | $598.9M | -62% |
| Q2 2025 | $665.4M | +19% |
| Q1 2025 | $427.5M | +58% |
| Q4 2024 | $469.4M | -6.1% |
GPN's free cash flow has turned negative after years in the green: −$169M over the past year.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
GPN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.8% | -5M shares |
| 1 year | +10% | +25M shares |
| 3 years | +1.6% | +4.2M shares |
| 5 years | -9.3% | -27.3M shares |
| Available history | -12% | -35.7M shares |
GPN has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $140M |
| Q2 2026 | $550M |
| Q1 2026 | $549.9M |
| Q4 2025 | $69,000 |
| Q3 2025 | $500M |
| Q2 2025 | $244.8M |
| Q1 2025 | $446.3M |
| Q4 2024 | $651.9M |
GPN spent $1.2B buying back its own shares over the past year, down 33% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
GPN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.6x | High |
| Q2 2026 | 4.6x | High |
| Q1 2026 | 5.3x | High |
| Q4 2025 | 4.1x | High |
| Q3 2025 | 3.1x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 3.3x | Elevated |
GPN's net debt is about 4.6 years of its operating earnings (EBITDA), up from 3.1 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GPN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.1 | Neutral |
| Stochastic | 68.4 | Neutral |
GPN's weekly RSI is 54 (neutral) and its Stochastic is 68 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
GPN PE vs Industrials Sector
| Metric | GPN | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
GPN has no meaningful PE right now: it lost money over the past year.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
GPN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $87.0 | 1.4% above |
| 20 week MA | $86.2 | 2.3% above |
| 50 week MA | $78.0 | 13% above |
| 100 week MA | $83.1 | 6.1% above |
| 200 week MA | $98.0 | 10% below |
GPN has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
GPN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $182.9 | $205.6 | +12% |
| 2021 | $205.6 | $135.4 | -34% |
| 2022 | $135.4 | $96.7 | -29% |
| 2023 | $96.7 | $127.0 | +31% |
| 2024 | $127.0 | $112.4 | -12% |
| 2025 | $112.4 | $80.4 | -28% |
| 2026 YTD | $80.4 | $88.2 | +9.8% |
GPN has finished lower in four of the last six years. It's up 9.8% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over GPN on returns for 2026, with the stronger performance.