Global Payments (GPN) currently trades at a forward price-to-earnings ratio of approximately 28.5, compared with RB Global’s forward P/E of 32.1. GPN’s projected earnings growth rate of 15% over the next 12 months yields a PEG ratio near 1.9, versus RBA’s PEG of 2.4. Free cash flow for GPN reached $1.1 billion in the trailing twelve months, representing a 22% margin on revenue. Institutional ownership stands at 85%, up from 80% six months ago, suggesting growing conviction among large investors. GPN’s trailing return on equity of 18.3% surpasses RBA’s 14.7%, indicating more efficient capital deployment. These metrics suggest GPN may offer better value for dividend growth and total return investors than its peer.

Analyst consensus at Zacks has elevated Global Payments to a Rank #2 (Buy) following three consecutive upward revisions to full-year earnings estimates. The latest consensus calls for adjusted EPS of $11.75, up from $11.45 at the beginning of the quarter, representing a 2.6% revision over six weeks. Revenue forecasts have been lifted to $10.4 billion for the current fiscal year, implying year-over-year growth of 13%. Management’s recent guidance cited accelerating transaction volumes in North America, with point-of-sale transactions rising 18% year-over-year in the most recent quarter. Five of eight covering analysts have raised their price targets by an average of 8%, reflecting confidence in sustained margin expansion and integration synergies from recent acquisitions.