Paysafe: Valuation At 2.2x Forward Revenue Seems Cheap

jingli
2023-03-23

These small fintechs are value traps. Remember cheap stocks get cheaper and these fintechs have one big reason why they are selling so low. Their in the most competitive fee environment where there is no doubt fees will be reduced to compete and that will be the waterloo for these small fintechs. What has to happen is merger/consolidation. The economies of scale savings will be enormous for those that eat their competitors. For the eaten, no premium valuations when eaten. So you would want to look for survivors in any fintech consolidation which surely will need to begin in 2023.$Paysafe Ltd(PSFE)$

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