Payoneer Global Gestione
Criteri Gestione verificati 3/4
Payoneer Global Il CEO è John Caplan, nominato in Mar2023, e ha un mandato di 3.17 anni. la retribuzione annua totale è $ 11.71M, composta da 4.6% di stipendio e 95.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.99% delle azioni della società, per un valore di $ 16.54M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 4.3 anni.
Informazioni chiave
John Caplan
Amministratore delegato
US$11.7m
Compenso totale
| Percentuale dello stipendio del CEO | 4.57% |
| Mandato del CEO | 3.2yrs |
| Proprietà del CEO | 1.0% |
| Durata media del management | 3.2yrs |
| Durata media del Consiglio di amministrazione | 4.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 01
PAYO: Stablecoin Banking And Digital Financing Moves Will Shape Balanced Future Outlook
Analysts have trimmed their average price target on Payoneer Global to $7, reflecting recent target cuts balanced against a bullish initiation. At the same time, modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions keep the fair value estimate steady at $5.50.
Aggiornamento della narrazione • Apr 16
PAYO: Cash Generation And Buybacks Will Support Future Earnings Power
The updated analyst price target for Payoneer Global has shifted from about $8.69 to $7.50, as analysts balance lower assumed future P/E and profit margins with higher modeled revenue growth and ongoing bullish views that emphasize solid cash generation and the company's growing role in global payments. Analyst Commentary Bullish Takeaways Bullish analysts highlight what they view as strengthening operating fundamentals, which they see as supportive of the updated valuation framework even with lower assumed P/E and margin profiles.
Aggiornamento della narrazione • Apr 02
PAYO: Expanding Global Payments And Stablecoin Initiatives Will Support Long-Term Upside
Analysts have reduced their average 12 month price target for Payoneer Global by $3 to $7, citing concerns around interest income trends, while also noting solid cash generation and an expanding role in global payments. Analyst Commentary Recent research shows that while some targets have been trimmed, there is still a clear pocket of bullish analysts who see room for upside in Payoneer Global based on execution and positioning in global payments.Aggiornamento della narrazione • Mar 18
PAYO: Strengthening Core Payments Platform And Cash Generation Will Support Long-Term Upside
Analysts have trimmed their average price target on Payoneer Global by $3 to $7, citing reduced expectations for interest income and slightly more conservative assumptions for revenue growth, profit margins, and future P/E, even as they highlight ongoing improvements in the core business. Analyst Commentary Bullish analysts have trimmed price targets but still see room for upside in Payoneer Global, even as they factor in lower interest income and more conservative assumptions around growth and margins.Aggiornamento della narrazione • Mar 04
PAYO: Stablecoin Banking Initiative Will Support Future Upside Potential
Analysts have trimmed their price target on Payoneer Global from $7.50 to $7.00, reflecting updated views on fair value, discount rate, growth, margins, and future P/E assumptions. Analyst Commentary Bearish analysts trimming the price target to US$7.00 signals a more cautious stance on how much upside they currently see in the shares, even while maintaining a positive rating.Aggiornamento della narrazione • Feb 18
PAYO: Emerging Market Collections And Stablecoin Rollout Will Support Long-Term Upside
Analysts have nudged their average 12 month price target for Payoneer Global slightly higher to $10, reflecting updated views on its revenue growth outlook, profit margin assumptions, and a modest revision to the projected future P/E multiple. What's in the News Payoneer plans to launch embedded stablecoin capabilities on its platform, powered by Bridge, allowing customers to receive, hold, and send stablecoins for everyday cross border transactions.Aggiornamento della narrazione • Feb 04
PAYO: Emerging Market Collection Expansion Will Drive Stronger Long-Term Upside
Analysts have trimmed their 12 month price target on Payoneer Global to US$10.00 from US$10.00, linking the adjustment to slightly lower assumptions for discount rate, revenue growth, profit margins and a modestly higher future P/E multiple. What's in the News Payoneer Global expanded its payment platform with new collection capabilities in Indonesia, allowing customers to receive funds from local buyers and ecommerce platforms more quickly and at potentially lower cost (Key Developments).Aggiornamento della narrazione • Jan 21
PAYO: Take Rate Expansion And Buyback Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Payoneer Global from about US$8.00 to roughly US$6.00 and lowered their price target to US$7.00 from US$9.00. They cited expectations for slower Q4 marketplaces volume growth and a lower future P/E multiple, while also highlighting ongoing ex float growth supported by take rate expansion.Aggiornamento della narrazione • Jan 07
PAYO: Take Rate Expansion And Buybacks Will Support Future Earnings Power
Analysts have trimmed their price target on Payoneer Global to US$7 from US$9, pointing to expectations for slower Q4 marketplaces volume growth, even as mid-teens ex float growth and take rate expansion continue to support the business. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 delivered what they view as a solid set of results, with mid-teens ex float growth seen as supportive for Payoneer Global's growth profile.Aggiornamento della narrazione • Dec 21
PAYO: Take Rate Expansion And Buybacks Will Drive Stronger Long-Term Upside
Analysts have reduced their price target on Payoneer Global to $7.00 from $9.00, citing expectations for slower marketplace volumes and moderating ex float growth, while noting that take rate expansion and improving profitability continue to support a constructive long term outlook. Analyst Commentary Bullish analysts highlighted that Payoneer continues to deliver solid execution, with mid-teens ex float growth driven by ongoing take rate expansion even as marketplace volumes decelerate.Seeking Alpha • Dec 19
Payoneer: Upside In Payment Provider
Summary Payoneer Global Inc. earns a speculative Buy rating at an attractive price target, reflecting attractive risk/reward. PAYO has doubled revenues and 9.5x'ed EBITDA since 2021, focusing on B2B international payments for small businesses and freelancers, especially in APAC and LATAM. China accounts for over one-third of PAYO's revenue, presenting both growth opportunity and geopolitical risk; LATAM is the top growth focus for diversification. PAYO is debt-free, operating cash flow positive, buying back shares, but faces dilution risk from high stock-based compensation and 2025 earnings headwinds due to U.S./China trade tensions. Read the full article on Seeking AlphaAggiornamento della narrazione • Dec 07
PAYO: Take Rate Expansion Will Support Future Margin Strength Despite Slower Marketplace Volumes
Analysts have trimmed their price target on Payoneer Global to about $8.50 from roughly $8.71, reflecting expectations for slower marketplace volume growth and moderating ex float revenue expansion, despite continued solid execution. Analyst Commentary Analysts remain constructive on Payoneer Global, even as they adjust expectations to reflect a more measured growth outlook and a recalibrated valuation framework.Aggiornamento della narrazione • Nov 23
PAYO: Take Rate Expansion Will Drive Continued Profit Margin Gains
Payoneer Global’s analyst price target has been reduced from $9.13 to $8.71 per share. Analysts point to slower growth in marketplace volumes and moderating future revenue and profit margin expectations following recent quarterly results.Aggiornamento della narrazione • Nov 07
PAYO: Take Rate Strength And New Partnerships Will Drive Profits Higher
Analysts have revised Payoneer Global’s price target downward from $9.81 to $9.13, citing anticipated moderation in marketplace transaction volumes. Profitability and revenue growth are expected to improve.Articolo di analisi • Jul 11
Risks To Shareholder Returns Are Elevated At These Prices For Payoneer Global Inc. (NASDAQ:PAYO)
Payoneer Global Inc.'s ( NASDAQ:PAYO ) price-to-earnings (or "P/E") ratio of 21.9x might make it look like a sell right...Seeking Alpha • Apr 18
Payoneer: Solid Moat With Strong Industry Tailwinds
Summary I am positive on Payoneer due to its strong global payment infrastructure, which subscale players will struggle to replicate. PAYO's scale advantage and industry tailwinds, including the globalization of SMB commerce and digital B2B payments, position it well for continued growth. PAYO's valuation is attractive, with the potential for significant upside if it can achieve moderate growth and maintain current margins. Read the full article on Seeking AlphaArticolo di analisi • Mar 28
Risks Still Elevated At These Prices As Payoneer Global Inc. (NASDAQ:PAYO) Shares Dive 25%
Payoneer Global Inc. ( NASDAQ:PAYO ) shareholders that were waiting for something to happen have been dealt a blow with...Seeking Alpha • Mar 12
Payoneer Global: Irrational Dip
Summary Payoneer Global is undervalued due to fears over short-term interest rate headwinds, despite strong long-term growth targets and conservative guidance. The global payments company reported robust Q4 results, with revenue up 16.7% YoY, but the stock has fallen 30% due to guidance concerns. Payoneer aims for 20% revenue growth and a 25% EBITDA margin, with a $500 million cash balance and a low EV of $2 billion. The stock trades at just 8x EV/EBITDA targets. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Payoneer: Forward Growth Is Not At A Reasonable Price
Summary Payoneer Global's stock has seen extraordinary one-year performance, driven by three consecutive earnings beats, but I rate it a "hold" due to valuation concerns. Payoneer facilitates cross-border payments for SMBs and freelancers, with significant brand awareness and expanded solutions, including partnerships with major marketplaces. Despite Wall Street optimism and a price target implying a 16.8% upside, recent analyst downgrades and EPS concerns justify a cautious "hold" rating. Read the full article on Seeking AlphaArticolo di analisi • Jan 02
Do Payoneer Global's (NASDAQ:PAYO) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Dec 09
Payoneer Global: Keep In The Basket As Payment Processors Expect Future Growth
Summary My initial coverage of Payoneer gives it a neutral rating, as its future growth is evident but is believed to be mostly priced in already since Q3 results came out. The firm has a low debt/equity vs key peers, and $0 long-term debt, presenting low debt risk for investors. Positive 2025 macro indicators could benefit spending and payment volumes, and longer-term CAGR forecasts for payment gateways are positive. The stock is not a dividend payer, so could be considered a hold for further capital appreciation. The share price now trades at a 10-year high, well above its 200-day SMA, and overvalued to peers on forward P/E multiples. Read the full article on Seeking AlphaArticolo di analisi • Nov 06
There's Reason For Concern Over Payoneer Global Inc.'s (NASDAQ:PAYO) Massive 34% Price Jump
Despite an already strong run, Payoneer Global Inc. ( NASDAQ:PAYO ) shares have been powering on, with a gain of 34% in...
Nuova narrazione • Sep 09
Expanding Suite And Decisive Acquisitions Set To Boost Revenue And Margins
Expanding product suite with new features and strategic acquisitions aimed at increasing ARPU and improving service for SMBs signals growth in revenue and earnings.Seeking Alpha • Aug 12
Payoneer Global: Interest Rate Obstacle Is Far Overdone
Summary Payoneer Global Inc. reported strong quarterly results, beating revenue estimates by $16 million and showing 22% growth in payment volumes. The stock traded close to all-time lows at $5 due to a misunderstanding of the growth story, with a major obstacle being the fear of interest rate cuts affecting revenues. Despite strong growth in B2B and Checkout services, Payoneer Global remains undervalued with a market cap of $2.6 billion and EV of $2.1 billion, trading at 9x EV/EBITDA targets for 2024. Read the full article on Seeking AlphaArticolo di analisi • Aug 10
What Payoneer Global Inc.'s (NASDAQ:PAYO) 27% Share Price Gain Is Not Telling You
Payoneer Global Inc. ( NASDAQ:PAYO ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Aug 09
With EPS Growth And More, Payoneer Global (NASDAQ:PAYO) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • May 22
Payoneer Global: Plenty Of Growth Ahead
Summary Payoneer has achieved impressive revenue growth, with a 3-year CAGR of 32.5% and growth in every region it operates in. The company has improved its margins and has room for further improvement, despite stock-based compensation affecting its numbers. Payoneer's revenue growth for FY24 is projected to be around 8.3%, which is a drop from previous years, but the company expects acceleration in the second half of the year. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Payoneer Global: Priced For Disaster
Summary Payoneer Global Inc. reported impressive 32% revenue growth in 2024, generating $831 million and 25% adjusted EBITDA margins at $205 million. The global payments company has a solid business with substantial growth opportunities, targeting a $6 trillion total addressable market in global payments. Payoneer Global expects a dip in interest income due to lower interest rates in 2024, but still anticipates existing 2024 with 15% growth in payments-related revenues. Payoneer Global stock is crazy cheap at only 6x EV/EBITDA targets. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
Payoneer Global: High Quality And Resilient Business Model
Summary Payoneer is a global payment provider for digital SMBs. Payoneer has solid fundamentals, revenue growth, and a high-quality business model. It stands to benefit from some secular growth trends. Share performance has been less than ideal. But the overall business remains resilient. Attractive valuation today presents opportunity. Read the full article on Seeking AlphaArticolo di analisi • Sep 27
Here's Why We Think Payoneer Global (NASDAQ:PAYO) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$72m |
| Dec 31 2025 | US$12m | US$535k | US$73m |
| Sep 30 2025 | n/a | n/a | US$72m |
| Jun 30 2025 | n/a | n/a | US$100m |
| Mar 31 2025 | n/a | n/a | US$113m |
| Dec 31 2024 | US$10m | US$515k | US$121m |
| Sep 30 2024 | n/a | n/a | US$130m |
| Jun 30 2024 | n/a | n/a | US$101m |
| Mar 31 2024 | n/a | n/a | US$114m |
| Dec 31 2023 | US$951k | US$475k | US$93m |
| Sep 30 2023 | n/a | n/a | US$56m |
| Jun 30 2023 | n/a | n/a | US$17m |
| Mar 31 2023 | n/a | n/a | -US$24m |
| Dec 31 2022 | US$15m | US$286k | -US$12m |
Compensazione vs Mercato: La retribuzione totale di John ($USD 11.71M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.45M ).
Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
John Caplan (55 yo)
3.2yrs
Mandato
US$11,707,037
Compensazione
Mr. John R. Caplan is Chief Executive Officer of Payoneer Inc. Mr. John R. Caplan is serving as Co-Chief Executive Officer and Director at Payoneer Global Inc. since May 25, 2022. Most recently, he was Pre...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 3.2yrs | US$11.71m | 0.99% $ 16.5m | |
| Chief Financial Officer | 3.2yrs | US$6.02m | 0.87% $ 14.6m | |
| Chief Legal & Governance Officer and Corporate Secretary | 7.3yrs | US$3.35m | 0.31% $ 5.1m | |
| Senior VP of Finance & Principal Accounting Officer | 4yrs | Nessun dato | 0.052% $ 876.3k | |
| Chief Product & Technology Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Compliance Officer | 2.9yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Chief Strategy Officer | 1.2yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Global Product Commercialization | 3.3yrs | Nessun dato | Nessun dato | |
| Chief Growth Officer | 3.3yrs | Nessun dato | Nessun dato |
3.2yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di PAYO è considerato esperto (durata media dell'incarico 3.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 4yrs | US$11.71m | 0.99% $ 16.5m | |
| Independent Director | 9.3yrs | US$281.47k | 0.0015% $ 25.6k | |
| Independent Director | 12.2yrs | US$260.00k | 0.83% $ 13.8m | |
| Independent Director | 4.7yrs | US$255.00k | 0.043% $ 717.6k | |
| Independent Director | 3yrs | US$265.00k | 0.012% $ 201.4k | |
| Independent Director | 1.3yrs | US$300.86k | 0.0017% $ 28.6k | |
| Independent Chairman of the Board | 4.9yrs | US$287.77k | 0.044% $ 733.8k | |
| Independent Director | 3.2yrs | US$252.50k | 0.014% $ 231.7k |
4.3yrs
Durata media
55yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PAYO sono considerati esperti (durata media dell'incarico 4.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 16:41 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Payoneer Global Inc. è coperta da 11 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Palmer | Benchmark Company |
| Aditya Buddhavarapu | BofA Global Research |
| Peter Christiansen | Citigroup Inc |