Paymentus Holdings Crescita futura
Criteri Future verificati 5/6
Paymentus Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 23.4% e 15.6% all'anno. Si prevede che l'EPS crescerà di 21.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22.4% in 3 anni.
Informazioni chiave
23.4%
Tasso di crescita degli utili
21.63%
Tasso di crescita dell'EPS
| Diversified Financial crescita degli utili | 7.0% |
| Tasso di crescita dei ricavi | 15.6% |
| Rendimento futuro del capitale proprio | 22.40% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 04 Aug 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Articolo di analisi • 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
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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.
Nuova 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 2,010 | 152 | 197 | 245 | 3 |
| 12/31/2027 | 1,704 | 118 | 113 | 200 | 7 |
| 12/31/2026 | 1,450 | 92 | 105 | 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di PAY ( 23.4% all'anno) è superiore al tasso di risparmio ( 3.7% ).
Guadagni vs Mercato: Si prevede che gli utili di PAY ( 23.4% all'anno) cresceranno più rapidamente del mercato US ( 17% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di PAY cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di PAY ( 15.6% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di PAY ( 15.6% 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 PAY sarà elevato tra 3 anni ( 22.4 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/24 03:56 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| 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 |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
Paymentus Holdings, Inc. è coperta da 11 analisti. 7 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 |
|---|---|
| David Koning | Baird |
| Jason Kupferberg | BofA Global Research |
| Ashwin Shirvaikar | Citigroup Inc |