Paymentus Holdings, Inc.

NYSE:PAY 株式レポート

時価総額：US$4.9b

Paymentus Holdings 将来の成長

Future 基準チェック /56

Paymentus Holdings利益と収益がそれぞれ年間23.4%と15.6%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22.4% 21.6%なると予測されています。

主要情報

23.4%

収益成長率

21.63%

EPS成長率

Diversified Financial 収益成長8.5%
収益成長率15.6%
将来の株主資本利益率22.40%
アナリストカバレッジ

Good

最終更新日04 Aug 2026

今後の成長に関する最新情報

分析記事 • Aug 07

Paymentus Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Paymentus Holdings, Inc. ( NYSE:PAY ) just released its latest second-quarter results and things are looking bullish...

Recent updates

分析記事 • Aug 07

Paymentus Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Paymentus Holdings, Inc. ( NYSE:PAY ) just released its latest second-quarter results and things are looking bullish...
Seeking Alpha • Aug 07

Paymentus Holdings: Opportunities For Accelerated Growth Through Acquisitions

Summary Paymentus Holdings has delivered explosive revenue growth, with a 34% CAGR from December 2022 to December 2025. PAY's automation enables EBITDAR to grow at a 105.6% CAGR, far outpacing employee growth and driving significant margin expansion. The balance sheet is robust and strengthening, supporting continued operational and financial flexibility for future growth. I rate PAY as a Strong Buy, based on existing strong fundamentals coupled with opportunity for earnings accretive acquisition/s with limited or no equity dilution driving even stronger EPS growth. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 05

PAY: Index Additions And Rich P/E Will Likely Limit Future Upside

Analysts have raised their price target for Paymentus Holdings to $40.00 from $34.29, citing updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Paymentus Holdings Paymentus Holdings has been added to the Russell 2000 Index, increasing its presence in a widely followed small cap benchmark.
ナラティブ更新 • Jun 26

PAY: Raised 2026 Outlook And AI Billing Services Will Support Bullish View

Analysts have kept their $34.29 price target for Paymentus Holdings broadly unchanged, citing only small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their valuation work. What’s in the News for Paymentus Holdings Paymentus Holdings raised full fiscal year 2026 earnings guidance, with expected revenue in the range of US$1.425b to US$1.440b.
ナラティブ更新 • Jun 11

PAY: Raised 2026 Outlook And AI Billing Platform Will Support Bullish View

Analysts have left their fair value estimate for Paymentus Holdings steady at $34.29 per share, while refining assumptions around the discount rate and future P/E that underpin the price target and reflect updated views on the company’s risk profile and earnings potential. What's in the News Paymentus reported first quarter results that surpassed expectations and raised fiscal 2026 guidance, citing momentum in the digitization of bill payment systems and higher transaction volumes across a diversified customer base.
ナラティブ更新 • 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...
User avatar
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
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

業績と収益の成長予測

NYSE:PAY - 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
12/31/20282,0101521972453
12/31/20271,7041181202007
12/31/20261,450921071647
6/30/20261,36085121160N/A
3/31/20261,28074105142N/A
12/31/20251,19767125162N/A
9/30/20251,12459108145N/A
6/30/20251,0455680117N/A
3/31/20259625167103N/A
12/31/2024872442764N/A
9/30/2024779402460N/A
6/30/2024700323167N/A
3/31/2024651294075N/A
12/31/2023614223569N/A
9/30/2023582142659N/A
6/30/202355871144N/A
3/31/2023529-2-1121N/A
12/31/2022497-1-1120N/A
9/30/20224733-245N/A
6/30/20224464-1314N/A
3/31/20224206-816N/A
12/31/20213967-119N/A
9/30/20213705927N/A
6/30/202134661632N/A
3/31/202132492238N/A
12/31/202030292136N/A
12/31/20192369N/A18N/A

アナリストによる今後の成長予測

収入対貯蓄率: PAYの予測収益成長率 (年間23.4% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: PAYの収益 ( 23.4% ) はUS市場 ( 16.7% ) 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: PAY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: PAYの収益 ( 15.6% ) US市場 ( 12.8% ) 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: PAYの収益 ( 15.6% ) 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: PAY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 ( 22.4 %)

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2026/08/09 01:41
終値2026/08/07 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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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

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 KoningBaird
Jason KupferbergBofA Global Research
Ashwin ShirvaikarCitigroup Inc