Nuvei Corp (NVEI.TO) Buy, Sell or Hold

Nuvei Corp (NVEI.TO)

47.61

-0.26 (0.54%)

as of Nov 18, 2024, 9:00:00 pm Market Open.

198 watching

BUY

A small long position. Has come off on price momentum on a longer term time frame. Valuation is solid. Balance sheet is good, beat on earnings and is growing. Reasonable return on equity. Worth adding to this.

DON'T BUY

Benefited from growth on the payments side. Well positioned to continue growing. Valuation is well beyond what he'd be comfortable paying. Payment space is getting increasingly competitive. Whole space is expensive. Hard to tell who long-term winners will be.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company offers good value and growth. Relatively less volatile than others in the tech space. Expected to have close to $1B in sales in 2022. Unlock Premium - Try 5i Free

WAIT

NVEI vs. LSPD Both really exciting tech growth companies. Short report on LSPD with concerning allegations is a risk. 10-bagger off its IPO. Not making money. Lot of air underneath the stock. Avoid. NVEI is overvalued, but it has great fundamentals, and it makes money. Not cheap at 65x earnings. Don't buy it here, but wait for a decent floor. Over the next year, this is not the place to be.

BUY

Went public last year and is up over 500%. Pretty impactful name on the TSX. Does not own it but no qualms in taking a position with a higher risk tolerance. Does payment gateway and technology that targets fast growing verticals like crypto and gaming. A global business that is out of Montreal with a large addressable market. Have made 7 acquisitions to fill tech gaps. Processes $22B across various platforms in the latest quarter. Trades at 80x earnings, so expensive. Reminds him of different segments of Shopify. A long growth story.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth prospects are positive. It posted a strong quarter with net income almost tripping. Could add to a position here. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the stock. Management, sector exposure, growth, momentum and execution is all positive. Not cheap at 15x sale but it is growing as a larger tech stock in Canada. Market cap is now $15B. Highly profitable with earnings growth being very solid. Unlock Premium - Try 5i Free

DON'T BUY

Done well since IPO, very high growth, very rich valuation. Online gambling is really growing, and he had a bit of a problem with that. He prefers Visa and MA, more grounded businesses. Wouldn't buy at these prices.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Will have a fast growth rate for a while. It is fairly new to the market. High confidence in the company. Has more than tripled since its IPO last year. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported great numbers. EPS was 24% better at 35 cents. Sales rose to $149.9M and revenue rose 80%. EBITDA was 11% better than expected. Per share income more than tripled. Their guidance for 2021 sales were raised by 7%. Unlock Premium - Try 5i Free

DON'T BUY

He looked at its payment. Payment processors pay at very high PEs while he prefers Visa and Mastercard in this space. NVEI's PE is too rich. Also gambling--Nuvei's growing segment--doesn't meet his ESG criteria.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth potential and its sector focus is strong. It is well-managed and it is a buy today for growth investors. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent quarter results were a record. Revenue beat estimates by $15M. Total volume increased 53% and EBITDA rose 61%. Net income is now positive. Guidance was raised to $600M, which is much higher than the current $476M estimates. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has seen a pullback with the growth sell off. The stock price is starting to look attractive. Growth potential is good. Sales should rise 40% and the outlook for the sector as a whole is positive. EPS should rise more than 4x this year. Unlock Premium - Try 5i Free

DON'T BUY

It has gone up a lot since the IPO. He feels it trades at a huge multiple. It is electronic payment processing. A lot of their business is from on-line gambling. Watch out for these high flying companies at high multiples. They can come down fast.

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Nuvei Corp (NVEI.TO)