COMPARE · Data as of August 28, 2026
DLB vs GPN
Verdict: Side-by-side breakdown using the Bull Rankings model. DLB scored 67.1, GPN scored 53.3 — DLB leads.
Compare another set
DLB
Dolby Laboratories, Inc.
67.1
$61.50 · $5.8B
fundamentals as of
Score gap
13.8
DLB leads
GPN
Global Payments Inc.
53.3
$91.82 · $24.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDLB26.2x
- Fastest growthGPN+32.5%
- Strongest balance sheetDLB0.02
- Highest qualityDLB73 / 100
- Largest discount to fair valueDLB-11%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DLB
stronger →← stronger
GPN
73
Qualityreturns · margins · balance sheet
35
65
Growthrevenue & earnings expansion
67
63
Valuevaluation vs sector peers
65
GPN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DLB
GPN
$345mC
FCF
$823mC+
+5.9%C+
Rev
+32.5%A
0.02A
D/E
0.98C+
26.2xB
P/E
43.9xC
1.29B
PEG
0.27A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DLB
GPN
11% below
Price vs fair valuelower is cheaper
21% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~15%/yr
+8%
1-yr DCF upside
-31%
+13%
5-yr DCF upside
-17%
+20%
10-yr DCF upside
+8%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DLB
Why this score
- Raising its dividend
GPN
Why this score
- Diluting shareholders
The companies
DLBDolby Laboratories, Inc.
Why now
Specialty Business Services · market cap $5.8b. 17% off the 52-week high of $73.78. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $79.00 (implying +28% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 152% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
GPNGlobal Payments Inc.
Why now
Specialty Business Services · market cap $24.3b. 4% off the 52-week high of $95.88. Revenue growing +33% — in hypergrowth territory. PEG 0.27 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $103.00 (implying +12% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Currently unprofitable (margin -9.1%) — path to GAAP profitability is the core thesis risk. Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE -4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DLB and GPN diverge
On the headline score the gap is 13.8 points in favor of DLB. The widest single difference is Quality, where DLB leads by 38.6 points.
- QualityDLB 73.4 · GPN 34.8DLB +38.6
- GrowthDLB 65.0 · GPN 67.2level
- ValueDLB 63.3 · GPN 64.8level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.