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Synchrony Financial (SYF) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Credit Services

Hold if already holding. Not a fresh buy at $76.16, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club and TJX Companies (54.0%); Thin upside margin: 5.9%.

Synchrony Financial is a consumer financial services company operating partner-branded credit cards, installment loans, and deposit products in the US through five sales platforms: Home & Auto, Digital, Diversified & Value, Health & Wellness, and Lifestyle. It financed $182.3... Read more

$76.16+5.9% A.UpsideScore 5.7/10#18 of 28 Credit Services
Stop $71.95Target $80.63(analyst − 10%)A.R:R 0.4:1
Analyst target$89.59+17.6%22 analysts
$80.63our TP
$76.16price
$89.59mean
$103

Hold if already holding. Not a fresh buy at $76.16, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club and TJX Companies (54.0%); Thin upside margin: 5.9%. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 5.7/10, moderate confidence.

Passes 4/6 gates (clean insider activity, no SEC red flags, earnings proximity 81d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Margin of safety: 48%
Risks
Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club and TJX Companies (54.0%)
Thin upside margin: 5.9%
Negative momentum

Key Metrics

P/E (TTM)7.8
P/E (Fwd)7.2
Mkt Cap$25.3B
EV/EBITDA
Profit Mgn36.4%
ROE21.8%
Rev Growth6.1%
Beta1.38
Dividend1.60%
Rating analysts27

Quality Signals

Piotroski F8/9

Options Flow

P/C1.08bearish
IV45%normal
Max Pain$45-40.9% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerAmazon, Lowe's, PayPal, Sam's Club and TJX Companies54%
    10-K Item 1A: 'Our five largest programs based upon interest and fees on loans for the year ended December 31, 2025 were Amazon, Lowe's, PayPal, Sam's Club and TJX Companies, Inc. These programs accounted in aggregate for 54% of our total interest and fees on loans'

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

Rating Breakdown

1 floor-breaker

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

Volume
0.0
Macd
0.7
Obv
1.0
Rsi
5.0
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.1<4.5A.R:R 0.4 < 1.5@spotInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 81d clearSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
62 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $66.00Resistance $80.22

Price Targets

$72
$81
A.Upside+5.9%
A.R:R0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 3.1/10 — below 4.5 minimum
! Reward/Risk 0.4:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-21 (81d)

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 $76.16, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club and TJX Companies (54.0%); Thin upside margin: 5.9%. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $80.63 (+5.9%), stop $71.95 (−5.9%), A.R:R 0.4:1. Score 5.7/10, moderate confidence.

What is the SYF stock price target?

Take-profit target: $80.63 (+5.9% upside). Target $80.63 (+5.9%), stop $71.95 (−5.9%), A.R:R 0.4:1. Stop-loss: $71.95.

What are the risks of investing in SYF?

Concentration risk — Customer: Amazon, Lowe's, PayPal, Sam's Club and TJX Companies (54.0%); Thin upside margin: 5.9%; Negative momentum.

Is SYF overvalued or undervalued?

Synchrony Financial trades at a P/E of 7.8 (forward 7.2). TrendMatrix value score: 7.6/10. Verdict: Hold.

What do analysts say about SYF?

27 analysts cover SYF with a consensus score of 4.0/5. Average price target: $90.

What does Synchrony Financial do?Synchrony Financial is a consumer financial services company operating partner-branded credit cards, installment loans,...

Synchrony Financial is a consumer financial services company operating partner-branded credit cards, installment loans, and deposit products in the US through five sales platforms: Home & Auto, Digital, Diversified & Value, Health & Wellness, and Lifestyle. It financed $182.3 billion of purchase volume in 2025, had $103.8 billion in loan receivables, and served 70.7 million active accounts. Revenue is primarily interest and fees on loan receivables ($21.7 billion in 2025).

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