Remitly Global (RELY) Aperçu de l'action
Remitly Global, Inc. est une société de paiement transfrontalier qui fournit des services financiers numériques aux États-Unis, au Canada et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
RELY ont passé avec succès nos contrôles de risques.
RELY Community Fair Values
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Analyst Price Targets
Remitly Global, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$21.58 |
| Plus haut sur 52 semaines | US$24.92 |
| Plus bas sur 52 semaines | US$12.08 |
| Bêta | 0.40 |
| Variation sur 1 mois | 4.55% |
| Variation sur 3 mois | 25.90% |
| Variation sur 1 an | -3.40% |
| Variation sur 3 ans | 21.30% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -55.46% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • May 08
Remitly: Quality Growth, But Not A Great Entry Point
Summary Remitly Global has transitioned from aggressive growth to sustained GAAP profitability, posting 25% revenue growth and a 332% net income jump in Q1 2026. RELY’s 22% adjusted EBITDA margin and stable 2.05% take rate reflect operational efficiency, AI integration, and successful targeting of higher-value clients. Valuation is stretched at a 36.6x forward P/E and 48x EV/EBITDA, with high market expectations and little margin for operational missteps. Risks include market saturation, intense competition, unsustainable one-off growth drivers, and regulatory headwinds; any growth slowdown could trigger a sharp valuation reset. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 23
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.Mise à jour du récit • Apr 08
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.Mise à jour du récit • Mar 24
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.Mise à jour du récit • Mar 10
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.Mise à jour du récit • Feb 24
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.Mise à jour du récit • Feb 10
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.Mise à jour du récit • Jan 27
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.Mise à jour du récit • Jan 12
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.Mise à jour du récit • Dec 23
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).Mise à jour du récit • Dec 09
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.Mise à jour du récit • Nov 25
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.Article d’analyse • Nov 21
Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump
To the annoyance of some shareholders, Remitly Global, Inc. ( NASDAQ:RELY ) shares are down a considerable 25% in the...Mise à jour du récit • Nov 10
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.Mise à jour du récit • Oct 27
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.Mise à jour du récit • Oct 13
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.Mise à jour du récit • Sep 15
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.Article d’analyse • Jun 10
Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...Nouveau récit • May 05
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.Seeking Alpha • Mar 29
Remitly: Money Might Start Flowing To Investors
Summary Remitly shows strong topline growth and margin improvements, with break-even and profitability in sight, making it an attractive investment heading into 2025. The company simplifies global remittances, capturing a growing market share with $54 billion in send volumes by 2024 while serving 7.8 million clients. Despite past losses, Remitly's EBITDA guidance for 2025 suggests significant margin improvements, with sales projected to grow by 24-25% to $1.57 billion. Trading at 2.4 times forward sales, Remitly offers a compelling valuation, outperforming traditional players like Western Union and mitigating digital currency concerns. Read the full article on Seeking AlphaArticle d’analyse • Feb 19
Remitly Global, Inc.'s (NASDAQ:RELY) P/S Still Appears To Be Reasonable
When close to half the companies in the Diversified Financial industry in the United States have price-to-sales ratios...Seeking Alpha • Jan 15
Remitly Global: I Expect Consistent Profitability Going Forward
Summary Remitly is a small fintech company rapidly growing in the digital remittance space, taking market share from legacy players by offering a seamless customer experience and various payout options. The company has turned profitable for the first time in Q3 2024. Given the improving fundamentals, its profitability will likely be sustained going forward. The company has a clean balance sheet and is trading at an 18-28% discount to its peers. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Remitly: Interesting Small-Cap With Large TAM But Lots Of Competition
Summary Remitly's digital-first approach and data-driven insights provide competitive advantages, but the company faces intense competition from established players and fintech firms. The company has shown strong customer growth and posted profitable GAAP earnings for the quarter, as revenue was up 39% YoY. Despite strong financials and no debt, Remitly's current valuation appears stretched; I recommend waiting for a lower entry point to initiate a position. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Remitly: Remittances Play Might Pay Off
Summary Remitly's impressive topline growth and recent breakeven results signal strong operating leverage, making it a compelling growth/tech play for 2025. The company simplifies remittance through its app, capturing a growing market share in a $1.8 trillion global market. Despite initial losses, Remitly's revenue surged to $1.25 billion with improved EBITDA, showcasing significant progress as dilution from here could be minimal. With a 2.8x sales multiple and strong growth, Remitly's valuation remains attractive, warranting close monitoring for potential allocation. Read the full article on Seeking AlphaArticle d’analyse • Nov 02
A Piece Of The Puzzle Missing From Remitly Global, Inc.'s (NASDAQ:RELY) 38% Share Price Climb
The Remitly Global, Inc. ( NASDAQ:RELY ) share price has done very well over the last month, posting an excellent gain...Seeking Alpha • Sep 06
Remitly Faces Softening Global Macro Conditions (Rating Downgrade)
Summary Remitly's revenue growth remains strong, but I'm concerned about macroeconomic uncertainties and rising fraud expenses. The global remittance market is expected to grow significantly, driven by cross-border migration and technology advancements, with Asia Pacific being the most lucrative region. Despite impressive customer growth and improved unit economics, RELY's stock price has fallen 44.6% in the past year, underperforming the benchmark. Management appears to be optimizing for profitability over revenue growth, with increased adjusted EBITDA projections and efforts to reduce stock-based compensation dilution. I'm Neutral on RELY due to softening macroeconomic conditions as central banks start or continue their interest rate-cutting cycles. Read the full article on Seeking AlphaArticle d’analyse • Aug 28
Fewer Investors Than Expected Jumping On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.7x in the Diversified Financial industry in the United...Rendement pour les actionnaires
| RELY | US Diversified Financial | US Marché | |
|---|---|---|---|
| 7D | -9.1% | -0.7% | -1.0% |
| 1Y | -3.4% | -11.3% | 23.3% |
Rendement vs Industrie: RELY a dépassé le secteur US Diversified Financial qui a rapporté -11.3 % au cours de l'année écoulée.
Rendement vs marché: RELY a sous-performé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.
Volatilité des prix
| RELY volatility | |
|---|---|
| RELY Average Weekly Movement | 6.4% |
| Diversified Financial Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: RELY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RELY ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2011 | 3,200 | Sebastian Gunningham | www.remitly.com |
Remitly Global, Inc. est une société de paiement transfrontalier qui fournit des services financiers numériques aux États-Unis, au Canada et à l'étranger. Elle propose des transferts de fonds transfrontaliers et des services financiers complémentaires par le biais d'une application mobile et d'un site web. Remitly Global, Inc. a été constituée en 2011 et son siège social se trouve à Seattle, dans l'État de Washington.
Remitly Global, Inc. Résumé des fondamentaux
| RELY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.39b |
| Bénéfices(TTM) | US$105.63m |
| Recettes(TTM) | US$1.73b |
43.0x
Ratio P/E2.6x
Ratio P/SLe site RELY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RELY compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.73b |
| Coût des recettes | US$676.85m |
| Marge brute | US$1.05b |
| Autres dépenses | US$943.84m |
| Les revenus | US$105.63m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.50 |
| Marge brute | 60.79% |
| Marge bénéficiaire nette | 6.12% |
| Ratio dettes/capitaux propres | 0.3% |
Quelles ont été les performances à long terme de RELY?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 01:24 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Remitly Global, Inc. est couverte par 14 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ramsey El-Assal | Barclays |
| Aditya Buddhavarapu | BofA Global Research |
| Ramsey El-Assal | Cantor Fitzgerald & Co. |