Private Equity Professional

NOVEMBER 21, 2024

Over the years, private equity has shifted from a focus on leverage and financial engineering to an ever-increasing emphasis on creating value through operational improvements within their portfolio companies. This shift includes enhancing management practices, investing in technology upgrades, and creating new sources of revenue.

Best Practices 113

Best Practices Mergers and Acquisitions Consulting Consultants 113

The Motley Fool

MAY 9, 2024

According to a recent study by Hartford Funds, in collaboration with Ned Davis Research, analysts found that dividend-paying companies have delivered annualized returns of 9.17%, outperforming the S&P 500 index with less volatility over the past 50 years. BDCs tend to use leverage to help boost their payouts.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

JANUARY 21, 2025

Charles Schwab (NYSE:SCHW) , a leading provider of financial services, released its fourth-quarter report on Tuesday. Total revenue rose 20% to $5.329 billion compared to the expected $5.195 billion, reflecting strong client engagement and financial management. offering a wide range of financial products and services.

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

MAY 15, 2024

Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. The financial services segment is the fastest-growing right now, and it's expected to increase 75% year over year in 2024. Or should you avoid it?

Banks 244

Banks Financial Services Leveraging Accounting 244

The Motley Fool

AUGUST 10, 2024

SoFi Technologies (NASDAQ: SOFI) is well known for taking on the financial services industry with a user-friendly focus. Disrupting financial services What SoFi has accomplished in the 13 years since its founding is commendable. The 10 stocks that made the cut could produce monster returns in the coming years.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

The Motley Fool

NOVEMBER 14, 2024

Posting stellar growth The financial services industry, which is one of the oldest around, isn't known for being particularly friendly to its customer base. By understanding this situation, while also leveraging the advent of smartphones and the internet, SoFi has thus far built an extremely successful digital banking enterprise.

Financial Institutions 237

Financial Institutions Financial Services Banks Leveraging 237

The Motley Fool

MARCH 6, 2024

Not only that, but Sea's chief corporate officer, Yanjun Wang, noted that this outlook doesn't incorporate the return to India. Yet, Free Fire was cleared to return to India after data security changes were made last August. This segment is also showing really high operating leverage, with Q4 adjusted EBITDA of $148.5

Leveraging 246

Leveraging Financial Services Amortization Depreciation 246

The Motley Fool

MAY 12, 2024

Meanwhile, its personal accounts that used to offer peer-to-peer payments now offer a full suite of financial services. One of them was the use of artificial intelligence and machine learning to leverage PayPal's huge data trove and create more value for clients and expand its opportunities. So far, it's going well.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

MAY 13, 2024

SOFI Revenue (Quarterly) data by YCharts The two segments that are helping power that growth are technology and financial services, where the company forecasts 20% and 75% growth, respectively. In the first quarter, SoFi's financial services segment raked in $150 million, or 86% more revenue than it did in the same period last year.

Banks 236

Banks Financial Services Leveraging Accounting 236

The Motley Fool

MAY 4, 2024

It offers a full suite of financial services on its app, including bank accounts, investing tools, loans, and more. It's banking for modern times, and its easy-to-use services and low fees are attracting hundreds of thousands of new accounts quarterly. SoFi's platform is resonating with its core customers and many others.

Banks 246

Banks Financial Services Accounting Leveraging 246

The Motley Fool

JULY 28, 2024

billion from $395 million a year ago, as the company continues to leverage this high-fixed-cost business. The company noted that the growth was broad-based, led by retail customers and financial service clients. Its cloud computing segment continues to shine; it's both growing rapidly and showing great operating leverage.

Investors 246

Investors Leveraging Depreciation Prospects 246

The Motley Fool

AUGUST 31, 2024

When combined with an asset-light business model and a bit of leverage, the company is able to post consistent returns on equity that most companies can only dream of. V Return on Equity data by YCharts Note that Visa has been able to boost its returns on equity without taking on too much debt.

Banks 246

Banks Leveraging Debt Financial Services 246

The Motley Fool

OCTOBER 28, 2024

Since its founding in 2011, SoFi Technologies (NASDAQ: SOFI) has rapidly burst onto the scene to become a budding financial services provider. The tech-enabled banking platform continues to grow at a healthy pace, and it's turning the corner financially. But shares remain well off their record high.

Banks 246

Banks Prospects Financial Services Leveraging 246

The Motley Fool

APRIL 28, 2024

HTGC Net Interest Income (Quarterly) data by YCharts Over the last 10 years, Hercules stock has a total return of 275%. Moreover, while Hercules specializes in basic debt instruments such as term loans or revolvers (think a corporate line of credit), Ares offers more sophisticated products -- including leveraged buyouts (LBOs).

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

SEPTEMBER 9, 2024

Taking a look at SoFi's entire business SoFi breaks its business down into three primary segments: lending, technology, and financial services. It just means it will be superior to drive our differentiated value proposition and leverage our competitive advantage. Consider when Nvidia made this list on April 15, 2005.

Banks 246

Banks Financial Services Leveraging Prospects 246

The Motley Fool

JULY 5, 2024

The financial services sector is one of the largest and oldest industries out there. It appears as though the company is finally starting to leverage its fixed costs, whether that's sales and marketing or other corporate overhead. The 10 stocks that made the cut could produce monster returns in the coming years.

Banks 246

Banks Investing Leveraging Prospects 246

The Motley Fool

AUGUST 7, 2023

SoFi CEO Anthony Noto pointed out the company is benefiting from a combination of strong cross-buying activity and improving operating leverage thanks to its "broad product suite and unique Financial Services Productivity Loop (FSPL) strategy." and SoFi Technologies wasn't one of them!

Amortization 246

Amortization Depreciation Banks Earnings Before Interest 246

The Motley Fool

APRIL 8, 2024

The latest advances in this quickly evolving field have created something of an AI gold rush as businesses scramble to determine how best to leverage this nascent technology. Palantir offers three broad-based data analytics software services. The 10 stocks that made the cut could produce monster returns in the coming years.

Hedge Funds 246

Hedge Funds Leveraging Prospects Financial Services 246

The Motley Fool

DECEMBER 15, 2024

Starting in Brazil, the bank and financial services platform has disrupted the stodgy legacy institutions and is now closing in on 100 million active customers. The company built a smartphone app that would simplify banking, spending, and financial services in a market that didn't treat customers well.

Banks 245

Banks Financial Services Leveraging Finance 245

The Motley Fool

JANUARY 8, 2024

PayPal (NASDAQ: PYPL) , which is one of the longest-tenured giants in online financial services, has been anything but immune to the rising competition among fintech businesses. The 10 stocks that made the cut could produce monster returns in the coming years. Adam Spatacco has positions in Alphabet and Apple.

Financial Services 246

Financial Services Leveraging Accounting Returns 246

The Motley Fool

APRIL 6, 2024

It's a burgeoning sector worth over $95 billion today that aims to re-create traditional financial services -- such as lending, borrowing, trading, and investing -- in a decentralized manner. The 10 stocks that made the cut could produce monster returns in the coming years. The Motley Fool has a disclosure policy.

Leveraging 246

Leveraging Finance Financing Financial Services 246

The Motley Fool

NOVEMBER 10, 2024

This is how we've been able to deliver growing dividends for 29 years, making us one of the very few Dividend Aristocrats® (the term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC)." Enbridge is on track to deliver its 19th straight year of achieving its annual financial guidance.

Leveraging 246

Leveraging Prospects Financial Services Shareholders 246

The Motley Fool

NOVEMBER 3, 2024

billion in the second quarter and $266 million a year ago, as the company continues to leverage the high-fixed-cost nature of this business. The company cited strength with financial services providers, especially insurance companies, as well as with retailers. The cloud segment's operating income surged to $1.95

Stock Exchanges 246

Stock Exchanges Leveraging Debt Financial Services 246

The Motley Fool

DECEMBER 19, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. reflecting our lower volume and lower average sales price leverage. Consider when Nvidia made this list on April 15, 2005.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

NOVEMBER 24, 2024

In particular, the excitement relates to how companies are offering holistic solutions to customers for all their financial services needs. Large expense items, like product development and sales and marketing, should constitute a lower percentage of total revenue over time, showcasing operating leverage.

Initial Public Offering 246

Initial Public Offering Asset Management Assets Leveraging 246

The Motley Fool

OCTOBER 19, 2024

It could be its leverage to rising oil prices. The fintech company operates exclusively in those markets, delivering a suite of financial services -- everything from credit and debit cards to crypto trading and personal insurance -- digitally. What does Buffett like most about Occidental? What does Nu do?

Leveraging 245

Leveraging Stakes Finance Financing 245

The Motley Fool

DECEMBER 9, 2023

Returns like this are few and far between, and the opportunity to create generational wealth does not often appear obvious. While Amazon is still a great company, there is a smaller player emerging that could generate similarly outsized returns. However, a large and growing percentage of consumers there are adopting these services.

Initial Public Offering 246

Initial Public Offering Leveraging Financial Services Capital 246

The Motley Fool

NOVEMBER 30, 2024

Smartphones and the internet have changed financial services, allowing a business like Nu to offer bank accounts and credit cards, among other things, digitally to consumers. A certain level of trust can be built with Nu when its customers can count on it as a reliable financial partner for their everyday needs. Nu posted $2.9

Banks 188

Banks Financial Services Leveraging Accounting 188

The Motley Fool

NOVEMBER 12, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 This will be followed by a Q&A session, in which we welcome any questions you have. This helped our sellers both see the benefits of their ad spend and achieve better returns on it, driving up adoption of our ad offerings.

Financial Services 130

Financial Services Leveraging Finance Financing 130

The Motley Fool

SEPTEMBER 19, 2023

These properties can be a source of dependable returns and dividends, but rising interest rates pressure companies operating in the sector. CBRE CFO Emma Giamartino discussed this last week during Barclays ' Global Financial Services Conference. That's precisely what is happening today. and CBRE Group wasn't one of them!

Leveraging 246

Leveraging Financial Services Assets Capital 246

The Motley Fool

FEBRUARY 5, 2025

It has a long history of strong performance, rising 14% last year, with an annual total return average of nearly 10% since its inception in the springtime of 2011. Financial services companies make up the majority of this niche, and in 2022, when the sector stumbled, Global X US Preferred plummeted 20%.

Exchange-Traded Funds 214

Exchange-Traded Funds Shareholders Stock Exchanges Debt 214

The Motley Fool

OCTOBER 23, 2024

Penny stocks, leveraged investments, and early 401(k) withdrawals formed the unholy trifecta, back when I barely knew a bank teller from a brokerage account. Months later, John returned. I'd already earned returns, assuming I withdrew. The Motley Fool recommends Discover Financial Services. He knew the founder.

Due Diligence 130

Due Diligence Leveraging Investing Financial Services 130

The Motley Fool

APRIL 24, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 22, 2024 We are not undertaking any commitment to update these statements if conditions change.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

FEBRUARY 13, 2025

This is a unique example in which Ackman found a valuable asset hidden inside a larger business, and creatively found a way to leverage activist investing strategies to structure a deal and profit from an otherwise mundane business such as a fast food chain. The 10 stocks that made the cut could produce monster returns in the coming years.

Mergers and Acquisitions 217

Mergers and Acquisitions Stakes Hedge Funds Assets 217

The Motley Fool

DECEMBER 6, 2023

Riley Financial's lofty 17.3% Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. Since 2004, Ares Capital has delivered solid returns for patient investors who rode out multiple recessions. Riley Financial wasn't one of them!

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Wire

APRIL 10, 2025

equity stake on a post-issuance basis in financial services company Lincoln Financial for $825m in an all-cash transaction. This partnership provides Lincoln with access to a sustained source of private asset classes with differentiated risk-adjusted returns that will enhance its existing multi-manager platform.

Stakes 45

Stakes Capital Legal Leveraging 45

The Motley Fool

MAY 20, 2024

Block still makes the vast majority of its money from the hardware, software, and financial services that it offers merchants via Square, as well as from the features that Cash App provides to customers. But it's important to try to understand what the financial implications might be.

Initial Public Offering 187

Initial Public Offering Leveraging Financial Services Shareholders 187