Update shared on 30 Nov 2025
Fair value Increased 0.36%Corpay’s analyst price target has risen slightly from $350.00 to $351.25, as analysts point to solid execution despite ongoing concerns about the impact of stablecoins on growth and profit margins.
Analyst Commentary
Recent street research highlights a mix of optimism and caution among analysts covering Corpay, reflecting both strong quarterly execution and sustained market uncertainties.
Bullish Takeaways- Bullish analysts point to Corpay’s robust "beat and raise" performance in the most recent quarter. This is seen as a sign of effective execution against targets.
- Sustained solid growth is viewed as a key driver of Corpay’s favorable valuation, even though external concerns persist.
- Despite volatility in market sentiment, analysts maintain a Buy rating and expect management to continue focusing on profitable expansion.
- Analysts remain positive about the company’s ability to adjust strategy in response to changing market conditions, supporting its long-term growth trajectory.
- Bears remain concerned about the possible negative impact of stablecoins on Corpay’s growth rate and profit margins.
- Some believe that market sentiment may remain weak in the near future due to persistent uncertainties around digital assets.
- Certain analysts are lowering their valuation multiples, noting the potential for these concerns to continue over the next few quarters.
What's in the News
- Corpay launched USCIS Navigator, an automated payment solution designed to help U.S. immigration law firms comply with new federal mandates for secure and efficient payment processing to USCIS. The system integrates virtual card payments, automation, and compliance tracking. (Key Developments)
- Corpay's Cross-Border business announced a multi-year agreement with BLAST, making it the Official Foreign Exchange Partner and provider of global payment and FX solutions. (Key Developments)
- The company completed a substantial share buyback, repurchasing over 607,000 shares for $190.29 million in the recent tranche and totaling nearly 40% of shares bought back since 2016. (Key Developments)
- Corpay raised its financial outlook for fiscal year 2025 and is now guiding for revenues between $4,505 million and $4,525 million, with net income per diluted share between $15.88 and $16.08 following a strong third quarter. (Key Developments)
- Corpay provided fourth quarter 2025 earnings guidance, projecting net income between $323 million and $343 million, or $4.60 to $4.80 per diluted share. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly to $351.25 from $350.00, reflecting updates in valuation models.
- Discount Rate has declined modestly to 8.13% from 8.15%, which indicates a marginal decrease in perceived risk or required return.
- Revenue Growth Estimate remains nearly unchanged at 13.88%.
- Net Profit Margin estimate has edged down to 30.23% from 30.36%.
- Future Price-to-Earnings (P/E) multiple has decreased slightly to 15.91x from 16.02x.
Disclaimer
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