Paymentus Holdings（PAY）株式概要
ペイメントスホールディングスは、クラウドベースの請求書支払い技術とソリューションを米国内外で提供している。 詳細
報酬
リスク分析
リスクチェックの結果、PAY 、リスクは検出されなかった。
PAY Community Fair Values
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Analyst Price Targets
Paymentus Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$20.69 |
| 52週高値 | US$39.38 |
| 52週安値 | US$20.33 |
| ベータ | 1.31 |
| 1ヶ月の変化 | -22.04% |
| 3ヶ月変化 | -15.17% |
| 1年変化 | -39.98% |
| 3年間の変化 | 103.04% |
| 5年間の変化 | -30.78% |
| IPOからの変化 | -27.68% |
最新ニュース
Seeking Alpha • Jun 01
Paymentus: A Fintech High-Flier Flying Under The Radar
Summary Paymentus' top-line growth should exceed 20% mid-term, with bottom-line growth outpacing it due to strong operating leverage. The shift toward automated, paperless billing provides a strong tailwind, with the market forecasted to grow at a 12.8% CAGR through 2030. New service offerings like Billeo further entrench the company with billers while opening up new revenue streams. Shares currently trade at 23x FCF, which I find very attractive given PAY's strong financial profile and outlook. Because of the strong fundamentals and the undemanding valuation, I am assigning the stock a buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • May 28
PAY: 2026 Revenue Outlook And AI Billing Platform Will Support Bullish View
Analysts have raised their price target on Paymentus Holdings by $2.00 to $34.29. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that modestly adjust their longer-term outlook for the stock.Recent updates
Seeking Alpha • Jun 01
Paymentus: A Fintech High-Flier Flying Under The Radar
Summary Paymentus' top-line growth should exceed 20% mid-term, with bottom-line growth outpacing it due to strong operating leverage. The shift toward automated, paperless billing provides a strong tailwind, with the market forecasted to grow at a 12.8% CAGR through 2030. New service offerings like Billeo further entrench the company with billers while opening up new revenue streams. Shares currently trade at 23x FCF, which I find very attractive given PAY's strong financial profile and outlook. Because of the strong fundamentals and the undemanding valuation, I am assigning the stock a buy rating. Read the full article on Seeking Alphaナラティブの更新 • May 28
PAY: 2026 Revenue Outlook And AI Billing Platform Will Support Bullish View
Analysts have raised their price target on Paymentus Holdings by $2.00 to $34.29. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that modestly adjust their longer-term outlook for the stock.ナラティブの更新 • Apr 26
PAY: 2026 Revenue And Profit Guidance Will Support Bullish View
Analysts have slightly increased their price target for Paymentus Holdings to $32.29 from $31.71, citing marginally higher fair value assumptions, a modest adjustment to the discount rate and a small change in projected future P/E as the key drivers. What's in the News Paymentus Holdings issued new earnings guidance for the first quarter of fiscal 2026, with expected revenue between $330 million and $340 million and contribution profit between $103 million and $105 million (Key Developments).ナラティブの更新 • Apr 12
PAY: Unchanged Fair Value And 2026 Guidance Will Support Bullish View
Analysts have kept their fair value estimate for Paymentus Holdings steady at about $31.71 per share, with only minor tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions supporting an unchanged price target in the latest update. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between US$330 million and US$340 million and contribution profit between US$103 million and US$105 million (company guidance).ナラティブの更新 • Mar 27
PAY: Stable Assumptions And 2026 Guidance Will Support Bullish Thesis
Analysts have kept their average price target for Paymentus Holdings broadly steady at about $31.71, reflecting unchanged fair value assumptions with only slight tweaks to the discount rate, long term revenue growth, profit margin and future P/E inputs. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between US$330 million and US$340 million and contribution profit between US$103 million and US$105 million (Key Developments).ナラティブの更新 • Mar 11
PAY: Stable Assumptions And 2026 Guidance Will Support Bullish Thesis
Analysts have kept their $31.71 price target for Paymentus Holdings broadly unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin, and forward P/E that together point to a similar view of the company’s valuation as before. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue in the range of US$330 million to US$340 million and contribution profit between US$103 million and US$105 million (company guidance).ナラティブの更新 • Feb 25
PAY: Future Profit Margin Outlook Will Support Bullish Narrative
Analysts have adjusted their price target on Paymentus Holdings to approximately $31.71 from $38.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News Paymentus Holdings issued earnings guidance for the first quarter of fiscal 2026, with expected revenue between $330m and $340m and contribution profit between $103m and $105m (company guidance).分析記事 • Nov 13
Paymentus Holdings, Inc.'s (NYSE:PAY) P/E Is Still On The Mark Following 28% Share Price Bounce
Those holding Paymentus Holdings, Inc. ( NYSE:PAY ) shares would be relieved that the share price has rebounded 28% in...ナラティブの更新 • Oct 24
Digital Transformation And Real-Time Payments Will Shape Expanding Markets Ahead
Analyst Price Target Update for Paymentus Holdings Analysts have modestly reduced their price target for Paymentus Holdings from $39.00 to $38.00, citing subtle downward adjustments in forecasted profit margins and overall fair value. What's in the News Paymentus Holdings issued new earnings guidance for the third quarter, projecting revenue between $278 million and $282 million, and Contribution Profit ranging from $92 million to $94 million (Key Developments).ナラティブの更新 • Aug 27
Enterprise Digital Transformation And Real-Time Payments Will Expand Markets
Paymentus Holdings’ fundamentals, including net profit margin and revenue growth outlook, remained essentially stable, supporting a modest increase in the consensus analyst price target from $38.17 to $39.00. What's in the News Paymentus Holdings issued Q3 2025 guidance, expecting revenue of $278–$282 million and Contribution Profit of $92–$94 million.分析記事 • Aug 13
Paymentus Holdings, Inc.'s (NYSE:PAY) 26% Jump Shows Its Popularity With Investors
Those holding Paymentus Holdings, Inc. ( NYSE:PAY ) shares would be relieved that the share price has rebounded 26% in...分析記事 • Aug 08
Paymentus Holdings, Inc. (NYSE:PAY) Just Beat Earnings: Here's What Analysts Think Will Happen Next
NYSE:PAY 1 Year Share Price vs Fair Value Explore Paymentus Holdings's Fair Values from the Community and select yours...分析記事 • Jul 28
Here's Why Paymentus Holdings (NYSE:PAY) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • May 08
Paymentus Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Paymentus Holdings, Inc. ( NYSE:PAY ) investors will be delighted, with the company turning in some strong numbers with...分析記事 • May 03
Paymentus Holdings, Inc. (NYSE:PAY) Looks Just Right With A 26% Price Jump
Paymentus Holdings, Inc. ( NYSE:PAY ) shareholders would be excited to see that the share price has had a great month...分析記事 • Jan 13
We Ran A Stock Scan For Earnings Growth And Paymentus Holdings (NYSE:PAY) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Oct 31
Paymentus Holdings, Inc. (NYSE:PAY) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable
The Paymentus Holdings, Inc. ( NYSE:PAY ) share price has done very well over the last month, posting an excellent gain...
新しいナラティブ • Sep 09
Innovative Platform And Calculated Partnerships Power Robust Revenue Surge And Client Satisfaction
Paymentus Holdings' growth is driven by demand for its innovative platform, suggesting continued revenue growth from efficient customer engagement solutions.Seeking Alpha • Jun 25
Paymentus: Long Growth Runway Ahead
Summary PAY disrupts a large market, and it currently has less than 3% market share, indicating a long growth runway. The company's Instant Payment Network (IPN) connects billers and consumers. PAY leverages its strategic partners to acquire customers. Read the full article on Seeking Alpha分析記事 • May 09
Paymentus Holdings, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next
Paymentus Holdings, Inc. ( NYSE:PAY ) just released its latest quarterly results and things are looking bullish. The...Seeking Alpha • Apr 11
Paymentus: Robust Business With Secular Catalyst
Summary Paymentus is a bill payment technology company that focuses on non-discretionary target verticals. Despite lackluster performance since its IPO, PAY stock has appreciated by 145% in the past year. The company has a solid and predictable business that is benefiting from secular growth opportunities in the digital bill payment market. Read the full article on Seeking Alpha分析記事 • Feb 21
With Paymentus Holdings, Inc. (NYSE:PAY) It Looks Like You'll Get What You Pay For
Paymentus Holdings, Inc.'s ( NYSE:PAY ) price-to-sales (or "P/S") ratio of 3.3x may not look like an appealing...Seeking Alpha • Jan 17
Paymentus: Transaction Growth, Beneficial Guidance, And Cheap
Summary Paymentus delivered better-than-expected EPS and revenue growth, with significant transaction count growth. The company's business model focuses on online payment platforms and has partnerships with major banking entities and PayPal. Paymentus has a stable balance sheet with a decent amount of liquidity and is experiencing an increase in the number of transactions processed. Read the full article on Seeking Alpha分析記事 • Nov 08
Investors Appear Satisfied With Paymentus Holdings, Inc.'s (NYSE:PAY) Prospects
Paymentus Holdings, Inc.'s ( NYSE:PAY ) price-to-sales (or "P/S") ratio of 3.4x may not look like an appealing...Seeking Alpha • Nov 02
The Prognosis For Paymentus Holdings
Summary Paymentus Holdings, Inc. is a cloud-based bill payment technology and solutions provider with a rock-solid balance sheet. This "Busted IPO" serves the small business community, is nicely profitable, and is delivering solid revenue growth. However, the company has seen some recent analyst firm downgrades despite better-than-expected Q2 results. What is ahead for Paymentus Holdings? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha株主還元
| PAY | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | -2.3% | 1.9% | -4.1% |
| 1Y | -40.0% | -11.9% | 20.6% |
業界別リターン: PAY過去 1 年間で-11.9 % の収益を上げたUS Diversified Financial業界を下回りました。
リターン対市場: PAYは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| PAY volatility | |
|---|---|
| PAY Average Weekly Movement | 6.4% |
| Diversified Financial Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PAY 、 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: PAYの 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 2004 | 1,340 | Dushyant Sharma | www.paymentus.com |
ペイメントウス・ホールディングスは、クラウドベースの請求書支払いテクノロジーとソリューションを米国内外で提供している。同社は、software-as-a-service、セキュア、オムニ・チャネル・テクノロジー・プラットフォームを通じて、電子請求書提示・支払サービス、企業向け顧客コミュニケーション、セルフサービス収益管理を請求者に提供している。同社のプラットフォームの支払い処理には、クレジットカード、デビットカード、電子小切手、デジタルウォレットが含まれる。同社は公共事業、金融サービス、保険、電気通信、不動産管理、教育、消費者金融、ヘルスケア、企業間取引などの業界や、政府、中小企業にサービスを提供している。ペイメントス・ホールディングスは2004年に設立され、ノースカロライナ州シャーロットに本社を置いている。
Paymentus Holdings, Inc. 基礎のまとめ
| PAY 基礎統計学 | |
|---|---|
| 時価総額 | US$2.64b |
| 収益（TTM） | US$74.01m |
| 売上高(TTM) | US$1.28b |
35.2x
PER（株価収益率2.0x
P/SレシオPAY は割高か？
公正価値と評価分析を参照収益と収入
| PAY 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.28b |
| 売上原価 | US$963.16m |
| 売上総利益 | US$316.55m |
| その他の費用 | US$242.55m |
| 収益 | US$74.01m |
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） | 0.59 |
| グロス・マージン | 24.74% |
| 純利益率 | 5.78% |
| 有利子負債／自己資本比率 | 0% |
PAY 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 | 2026/06/11 21:50 |
| 終値 | 2026/06/11 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
Paymentus Holdings, Inc. 7 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。11
| アナリスト | 機関 |
|---|---|
| David Koning | Baird |
| Jason Kupferberg | BofA Global Research |
| Ashwin Shirvaikar | Citigroup Inc |