Forecast Of The Day: Discover Financial’s Discover Network Proprietary Volumes

+20.92%
Upside
98.34
Market
119
Trefis
DFS: Discover Financial Services logo
DFS
Discover Financial Services

What?

Discover Financial’s (NYSE: DFS) Discover Network Proprietary Volumes – which is the total dollar value of all the purchases made on Discover credit cards – declined marginally from around $146 billion in 2019 to about $143 billion in 2020. However, Trefis expects the metric to rise to about $179 billion in 2021 and $187 billion in 2022.

Why?

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While the metric saw a dip in 2020 due to the Covid-19 pandemic, which impacted consumer spending, the economic recovery following the lockdowns, coupled with a growing merchant network are likely to help Discover.

So What?

However, we think the projected growth is fully priced into Discover stock, which remains up by almost 50% year-to-date. We value DFS stock at $135 per share, roughly in line with the current market price.

See Our Complete Analysis For Discover Financial

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