Payoneer Global Inc.

NasdaqGM:PAYO Lagerbericht

Marktkapitalisierung: US$1.7b

Payoneer Global Management

Management Kriterienprüfungen 3/4

Payoneer Global CEO ist John Caplan , ernannt in Mar 2023, hat eine Amtszeit von 3.17 Jahren. Die jährliche Gesamtvergütung beträgt $11.71M , bestehend aus 4.6% Gehalt und 95.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.96% der Aktien des Unternehmens, im Wert von $16.67M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 4.3 Jahre.

Wichtige Informationen

John Caplan

Geschäftsführender

US$11.7m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts4.57%
Amtszeit als Geschäftsführer3.2yrs
Eigentum des Geschäftsführers1.0%
Durchschnittliche Amtszeit des Managements3.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.3yrs

Jüngste Management Updates

Recent updates

PAYO: Stablecoin Banking And Digital Financing Moves Will Shape Balanced Future Outlook

Analysts have trimmed their average price target on Payoneer Global to $7, reflecting recent target cuts balanced against a bullish initiation. At the same time, modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions keep the fair value estimate steady at $5.50.

PAYO: Cash Generation And Buybacks Will Support Future Earnings Power

The updated analyst price target for Payoneer Global has shifted from about $8.69 to $7.50, as analysts balance lower assumed future P/E and profit margins with higher modeled revenue growth and ongoing bullish views that emphasize solid cash generation and the company's growing role in global payments. Analyst Commentary Bullish Takeaways Bullish analysts highlight what they view as strengthening operating fundamentals, which they see as supportive of the updated valuation framework even with lower assumed P/E and margin profiles.

PAYO: Expanding Global Payments And Stablecoin Initiatives Will Support Long-Term Upside

Analysts have reduced their average 12 month price target for Payoneer Global by $3 to $7, citing concerns around interest income trends, while also noting solid cash generation and an expanding role in global payments. Analyst Commentary Recent research shows that while some targets have been trimmed, there is still a clear pocket of bullish analysts who see room for upside in Payoneer Global based on execution and positioning in global payments.

PAYO: Strengthening Core Payments Platform And Cash Generation Will Support Long-Term Upside

Analysts have trimmed their average price target on Payoneer Global by $3 to $7, citing reduced expectations for interest income and slightly more conservative assumptions for revenue growth, profit margins, and future P/E, even as they highlight ongoing improvements in the core business. Analyst Commentary Bullish analysts have trimmed price targets but still see room for upside in Payoneer Global, even as they factor in lower interest income and more conservative assumptions around growth and margins.

PAYO: Stablecoin Banking Initiative Will Support Future Upside Potential

Analysts have trimmed their price target on Payoneer Global from $7.50 to $7.00, reflecting updated views on fair value, discount rate, growth, margins, and future P/E assumptions. Analyst Commentary Bearish analysts trimming the price target to US$7.00 signals a more cautious stance on how much upside they currently see in the shares, even while maintaining a positive rating.

PAYO: Emerging Market Collections And Stablecoin Rollout Will Support Long-Term Upside

Analysts have nudged their average 12 month price target for Payoneer Global slightly higher to $10, reflecting updated views on its revenue growth outlook, profit margin assumptions, and a modest revision to the projected future P/E multiple. What's in the News Payoneer plans to launch embedded stablecoin capabilities on its platform, powered by Bridge, allowing customers to receive, hold, and send stablecoins for everyday cross border transactions.

PAYO: Emerging Market Collection Expansion Will Drive Stronger Long-Term Upside

Analysts have trimmed their 12 month price target on Payoneer Global to US$10.00 from US$10.00, linking the adjustment to slightly lower assumptions for discount rate, revenue growth, profit margins and a modestly higher future P/E multiple. What's in the News Payoneer Global expanded its payment platform with new collection capabilities in Indonesia, allowing customers to receive funds from local buyers and ecommerce platforms more quickly and at potentially lower cost (Key Developments).

PAYO: Take Rate Expansion And Buyback Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Payoneer Global from about US$8.00 to roughly US$6.00 and lowered their price target to US$7.00 from US$9.00. They cited expectations for slower Q4 marketplaces volume growth and a lower future P/E multiple, while also highlighting ongoing ex float growth supported by take rate expansion.

PAYO: Take Rate Expansion And Buybacks Will Support Future Earnings Power

Analysts have trimmed their price target on Payoneer Global to US$7 from US$9, pointing to expectations for slower Q4 marketplaces volume growth, even as mid-teens ex float growth and take rate expansion continue to support the business. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 delivered what they view as a solid set of results, with mid-teens ex float growth seen as supportive for Payoneer Global's growth profile.

PAYO: Take Rate Expansion And Buybacks Will Drive Stronger Long-Term Upside

Analysts have reduced their price target on Payoneer Global to $7.00 from $9.00, citing expectations for slower marketplace volumes and moderating ex float growth, while noting that take rate expansion and improving profitability continue to support a constructive long term outlook. Analyst Commentary Bullish analysts highlighted that Payoneer continues to deliver solid execution, with mid-teens ex float growth driven by ongoing take rate expansion even as marketplace volumes decelerate.

Payoneer: Upside In Payment Provider

Dec 19

PAYO: Take Rate Expansion Will Support Future Margin Strength Despite Slower Marketplace Volumes

Analysts have trimmed their price target on Payoneer Global to about $8.50 from roughly $8.71, reflecting expectations for slower marketplace volume growth and moderating ex float revenue expansion, despite continued solid execution. Analyst Commentary Analysts remain constructive on Payoneer Global, even as they adjust expectations to reflect a more measured growth outlook and a recalibrated valuation framework.

PAYO: Take Rate Expansion Will Drive Continued Profit Margin Gains

Payoneer Global’s analyst price target has been reduced from $9.13 to $8.71 per share. Analysts point to slower growth in marketplace volumes and moderating future revenue and profit margin expectations following recent quarterly results.

PAYO: Take Rate Strength And New Partnerships Will Drive Profits Higher

Analysts have revised Payoneer Global’s price target downward from $9.81 to $9.13, citing anticipated moderation in marketplace transaction volumes. Profitability and revenue growth are expected to improve.

Risks To Shareholder Returns Are Elevated At These Prices For Payoneer Global Inc. (NASDAQ:PAYO)

Jul 11
Risks To Shareholder Returns Are Elevated At These Prices For Payoneer Global Inc. (NASDAQ:PAYO)

Payoneer: Solid Moat With Strong Industry Tailwinds

Apr 18

Risks Still Elevated At These Prices As Payoneer Global Inc. (NASDAQ:PAYO) Shares Dive 25%

Mar 28
Risks Still Elevated At These Prices As Payoneer Global Inc. (NASDAQ:PAYO) Shares Dive 25%

Payoneer Global: Irrational Dip

Mar 12

Payoneer: Forward Growth Is Not At A Reasonable Price

Jan 20

Do Payoneer Global's (NASDAQ:PAYO) Earnings Warrant Your Attention?

Jan 02
Do Payoneer Global's (NASDAQ:PAYO) Earnings Warrant Your Attention?

Payoneer Global: Keep In The Basket As Payment Processors Expect Future Growth

Dec 09

There's Reason For Concern Over Payoneer Global Inc.'s (NASDAQ:PAYO) Massive 34% Price Jump

Nov 06
There's Reason For Concern Over Payoneer Global Inc.'s (NASDAQ:PAYO) Massive 34% Price Jump
User avatar

Expanding Suite And Decisive Acquisitions Set To Boost Revenue And Margins

Expanding product suite with new features and strategic acquisitions aimed at increasing ARPU and improving service for SMBs signals growth in revenue and earnings.

Payoneer Global: Interest Rate Obstacle Is Far Overdone

Aug 12

What Payoneer Global Inc.'s (NASDAQ:PAYO) 27% Share Price Gain Is Not Telling You

Aug 10
What Payoneer Global Inc.'s (NASDAQ:PAYO) 27% Share Price Gain Is Not Telling You

With EPS Growth And More, Payoneer Global (NASDAQ:PAYO) Makes An Interesting Case

Aug 09
With EPS Growth And More, Payoneer Global (NASDAQ:PAYO) Makes An Interesting Case

Payoneer Global: Plenty Of Growth Ahead

May 22

Payoneer Global: Priced For Disaster

Mar 04

Payoneer Global: High Quality And Resilient Business Model

Feb 01

Here's Why We Think Payoneer Global (NASDAQ:PAYO) Might Deserve Your Attention Today

Sep 27
Here's Why We Think Payoneer Global (NASDAQ:PAYO) Might Deserve Your Attention Today

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von John Caplan im Vergleich zu den Einnahmen von Payoneer Global verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$12mUS$535k

US$73m

Sep 30 2025n/an/a

US$72m

Jun 30 2025n/an/a

US$100m

Mar 31 2025n/an/a

US$113m

Dec 31 2024US$10mUS$515k

US$121m

Sep 30 2024n/an/a

US$130m

Jun 30 2024n/an/a

US$101m

Mar 31 2024n/an/a

US$114m

Dec 31 2023US$951kUS$475k

US$93m

Sep 30 2023n/an/a

US$56m

Jun 30 2023n/an/a

US$17m

Mar 31 2023n/an/a

-US$24m

Dec 31 2022US$15mUS$286k

-US$12m

Vergütung im Vergleich zum Markt: JohnDie Gesamtvergütung ($USD11.71M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.37M).

Entschädigung vs. Einkommen: JohnDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

John Caplan (55 yo)

3.2yrs
Amtszeit
US$11,707,037
Vergütung

Mr. John R. Caplan is Chief Executive Officer of Payoneer Inc. Mr. John R. Caplan is serving as Co-Chief Executive Officer and Director at Payoneer Global Inc. since May 25, 2022. Most recently, he was Pre...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
John Caplan
CEO & Director3.2yrsUS$11.71m0.96%
$ 16.7m
Beatrice Ordonez
Chief Financial Officer3.2yrsUS$6.02m0.23%
$ 4.0m
Tsafi Goldman
Chief Legal & Governance Officer and Corporate Secretary7.3yrsUS$3.35m0.31%
$ 5.3m
Itai Perry
Senior VP of Finance & Principal Accounting Officer4yrskeine Daten0.051%
$ 883.4k
Oren Ryngler
Chief Product & Technology Officer1.3yrskeine Datenkeine Daten
Michelle Wang
Vice President of Investor Relationsno datakeine Datenkeine Daten
Micheal Sheehy
Chief Compliance Officer2.9yrskeine Datenkeine Daten
John Davis
Chief People Officer1.3yrskeine Datenkeine Daten
Kevin Ambrosini
Chief Strategy Officer1.2yrskeine Datenkeine Daten
Kivanc Onan
Senior Vice President of Global Product Commercialization3.3yrskeine Datenkeine Daten
Adam Cohen
Chief Growth Officer3.3yrskeine Datenkeine Daten
3.2yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: PAYODas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
John Caplan
CEO & Director4yrsUS$11.71m0.96%
$ 16.7m
Christopher Marshall
Independent Director9.3yrsUS$281.47k0.0015%
$ 25.9k
Amir Goldman
Independent Director12.2yrsUS$260.00k0.80%
$ 13.9m
Pamela Patsley
Independent Director4.7yrsUS$255.00k0.042%
$ 723.4k
Susanna Morgan
Independent Director3yrsUS$265.00k0.012%
$ 203.0k
Barak Eilam
Independent Director1.3yrsUS$300.86k0.0017%
$ 28.8k
Richard Williams
Independent Chairman of the Board4.9yrsUS$287.77k0.043%
$ 739.7k
Sharda Del Castillo
Independent Director3.2yrsUS$252.50k0.013%
$ 233.5k
4.3yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrener Vorstand: PAYODie Vorstandsmitglieder gelten als erfahren (4.3 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/03 15:44
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Payoneer Global Inc. wird von 11 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Mark PalmerBenchmark Company
Aditya BuddhavarapuBofA Global Research
Peter ChristiansenCitigroup Inc