Gordon Reid
Euronet Worldwide
EEFT-Q
PAST TOP PICK
May 13, 2025
(A Top Pick May 14/24, Down 3%)
75% of their operations are outside North America. The strong USD has hit them hard, and Europe hasn't been growing as quickly as expected. This trades at a cheap 11x PE, and they grow organically. Not exciting, but safe and a solid hold.
Payment and transaction processing. HQ is actually in the USA. Owns ATMs and POS machines. Increasing margins. Adding more machines, which adds to organic growth. No dividend.
75% of their operations are outside North America. The strong USD has hit them hard, and Europe hasn't been growing as quickly as expected. This trades at a cheap 11x PE, and they grow organically. Not exciting, but safe and a solid hold.