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SYFSynchrony FinancialHold5.9·$73.36+1.42%
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Synchrony Financial (SYF) Stock Analysis

Recovery setup

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Credit Services

Hold if already holding. Not a fresh buy at $73.36, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club, TJX (54.0%); Thin upside margin: 9.5%.

Synchrony Financial is a consumer financial services company providing private label, dual, co-brand, and general purpose credit cards plus installment loans through retail partner program agreements across five sales platforms. With $103.8 billion in loan receivables, 70.7... Read more

$73.36+9.5% A.UpsideScore 5.9/10#17 of 29 Credit Services
QualityF-score8 / 9FCF yield
IncomeYield1.64%(5y avg 2.17%)Payout12.42%sustainable
Stop $69.06Target $80.30(analyst − 10%)A.R:R 1.4:1
Analyst target$89.22+21.6%23 analysts
$80.30our TP
$73.36price
$89.22mean
$103

Hold if already holding. Not a fresh buy at $73.36, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club, TJX (54.0%); Thin upside margin: 9.5%. Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 21, 202636d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Margin of safety: 49%
Risks
Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club, TJX (54.0%)
Thin upside margin: 9.5%

Key Metrics

P/E (TTM)7.6
P/E (Fwd)7.0
Mkt Cap$24.7B
EV/EBITDA
Profit Mgn36.4%
ROE21.8%
Rev Growth6.1%
Beta1.32
Dividend1.64%
Rating analysts27

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.98neutral
IV49%normal
Max Pain$120+63.6% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerAmazon, Lowe's, PayPal, Sam's Club, TJX54%
    10-K Item 1: 'Amazon, Lowe’s, PayPal, Sam’s Club and TJX Companies, Inc. ... accounted in aggregate for 54% of our total interest and fees on loans for the year ended December 31, 2025'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.2
Support Resistance
0.6
Gap
5.0
52w Position
6.7
GatesA.R:R 1.4 < 1.5@spotMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $68.32Resistance $73.71

Price Targets

$69
$80
A.Upside+9.5%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.4 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-21 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SYF stock a buy right now?

Hold if already holding. Not a fresh buy at $73.36, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club, TJX (54.0%); Thin upside margin: 9.5%. Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Target $80.30 (+9.5%), stop $69.06 (−6.2%), A.R:R 1.4:1. Score 5.9/10, moderate confidence.

What is the SYF stock price target?

Take-profit target: $80.30 (+9.5% upside). Target $80.30 (+9.5%), stop $69.06 (−6.2%), A.R:R 1.4:1. Stop-loss: $69.06.

What are the risks of investing in SYF?

Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club, TJX (54.0%); Thin upside margin: 9.5%.

Is SYF overvalued or undervalued?

Synchrony Financial trades at a P/E of 7.6 (forward 7.0). TrendMatrix value score: 7.6/10. Verdict: Hold.

What do analysts say about SYF?

27 analysts cover SYF with a consensus score of 3.9/5. Average price target: $89.

What does Synchrony Financial do?Synchrony Financial is a consumer financial services company providing private label, dual, co-brand, and general...

Synchrony Financial is a consumer financial services company providing private label, dual, co-brand, and general purpose credit cards plus installment loans through retail partner program agreements across five sales platforms. With $103.8 billion in loan receivables, 70.7 million active accounts, and $21.7 billion in interest and fees on loans in 2025, revenue depends heavily on a small number of large retail partners.

Related stocks: ENVA (Enova International, Inc.) · SEZL (Sezzle Inc.) · ALLY (Ally Financial Inc.) · OMF (OneMain Holdings, Inc.) · BFH (Bread Financial Holdings, Inc.)
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