Remitly Global (RELY) Aktienübersicht
Remitly Global, Inc. ist ein Unternehmen für grenzüberschreitende Zahlungen, das digitale Finanzdienstleistungen in den Vereinigten Staaten, Kanada und international anbietet. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
RELY unsere Risikoprüfungen bestanden.
RELY Community Fair Values
Create NarrativeSee what 40 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Remitly Global, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$22.79 |
| 52-Wochen-Hoch | US$24.71 |
| 52-Wochen-Tief | US$12.08 |
| Beta | 0.40 |
| 1 Monat Veränderung | 42.26% |
| 3 Monate Veränderung | 75.17% |
| 1 Jahr Veränderung | -5.67% |
| 3 Jahre Veränderung | 25.98% |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | -52.96% |
Aktuelle Nachrichten und Updates
Recent updates
Seeking Alpha • May 08
Remitly: Quality Growth, But Not A Great Entry Point
Summary Remitly Global has transitioned from aggressive growth to sustained GAAP profitability, posting 25% revenue growth and a 332% net income jump in Q1 2026. RELY’s 22% adjusted EBITDA margin and stable 2.05% take rate reflect operational efficiency, AI integration, and successful targeting of higher-value clients. Valuation is stretched at a 36.6x forward P/E and 48x EV/EBITDA, with high market expectations and little margin for operational missteps. Risks include market saturation, intense competition, unsustainable one-off growth drivers, and regulatory headwinds; any growth slowdown could trigger a sharp valuation reset. Read the full article on Seeking Alpha
Analyse-Update • Apr 23
RELY: CEO Transition And 2026 Outlook Will Shape Next Growth Phase
Analysts have nudged the fair value estimate for Remitly Global higher, with the price target moving from about $21.33 to $22.22. Recent research cites strong quarterly execution, raised 2026 outlooks, and continued confidence around customer growth and margin trends, despite the ongoing CEO transition.Analyse-Update • Apr 08
RELY: CEO Transition And Raised 2026 Outlook Will Support Next Growth Stage
The analyst price target for Remitly Global has edged lower by about $0.20, reflecting modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, even as analysts highlight strong recent results, higher long term outlooks and supportive views on the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent quarterly results that were above prior expectations, with revenue, revenue less transaction expenses, volume and operating expenses all coming in favorably, which they see as supportive for current valuation multiples.Analyse-Update • Mar 24
RELY: CEO Transition And Raised 2026 Outlook Will Support Multi Year Opportunity
Analysts have lifted the consensus 12 month price target for Remitly Global by $3 to $20, citing stronger than expected recent results, higher long term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 results that came in above expectations, including revenue, revenue less transaction expenses, and volume, which they see as support for the higher $20 to $22 price targets.Analyse-Update • Mar 10
RELY: Multi Year Remittance Opportunity Will Benefit From CEO Transition And Raised 2026 Outlook
Our analyst fair value estimate for Remitly Global has edged up from $21.13 to $21.50, reflecting Street analysts' higher price targets around $20 to $22 following stronger than expected results, raised longer term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts lifted price targets into the US$20 to US$22 range after results that came in ahead of expectations and guidance that was above prior estimates, which they see as supporting higher valuation assumptions.Analyse-Update • Feb 24
RELY: Multi Year Remittance Opportunity Will Benefit From Raised 2026 Outlook
Analysts have nudged their fair value estimate for Remitly Global higher from about $19.86 to roughly $21.13. They point to strong recent earnings, raised 2026 outlooks, expanding margins, and continued leadership involvement as key supports for the updated price targets around $20 to $22.Analyse-Update • Feb 10
RELY: Multi Year Digital Remittance Opportunity Will Support Bullish Re Rating
Narrative Update on Remitly Global The analyst price target for Remitly Global has shifted modestly lower, from about US$20.33 to roughly US$19.86, as analysts factor in slightly softer profit margin assumptions, alongside a higher projected future P/E multiple informed by recent coverage initiations highlighting multi year growth potential and strong fundamentals. Analyst Commentary Recent research coverage on Remitly Global has focused on long term growth prospects in digital remittances, while also acknowledging valuation questions and target price adjustments.Analyse-Update • Jan 27
RELY: Strong Fundamentals And Positive Earnings Outlook Will Support Bullish Re Rating
Analysts have made a small trim to their fair value estimate for Remitly Global to about $20.33 from $20.50, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that includes both a fresh Overweight initiation and a reduced $17 Street price target. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as quite strong fundamentals, which they view as supportive of a premium valuation relative to recent trading levels.Analyse-Update • Jan 12
RELY: Higher Margins And 2028 Outlook Will Support Bullish Re Rating
Analysts have trimmed their fair value estimate for Remitly Global to US$20.50 from US$21.17, pointing to updated price targets, such as the recent cut to US$17 at Goldman Sachs, as they reassess discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Analysts are reacting to the lower fair value estimate and the reduced US$17 price target, focusing on how execution and growth expectations compare with valuation.Analyse-Update • Dec 23
RELY: Rising Profit Margins Will Drive Bullish Re-Rating Ahead
Narrative Update on Remitly Global Analyst Price Target Analysts have slightly reduced their average price target on Remitly Global by around $0.33, reflecting a modestly higher discount rate and lower future P E expectations, even as they incorporate stronger revenue growth and improved profit margin forecasts into their models. What's in the News Remitly Global raised its fiscal 2025 revenue guidance to a range of $1.619 billion to $1.621 billion, implying 28% year over year growth, and now expects positive GAAP net income for the year (company guidance).Analyse-Update • Dec 09
RELY: Lending Expansion And Profitability Will Drive Bullish Re-Rating In 2025
Analysts have modestly reduced their price target on Remitly Global to approximately $23 per share from prior levels. They cite lingering uncertainty around management’s tempered near term growth commentary, the economics and risk profile of new lending products, and ongoing immigration enforcement headlines despite the company’s strong secular growth positioning in FinTech.Analyse-Update • Nov 25
RELY: Product Launches And Strong Profitability Will Drive Positive Re-Rating In 2025
Analysts have slightly lowered their average price target for Remitly Global to $23 from $32. They cite near-term uncertainties around revenue forecasts, new lending products, and broader market factors, despite the company's ongoing profitability and growth initiatives.Analyseartikel • Nov 21
Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump
To the annoyance of some shareholders, Remitly Global, Inc. ( NASDAQ:RELY ) shares are down a considerable 25% in the...Analyse-Update • Nov 10
RELY: Profitability Improvements And Upcoming Earnings Expected To Drive Momentum In 2025
Remitly Global's analyst price target has been lowered from $24.83 to $21.50 per share. Analysts cite tempered growth expectations and near-term uncertainties, despite ongoing profitability improvements and new strategic initiatives.Analyse-Update • Oct 27
Secular FinTech Growth Trends Will Drive Expanding Remittance And Wallet Demand
Remitly Global's analyst average price target has been reduced by approximately $0.83 to $24.83. Analysts cite tempered near-term outlooks and uncertainties around future revenue growth, lending products, and external policy impacts, despite continued optimism about the company’s long-term potential.Analyse-Update • Oct 13
Digital Wallets And Stablecoins Will Expand Remittance Markets
Remitly Global's analyst price target has been revised downward from $26.50 to $25.67, as analysts cite near-term revenue growth concerns and ongoing questions about new product economics, despite improved profitability metrics. Analyst Commentary Analysts have recently weighed in on Remitly Global, highlighting a range of factors that are contributing to revised price targets and divergent outlooks on the stock's future trajectory.Analyse-Update • Sep 15
Digital Wallets And Stablecoins Will Expand Remittance Markets
Remitly Global's consensus price target has been lowered to $26.50 as analysts voiced concerns over limited near-term upside, long-term uncertainty around new lending products, and sensitivity to immigration enforcement headlines, partially offset by potential second-half 2025 catalysts. Analyst Commentary Concerns over management's confirmation of Q3 guidance as accurate, indicating no imminent "beat and raise" potential, and signaling that current 2026 revenue forecasts may be too optimistic.Analyseartikel • Jun 10
Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...Neue Analyse • May 05
Expanding Geographic Reach And AI Integration Will Open New Markets
Geographic expansion and local partnerships position Remitly to capture more share in the large remittance industry, supporting revenue growth.Seeking Alpha • Mar 29
Remitly: Money Might Start Flowing To Investors
Summary Remitly shows strong topline growth and margin improvements, with break-even and profitability in sight, making it an attractive investment heading into 2025. The company simplifies global remittances, capturing a growing market share with $54 billion in send volumes by 2024 while serving 7.8 million clients. Despite past losses, Remitly's EBITDA guidance for 2025 suggests significant margin improvements, with sales projected to grow by 24-25% to $1.57 billion. Trading at 2.4 times forward sales, Remitly offers a compelling valuation, outperforming traditional players like Western Union and mitigating digital currency concerns. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Remitly Global: I Expect Consistent Profitability Going Forward
Summary Remitly is a small fintech company rapidly growing in the digital remittance space, taking market share from legacy players by offering a seamless customer experience and various payout options. The company has turned profitable for the first time in Q3 2024. Given the improving fundamentals, its profitability will likely be sustained going forward. The company has a clean balance sheet and is trading at an 18-28% discount to its peers. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Remitly: Interesting Small-Cap With Large TAM But Lots Of Competition
Summary Remitly's digital-first approach and data-driven insights provide competitive advantages, but the company faces intense competition from established players and fintech firms. The company has shown strong customer growth and posted profitable GAAP earnings for the quarter, as revenue was up 39% YoY. Despite strong financials and no debt, Remitly's current valuation appears stretched; I recommend waiting for a lower entry point to initiate a position. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Remitly: Remittances Play Might Pay Off
Summary Remitly's impressive topline growth and recent breakeven results signal strong operating leverage, making it a compelling growth/tech play for 2025. The company simplifies remittance through its app, capturing a growing market share in a $1.8 trillion global market. Despite initial losses, Remitly's revenue surged to $1.25 billion with improved EBITDA, showcasing significant progress as dilution from here could be minimal. With a 2.8x sales multiple and strong growth, Remitly's valuation remains attractive, warranting close monitoring for potential allocation. Read the full article on Seeking AlphaSeeking Alpha • Sep 06
Remitly Faces Softening Global Macro Conditions (Rating Downgrade)
Summary Remitly's revenue growth remains strong, but I'm concerned about macroeconomic uncertainties and rising fraud expenses. The global remittance market is expected to grow significantly, driven by cross-border migration and technology advancements, with Asia Pacific being the most lucrative region. Despite impressive customer growth and improved unit economics, RELY's stock price has fallen 44.6% in the past year, underperforming the benchmark. Management appears to be optimizing for profitability over revenue growth, with increased adjusted EBITDA projections and efforts to reduce stock-based compensation dilution. I'm Neutral on RELY due to softening macroeconomic conditions as central banks start or continue their interest rate-cutting cycles. Read the full article on Seeking AlphaAktionärsrenditen
| RELY | US Diversified Financial | US Markt | |
|---|---|---|---|
| 7D | 4.1% | -0.6% | 2.1% |
| 1Y | -5.7% | -10.6% | 30.6% |
Rendite im Vergleich zur Industrie: RELY übertraf die Branche US Diversified Financial , die im vergangenen Jahr eine Rendite von -10.6 erzielte.
Rendite vs. Markt: RELY hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 30.6 erzielte.
Preisvolatilität
| RELY volatility | |
|---|---|
| RELY Average Weekly Movement | 9.4% |
| Diversified Financial Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: RELY hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: RELYDie wöchentliche Volatilität (9%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2011 | 3,200 | Sebastian Gunningham | www.remitly.com |
Remitly Global, Inc. ist ein Unternehmen für grenzüberschreitende Zahlungen, das digitale Finanzdienstleistungen in den Vereinigten Staaten, Kanada und international anbietet. Es bietet grenzüberschreitende Überweisungen und ergänzende Finanzdienstleistungen über mobile Anwendungen und Websites an. Remitly Global, Inc. wurde im Jahr 2011 gegründet und hat seinen Hauptsitz in Seattle, Washington.
Remitly Global, Inc.'s Grundlagenzusammenfassung
| RELY grundlegende Statistiken | |
|---|---|
| Marktanteil | US$4.99b |
| Gewinn(TTM) | US$105.63m |
| Umsatz(TTM) | US$1.73b |
45.4x
Kurs-Gewinn-Verhältnis 2.8x
Kurs-Umsatz-VerhältnisIst RELY zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| RELY Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.73b |
| Kosten der Einnahmen | US$676.85m |
| Bruttogewinn | US$1.05b |
| Sonstige Ausgaben | US$943.84m |
| Gewinn | US$105.63m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.50 |
| Bruttomarge | 60.79% |
| Nettogewinnspanne | 6.12% |
| Schulden/Eigenkapital-Verhältnis | 0.3% |
Wie hat sich RELY auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 15:32 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Remitly Global, Inc. wird von 14 Analysten beobachtet. 9 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.
| Analyst | Einrichtung |
|---|---|
| Ramsey El-Assal | Barclays |
| Aditya Buddhavarapu | BofA Global Research |
| Ramsey El-Assal | Cantor Fitzgerald & Co. |