Otter Payments Has More Cash Than Ideas

Finance
medium40 min0 submissions
Stripe
Scenario

Otter Payments is a mature fintech business in Southeast Asia. It holds $428 M of net cash and generates a further $160 M a year from operations after maintenance capex.

Return on invested capital in the core business runs at 16.7% against a cost of capital of about 12%. The growth team has a pipeline of expansion projects worth $154 M, but the CFO privately rates only half of them as clearing the hurdle.

The shares trade at 13x earnings. The largest institutional shareholder has written to the board asking for "a coherent capital return policy". The company has never paid a dividend.

Supporting data

market

dividend history
none
price earnings ratio
13

returns

roic pct
16.7
wacc pct
12
spread pct
4.7

position

net cash m
428
identified growth capex m
154
annual operating cash flow m
160
Your task

Advise the board. Your answer should provide:

  1. Analysis — what each use of the cash is worth: reinvest, dividend, buyback, or hold.
  2. Risks — what each choice commits you to, and what it signals.
  3. Recommendation — an allocation with amounts, and the trigger that would change it.

State any assumptions you make.

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How you'll be graded

80 points, 60% to pass.

  • recommendation20
  • market analysis20
  • risk assessment20
  • financial analysis20
Hint
Reveal suggested structure

Reinvest while incremental returns exceed WACC; return the rest. Choose the return mechanism on flexibility and valuation, not on preference.