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17 handpicked stocks

The New Titans Of Finance

Capital One's acquisition of Discover Financial Services is reshaping the payments landscape, creating a larger, more competitive entity. This move signals a broader trend of consolidation in the financial sector, potentially benefiting other large banks and the payment technology firms that support them.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at juillet 23

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

FIS

Fidelity National Information Services

FIS

Current price

$69.33

FI

Fiserv, Inc.

FI

Current price

$139.11

PYPL

PayPal Holdings, Inc.

PYPL

Current price

$69.05

About This Group of Stocks

1

Our Expert Thinking

Capital One's $51.8 billion acquisition of Discover is creating a new financial giant and signaling a major consolidation wave across the payments industry. This merger demonstrates how large-scale integration is reshaping competitive dynamics, putting pressure on other banks to re-evaluate their strategic positions and potentially triggering more M&A activity.

2

What You Need to Know

This group focuses on companies positioned to benefit from the shifting financial landscape. It includes both established financial institutions that may be strategic targets or acquirers, and the critical technology firms that provide payment processing, data analytics, and software infrastructure essential for complex financial integrations.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their potential to capitalize on the ongoing consolidation trend. The selection includes companies that either stand to benefit from increased M&A activity or provide the enabling technologies that make large-scale financial integrations possible.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+6.33%

Group Performance Snapshot

6.33%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.33% over the next year.

15 of 17

Stocks Rated Buy by Analysts

15 of 17 assets in this group are rated Buy by professional analysts.

3.5%

Group Growth

This group averaged a 3.5% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔥

Merger Mania Is Here

Capital One's massive $51.8 billion Discover acquisition is just the beginning. This landmark deal is putting pressure on other major banks to make their own strategic moves, creating a wave of opportunities.

Tech Infrastructure Boom

When financial giants merge, they need serious technology to make it work. The companies that provide payment processing, data analytics, and integration software are seeing surging demand from these mega-deals.

🎯

Expert-Curated Winners

These aren't random picks. Professional analysts identified these specific companies as the ones best positioned to capitalize on the financial sector's transformation and consolidation trend.

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