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Paysauce has got the 'Sauce' in 2025

FO
FogMoneyNot Invested
Community Contributor

Published

January 15 2025

Updated

January 20 2025

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Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025:

  • ARR of $9.1m (Up 11% YoY)
  • Recurring revenue of $2.3m for the quarter (Up 14% YoY)
  • Processing fee revenue of $1.7m for the quarter (Up 19% YoY)
  • Customers at end of the quarter: 8,127 (Up 11% YoY)

One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets.

Debt is still low and barely reportable through mainstream channels. Combined with a relatively static 139M shares on-market and no reasons to dilute further I'm rating Paysauce as a Buy.

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Disclaimer

The user FogMoney holds no position in NZSE:PYS. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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Fair Value
NZ$1.0
80.2% undervalued intrinsic discount
FogMoney's Fair Value
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PastFuture-4m56m2015201820212024202520272030Revenue NZ$55.9mEarnings NZ$10.1m
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Current revenue growth rate
0.00%
Professional Services revenue growth rate
0.22%