Equities
IndustrialsSupport Services
  • Price (USD)102.38
  • Today's Change2.64 / 2.65%
  • Shares traded781.89k
  • 1 Year change+143.76%
  • Beta2.5396
Data delayed at least 15 minutes, as of Sep 24 2021 21:10 BST.
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About the company

Alliance Data Systems Corp is a provider of data-driven marketing, loyalty and payment solutions serving consumer-based businesses in a range of industries. The Company offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, end-to-end marketing services, analytics and creative services, direct marketing services, and private label and co-brand retail credit card programs. The Company operates through two segments: LoyaltyOne, which provides coalition and short-term loyalty programs through the Company's Canadian AIR MILES Reward Program and BrandLoyalty Group B.V. (BrandLoyalty) and Card Services, which provides risk management solutions, account origination, funding, transaction processing, customer care, collections and marketing services for the Company's private label and co-brand retail credit card programs.

  • Revenue in USD (TTM)4.26bn
  • Net income in USD786.30m
  • Incorporated1995
  • Employees8.00k
  • Location
    Alliance Data Systems Corp3075 Loyalty CirCOLUMBUS 43219-3673United StatesUSA
  • Phone+1 (614) 729-4000
  • Fax+1 (302) 655-5049
  • Websitehttps://www.alliancedata.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
ADS:NYQ since
announced
Transaction
value
Lon Operations LLCDeal completed29 Oct 202029 Oct 2020Deal completed133.96%450.00m
Data delayed at least 15 minutes, as of Sep 24 2021 21:10 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Nelnet, Inc.1.36bn506.35m3.06bn6.20k6.061.084.732.2513.1113.1135.2273.510.0596--17.05219,521.002.230.91382.270.926278.4959.3937.3815.97--13.180.873811.52-18.033.66148.285.5646.5514.32
360 DigiTech Inc2.26bn824.59m3.21bn1.64k4.041.66--1.425.235.2314.3812.690.5607--7.251,378,226.0020.42--41.77--87.10--36.41------0.0262--47.12--39.78------
Payoneer Global Inc211.53m-25.07m3.25bn----6.74--15.36-0.2538-0.25382.161.420.0976-------1.16---8.93-------11.85------0.883--------------
Mr Cooper Group Inc3.66bn1.37bn3.48bn9.80k2.691.042.400.950514.9815.1339.4138.900.1802----373,265.306.853.768.195.04----38.0328.16--5.310.80050.0036.17240.1711.03------
FirstCash Inc1.55bn109.93m3.55bn17.00k32.822.7623.262.292.672.6737.6331.810.66813.344.9591,150.884.745.815.246.2557.2154.627.097.361.787.440.337131.05-12.5118.28-35.2611.9112.24--
Walker & Dunlop, Inc.1.10bn242.66m3.57bn988.0014.462.698.263.247.767.7635.2641.680.285--16.911,115,814.006.475.736.566.02----22.7121.67--49.040.62613.9932.6118.2842.4023.8016.12--
ACI Worldwide Inc1.29bn87.57m3.69bn3.77k42.723.1316.372.860.73520.735210.8910.030.4086--4.20342,298.802.773.103.533.8351.3654.176.796.55--4.680.48460.002.864.358.35-3.19-0.9469--
Navient Corp1.89bn947.00m3.77bn5.56k4.411.40--2.005.105.1010.1716.080.0217--16.73340,107.901.090.38651.160.4056111.00114.6350.0823.35----0.967238.532.21-7.95-30.99-15.96--0.00
PennyMac Financial Services Inc5.04bn1.57bn3.89bn7.23k2.971.152.430.770921.0821.0868.4554.490.2141--73.51760,480.606.666.129.9012.3392.7291.9831.1126.62----0.76382.2299.8237.19319.09103.47-26.58--
Open Lending Corp174.53m32.90m4.85bn104.00188.2849.95140.2527.790.20410.20411.410.76930.7797--3.821,678,154.0014.70--15.62--92.57--18.85----10.440.6033-------3,597.08------
Flywire Corp157.28m-25.61m4.96bn473.00--10.43--31.56-0.2469-0.24691.544.54----------------65.32---16.28-----4.620.049--38.84--44.79------
Alliance Data Systems Corporation4.26bn786.30m5.09bn8.00k6.432.485.331.2015.9314.2586.8541.210.190611.620.2978532,212.503.522.246.923.6151.3950.7618.4710.711.773.500.892415.54-18.99-6.83-44.63-11.76-22.38--
New Residential Investment Corp2.74bn545.43m5.17bn5.67k8.810.982112.311.891.261.266.3213.010.0897--4.30483,030.702.141.304.482.8779.2750.3723.8421.01----0.8253185.36-77.27-3.45-366.29-----13.69
SLM Corp1.83bn1.38bn5.47bn1.60k4.752.673.922.913.773.775.217.53--------4.671.99--------73.7835.15------4.13-13.2719.4655.1327.88----
Euronet Worldwide, Inc.2.74bn110.45m6.72bn8.10k60.884.6727.602.452.092.0951.5527.250.6519--21.62338,067.402.645.234.158.7435.2740.304.047.60--5.720.4510.00-9.726.97-101.06--7.15--
Remitly Global Inc353.91m-20.65m7.12bn1.60k------20.11-0.1279-0.12792.191.11------272,240.80-------------5.84-----25.250.00--103.02--48.74------
Data as of Sep 24 2021. Currency figures normalised to Alliance Data Systems Corp's reporting currency: US Dollar USD

Institutional shareholders

43.01%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 30 Jun 20214.37m8.79%
BlackRock Fund Advisorsas of 30 Jun 20213.66m7.36%
Palestra Capital Management LLCas of 30 Jun 20213.37m6.77%
Redwood Capital Management LLCas of 30 Jun 20211.81m3.63%
Lyrical Asset Management LPas of 30 Jun 20211.73m3.47%
Franklin Mutual Advisers LLCas of 30 Jun 20211.52m3.05%
Southpoint Capital Advisors LPas of 30 Jun 20211.50m3.02%
SSgA Funds Management, Inc.as of 30 Jun 20211.28m2.58%
Goldman Sachs & Co. LLC (Private Banking)as of 30 Jun 20211.20m2.42%
Thrivent Asset Management LLCas of 30 Jun 2021962.23k1.93%
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
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