Earnings GrowthThe company's growth potential is underappreciated, with a credible path for significant EBITDA growth, implying the stock is undervalued despite 30% growth.
Revenue PerformanceQ1 gross revenue increased by 49%, driven largely by increased billers and transactions.
Stock ValuationThe recent stock drawdown is seen as a compelling buying opportunity, not fundamentally driven but due to share distributions by Accel-KKR.