The Ledger
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Singlehurst: Stripe trades at a lower multiple than Adyen while growing faster
“Stripe is priced even, even less than Adyen. If you just look at it on a multiples basis, and it's growing quicker.”
Most payment processing revenue still sits with legacy incumbents
“If you take the three leaders today, which are ID and Stripe and Checkout, we're literally scratching the surface of what's possible. This is mathematical. All the revenue is still sitting in the incumbents”
O'Driscoll: Stripe generates $5B in revenue compared to Adyen's $2B
“Stripe's doing five billion plus or minus, Addians doing A two billion, right? So it's half the size. So two and a half times the size.”