Remitly Global, Inc.

Informe acción NasdaqGS:RELY

Capitalización de mercado: US$4.6b

Remitly Global Resultados de beneficios anteriores

Pasado controles de criterios 3/6

Remitly Global ha aumentado sus beneficios a una tasa media anual de 14.3%, mientras que los beneficios de la industria de Diversified Financial han experimentado un crecimiento de 13.3% anual. Los ingresos han ido creciendo a una tasa media de 32.1% al año. La rentabilidad financiera de Remitly Global es de 7.8%, y sus márgenes netos son de 4.2%.

Información clave

14.30%

Tasa de crecimiento de los beneficios

43.80%

Tasa de crecimiento del BPA

Crecimiento de la industria Diversified Financial 6.15%
Tasa de crecimiento de los ingresos32.09%
Rentabilidad financiera7.82%
Margen neto4.15%
Próxima actualización de resultados06 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

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.

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.

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.

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.

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.

Remitly: Trading At A Low Forward Earnings Multiple, With Q4 Results Presenting A Strong Buy Case

Feb 20

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.

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.

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.

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).

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.

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.

Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump

Nov 21
Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump

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.

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.

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.

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.

Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)

Jun 10
Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)
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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.

Remitly: Money Might Start Flowing To Investors

Mar 29

Remitly Global, Inc.'s (NASDAQ:RELY) P/S Still Appears To Be Reasonable

Feb 19
Remitly Global, Inc.'s (NASDAQ:RELY) P/S Still Appears To Be Reasonable

Remitly Global: I Expect Consistent Profitability Going Forward

Jan 15

Remitly: Interesting Small-Cap With Large TAM But Lots Of Competition

Dec 22

Remitly: Remittances Play Might Pay Off

Nov 18

A Piece Of The Puzzle Missing From Remitly Global, Inc.'s (NASDAQ:RELY) 38% Share Price Climb

Nov 02
A Piece Of The Puzzle Missing From Remitly Global, Inc.'s (NASDAQ:RELY) 38% Share Price Climb

Remitly Faces Softening Global Macro Conditions (Rating Downgrade)

Sep 06

Fewer Investors Than Expected Jumping On Remitly Global, Inc. (NASDAQ:RELY)

Aug 28
Fewer Investors Than Expected Jumping On Remitly Global, Inc. (NASDAQ:RELY)

Desglose de ingresos y gastos

Cómo gana y gasta dinero Remitly Global. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:RELY Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 251,63568568314
30 Sep 251,54521557302
30 Jun 251,46214535290
31 Mar 251,356-5513280
31 Dec 241,264-37499270
30 Sep 241,177-66485258
30 Jun 241,082-104468246
31 Mar 241,010-111439233
31 Dec 23944-118411220
30 Sep 23871-102363204
30 Jun 23798-100331183
31 Mar 23721-119319165
31 Dec 22654-114299139
30 Sep 22598-111284115
30 Jun 22550-9126297
31 Mar 22504-5421976
31 Dec 21459-3919264
30 Sep 21403-3116356
30 Jun 21354-2113449
31 Mar 21302-2712143
31 Dec 20257-3310541
31 Dec 19127-646932

Ingresos de calidad: RELY tiene ganancias de alta calidad.

Margen de beneficios creciente: RELY pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: RELY ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 14.3% al año.

Acelerando crecimiento: RELY ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: RELY ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Diversified Financial (10.1%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de RELY (7.8%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 07:48
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Remitly Global, Inc. está cubierta por 14 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ramsey El-AssalBarclays
Aditya BuddhavarapuBofA Global Research
Ramsey El-AssalCantor Fitzgerald & Co.