Stripe: The Internet's Most Undervalued Company

Forecast with a greater degree of accuracy than any internal model for a more complex and wide-ranging set of companies than something like Facebook’s Prophet.

Longer-term, Stripe can do any of the following:

Take companies through the entire journey, from incorporation to going public.

Stripe is the most heavily online company of its competitors. In fact, its underdeveloped offline product is one of competitors’ main selling points against it. But it’s a good time to be very online. Square, which has a large point-of-sale business, actually saw a decline in Q2 payments volume, revenue, and profits.

Provide access to increasingly large amounts of non-dilutive capital.

Augment or replace large portions of finance teams with software, improving profits for its businesses.

Advise governments on how to leapfrog the banking system. Africa is a noticeably large hole in the map, and one that Sqaure’s Jack Dorsey was planning on physically inhabiting himself until his board stopped him.

Because of Stripe, internet businesses barely have to worry about payments.

In a decade, Stripe has gone from accepting payments, which is now a commodity business, to providing an increasingly comprehensive suite of products that make it easy to start and run an online business.