Flywire（FLYW）株式概要
フライワイヤー・コーポレーションは、その子会社とともに、米国、欧州、中東、アフリカ、アジア太平洋地域で決済支援およびソフトウェア事業を展開している。 詳細
FLYW Community Fair Values
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Analyst Price Targets
Flywire Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$17.54 |
| 52週高値 | US$18.05 |
| 52週安値 | US$10.11 |
| ベータ | 1.34 |
| 1ヶ月の変化 | 9.35% |
| 3ヶ月変化 | 52.65% |
| 1年変化 | 53.72% |
| 3年間の変化 | -43.49% |
| 5年間の変化 | -50.00% |
| IPOからの変化 | -50.03% |
最新ニュース
ナラティブの更新 • Jun 15
FLYW: Reset Expectations And Diversified Tuition And B2B Payments Will Shape Outlook
Flywire's fair value estimate has been revised higher from $13.0 to $16.0. This change reflects analysts' higher price targets and their focus on recent execution, business diversification, and reduced downside risk following a reset in expectations. Analyst Commentary Recent Street research has generally been constructive on Flywire, with several firms lifting price targets and, in some cases, upgrading ratings.
ナラティブの更新 • Jun 01
FLYW: Diversified Verticals And Buybacks Will Support Future Multiple Repricing
Analysts have raised their consensus price target on Flywire to $22 from $21, citing recent execution, a more diversified business mix, and what they view as a clearer path for upside to estimates. This view is supported by what they describe as stronger trends in education and travel, along with reset expectations that they believe reduce downside risk.Recent updates
ナラティブの更新 • Jun 15
FLYW: Reset Expectations And Diversified Tuition And B2B Payments Will Shape Outlook
Flywire's fair value estimate has been revised higher from $13.0 to $16.0. This change reflects analysts' higher price targets and their focus on recent execution, business diversification, and reduced downside risk following a reset in expectations. Analyst Commentary Recent Street research has generally been constructive on Flywire, with several firms lifting price targets and, in some cases, upgrading ratings.ナラティブの更新 • Jun 01
FLYW: Diversified Verticals And Buybacks Will Support Future Multiple Repricing
Analysts have raised their consensus price target on Flywire to $22 from $21, citing recent execution, a more diversified business mix, and what they view as a clearer path for upside to estimates. This view is supported by what they describe as stronger trends in education and travel, along with reset expectations that they believe reduce downside risk.Seeking Alpha • May 18
Flywire: Revenue Growth Acceleration And Operating Leverage
Summary Flywire maintains a buy rating as growth accelerates across Education, Travel, Healthcare, and B2B, with strong Q1 2026 results. Q1 revenue grew 41% y/y, with adjusted EBITDA up 81.8% and margin expanding 452 bps to 21.4%, despite gross margin pressure. Education remains a core driver, but SFS penetration, geographic diversification, and non-Education verticals are increasingly contributing to growth. FLYW trades at ~8.8x forward EBITDA, undervalued relative to growth, with market underpricing its revenue durability and operating leverage potential. Read the full article on Seeking Alphaナラティブの更新 • May 12
FLYW: Diversified Verticals And Larger Deals Will Support Future Multiple Repricing
Analysts have raised Flywire's fair value estimate from $20.00 to $22.00, reflecting recent price target increases and upgrades following Q4 results and updated 2026 guidance. Analyst Commentary Recent research shows a clear shift toward more constructive views on Flywire, with several bullish analysts lifting price targets and upgrading ratings after the latest Q4 print and 2026 guidance.ナラティブの更新 • Apr 28
FLYW: Visa Headwinds And Diversified Tuition And B2B Payments Will Shape Outlook
Analysts have modestly adjusted their average price targets on Flywire, with cuts from several firms to the $13 to $16 range offset by a lift to $20. These changes reflect updated views on visa headwinds, sector multiples, and the company’s recent execution.
ナラティブの更新 • Apr 14
FLYW: Healthcare And B2B Strength Will Offset Conservative Visa Outlook
Analysts trimmed the blended price target for Flywire by $0.69 to $16.31. The change reflects slightly higher discount rate assumptions and modestly softer margin expectations, even as they highlight cautious 2026 visa assumptions, mixed peer multiples, and ongoing support from education, healthcare, and B2B growth drivers.ナラティブの更新 • Mar 31
FLYW: Healthcare And B2B Expansion Will Support Upside Despite Visa Headwinds
Analysts have modestly reduced the consolidated price target on Flywire to about $16.30. This reflects more cautious assumptions on profit margins and visa related headwinds, even as they highlight improving revenue growth expectations and a higher future P/E multiple.ナラティブの更新 • Mar 17
FLYW: Diversified Verticals And Larger Multi Product Deals Will Drive Future Repricing
The analyst price target for Flywire has shifted modestly lower to $20.00 from $21.00, as analysts balance lower profit margin assumptions and a softer fair value estimate with higher modeled revenue growth and a higher future P/E. This reflects recent target cuts into the mid-teens alongside fresh upgrades and target hikes up to $20.00.ナラティブの更新 • Mar 03
FLYW: Platform Scale In Tuition And B2B Payments Will Shape Balanced Outlook
The analyst fair value estimate for Flywire has been adjusted from $14.00 to $13.00. This change reflects a combination of reduced profit margin and future P/E assumptions, with analyst commentary pointing to continued revenue growth, visa-related headwinds, and mixed price target moves across the Street.ナラティブの更新 • Feb 16
FLYW: Platform Scale In Tuition And Hospitality Payments Will Drive Future Upside
Analysts have lifted their fair value estimate for Flywire to $14.00 from $12.00, citing stronger modeled revenue growth, higher profit margins, and recent price target increases and upgrades that reflect confidence in the company’s ability to scale its payment and software platforms. Analyst Commentary Recent Street research on Flywire has been largely constructive, with several firms lifting price targets or upgrading their views.分析記事 • Feb 06
Flywire Corporation (NASDAQ:FLYW) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Flywire Corporation ( NASDAQ:FLYW ) shares have had a horrible month, losing 26% after a relatively good period...ナラティブの更新 • Feb 02
FLYW: Multi Vertical Client Wins And Acquisitions Will Support Future Repricing
Analysts have raised their price target on Flywire by $1, citing company-specific growth drivers such as its pace of new client additions, acquisitions in hospitality and business-to-business payments, and expectations for future scale benefits reflected in updated long-term estimates. Analyst Commentary Recent research coverage on Flywire has leaned positive, with several bullish analysts revisiting their models and adjusting price targets.ナラティブの更新 • Jan 19
FLYW: Multi Vertical Scale And Client Wins Will Support Future Repricing
Analysts have nudged their fair value estimate for Flywire to $21.00, reflecting updated assumptions on growth, margins, and a higher future P/E multiple in light of recent upgrades and target raises across the Street. Analyst Commentary Recent research has tilted more constructive on Flywire, with several bullish analysts revisiting their models and price targets after the latest round of updates.ナラティブの更新 • Jan 05
FLYW: Improved Profitability Outlook Will Support Shares Despite Visa Policy Scrutiny
Analysts have nudged their price expectations for Flywire higher, with recent targets moving from $14 to $16 and a fresh $15 initiation. This reflects updated views on its growth, profitability assumptions and the uncertainty tied to student visa scrutiny.ナラティブの更新 • Dec 20
FLYW: Improved Profitability Outlook Will Support Shares Despite Policy Uncertainty
Analysts have nudged their price target on Flywire higher from approximately $18.00 to about $20.47 per share, reflecting expectations for stronger long term profitability and a lower future valuation multiple, despite somewhat tempered revenue growth assumptions and lingering policy related uncertainties flagged in recent Street research. Analyst Commentary Recent Street research points to a cautiously constructive backdrop for Flywire, with several bullish analysts highlighting improving risk reward and a more supportive valuation framework despite macro and policy headwinds.ナラティブの更新 • Dec 06
FLYW: Higher Education Payment Expansion Will Drive Upside Despite Visa Scrutiny
Analysts have nudged their price target on Flywire higher to $16 from $15, citing slightly stronger expected revenue growth that more than offsets modest pressure on profit margins, despite ongoing regulatory uncertainty. Analyst Commentary Recent research updates reflect a balanced but cautious stance on Flywire, with modest upside to valuation tempered by policy and execution risks.ナラティブの更新 • Nov 21
FLYW: Improving Margins And Student Visa Scrutiny Will Shape Market Upside
Analysts have raised their price target on Flywire from $15.95 to $16.59. This change reflects improved profit margin forecasts and favorable future valuation metrics, despite a slight reduction in projected revenue growth.ナラティブの更新 • Nov 07
FLYW: International Student Visa Uncertainty Will Influence Market Upside Potential
Analysts have raised their price target for Flywire from $14.55 to $15.95 per share. This reflects optimism around improved revenue growth and a slightly lower discount rate, despite ongoing caution regarding profit margins and valuation multiples.分析記事 • Aug 31
Market Might Still Lack Some Conviction On Flywire Corporation (NASDAQ:FLYW) Even After 27% Share Price Boost
Flywire Corporation ( NASDAQ:FLYW ) shareholders have had their patience rewarded with a 27% share price jump in the...ナラティブの更新 • Aug 07
International Expansion And Digital Payments Will Drive Future Market Strength
Flywire’s consensus price target was revised up from $13.77 to $14.55, primarily reflecting a modest improvement in net profit margin despite a higher discount rate. What's in the News The company completed repurchasing 6.5 million shares (5.25% of outstanding) for $98 million under the buyback announced August.分析記事 • May 27
We Think Shareholders Are Less Likely To Approve A Pay Rise For Flywire Corporation's (NASDAQ:FLYW) CEO For Now
Key Insights Flywire to hold its Annual General Meeting on 3rd of June Total pay for CEO Mike Massaro includes...Seeking Alpha • Feb 27
Flywire: Poor Performance, Worse Capital Allocation
Summary Flywire's shares have seen significant losses since its 2021 IPO, primarily due to a lack of profitability and questionable capital allocation decisions. Despite tripling its revenue since the IPO, Flywire continues to post operating losses, with a recent acquisition raising concerns about its strategic judgment. The company's valuation is low, trading at close to 1x sales, but operational struggles and capital allocation issues deter investment. Read the full article on Seeking Alpha
新しいナラティブ • Feb 08
Optimizing Go-To-Market Capabilities Will Strengthen Future Business Performance
Investments in global payment infrastructure and product innovation are expected to enhance gross margins and profitability by managing costs efficiently.Seeking Alpha • Dec 29
Flywire: Solid Outlook For Growth And Margin Expansion Despite Some Headwinds
Summary Flywire continues to show strong organic growth of 27%, despite challenges in its education segment due to stricter immigration rules in Canada. Margins are set to expand significantly, reaching 20% in FY25, translating to an adjusted EBITDA of $120 million. Shares are significantly undervalued compared to its peers, at 3 times next year’s revenue and 15.2 times next year’s adjusted EBITDA. The attractive valuation and appealing risk-reward lead me to rate the stock as a Buy. Read the full article on Seeking Alpha分析記事 • Nov 25
Flywire Corporation (NASDAQ:FLYW) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
The Flywire Corporation ( NASDAQ:FLYW ) share price has done very well over the last month, posting an excellent gain...分析記事 • Oct 11
Flywire Corporation's (NASDAQ:FLYW) Popularity With Investors Is Clear
When close to half the companies in the Diversified Financial industry in the United States have price-to-sales ratios...Seeking Alpha • Sep 10
Flywire: Growth Outlook Remains Robust
Summary Flywire Corporation remains a buy due to robust growth metrics, scale advantage, and margin expansion, despite Canada headwinds impacting near-term growth. Key growth catalysts include partnerships in India and the UK, and expanding distribution capabilities, which should drive significant revenue growth. The recent acquisition of Invoiced enhances FLYW's competitive position and opens opportunities in the growing B2B AR solution market. FLYW's valuation should revert to higher multiples as growth remains strong, supported by a share repurchase program and improved EBITDA margins. Read the full article on Seeking Alpha株主還元
| FLYW | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 10.7% | 1.8% | -2.5% |
| 1Y | 53.7% | -6.7% | 19.0% |
業界別リターン: FLYW過去 1 年間で-6.7 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: FLYW過去 1 年間で19 % の収益を上げたUS市場を上回りました。
価格変動
| FLYW volatility | |
|---|---|
| FLYW Average Weekly Movement | 8.4% |
| Diversified Financial Industry Average Movement | 5.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: FLYW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FLYWの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 1,460 | Mike Massaro | www.flywire.com |
フライワイヤー・コーポレーションは、その子会社とともに、米国、欧州、中東、アフリカ、アジア太平洋地域で決済支援およびソフトウェア事業を展開している。同社は、既存のアプリやワークフローに統合できる決済プラットフォームを提供しており、オーダーメイドの請求書作成、決済、リコンサイルツール、シングルサインオンとチェックアウト、定期的な支払い、分割払いなどのソリューションにアクセスできる。また、銀行、サードパーティ決済プロバイダー、決済ネットワーク、デジタルウォレットを含む一連の決済手段にアクセスできる決済ネットワークや、Alipay、Boleto、PayPal / Venmo、Trustlyで構成される代替決済手段への直接接続も提供している。加えて、同社は業種別デジタル・ワークフロー、基幹システムや業種別システムとの統合・同期、リアルタイム・アクセス、予測分析からなる業種別ソフトウェアを提供している。同社は教育、ヘルスケア、旅行、B2B業界にサービスを提供している。旧社名はpeerTransfer Corporationで、2016年12月に社名をフライワイヤー株式会社に変更した。フライワイヤー・コーポレーションは2009年に法人化され、マサチューセッツ州ボストンに本社を置いている。
Flywire Corporation 基礎のまとめ
| FLYW 基礎統計学 | |
|---|---|
| 時価総額 | US$2.13b |
| 収益（TTM） | US$30.18m |
| 売上高(TTM) | US$677.69m |
70.7x
PER（株価収益率3.1x
P/SレシオFLYW は割高か？
公正価値と評価分析を参照収益と収入
| FLYW 損益計算書（TTM） | |
|---|---|
| 収益 | US$677.69m |
| 売上原価 | US$267.25m |
| 売上総利益 | US$410.44m |
| その他の費用 | US$380.26m |
| 収益 | US$30.18m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.25 |
| グロス・マージン | 60.56% |
| 純利益率 | 4.45% |
| 有利子負債／自己資本比率 | 0% |
FLYW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/28 18:42 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Flywire Corporation 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Harold Goetsch | B. Riley Securities, Inc. |