Remitly Global, Inc.

NasdaqGS:RELY 株式レポート

時価総額：US$4.3b

Remitly Global 将来の成長

Future 基準チェック /56

Remitly Global利益と収益がそれぞれ年間29.8%と15%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.6% 26.6%なると予測されています。

主要情報

29.8%

収益成長率

26.60%

EPS成長率

Diversified Financial 収益成長8.0%
収益成長率15.0%
将来の株主資本利益率25.62%
アナリストカバレッジ

Good

最終更新日09 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 08

Remitly: Quality Growth, But Not A Great Entry Point

Summary Remitly Global has transitioned from aggressive growth to sustained GAAP profitability, posting 25% revenue growth and a 332% net income jump in Q1 2026. RELY’s 22% adjusted EBITDA margin and stable 2.05% take rate reflect operational efficiency, AI integration, and successful targeting of higher-value clients. Valuation is stretched at a 36.6x forward P/E and 48x EV/EBITDA, with high market expectations and little margin for operational missteps. Risks include market saturation, intense competition, unsustainable one-off growth drivers, and regulatory headwinds; any growth slowdown could trigger a sharp valuation reset. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 23

RELY: CEO Transition And 2026 Outlook Will Shape Next Growth Phase

Analysts have nudged the fair value estimate for Remitly Global higher, with the price target moving from about $21.33 to $22.22. Recent research cites strong quarterly execution, raised 2026 outlooks, and continued confidence around customer growth and margin trends, despite the ongoing CEO transition.
ナラティブの更新 • Apr 08

RELY: CEO Transition And Raised 2026 Outlook Will Support Next Growth Stage

The analyst price target for Remitly Global has edged lower by about $0.20, reflecting modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, even as analysts highlight strong recent results, higher long term outlooks and supportive views on the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent quarterly results that were above prior expectations, with revenue, revenue less transaction expenses, volume and operating expenses all coming in favorably, which they see as supportive for current valuation multiples.
ナラティブの更新 • Mar 24

RELY: CEO Transition And Raised 2026 Outlook Will Support Multi Year Opportunity

Analysts have lifted the consensus 12 month price target for Remitly Global by $3 to $20, citing stronger than expected recent results, higher long term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 results that came in above expectations, including revenue, revenue less transaction expenses, and volume, which they see as support for the higher $20 to $22 price targets.
ナラティブの更新 • Mar 10

RELY: Multi Year Remittance Opportunity Will Benefit From CEO Transition And Raised 2026 Outlook

Our analyst fair value estimate for Remitly Global has edged up from $21.13 to $21.50, reflecting Street analysts' higher price targets around $20 to $22 following stronger than expected results, raised longer term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts lifted price targets into the US$20 to US$22 range after results that came in ahead of expectations and guidance that was above prior estimates, which they see as supporting higher valuation assumptions.
ナラティブの更新 • Feb 24

RELY: Multi Year Remittance Opportunity Will Benefit From Raised 2026 Outlook

Analysts have nudged their fair value estimate for Remitly Global higher from about $19.86 to roughly $21.13. They point to strong recent earnings, raised 2026 outlooks, expanding margins, and continued leadership involvement as key supports for the updated price targets around $20 to $22.
ナラティブの更新 • Feb 10

RELY: Multi Year Digital Remittance Opportunity Will Support Bullish Re Rating

Narrative Update on Remitly Global The analyst price target for Remitly Global has shifted modestly lower, from about US$20.33 to roughly US$19.86, as analysts factor in slightly softer profit margin assumptions, alongside a higher projected future P/E multiple informed by recent coverage initiations highlighting multi year growth potential and strong fundamentals. Analyst Commentary Recent research coverage on Remitly Global has focused on long term growth prospects in digital remittances, while also acknowledging valuation questions and target price adjustments.
ナラティブの更新 • Jan 27

RELY: Strong Fundamentals And Positive Earnings Outlook Will Support Bullish Re Rating

Analysts have made a small trim to their fair value estimate for Remitly Global to about $20.33 from $20.50, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that includes both a fresh Overweight initiation and a reduced $17 Street price target. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as quite strong fundamentals, which they view as supportive of a premium valuation relative to recent trading levels.
ナラティブの更新 • Jan 12

RELY: Higher Margins And 2028 Outlook Will Support Bullish Re Rating

Analysts have trimmed their fair value estimate for Remitly Global to US$20.50 from US$21.17, pointing to updated price targets, such as the recent cut to US$17 at Goldman Sachs, as they reassess discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Analysts are reacting to the lower fair value estimate and the reduced US$17 price target, focusing on how execution and growth expectations compare with valuation.
ナラティブの更新 • Dec 23

RELY: Rising Profit Margins Will Drive Bullish Re-Rating Ahead

Narrative Update on Remitly Global Analyst Price Target Analysts have slightly reduced their average price target on Remitly Global by around $0.33, reflecting a modestly higher discount rate and lower future P E expectations, even as they incorporate stronger revenue growth and improved profit margin forecasts into their models. What's in the News Remitly Global raised its fiscal 2025 revenue guidance to a range of $1.619 billion to $1.621 billion, implying 28% year over year growth, and now expects positive GAAP net income for the year (company guidance).
ナラティブの更新 • Dec 09

RELY: Lending Expansion And Profitability Will Drive Bullish Re-Rating In 2025

Analysts have modestly reduced their price target on Remitly Global to approximately $23 per share from prior levels. They cite lingering uncertainty around management’s tempered near term growth commentary, the economics and risk profile of new lending products, and ongoing immigration enforcement headlines despite the company’s strong secular growth positioning in FinTech.
ナラティブの更新 • Nov 25

RELY: Product Launches And Strong Profitability Will Drive Positive Re-Rating In 2025

Analysts have slightly lowered their average price target for Remitly Global to $23 from $32. They cite near-term uncertainties around revenue forecasts, new lending products, and broader market factors, despite the company's ongoing profitability and growth initiatives.
分析記事 • Nov 21

Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump

To the annoyance of some shareholders, Remitly Global, Inc. ( NASDAQ:RELY ) shares are down a considerable 25% in the...
ナラティブの更新 • Nov 10

RELY: Profitability Improvements And Upcoming Earnings Expected To Drive Momentum In 2025

Remitly Global's analyst price target has been lowered from $24.83 to $21.50 per share. Analysts cite tempered growth expectations and near-term uncertainties, despite ongoing profitability improvements and new strategic initiatives.
ナラティブの更新 • Oct 27

Secular FinTech Growth Trends Will Drive Expanding Remittance And Wallet Demand

Remitly Global's analyst average price target has been reduced by approximately $0.83 to $24.83. Analysts cite tempered near-term outlooks and uncertainties around future revenue growth, lending products, and external policy impacts, despite continued optimism about the company’s long-term potential.
ナラティブの更新 • Oct 13

Digital Wallets And Stablecoins Will Expand Remittance Markets

Remitly Global's analyst price target has been revised downward from $26.50 to $25.67, as analysts cite near-term revenue growth concerns and ongoing questions about new product economics, despite improved profitability metrics. Analyst Commentary Analysts have recently weighed in on Remitly Global, highlighting a range of factors that are contributing to revised price targets and divergent outlooks on the stock's future trajectory.
ナラティブの更新 • Sep 15

Digital Wallets And Stablecoins Will Expand Remittance Markets

Remitly Global's consensus price target has been lowered to $26.50 as analysts voiced concerns over limited near-term upside, long-term uncertainty around new lending products, and sensitivity to immigration enforcement headlines, partially offset by potential second-half 2025 catalysts. Analyst Commentary Concerns over management's confirmation of Q3 guidance as accurate, indicating no imminent "beat and raise" potential, and signaling that current 2026 revenue forecasts may be too optimistic.
分析記事 • Jun 10

Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)

With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...
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新しいナラティブ • May 05

Expanding Geographic Reach And AI Integration Will Open New Markets

Geographic expansion and local partnerships position Remitly to capture more share in the large remittance industry, supporting revenue growth.
Seeking Alpha • Mar 29

Remitly: Money Might Start Flowing To Investors

Summary Remitly shows strong topline growth and margin improvements, with break-even and profitability in sight, making it an attractive investment heading into 2025. The company simplifies global remittances, capturing a growing market share with $54 billion in send volumes by 2024 while serving 7.8 million clients. Despite past losses, Remitly's EBITDA guidance for 2025 suggests significant margin improvements, with sales projected to grow by 24-25% to $1.57 billion. Trading at 2.4 times forward sales, Remitly offers a compelling valuation, outperforming traditional players like Western Union and mitigating digital currency concerns. Read the full article on Seeking Alpha
分析記事 • Feb 19

Remitly Global, Inc.'s (NASDAQ:RELY) P/S Still Appears To Be Reasonable

When close to half the companies in the Diversified Financial industry in the United States have price-to-sales ratios...
Seeking Alpha • Jan 15

Remitly Global: I Expect Consistent Profitability Going Forward

Summary Remitly is a small fintech company rapidly growing in the digital remittance space, taking market share from legacy players by offering a seamless customer experience and various payout options. The company has turned profitable for the first time in Q3 2024. Given the improving fundamentals, its profitability will likely be sustained going forward. The company has a clean balance sheet and is trading at an 18-28% discount to its peers. Read the full article on Seeking Alpha
Seeking Alpha • Dec 22

Remitly: Interesting Small-Cap With Large TAM But Lots Of Competition

Summary Remitly's digital-first approach and data-driven insights provide competitive advantages, but the company faces intense competition from established players and fintech firms. The company has shown strong customer growth and posted profitable GAAP earnings for the quarter, as revenue was up 39% YoY. Despite strong financials and no debt, Remitly's current valuation appears stretched; I recommend waiting for a lower entry point to initiate a position. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

Remitly: Remittances Play Might Pay Off

Summary Remitly's impressive topline growth and recent breakeven results signal strong operating leverage, making it a compelling growth/tech play for 2025. The company simplifies remittance through its app, capturing a growing market share in a $1.8 trillion global market. Despite initial losses, Remitly's revenue surged to $1.25 billion with improved EBITDA, showcasing significant progress as dilution from here could be minimal. With a 2.8x sales multiple and strong growth, Remitly's valuation remains attractive, warranting close monitoring for potential allocation. Read the full article on Seeking Alpha
分析記事 • Nov 02

A Piece Of The Puzzle Missing From Remitly Global, Inc.'s (NASDAQ:RELY) 38% Share Price Climb

The Remitly Global, Inc. ( NASDAQ:RELY ) share price has done very well over the last month, posting an excellent gain...
Seeking Alpha • Sep 06

Remitly Faces Softening Global Macro Conditions (Rating Downgrade)

Summary Remitly's revenue growth remains strong, but I'm concerned about macroeconomic uncertainties and rising fraud expenses. The global remittance market is expected to grow significantly, driven by cross-border migration and technology advancements, with Asia Pacific being the most lucrative region. Despite impressive customer growth and improved unit economics, RELY's stock price has fallen 44.6% in the past year, underperforming the benchmark. Management appears to be optimizing for profitability over revenue growth, with increased adjusted EBITDA projections and efforts to reduce stock-based compensation dilution. I'm Neutral on RELY due to softening macroeconomic conditions as central banks start or continue their interest rate-cutting cycles. Read the full article on Seeking Alpha
分析記事 • Aug 28

Fewer Investors Than Expected Jumping On Remitly Global, Inc. (NASDAQ:RELY)

With a median price-to-sales (or "P/S") ratio of close to 2.7x in the Diversified Financial industry in the United...

業績と収益の成長予測

NasdaqGS:RELY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,7642504754774
12/31/20272,3481923964199
12/31/20261,9721423243679
3/31/20261,726106289326N/A
12/31/20251,63568283325N/A
9/30/20251,545216296N/A
6/30/20251,46214203241N/A
3/31/20251,356-5222249N/A
12/31/20241,264-3794112N/A
9/30/20241,177-6695110N/A
6/30/20241,082-104-21-7N/A
3/31/20241,010-111-119-108N/A
12/31/2023944-1185867N/A
9/30/2023871-102-115-106N/A
6/30/2023798-100-197-189N/A
3/31/2023721-119-159-151N/A
12/31/2022654-114-116-109N/A
9/30/2022598-111-71-66N/A
6/30/2022550-91-58-53N/A
3/31/2022504-54-46-41N/A
12/31/2021459-39-23-18N/A
9/30/2021403-31-28-24N/A
6/30/2021354-21-11-6N/A
3/31/2021302-27-49-45N/A
12/31/2020257-33-119-114N/A
12/31/2019127-64N/A8N/A

アナリストによる今後の成長予測

収入対貯蓄率: RELYの予測収益成長率 (年間29.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: RELYの収益 ( 29.8% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: RELYの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: RELYの収益 ( 15% ) US市場 ( 11.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: RELYの収益 ( 15% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: RELYの 自己資本利益率 は、3年後には高くなると予測されています ( 25.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/27 02:58
終値2026/05/27 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やYoutubeのチュートリアルも掲載しています。

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

Remitly Global, Inc. 9 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。14

アナリスト機関
Ramsey El-AssalBarclays
Aditya BuddhavarapuBofA Global Research
Ramsey El-AssalCantor Fitzgerald & Co.