Corpay マネジメント
マネジメント 基準チェック /44
Corpayの CEO はRon Clarkeで、 Aug2000年に任命され、 の在任期間は 25.75年です。 の年間総報酬は$ 3.41Mで、 40.2%給与と59.8%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3.58%を直接所有しており、その価値は$ 813.27M 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と10.3年です。
主要情報
Ron Clarke
最高経営責任者
US$3.4m
報酬総額
| CEO給与比率 | 40.19% |
| CEO在任期間 | 25.8yrs |
| CEOの所有権 | 3.6% |
| 経営陣の平均在職期間 | 7.3yrs |
| 取締役会の平均在任期間 | 10.3yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Jan 07
Corpay Stock: Why We Added To Our Portfolio
Summary Corpay is a US based global technology company focused on corporate payments, expense management, and cross-border transactions with the goal of simplifying and automating business payment flows. A rapidly growing pillar of the group consists in international payments and currency conversion services, where Corpay helps companies execute cross-border transactions while managing exchange rate risk. Corpay’s business is built on a combination of recurring transactions, its technology platform, and high costs of switching between suppliers. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking 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 AlphaSeeking Alpha • Aug 26
Corpay: On The Cusp Of A Watershed Moment
Summary This quarter we added to Corpay (formerly FLEETCOR), a position we initiated in the fourth quarter of 2023. Over the last five years, CPAY has seen market sentiment toward the company's core fuel card business sour. In the next couple years, we believe B2B Payments will overtake the fuel card segment to become Corpay's biggest business. Read the full article on Seeking Alpha
新しいナラティブ • Aug 20
Acquisitions And Calculated Initiatives Poised To Propel Corporate Payments And Revitalize Fleet And Lodging Segments
Integration of Paymerang and GPS acquisitions set to significantly boost Corporate Payments, aiming to comprise a large portion of Corpay’s portfolio.Seeking Alpha • Jun 11
High Quality Corpay Drops Almost 20% And Is Now A Bargain
Summary Corpay's earnings per share are projected to grow at an average rate of 13-15% annually, despite interest rate pressures. We consider the stock to be undervalued at 13.6x forward earnings, with potential for re-rating to the 15-20x range. CPAY reported inline first quarter results, with slight misses in revenue and a 2% cut to EPS guidance due to interest rates and currency weakness. With the stock down 20% since its highs in April, we view the correction as overdone and the buy thesis intact. We target a range of $220 to $440 on the shares, implying solid risk-reward at current levels. Read the full article on Seeking AlphaSeeking Alpha • May 23
Corpay: Short-Term Concerns And A Predictable Business
Summary Corpay is a highly predictable business that seeks to unify payments for clients who require frequent work trips or who operate fleets of vehicles. The company has EBITDA margins of more than 50%, leaving clues to the high added value of Corpay's services. Management reduced its guidance during Q1 2024 and now expects to grow around 7% only, but made it clear that this should be temporary. Thanks to this short-term fear, the company is currently trading at a P/E of 20, which is a multiple below its historical average of 25. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
Corpay: Good Growth Company Trading At A Discount
Summary Corpay (formerly Fleetcor Technologies) reported lower than expected revenues and EPS, causing a drop in share price. The company's high returns on capital are driven by a strong brand and technological innovation. Corpay's ability to leverage its brand and add new services to its product suite creates a competitive advantage. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap
Summary I upgraded my recommendation to buy, as I believe the market has overreacted to the 4Q23 miss and the current valuation offers attractive upside. The 4Q23 miss was primarily due to timing issues and weather-related factors, not a structural impairment to FLT's growth outlook. FLT's transition to a broader Vehicle Payments business aligns with the growing EV industry and the company's innovative product offerings contribute to a positive outlook. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$3m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$28m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$997m |
| Dec 31 2023 | US$3m | US$1m | US$982m |
| Sep 30 2023 | n/a | n/a | US$951m |
| Jun 30 2023 | n/a | n/a | US$929m |
| Mar 31 2023 | n/a | n/a | US$951m |
| Dec 31 2022 | US$4m | US$1m | US$954m |
| Sep 30 2022 | n/a | n/a | US$954m |
| Jun 30 2022 | n/a | n/a | US$939m |
| Mar 31 2022 | n/a | n/a | US$873m |
| Dec 31 2021 | US$58m | US$1m | US$839m |
| Sep 30 2021 | n/a | n/a | US$824m |
| Jun 30 2021 | n/a | n/a | US$779m |
| Mar 31 2021 | n/a | n/a | US$741m |
| Dec 31 2020 | US$1m | US$692k | US$704m |
| Sep 30 2020 | n/a | n/a | US$730m |
| Jun 30 2020 | n/a | n/a | US$767m |
| Mar 31 2020 | n/a | n/a | US$870m |
| Dec 31 2019 | US$12m | US$1m | US$895m |
報酬と市場: Ronの 総報酬 ($USD 3.41M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Ronの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Ron Clarke (69 yo)
25.8yrs
在職期間
US$3,406,867
報酬
Mr. Ronald F. Clarke, also known as Ron, has been the Chairman of Corpay, Inc. (formerly known as FLEETCOR Technologies, Inc.) since March 2003 and its Chief Executive Officer and President since August 20...
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 |
|---|---|---|---|---|
| Chairman | 25.8yrs | US$3.41m | 3.58% $ 813.3m | |
| Chief Financial Officer | less than a year | US$7.94m | 0.0041% $ 941.4k | |
| Chief Accounting Officer | 5.7yrs | US$845.26k | 0.0043% $ 968.7k | |
| Group President of Brazil Vehicle Payments & Strategic Transformation | 11.9yrs | US$5.64m | 0.051% $ 11.5m | |
| Group President of International Vehicle Payments | 9.8yrs | US$10.55m | 0.037% $ 8.5m | |
| Global Chief Information Officer | 7.3yrs | データなし | データなし | |
| Senior Vice President of Global Investor Relations | 8.3yrs | データなし | データなし | |
| General Counsel | 7.3yrs | データなし | データなし | |
| Executive Vice President of Corporate Development & Strategy | 6.4yrs | データなし | データなし | |
| Chief Human Resources Officer | 9.3yrs | データなし | データなし | |
| Group President of Corpay Cross Border Solutions | 4.2yrs | データなし | データなし | |
| Group President of Corpay Payables | 4.2yrs | データなし | データなし |
7.3yrs
平均在職期間
51yo
平均年齢
経験豊富な経営陣: CPAYの経営陣は経験豊富で経験豊富です（平均在職期間は7.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman | 26.3yrs | US$3.41m | 3.58% $ 813.3m | |
| Lead Independent Director | 25.6yrs | US$375.02k | 0.054% $ 12.3m | |
| Independent Director | 5.5yrs | US$300.34k | 0.0074% $ 1.7m | |
| Independent Director | 11.5yrs | US$300.02k | 0.014% $ 3.2m | |
| Independent Director | 15.8yrs | US$375.34k | 0.021% $ 4.8m | |
| Independent Director | 9.1yrs | US$375.34k | 0.013% $ 3.0m | |
| Independent Director | 3.2yrs | US$300.34k | 0.0055% $ 1.3m | |
| Independent Director | 2.8yrs | US$300.34k | 0.0037% $ 848.2k | |
| Independent Director | 3.3yrs | US$375.34k | 0.0066% $ 1.5m | |
| Independent Director | 12.1yrs | US$375.34k | 0.019% $ 4.2m | |
| Independent Director | 12.8yrs | US$300.34k | 0.020% $ 4.6m | |
| Independent Director | less than a year | データなし | 0.0023% $ 513.9k |
10.3yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: CPAYの 取締役会 は経験豊富で 経験豊富 です ( 10.3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 | 2026/05/24 09:54 |
| 終値 | 2026/05/22 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
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
Corpay, Inc. 15 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。29
| アナリスト | 機関 |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |