Corpay Dirección
Dirección controles de criterios 4/4
El CEO de Corpay es Ron Clarke , nombrado en Aug 2000, tiene una permanencia de 25.75 años. compensación anual total es $3.41M, compuesta por 40.2% salario y 59.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.58% de las acciones de la empresa, por valor de $812.24M. La antigüedad media del equipo directivo y de la junta directiva es de 7.3 años y 10.3 años, respectivamente.
Información clave
Ron Clarke
Chief Executive Officer (CEO)
US$3.4m
Compensación total
| Porcentaje del salario del CEO | 40.19% |
| Permanencia del CEO | 25.8yrs |
| Participación del CEO | 3.6% |
| Permanencia media de la dirección | 7.3yrs |
| Promedio de permanencia en la Junta Directiva | 10.3yrs |
Actualizaciones recientes de la dirección
Recent updates
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.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 AlphaActualización 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 AlphaSeeking 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
Nueva narrativa • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Feb 17
Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap
Summary I upgraded my recommendation to buy, as I believe the market has overreacted to the 4Q23 miss and the current valuation offers attractive upside. The 4Q23 miss was primarily due to timing issues and weather-related factors, not a structural impairment to FLT's growth outlook. FLT's transition to a broader Vehicle Payments business aligns with the growing EV industry and the company's innovative product offerings contribute to a positive outlook. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$3m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$28m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$997m |
| Dec 31 2023 | US$3m | US$1m | US$982m |
| Sep 30 2023 | n/a | n/a | US$951m |
| Jun 30 2023 | n/a | n/a | US$929m |
| Mar 31 2023 | n/a | n/a | US$951m |
| Dec 31 2022 | US$4m | US$1m | US$954m |
| Sep 30 2022 | n/a | n/a | US$954m |
| Jun 30 2022 | n/a | n/a | US$939m |
| Mar 31 2022 | n/a | n/a | US$873m |
| Dec 31 2021 | US$58m | US$1m | US$839m |
| Sep 30 2021 | n/a | n/a | US$824m |
| Jun 30 2021 | n/a | n/a | US$779m |
| Mar 31 2021 | n/a | n/a | US$741m |
| Dec 31 2020 | US$1m | US$692k | US$704m |
| Sep 30 2020 | n/a | n/a | US$730m |
| Jun 30 2020 | n/a | n/a | US$767m |
| Mar 31 2020 | n/a | n/a | US$870m |
| Dec 31 2019 | US$12m | US$1m | US$895m |
Compensación vs. Mercado: La compensación total de Ron($USD3.41M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.84M).
Compensación vs. Ingresos: La compensación de Ron ha sido consistente con los resultados de la empresa en el último año.
CEO
Ron Clarke (69 yo)
25.8yrs
Permanencia
US$3,406,867
Compensación
Mr. Ronald F. Clarke, also known as Ron, has been the Chairman of Corpay, Inc. (formerly known as FLEETCOR Technologies, Inc.) since March 2003 and its Chief Executive Officer and President since August 20...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 25.8yrs | US$3.41m | 3.58% $ 812.2m | |
| Chief Financial Officer | less than a year | US$7.94m | 0.0041% $ 940.2k | |
| Chief Accounting Officer | 5.7yrs | US$845.26k | 0.0043% $ 967.5k | |
| Group President of Brazil Vehicle Payments & Strategic Transformation | 11.9yrs | US$5.64m | 0.051% $ 11.5m | |
| Group President of International Vehicle Payments | 9.8yrs | US$10.55m | 0.037% $ 8.5m | |
| Global Chief Information Officer | 7.3yrs | sin datos | sin datos | |
| Senior Vice President of Global Investor Relations | 8.3yrs | sin datos | sin datos | |
| General Counsel | 7.3yrs | sin datos | sin datos | |
| Executive Vice President of Corporate Development & Strategy | 6.4yrs | sin datos | sin datos | |
| Chief Human Resources Officer | 9.3yrs | sin datos | sin datos | |
| Group President of Corpay Cross Border Solutions | 4.2yrs | sin datos | sin datos | |
| Group President of Corpay Payables | 4.2yrs | sin datos | sin datos |
7.3yrs
Permanencia media
51yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CPAY es experimentado (7.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 26.3yrs | US$3.41m | 3.58% $ 812.2m | |
| Lead Independent Director | 25.6yrs | US$375.02k | 0.054% $ 12.3m | |
| Independent Director | 5.5yrs | US$300.34k | 0.0074% $ 1.7m | |
| Independent Director | 11.5yrs | US$300.02k | 0.014% $ 3.2m | |
| Independent Director | 15.8yrs | US$375.34k | 0.021% $ 4.8m | |
| Independent Director | 9.1yrs | US$375.34k | 0.013% $ 3.0m | |
| Independent Director | 3.2yrs | US$300.34k | 0.0055% $ 1.3m | |
| Independent Director | 2.8yrs | US$300.34k | 0.0037% $ 847.1k | |
| Independent Director | 3.3yrs | US$375.34k | 0.0066% $ 1.5m | |
| Independent Director | 12.1yrs | US$375.34k | 0.019% $ 4.2m | |
| Independent Director | 12.8yrs | US$300.34k | 0.020% $ 4.6m | |
| Independent Director | less than a year | sin datos | 0.0023% $ 513.3k |
10.3yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de CPAY son experimentados ( 10.3 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 14:22 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 |