Paymentus Holdings Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Paymentus Holdings de 23.4% y 15.6% por año respectivamente. Se prevé que el BPA crezca en un 21.6% al año. Se espera que la rentabilidad financiera sea de 22.4% en 3 años.
Información clave
23.4%
Tasa de crecimiento de los beneficios
21.63%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Diversified Financial | 6.5% |
| Tasa de crecimiento de los ingresos | 15.6% |
| Rentabilidad financiera futura | 22.40% |
| Cobertura de analistas | Good |
| Última actualización | 04 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Artículo de análisis • Aug 07
Paymentus Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Paymentus Holdings, Inc. ( NYSE:PAY ) just released its latest second-quarter results and things are looking bullish...Seeking Alpha • Aug 07
Paymentus Holdings: Opportunities For Accelerated Growth Through Acquisitions
Summary Paymentus Holdings has delivered explosive revenue growth, with a 34% CAGR from December 2022 to December 2025. PAY's automation enables EBITDAR to grow at a 105.6% CAGR, far outpacing employee growth and driving significant margin expansion. The balance sheet is robust and strengthening, supporting continued operational and financial flexibility for future growth. I rate PAY as a Strong Buy, based on existing strong fundamentals coupled with opportunity for earnings accretive acquisition/s with limited or no equity dilution driving even stronger EPS growth. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 05
PAY: Index Additions And Rich P/E Will Likely Limit Future Upside
Analysts have raised their price target for Paymentus Holdings to $40.00 from $34.29, citing updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Paymentus Holdings Paymentus Holdings has been added to the Russell 2000 Index, increasing its presence in a widely followed small cap benchmark.Actualización de narrativa • Jun 26
PAY: Raised 2026 Outlook And AI Billing Services Will Support Bullish View
Analysts have kept their $34.29 price target for Paymentus Holdings broadly unchanged, citing only small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their valuation work. What’s in the News for Paymentus Holdings Paymentus Holdings raised full fiscal year 2026 earnings guidance, with expected revenue in the range of US$1.425b to US$1.440b.Actualización de narrativa • Jun 11
PAY: Raised 2026 Outlook And AI Billing Platform Will Support Bullish View
Analysts have left their fair value estimate for Paymentus Holdings steady at $34.29 per share, while refining assumptions around the discount rate and future P/E that underpin the price target and reflect updated views on the company’s risk profile and earnings potential. What's in the News Paymentus reported first quarter results that surpassed expectations and raised fiscal 2026 guidance, citing momentum in the digitization of bill payment systems and higher transaction volumes across a diversified customer base.Actualización de narrativa • May 28
PAY: 2026 Revenue Outlook And AI Billing Platform Will Support Bullish View
Analysts have raised their price target on Paymentus Holdings by $2.00 to $34.29. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that modestly adjust their longer-term outlook for the stock.Actualización de narrativa • Apr 26
PAY: 2026 Revenue And Profit Guidance Will Support Bullish View
Analysts have slightly increased their price target for Paymentus Holdings to $32.29 from $31.71, citing marginally higher fair value assumptions, a modest adjustment to the discount rate and a small change in projected future P/E as the key drivers. What's in the News Paymentus Holdings issued new earnings guidance for the first quarter of fiscal 2026, with expected revenue between $330 million and $340 million and contribution profit between $103 million and $105 million (Key Developments).Actualización de narrativa • Apr 12
PAY: Unchanged Fair Value And 2026 Guidance Will Support Bullish View
Analysts have kept their fair value estimate for Paymentus Holdings steady at about $31.71 per share, with only minor tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions supporting an unchanged price target in the latest update. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between US$330 million and US$340 million and contribution profit between US$103 million and US$105 million (company guidance).Actualización de narrativa • Mar 27
PAY: Stable Assumptions And 2026 Guidance Will Support Bullish Thesis
Analysts have kept their average price target for Paymentus Holdings broadly steady at about $31.71, reflecting unchanged fair value assumptions with only slight tweaks to the discount rate, long term revenue growth, profit margin and future P/E inputs. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between US$330 million and US$340 million and contribution profit between US$103 million and US$105 million (Key Developments).Actualización de narrativa • Mar 11
PAY: Stable Assumptions And 2026 Guidance Will Support Bullish Thesis
Analysts have kept their $31.71 price target for Paymentus Holdings broadly unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin, and forward P/E that together point to a similar view of the company’s valuation as before. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue in the range of US$330 million to US$340 million and contribution profit between US$103 million and US$105 million (company guidance).Actualización de narrativa • Feb 25
PAY: Future Profit Margin Outlook Will Support Bullish Narrative
Analysts have adjusted their price target on Paymentus Holdings to approximately $31.71 from $38.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between $330m and $340m and contribution profit between $103m and $105m (company guidance).Artículo de análisis • Nov 13
Paymentus Holdings, Inc.'s (NYSE:PAY) P/E Is Still On The Mark Following 28% Share Price Bounce
Those holding Paymentus Holdings, Inc. ( NYSE:PAY ) shares would be relieved that the share price has rebounded 28% in...Actualización de narrativa • Oct 24
Digital Transformation And Real-Time Payments Will Shape Expanding Markets Ahead
Analyst Price Target Update for Paymentus Holdings Analysts have modestly reduced their price target for Paymentus Holdings from $39.00 to $38.00, citing subtle downward adjustments in forecasted profit margins and overall fair value. What's in the News Paymentus Holdings issued new earnings guidance for the third quarter, projecting revenue between $278 million and $282 million, and Contribution Profit ranging from $92 million to $94 million (Key Developments).Actualización de narrativa • Aug 27
Enterprise Digital Transformation And Real-Time Payments Will Expand Markets
Paymentus Holdings’ fundamentals, including net profit margin and revenue growth outlook, remained essentially stable, supporting a modest increase in the consensus analyst price target from $38.17 to $39.00. What's in the News Paymentus Holdings issued Q3 2025 guidance, expecting revenue of $278–$282 million and Contribution Profit of $92–$94 million.Artículo de análisis • Aug 13
Paymentus Holdings, Inc.'s (NYSE:PAY) 26% Jump Shows Its Popularity With Investors
Those holding Paymentus Holdings, Inc. ( NYSE:PAY ) shares would be relieved that the share price has rebounded 26% in...
Nueva narrativa • Sep 09
Innovative Platform And Calculated Partnerships Power Robust Revenue Surge And Client Satisfaction
Paymentus Holdings' growth is driven by demand for its innovative platform, suggesting continued revenue growth from efficient customer engagement solutions.Seeking Alpha • Jun 25
Paymentus: Long Growth Runway Ahead
Summary PAY disrupts a large market, and it currently has less than 3% market share, indicating a long growth runway. The company's Instant Payment Network (IPN) connects billers and consumers. PAY leverages its strategic partners to acquire customers. Read the full article on Seeking AlphaSeeking Alpha • Apr 11
Paymentus: Robust Business With Secular Catalyst
Summary Paymentus is a bill payment technology company that focuses on non-discretionary target verticals. Despite lackluster performance since its IPO, PAY stock has appreciated by 145% in the past year. The company has a solid and predictable business that is benefiting from secular growth opportunities in the digital bill payment market. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 2,010 | 152 | 197 | 245 | 3 |
| 12/31/2027 | 1,704 | 118 | 120 | 200 | 7 |
| 12/31/2026 | 1,450 | 92 | 107 | 164 | 7 |
| 6/30/2026 | 1,360 | 85 | 121 | 160 | N/A |
| 3/31/2026 | 1,280 | 74 | 105 | 142 | N/A |
| 12/31/2025 | 1,197 | 67 | 125 | 162 | N/A |
| 9/30/2025 | 1,124 | 59 | 108 | 145 | N/A |
| 6/30/2025 | 1,045 | 56 | 80 | 117 | N/A |
| 3/31/2025 | 962 | 51 | 67 | 103 | N/A |
| 12/31/2024 | 872 | 44 | 27 | 64 | N/A |
| 9/30/2024 | 779 | 40 | 24 | 60 | N/A |
| 6/30/2024 | 700 | 32 | 31 | 67 | N/A |
| 3/31/2024 | 651 | 29 | 40 | 75 | N/A |
| 12/31/2023 | 614 | 22 | 35 | 69 | N/A |
| 9/30/2023 | 582 | 14 | 26 | 59 | N/A |
| 6/30/2023 | 558 | 7 | 11 | 44 | N/A |
| 3/31/2023 | 529 | -2 | -11 | 21 | N/A |
| 12/31/2022 | 497 | -1 | -11 | 20 | N/A |
| 9/30/2022 | 473 | 3 | -24 | 5 | N/A |
| 6/30/2022 | 446 | 4 | -13 | 14 | N/A |
| 3/31/2022 | 420 | 6 | -8 | 16 | N/A |
| 12/31/2021 | 396 | 7 | -1 | 19 | N/A |
| 9/30/2021 | 370 | 5 | 9 | 27 | N/A |
| 6/30/2021 | 346 | 6 | 16 | 32 | N/A |
| 3/31/2021 | 324 | 9 | 22 | 38 | N/A |
| 12/31/2020 | 302 | 9 | 21 | 36 | N/A |
| 12/31/2019 | 236 | 9 | N/A | 18 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (23.4% al año) de PAY es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (23.4% al año) de PAY crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de PAY crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (15.6% al año) de PAY crezcan más rápidamente que los del mercado US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 15.6% al año) de PAY crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PAY sea alta dentro de 3 años (22.4%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 18:42 |
| Precio de las acciones al final del día | 2026/08/11 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
Paymentus Holdings, Inc. está cubierta por 11 analistas. 7 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 |
| Jason Kupferberg | BofA Global Research |
| Ashwin Shirvaikar | Citigroup Inc |