Corpay (CPAY) Aperçu de l'action
Corpay, Inc. est une société de paiement qui aide les entreprises et les consommateurs à gérer et à payer leurs dépenses. Elle opère à travers les segments Corporate Payments, Vehicle Payments, Lodging Payments, et Other. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 2/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
CPAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$350.44
FV
19.0% surévalué décote intrinsèque13.78%
Revenue growth p.a.
137
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Corpay, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$417.13 |
| Plus haut sur 52 semaines | US$425.95 |
| Plus bas sur 52 semaines | US$252.84 |
| Bêta | 0.87 |
| Variation sur 1 mois | 12.56% |
| Variation sur 3 mois | 19.31% |
| Variation sur 1 an | 29.33% |
| Variation sur 3 ans | 54.01% |
| Variation sur 5 ans | 60.38% |
| Évolution depuis l'introduction en bourse | 1,430.75% |
Nouvelles et mises à jour récentes
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
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaRendement pour les actionnaires
| CPAY | US Diversified Financial | US Marché | |
|---|---|---|---|
| 7D | 2.3% | 1.1% | -1.2% |
| 1Y | 29.3% | -0.9% | 18.3% |
Rendement vs Industrie: CPAY a dépassé le secteur US Diversified Financial qui a rapporté -0.9 % au cours de l'année écoulée.
Rendement vs marché: CPAY a dépassé le marché US qui a rapporté 18.3 % au cours de l'année écoulée.
Volatilité des prix
| 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% |
Cours de l'action stable: CPAY 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 CPAY ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1986 | 11,800 | Ron Clarke | www.corpay.com |
Corpay, Inc. est une société de paiement qui aide les entreprises et les consommateurs à gérer et à payer leurs dépenses. Elle opère à travers les segments Corporate Payments, Vehicle Payments, Lodging Payments, et Other. La société propose des solutions de paiement de véhicules pour le carburant, les péages et le stationnement, la conformité des véhicules, l'assurance automobile et l'assistance routière, l'entretien des flottes et les services de transport longue distance, ainsi que des chèques et des cartes prépayés pour la nourriture et le transport.
Corpay, Inc. Résumé des fondamentaux
| CPAY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$27.39b |
| Bénéfices(TTM) | US$1.13b |
| Recettes(TTM) | US$5.02b |
24.2x
Ratio P/E5.5x
Ratio P/SLe site CPAY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CPAY compte de résultat (TTM) | |
|---|---|
| Recettes | US$5.02b |
| Coût des recettes | US$977.04m |
| Marge brute | US$4.04b |
| Autres dépenses | US$2.91b |
| Les revenus | US$1.13b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 17.26 |
| Marge brute | 80.54% |
| Marge bénéficiaire nette | 22.58% |
| Ratio dettes/capitaux propres | 275.3% |
Quelles ont été les performances à long terme de CPAY?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/24 20:33 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| 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 |
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* 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 sur la façon d’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
Corpay, Inc. est couverte par 29 analystes. 15 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 |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |