Flywire Corporation

NasdaqGS:FLYW 株式レポート

時価総額:US$2.0b

Flywire マネジメント

マネジメント 基準チェック /34

Flywireの CEO はMike Massaroで、 Dec2013年に任命され、 の在任期間は 12.42年です。 の年間総報酬は$ 8.80Mで、 5.1%給与と94.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.42%を直接所有しており、その価値は$ 27.68M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と5.1年です。

主要情報

Mike Massaro

最高経営責任者

US$8.8m

報酬総額

CEO給与比率5.11%
CEO在任期間12.4yrs
CEOの所有権1.4%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

Recent updates

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.
Seeking Alpha Nov 13

Flywire Q3: Solid Execution Even As Headwinds Persist

Summary Flywire's Q3 results came in well ahead of management's guidance, and full-year guidance was significantly raised. The company is expected to achieve 15% organic growth this year despite facing headwinds related to lower student visa issuances in its major markets. Adjusted EBITDA margins are set to reach 20%, expanding by 350 basis points year over year given the strong operating leverage in the business. I expect 15% revenue growth for next year, with adjusted EBITDA margin expansion of at least 150 basis points. At 13.5 times FCF, shares remain attractively priced, and I am sticking with my Buy rating. Read the full article on Seeking Alpha
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
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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
Seeking Alpha Jun 27

Flywire Corporation: Strong Secular Tailwind And Visibility To Margin Expansion

Summary My view is a buy rating for Flywire Corporation. FLYW largest targeted market - education - has a strong growth outlook. Improving profitability should support a valuation rerating. Read the full article on Seeking Alpha
分析記事 Jun 25

Flywire Corporation's (NASDAQ:FLYW) P/S Is On The Mark

Flywire Corporation's ( NASDAQ:FLYW ) price-to-sales (or "P/S") ratio of 4.8x may look like a poor investment...

CEO報酬分析

Flywire の収益と比較して、Mike Massaro の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$30m

Dec 31 2025US$9mUS$450k

US$13m

Sep 30 2025n/an/a

-US$2m

Jun 30 2025n/an/a

US$7m

Mar 31 2025n/an/a

US$5m

Dec 31 2024US$10mUS$450k

US$3m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

-US$8m

Mar 31 2024n/an/a

-US$11m

Dec 31 2023US$9mUS$450k

-US$9m

Sep 30 2023n/an/a

-US$11m

Jun 30 2023n/an/a

-US$26m

Mar 31 2023n/an/a

-US$33m

Dec 31 2022US$7mUS$450k

-US$39m

Sep 30 2022n/an/a

-US$49m

Jun 30 2022n/an/a

-US$35m

Mar 31 2022n/an/a

-US$30m

Dec 31 2021US$5mUS$450k

-US$28m

Sep 30 2021n/an/a

-US$21m

Jun 30 2021n/an/a

-US$30m

Mar 31 2021n/an/a

-US$23m

Dec 31 2020US$624kUS$425k

-US$11m

報酬と市場: Mikeの 総報酬 ($USD 8.80M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Massaro (45 yo)

12.4yrs
在職期間
US$8,803,495
報酬

Mr. Michael Massaro, also known as Mike, serves as Chief Executive Officer and Director of Flywire Corporation since December 2013. He served as Vice President, Sales and Business Development at Flywire Co...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Massaro
CEO & Director12.4yrsUS$8.80m1.42%
$ 27.7m
Robert Orgel
President & COO6.5yrsUS$5.22m0.24%
$ 4.7m
Cosmin Pitigoi
Chief Financial Officer2.2yrsUS$4.16m0.14%
$ 2.8m
Maria Kahn
Vice President of Investor Relationsno dataデータなしデータなし
Peter Butterfield
General Counsel & Chief Compliance Officer11.2yrsUS$2.30m0.25%
$ 4.8m
David King
Chief Product Officer & Co-President of Global Educationless than a yearUS$3.75m0.64%
$ 12.6m
Patrick Blanc
Chief Technology Officerless than a yearデータなしデータなし
Nicole James
Chief People Officerless than a yearデータなしデータなし
Sharon Butler
Co-President of Global Education10yrsUS$2.34mデータなし
John Talaga
Executive Vice President of Healthcare8.3yrsデータなしデータなし
Allison MacLeod
Chief Commercial Officerless than a yearデータなしデータなし
Ryan Frere
Executive VP & GM of B2Bno dataデータなしデータなし
4.3yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: FLYWの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Massaro
CEO & Director12.4yrsUS$8.80m1.42%
$ 27.7m
Matthew Harris
Independent Director11.3yrsUS$216.00k0.0085%
$ 165.7k
Phillip Riese
Independent Chairman of the Board12.8yrsUS$258.00k0.18%
$ 3.4m
Edwin Santos
Independent Director5.1yrsUS$234.00kデータなし
Alex Finkelstein
Independent Director15.3yrsUS$220.00k0.20%
$ 3.8m
Diane Offereins
Independent Director3.3yrsUS$222.00k0.021%
$ 403.6k
Carleigh Jaques
Independent Director1.5yrsUS$220.00kデータなし
Christine Katziff
independent Directorless than a yearデータなしデータなし
Gretchen Howard
Independent Director2.7yrsUS$216.00k0.019%
$ 366.7k
5.1yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: FLYWの 取締役会経験豊富 であると考えられます ( 5.1年の平均在任期間)。


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2026/05/14 23:50
終値2026/05/14 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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 14 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
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Tyler DuPontBofA Global Research
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