Corpay (CPAY) Resumen de Acciones
Corpay, Inc. opera como una empresa de pagos que ayuda a empresas y consumidores a gestionar y pagar sus gastos. Opera a través de los segmentos de Pagos Corporativos, Pagos de Vehículos, Pagos de Alojamiento y Otros. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
CPAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$350.44
FV
18.1% sobrevalorado descuento intrínseco13.78%
Revenue growth p.a.
137
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Competidores de Corpay, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$413.92 |
| Máximo en las últimas 52 semanas | US$425.95 |
| Mínimo de 52 semanas | US$252.84 |
| Beta | 0.87 |
| Cambio en 1 mes | 11.70% |
| Variación en 3 meses | 18.39% |
| Cambio de 1 año | 28.34% |
| Variación en 3 años | 52.83% |
| Variación en 5 años | 59.14% |
| Variación desde la OPV | 1,418.97% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 23
Corpay's Corporate Payments Push Could Unlock Its Next Growth Phase
Summary Corpay is rated BUY after strong 2Q26 results and raised full-year guidance, with robust earnings and revenue growth. CPAY is shifting focus from vehicle to corporate payments, targeting a $560 billion TAM with less than 1% current share. 2Q26 revenue rose 21% to $1.34B, adjusted EBITDA margin expanded to 57.3%, and free cash flow hit $1.6B TTM. Trading at 10x forward EV/EBITDA, a 29% discount to peak, CPAY supports share price via buybacks and potential accretive acquisitions. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 21
CPAY: Raised Guidance And Capital Returns Will Test Organic Growth Durability
Analysts have nudged their price targets on Corpay higher, with the modelled fair value moving from about $438.50 to roughly $450.64, supported by recent research that cites raised revenue and EPS outlooks, solid Q2 organic growth, and updated forecasts from several firms. Analyst Commentary Recent research on Corpay points to a cluster of higher price targets following Q2 results and updated outlooks.Recent updates
Seeking Alpha • Aug 23
Corpay's Corporate Payments Push Could Unlock Its Next Growth Phase
Summary Corpay is rated BUY after strong 2Q26 results and raised full-year guidance, with robust earnings and revenue growth. CPAY is shifting focus from vehicle to corporate payments, targeting a $560 billion TAM with less than 1% current share. 2Q26 revenue rose 21% to $1.34B, adjusted EBITDA margin expanded to 57.3%, and free cash flow hit $1.6B TTM. Trading at 10x forward EV/EBITDA, a 29% discount to peak, CPAY supports share price via buybacks and potential accretive acquisitions. Read the full article on Seeking AlphaActualización de narrativa • Aug 21
CPAY: Raised Guidance And Capital Returns Will Test Organic Growth Durability
Analysts have nudged their price targets on Corpay higher, with the modelled fair value moving from about $438.50 to roughly $450.64, supported by recent research that cites raised revenue and EPS outlooks, solid Q2 organic growth, and updated forecasts from several firms. Analyst Commentary Recent research on Corpay points to a cluster of higher price targets following Q2 results and updated outlooks.Actualización de narrativa • Aug 07
CPAY: Capital Returns And Payment Simplification Support Measured Repricing Outlook
Corpay's updated analyst price target has moved from $395.14 to $438.50. This reflects recent model revisions that factor in Q2 results, 10% organic revenue growth with 16% growth in Corporate Payments, raised 2026 guidance, and a series of higher targets from firms that now sit in the low to mid $400s range.Actualización de narrativa • Jun 25
CPAY: Capital Returns And Simplification Efforts Will Drive Future Repricing
Analysts have lifted their average price target on Corpay to about $450, an increase of roughly $75, citing greater confidence in the company's ability to sustain growth, simplify its operations, and return capital to shareholders. Analyst Commentary Recent research on Corpay points to a mixed but generally constructive backdrop, with several bullish analysts highlighting potential for execution on growth and capital returns, while more cautious voices focus on prior target cuts and the risk that expectations may already be demanding.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaSeeking 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 AlphaRentabilidad de los accionistas
| CPAY | US Diversified Financial | Mercado US | |
|---|---|---|---|
| 7D | 1.5% | 1.1% | -1.2% |
| 1Y | 28.3% | -0.9% | 18.3% |
Rentabilidad vs. Industria: CPAY superó a la industria US Diversified Financial, que obtuvo un rendimiento del -0.9% el año pasado.
Rentabilidad vs. Mercado: CPAY superó al mercado US, que obtuvo un rendimiento del 18.3% el año pasado.
Volatilidad de los precios
| CPAY volatility | |
|---|---|
| CPAY Average Weekly Movement | 4.2% |
| Diversified Financial Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CPAY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de CPAY (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1986 | 11,800 | Ron Clarke | www.corpay.com |
Corpay, Inc. opera como una empresa de pagos que ayuda a empresas y consumidores a gestionar y pagar sus gastos. Opera a través de los segmentos de Pagos Corporativos, Pagos de Vehículos, Pagos de Alojamiento y Otros. La empresa ofrece soluciones de pago de vehículos para combustible, peajes y aparcamientos, conformidad de vehículos, seguros de automóviles y asistencia en carretera, mantenimiento de flotas y servicios de transporte de larga distancia, así como vales y tarjetas prepago de comida y transporte.
Resumen de fundamentos de Corpay, Inc.
| Estadísticas fundamentales de CPAY | |
|---|---|
| Capitalización bursátil | US$27.39b |
| Beneficios(TTM) | US$1.13b |
| Ingresos (TTM) | US$5.02b |
24.0x
Ratio precio-beneficio (PE)5.4x
Ratio precio-ventas (PS)¿Está CPAY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CPAY | |
|---|---|
| Ingresos | US$5.02b |
| Coste de los ingresos | US$977.04m |
| Beneficio bruto | US$4.04b |
| Otros gastos | US$2.91b |
| Beneficios | US$1.13b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 17.26 |
| Margen bruto | 80.54% |
| Margen de beneficio neto | 22.58% |
| Ratio deuda/patrimonio | 275.3% |
¿Cómo se ha desempeñado CPAY a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/24 21:30 |
| Precio de las acciones al final del día | 2026/08/24 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Corpay, Inc. está cubierta por 29 analistas. 15 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.
| Analista | Institución |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |