Corpay, Inc.

Report azionario NYSE:CPAY

Capitalizzazione di mercato: US$27.4b

Corpay Crescita futura

Criteri Future verificati 2/6

Corpay prevede che gli utili e i ricavi cresceranno rispettivamente di 16.9% e 8.3% all'anno. Si prevede che l'EPS crescerà di 20.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 47.4% in 3 anni.

Informazioni chiave

16.9%

Tasso di crescita degli utili

20.64%

Tasso di crescita dell'EPS

Diversified Financial crescita degli utili7.0%
Tasso di crescita dei ricavi8.3%
Rendimento futuro del capitale proprio47.38%
Copertura analitica

Good

Ultimo aggiornamento10 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Seeking Alpha • Jun 11

Corpay: The Market Has Yet To Price In Its Most Important Catalyst

Summary Corpay is rated a buy with an FY 2026 price target of $389, implying 9% upside, driven by robust Corporate Payments growth. Q1 revenue grew 25% YoY to $1.26B, with adjusted EPS up 29% and aEBITDA up 24%, reflecting strong execution in core segments. The Mastercard partnership offers access to FIs, potentially unlocking $875M incremental revenue by 2027 if well-executed. Risks include delays in FI integration and disruption from stablecoin adoption, but CPAY’s fundamentals and catalysts support a positive medium-term outlook. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CPAY - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20286,2721,7162,0441,9946
12/31/20275,7801,5741,8131,91615
12/31/20265,3161,3201,7021,38215
6/30/20265,0211,1341,6381,847N/A
3/31/20264,7841,1721,3101,517N/A
12/31/20254,5281,0681,2991,500N/A
9/30/20254,3151,0511,1431,336N/A
6/30/20254,1711,0501,9282,116N/A
3/31/20254,0451,0171,3371,516N/A
12/31/20243,9751,0041,7651,941N/A
9/30/20243,8771,0141,8412,008N/A
6/30/20243,8191,0091,7331,893N/A
3/31/20243,7929971,4151,574N/A
12/31/20233,7589821,9472,101N/A
9/30/20233,7049511,5401,701N/A
6/30/20233,6269291,6481,812N/A
3/31/20233,5399511,5881,745N/A
12/31/20223,427954603755N/A
9/30/20223,3469548911,036N/A
6/30/20223,208939750882N/A
3/31/20223,0148738841,007N/A
12/31/20212,8348391,0861,197N/A
9/30/20212,649824760857N/A
6/30/20212,4797799401,027N/A
3/31/20212,3367411,0511,130N/A
12/31/20202,3897041,3941,473N/A
9/30/20202,4707301,5041,586N/A
6/30/20202,5667671,3341,414N/A
3/31/20202,688870N/A1,285N/A
12/31/20192,649895N/A1,162N/A
9/30/20192,593962N/A1,139N/A
6/30/20192,532893N/A1,178N/A
3/31/20192,470809N/A1,000N/A
12/31/20182,433811N/A903N/A
9/30/20182,400792N/A804N/A
6/30/20182,358837N/A747N/A
3/31/20182,315791N/A807N/A
12/31/20172,250740N/A680N/A
9/30/20172,155553N/A733N/A
6/30/20172,061480N/A702N/A
3/31/20171,938465N/A657N/A
12/31/20161,832452N/A708N/A
9/30/20161,747410N/A634N/A
6/30/20161,714397N/A768N/A
3/31/20161,701379N/A810N/A
12/31/20151,703362N/A755N/A
9/30/20151,649419N/A815N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CPAY ( 16.9% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di CPAY ( 16.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CPAY cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CPAY ( 8.3% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CPAY ( 8.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CPAY sarà molto alto tra 3 anni ( 47.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/16 21:42
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei 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

Corpay, Inc. è coperta da 29 analisti. 15 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.

AnalistaIstituzione
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG