Corpay, Inc.

NYSE:CPAY Lagerbericht

Marktkapitalisierung: US$22.8b

Corpay Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 4/6

Corpay verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 6.5%, während die Gewinne der Branche Diversified Financial jährlich um gewachsen und zwar um 13.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 11.5%. Die Eigenkapitalrendite von Corpay beträgt 30.6% und die Nettomargen betragen 24.5%.

Wichtige Informationen

6.47%

Wachstumsrate der Gewinne

10.30%

EPS-Wachstumsrate

Diversified Financial Wachstum der Industrie6.15%
Wachstumsrate der Einnahmen11.54%
Eigenkapitalrendite30.59%
Netto-Marge24.50%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrativ-Update • Jun 06

CPAY: Q1 Earnings Beat And Capital Returns Will Drive Future Rerating

Analysts have nudged their Corpay price targets higher, with recent Street research pointing to levels such as $406 and up to $450 as they highlight the company's potential to drive durable growth, streamline operations, and return capital. Analyst Commentary Recent research around Corpay centers on how the company can turn its current positioning into long term growth while keeping capital discipline in focus.
Narrativ-Update • May 20

CPAY: Raised Profitability Assumptions And Blockchain Expansion Will Support Future Rerating

Analysts have raised the Corpay price target by about $10 to $390, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher profit margin, and a reduced future P/E multiple, while also taking into account recent supportive research coverage and new initiations on the stock. Analyst Commentary Recent research on Corpay reflects a mix of optimistic and more cautious views, with several price target revisions and a new initiation that help frame how analysts are thinking about the stock's valuation, execution, and growth profile.
Narrativ-Update • Apr 19

CPAY: Rising Margins And Sports Partnerships Will Support Future Rerating

Analysts now set Corpay's price target at $379.54, up from $361.23. The revision reflects updated assumptions that include a slightly higher discount rate, more moderate revenue growth expectations, stronger projected profit margins and a lower future P/E multiple in recent research updates.
Narrativ-Update • Feb 02

CPAY: Bullish Coverage And Mastercard Stake Will Support Future Rerating

Analysts have adjusted their fair value estimate for Corpay to about $361 from roughly $352, reflecting recent coverage that highlights continued execution, moderated revenue growth and margins, and a higher assumed future P/E multiple supported by new bullish initiations and an upgrade to Overweight. Analyst Commentary Recent research coverage on Corpay has been mixed, with some bullish analysts raising their expectations and others trimming price targets while staying positive on the business.
Narrativ-Update • Jan 19

CPAY: Future Returns Will Balance Stablecoin Risks With Buybacks And Mastercard Stake

Corpay's analyst price target has edged down from about $353.46 to roughly $351.58, as analysts factor in slightly lower valuation multiples following the recent target cut to $342 and ongoing concerns that stablecoin developments could affect growth and margins over the next few quarters. Analyst Commentary Analysts are parsing a mix of solid execution and valuation reset, with the recent price target trim to $342 helping frame both the upside case and the key overhangs you should keep in mind.
Seeking Alpha • Jan 07

Corpay Stock: Why We Added To Our Portfolio

Summary Corpay is a US based global technology company focused on corporate payments, expense management, and cross-border transactions with the goal of simplifying and automating business payment flows. A rapidly growing pillar of the group consists in international payments and currency conversion services, where Corpay helps companies execute cross-border transactions while managing exchange rate risk. Corpay’s business is built on a combination of recurring transactions, its technology platform, and high costs of switching between suppliers. Read the full article on Seeking Alpha
Narrativ-Update • Jan 05

CPAY: Share Repurchases And Mastercard Stake Will Support Future Upside Potential

Narrative Update on Corpay Analysts have trimmed their Corpay price target to $342 from $380, reflecting slightly higher assumed discount rates, a modestly higher future P/E multiple, and ongoing concerns that stablecoin related pressure on growth and margins could linger for the next few quarters despite a "nice beat and raise" in Q3. Analyst Commentary Recent commentary around Corpay highlights a mix of confidence in execution and caution on valuation, with the reduced price target to $342 reflecting that balance.
Narrativ-Update • Dec 14

CPAY: Share Buybacks And Mastercard Partnership Will Drive Future Upside

Analysts have nudged their price target on Corpay slightly higher, effectively valuing the shares about $2 more per share. They are incrementally more confident in the company’s long-term revenue growth, margin durability, and earnings multiple, despite ongoing sentiment headwinds around stablecoins.
Narrativ-Update • Nov 30

CPAY: Share Buybacks And Partnerships Will Drive Upside Amid Stablecoin Concerns

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.
Narrativ-Update • Nov 16

CPAY: Future Earnings And Partnerships Will Drive Shareholder Confidence Amid Stablecoin Uncertainty

Analysts have lowered their fair value estimate for Corpay from $368.50 to $350.00. They cited solid growth, ongoing concerns about stablecoin impacts, and a reduced valuation multiple as reasons for this adjustment.
Narrativ-Update • Oct 31

CPAY: Future Global Payment Expansion Will Unlock Attractive Entry Opportunity

The analyst price target for Corpay has been lowered by $4 to $356. Analysts cite continued organic growth and capital allocation flexibility, while making minor adjustments to their outlook following the latest company update.
Narrativ-Update • Oct 17

Expanding Cross-Border Payments Will Redefine Global Digital Commerce

Corpay's analyst price target has edged down from $379 to $375. This reflects a slightly more conservative outlook as analysts weigh ongoing organic growth along with recent capital allocation decisions and the impact of strategic acquisitions.
Narrativ-Update • Oct 03

Expanding Cross-Border Payments Will Redefine Global Digital Commerce

Corpay's analyst price target has been revised downward by $4 to $356. Analysts cite the company's consistent organic growth, prudent capital allocation, and recent acquisition activity as supportive factors despite near-term adjustments following earnings.
Narrativ-Update • Sep 04

Expanding Cross-Border Payments Will Redefine Global Digital Commerce

Analysts generally remain positive on Corpay, citing its strategic Alpha Group acquisition, reinforced Q2 guidance, and resilient organic growth as bullish factors, with only modest adjustments to targets mainly due to macro conditions, resulting in the consensus price target holding steady at $383.45. Analyst Commentary Bullish analysts highlight Corpay's acquisition of Alpha Group as a net positive, viewing it as consistent with the company's strategy to expand its cross-border payments capabilities and client base via M&A.
Seeking Alpha • Jan 22

Corpay: Prominent On GARP Screens And To Benefit From An America First Policy

Summary Corpay is trading at a discount despite a 37% rise in share price, outperforming the S&P 500's 20% increase. CPAY's fundamentals and growth projections suggest further upside, maintaining a BUY rating with a target price of $431 to $475. Q3 highlights include 6% YOY revenue growth, improved EBITDA margins, and strong cash generation, with significant share repurchases and a robust balance sheet. President Trump's America First policy is expected to boost domestic economic activity, potentially revising CPAY's revenue and earnings growth higher. Read the full article on Seeking Alpha
Seeking Alpha • Dec 05

Corpay: Fairly Valued At Best

Summary Corpay has a diversified revenue model with significant contributions from its Vehicle Payments and Corporate Payments segments. The company's growth prospects are supported by the increasing adoption of AP automation and the recent acquisitions of Paymerang and GPS Capital Markets. Key risks include reliance on technology, credit risk, and potential profit reduction from very low fuel prices despite increased transaction volumes. Corpay's strong performance is evident with 18% YoY growth in Corporate Payments and a 14% YoY increase in EPS. The valuation is, however, subject to debate as CPAY seems overvalued compared to a relevant peer and the sector but fairly valued historically. Read the full article on Seeking Alpha
Seeking Alpha • Aug 26

Corpay: On The Cusp Of A Watershed Moment

Summary This quarter we added to Corpay (formerly FLEETCOR), a position we initiated in the fourth quarter of 2023. Over the last five years, CPAY has seen market sentiment toward the company's core fuel card business sour. In the next couple years, we believe B2B Payments will overtake the fuel card segment to become Corpay's biggest business. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 20

Acquisitions And Calculated Initiatives Poised To Propel Corporate Payments And Revitalize Fleet And Lodging Segments

Integration of Paymerang and GPS acquisitions set to significantly boost Corporate Payments, aiming to comprise a large portion of Corpay’s portfolio.
Seeking Alpha • Jun 11

High Quality Corpay Drops Almost 20% And Is Now A Bargain

Summary Corpay's earnings per share are projected to grow at an average rate of 13-15% annually, despite interest rate pressures. We consider the stock to be undervalued at 13.6x forward earnings, with potential for re-rating to the 15-20x range. CPAY reported inline first quarter results, with slight misses in revenue and a 2% cut to EPS guidance due to interest rates and currency weakness. With the stock down 20% since its highs in April, we view the correction as overdone and the buy thesis intact. We target a range of $220 to $440 on the shares, implying solid risk-reward at current levels. Read the full article on Seeking Alpha
Seeking Alpha • May 23

Corpay: Short-Term Concerns And A Predictable Business

Summary Corpay is a highly predictable business that seeks to unify payments for clients who require frequent work trips or who operate fleets of vehicles. The company has EBITDA margins of more than 50%, leaving clues to the high added value of Corpay's services. Management reduced its guidance during Q1 2024 and now expects to grow around 7% only, but made it clear that this should be temporary. Thanks to this short-term fear, the company is currently trading at a P/E of 20, which is a multiple below its historical average of 25. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

Corpay: Good Growth Company Trading At A Discount

Summary Corpay (formerly Fleetcor Technologies) reported lower than expected revenues and EPS, causing a drop in share price. The company's high returns on capital are driven by a strong brand and technological innovation. Corpay's ability to leverage its brand and add new services to its product suite creates a competitive advantage. Read the full article on Seeking Alpha

Aufschlüsselung der Einnahmen und Ausgaben

Wie Corpay Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NYSE:CPAY Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 264,7841,1721,1990
31 Dec 254,5281,0681,1110
30 Sep 254,3151,0511,1090
30 Jun 254,1711,0501,0610
31 Mar 254,0451,0171,0170
31 Dec 243,9751,0049980
30 Sep 243,8771,0149700
30 Jun 243,8191,0099560
31 Mar 243,7929979530
31 Dec 233,7589829440
30 Sep 233,7049519390
30 Jun 233,6269299280
31 Mar 233,5399519090
31 Dec 223,4279548930
30 Sep 223,3469548870
30 Jun 223,2089398560
31 Mar 223,0148738080
31 Dec 212,8348397480
30 Sep 212,6498246700
30 Jun 212,4797796150
31 Mar 212,3367415660
31 Dec 202,3897045670
30 Sep 202,4707305900
30 Jun 202,5667676020
31 Mar 202,6888706320
31 Dec 192,6498956120
30 Sep 192,5939626020
30 Jun 192,5328935950
31 Mar 192,4708095760
31 Dec 182,4338115720
30 Sep 182,4007925810
30 Jun 182,3588375750
31 Mar 182,3157915620
31 Dec 172,2507405580
30 Sep 172,1555535110
30 Jun 172,0614804860
31 Mar 171,9384654550
31 Dec 161,8324524150
30 Sep 161,7474104280
30 Jun 161,7143974100
31 Mar 161,7013794050
31 Dec 151,7033624070
30 Sep 151,6494193870
30 Jun 151,4933983520

Qualität der Erträge: CPAY hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: CPAYDie aktuellen Gewinnspannen (24.5%) sind niedriger als im letzten Jahr (25.1%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: CPAYIn den letzten 5 Jahren sind die Gewinne von 6.5% jährlich gestiegen.

Beschleunigtes Wachstum: CPAYDas Gewinnwachstum des Unternehmens im letzten Jahr (15.2%) übertrifft seinen 5-Jahres-Durchschnitt (6.5% pro Jahr).

Erträge im Vergleich zur Industrie: CPAY Das Gewinnwachstum im vergangenen Jahr (15.2%) übertraf das der Branche Diversified Financial 8.6% .

Eigenkapitalrendite

Hohe Eigenkapitalrendite: Die Eigenkapitalrendite (30.59%) von CPAY ist zwar hoch, aber aufgrund der hohen Verschuldung des Unternehmens ist diese Kennzahl verzerrt.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/09 09:26
Aktienkurs zum Tagesende2026/06/09 00:00
Gewinne2026/03/31
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

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Analysten-Quellen

Corpay, Inc. wird von 29 Analysten beobachtet. 15 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
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG