Corpay 過去の業績
過去 基準チェック /46
Corpayは、平均年間6.5%の収益成長を遂げていますが、 Diversified Financial業界の収益は、年間 成長しています。収益は、平均年間13.5% 11.5%収益成長率で 成長しています。 Corpayの自己資本利益率は30.6%であり、純利益率は24.5%です。
主要情報
6.47%
収益成長率
10.30%
EPS成長率
| Diversified Financial 業界の成長 | 6.15% |
| 収益成長率 | 11.54% |
| 株主資本利益率 | 30.59% |
| ネット・マージン | 24.50% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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 Alpha収支内訳
収支内訳
Corpay の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 4,784 | 1,172 | 1,199 | 0 |
| 31 Dec 25 | 4,528 | 1,068 | 1,111 | 0 |
| 30 Sep 25 | 4,315 | 1,051 | 1,109 | 0 |
| 30 Jun 25 | 4,171 | 1,050 | 1,061 | 0 |
| 31 Mar 25 | 4,045 | 1,017 | 1,017 | 0 |
| 31 Dec 24 | 3,975 | 1,004 | 998 | 0 |
| 30 Sep 24 | 3,877 | 1,014 | 970 | 0 |
| 30 Jun 24 | 3,819 | 1,009 | 956 | 0 |
| 31 Mar 24 | 3,792 | 997 | 953 | 0 |
| 31 Dec 23 | 3,758 | 982 | 944 | 0 |
| 30 Sep 23 | 3,704 | 951 | 939 | 0 |
| 30 Jun 23 | 3,626 | 929 | 928 | 0 |
| 31 Mar 23 | 3,539 | 951 | 909 | 0 |
| 31 Dec 22 | 3,427 | 954 | 893 | 0 |
| 30 Sep 22 | 3,346 | 954 | 887 | 0 |
| 30 Jun 22 | 3,208 | 939 | 856 | 0 |
| 31 Mar 22 | 3,014 | 873 | 808 | 0 |
| 31 Dec 21 | 2,834 | 839 | 748 | 0 |
| 30 Sep 21 | 2,649 | 824 | 670 | 0 |
| 30 Jun 21 | 2,479 | 779 | 615 | 0 |
| 31 Mar 21 | 2,336 | 741 | 566 | 0 |
| 31 Dec 20 | 2,389 | 704 | 567 | 0 |
| 30 Sep 20 | 2,470 | 730 | 590 | 0 |
| 30 Jun 20 | 2,566 | 767 | 602 | 0 |
| 31 Mar 20 | 2,688 | 870 | 632 | 0 |
| 31 Dec 19 | 2,649 | 895 | 612 | 0 |
| 30 Sep 19 | 2,593 | 962 | 602 | 0 |
| 30 Jun 19 | 2,532 | 893 | 595 | 0 |
| 31 Mar 19 | 2,470 | 809 | 576 | 0 |
| 31 Dec 18 | 2,433 | 811 | 572 | 0 |
| 30 Sep 18 | 2,400 | 792 | 581 | 0 |
| 30 Jun 18 | 2,358 | 837 | 575 | 0 |
| 31 Mar 18 | 2,315 | 791 | 562 | 0 |
| 31 Dec 17 | 2,250 | 740 | 558 | 0 |
| 30 Sep 17 | 2,155 | 553 | 511 | 0 |
| 30 Jun 17 | 2,061 | 480 | 486 | 0 |
| 31 Mar 17 | 1,938 | 465 | 455 | 0 |
| 31 Dec 16 | 1,832 | 452 | 415 | 0 |
| 30 Sep 16 | 1,747 | 410 | 428 | 0 |
| 30 Jun 16 | 1,714 | 397 | 410 | 0 |
| 31 Mar 16 | 1,701 | 379 | 405 | 0 |
| 31 Dec 15 | 1,703 | 362 | 407 | 0 |
| 30 Sep 15 | 1,649 | 419 | 387 | 0 |
| 30 Jun 15 | 1,493 | 398 | 352 | 0 |
質の高い収益: CPAYは 高品質の収益 を持っています。
利益率の向上: CPAYの現在の純利益率 (24.5%)は、昨年(25.1%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: CPAYの収益は過去 5 年間で年間6.5%増加しました。
成長の加速: CPAYの過去 1 年間の収益成長率 ( 15.2% ) は、5 年間の平均 ( 年間6.5%を上回っています。
収益対業界: CPAYの過去 1 年間の収益成長率 ( 15.2% ) はDiversified Financial業界8.6%を上回りました。
株主資本利益率
高いROE: CPAYの 自己資本利益率 ( 30.59% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/22 00:46 |
| 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
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| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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 |