Paysafe Limited

NYSE:PSFE 株式レポート

時価総額:US$382.9m

Paysafe 将来の成長

Future 基準チェック /46

Paysafe利益と収益がそれぞれ年間130.9%と5.3%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25.4% 130.3%なると予測されています。

主要情報

130.9%

収益成長率

130.31%

EPS成長率

Diversified Financial 収益成長8.0%
収益成長率5.3%
将来の株主資本利益率25.43%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

分析記事 May 16

US$10.04 - That's What Analysts Think Paysafe Limited (NYSE:PSFE) Is Worth After These Results

There's been a notable change in appetite for Paysafe Limited ( NYSE:PSFE ) shares in the week since its first-quarter...

Recent updates

ナラティブの更新 May 18

PSFE: Leverage Reduction And Q1 Execution Will Drive Future Equity Upside

Analysts raised the central Paysafe price target from $8.59 to $10.04, citing stronger modeled revenue growth, a slightly higher assumed future P/E, and ongoing leverage reduction following Q1 results across LatAm, North America iGaming, and European digital wallet operations. Analyst Commentary Recent research updates on Paysafe paint a mixed picture, with several firms lifting price targets after Q1 while still calling out execution risks across segments and geographies.
分析記事 May 16

US$10.04 - That's What Analysts Think Paysafe Limited (NYSE:PSFE) Is Worth After These Results

There's been a notable change in appetite for Paysafe Limited ( NYSE:PSFE ) shares in the week since its first-quarter...
ナラティブの更新 Apr 29

PSFE: Mixed Q4 And Segment Trends Will Shape 2026 Execution Potential

Narrative Update: Paysafe Analyst Price Target Revision The analyst price target for Paysafe has been reduced from $11.00 to $10.00. This reflects updated expectations after mixed Q4 results, with analysts pointing to softer trends in parts of the business and recalibrated assumptions for revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Apr 14

PSFE: Mixed Segment Trends And Leverage Reduction Will Shape Future Equity Upside

Analysts have trimmed their average Paysafe price target by about $1 following mixed Q4 results in key segments and updated models that factor in both current SMB and Merchant Solutions softness, as well as expected benefits from prior investments in sales, product and distribution. Analyst Commentary Street research on Paysafe reflects a split view, with all firms trimming price targets after mixed Q4 results but differing on how attractive the shares look relative to execution risk in key segments.
ナラティブの更新 Mar 31

PSFE: Mixed Segment Execution And Legal Overhang Will Shape Future Trading Range

Narrative Update The analyst fair value estimate for Paysafe has shifted from $7.00 to $6.75, reflecting updated models after mixed Q4 results and recent price target trims from $10 to $9, from $11 to $10, and from $7.00 to $6.75 as analysts factor in segment level performance and expectations for a cleaner setup in later years. Analyst Commentary Recent Street research points to a more cautious tone around Paysafe following mixed Q4 results, with several firms trimming price targets and reassessing their models.
ナラティブの更新 Mar 17

PSFE: Leverage Reduction And Cleaner Execution Will Drive Future Turnaround Upside

Narrative Update on Paysafe Paysafe's updated fair value estimate has shifted modestly to $8.59 from $8.90. This reflects analysts' lower price targets in the $6.75 to $10 range following mixed Q4 results and recalibrated expectations for growth and segment performance.
ナラティブの更新 Mar 02

PSFE: New Merchant Partnerships Will Support Confidence In EBITDA Outlook

Analysts have kept their $11.00 price target on Paysafe unchanged, citing modest adjustments in assumptions for revenue growth, profit margins, future P/E, and discount rate as support for the current valuation view. What's in the News Jaris expanded its partnership with Paysafe, rolling out Jaris Instant Payouts to tens of thousands of U.S. SMBs in Paysafe's merchant network, giving eligible merchants access to real time working capital and instant funding on processed card transactions (Client Announcements).
ナラティブの更新 Feb 16

PSFE: Credit Risk Cleanup And New Partnerships Will Drive Turnaround Upside

Analysts have trimmed their Paysafe price target from $9.27 to $8.90, citing updated assumptions around profit margins, discount rate and future P/E that slightly revise their valuation view. What's in the News A class action lawsuit has been filed in the U.S. District Court for the Southern District of New York, alleging misleading statements around Paysafe's business, credit-loss reserves, and exposure to a single high-risk e-commerce client during the March 4, 2025 to November 12, 2025 period (Glancy Prongay Wolke & Rotter LLP).
ナラティブの更新 Feb 02

PSFE: Buyback And Execution Progress Will Drive Confidence In EBITDA Outlook

The analyst price target for Paysafe has been reduced from US$22 to US$11, as analysts factor in lowered FY25 guidance, concerns about a mix shift toward lower margin ISO growth, and the need for clearer proof points around the company's EBITDA outlook. Analyst Commentary Recent commentary around Paysafe reflects a mix of caution and guarded optimism.
Seeking Alpha Jan 30

Paysafe: Navigating The Deleveraging Tightrope

Summary Paysafe remains a buy, with cautious bullishness into 2026 as management prioritizes deleveraging and pivots toward merchant solutions and digital wallets. Despite a 64% share price decline over the past year, PSFE's fundamentals improved in Q3 2025, with 6% YoY revenue growth (ex-divestiture/FX) and 7% aEBITDA growth. Management targets reducing net leverage from 5.2x to 3.5x by end-2026, dedicating free cash flow to debt repayment and opportunistic share repurchases. Risks remain moderate to high due to compliance costs, macro/geopolitical factors, and limited growth investment capacity; target price is $7.8, implying 12% upside. Read the full article on Seeking Alpha
ナラティブの更新 Jan 19

PSFE: FY26 EBITDA Progress Will Determine Turnaround Upside Potential

Narrative Update on Paysafe Analysts have cut their average price targets for Paysafe into a roughly US$9 to US$11 range. This reflects concerns about lower margin ISO mix, longer product rollout timelines, and a sharply reduced FY25 outlook, even as some firms acknowledge early signs of operational progress.
分析記事 Jan 17

Sentiment Still Eluding Paysafe Limited (NYSE:PSFE)

You may think that with a price-to-sales (or "P/S") ratio of 0.2x Paysafe Limited ( NYSE:PSFE ) is definitely a stock...
ナラティブの更新 Jan 05

PSFE: Guidance Reset Will Drive Prolonged Margin Pressure And Rangebound Trading

Analysts have reduced their price target on Paysafe from approximately $17 to a range of $9 to $11 per share. This change reflects concerns about the company’s sharply lowered FY25 guidance, an unfavorable mix shift toward lower margin ISO growth, and delayed delivery of key product initiatives, despite modest improvements in long term growth and profitability assumptions.
ナラティブの更新 Dec 15

PSFE Will Face Prolonged Margin Pressure After Aggressive Guidance Reset

The analyst fair value estimate for Paysafe has been cut sharply from $12.00 to $7.00 per share, as analysts react to lowered FY25 guidance, a sharp reset in profit margin expectations, and concern that execution delays will keep the stock rangebound, despite modestly better revenue growth assumptions. Analyst Commentary Bearish analysts have moved swiftly to reset expectations for Paysafe, trimming price targets into a mid to high single digit range and signaling that prior valuation frameworks are no longer tenable in light of the revised FY25 outlook.
ナラティブの更新 Nov 28

PSFE: Proving Turnaround Execution Will Shape Share Performance Into 2025

Paysafe’s analyst price target has dropped sharply from approximately $13.52 to $9.27 per share, as analysts note disappointing Q3 results and significantly reduced guidance. Analysts are citing concerns about lower margin growth and slower execution of key initiatives.
ナラティブの更新 Nov 14

PSFE: Future Guidance Revisions Will Drive Investor Sentiment And Share Performance

The analyst price target for Paysafe has been reduced from $15.55 to $13.52 per share. Analysts cite weaker FY25 guidance and increased concerns following recent management commentary.
分析記事 Sep 08

Paysafe Limited (NYSE:PSFE) Stock Rockets 29% But Many Are Still Ignoring The Company

Paysafe Limited ( NYSE:PSFE ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...
分析記事 May 29

Market Still Lacking Some Conviction On Paysafe Limited (NYSE:PSFE)

Paysafe Limited's ( NYSE:PSFE ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong buy right now...
User avatar
新しいナラティブ May 01

Digital Wallet Launches And Revolut Alliance Will Drive Future Success

Paysafe's focus on high-growth areas and strategic divestitures is expected to improve revenue stability and drive growth.
分析記事 Feb 07

Further Upside For Paysafe Limited (NYSE:PSFE) Shares Could Introduce Price Risks After 33% Bounce

Those holding Paysafe Limited ( NYSE:PSFE ) shares would be relieved that the share price has rebounded 33% in the last...
分析記事 Dec 13

Investors Give Paysafe Limited (NYSE:PSFE) Shares A 26% Hiding

Paysafe Limited ( NYSE:PSFE ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 Nov 16

Results: Paysafe Limited Delivered A Surprise Loss And Now Analysts Have New Forecasts

Shareholders in Paysafe Limited ( NYSE:PSFE ) had a terrible week, as shares crashed 28% to US$17.67 in the week since...
Seeking Alpha Nov 13

Paysafe Q3 Results: For The Growth It Achieves, It Is Still Too Expensive

Summary Paysafe Limited's Q3 results showed mixed performance, with a slight revenue beat but a significant EPS miss, leading to a 25% drop in share price. The company's aggressive hiring increased costs without corresponding revenue growth, impacting efficiency and profitability, and raising concerns about its substantial debt levels. Despite a partnership with Revolut, there are no significant growth catalysts, and the company's average annual revenue growth remains underwhelming. Given the lack of growth catalysts and high debt, I don't recommend investing in Paysafe until there's marked improvement in revenue growth, efficiency, and profitability. Read the full article on Seeking Alpha
分析記事 Oct 08

Potential Upside For Paysafe Limited (NYSE:PSFE) Not Without Risk

Paysafe Limited's ( NYSE:PSFE ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right now...
Seeking Alpha Jul 17

Paysafe: Web3 Gaming And Digital Wallets Lead Large Growth Potential

Summary Paysafe is a global payment solutions provider focusing on niche industries such as online gaming, FOREX, local municipalities, and the airline industry. The company offers digital wallets like Skrill and Neteller, with a strong focus on online gambling and iGaming. Q1 results show growth in revenue and active users. Given the company’s strategic initiatives and market positioning, I believe the stock is trading well below fair value, which is why we are initiating a Buy rating. Read the full article on Seeking Alpha
分析記事 May 21

Market Might Still Lack Some Conviction On Paysafe Limited (NYSE:PSFE) Even After 26% Share Price Boost

Despite an already strong run, Paysafe Limited ( NYSE:PSFE ) shares have been powering on, with a gain of 26% in the...
Seeking Alpha May 14

Paysafe Q1: Growth Momentum Continues Well (Rating Upgrade)

Summary Paysafe reported Q1 earnings, beating analysts' estimates very slightly, and reaffirming the previously given 2024 financial outlook. The company continues to invest in growth in iGaming and other segments, and added 55 new sales representatives for the company in Q1 with increased enterprise customer wins. Paysafe's balance sheet remains extremely leveraged as the company spends capital on share buybacks, making the investment risky. Despite high debt, I am optimistic on PSFE stock as the current value poses good potential upside with continued growth. Read the full article on Seeking Alpha
Seeking Alpha Mar 11

Paysafe: Operating Momentum Meets Improving Financial Conditions

Summary Paysafe grew revenue 8.1% in Q4 (2023: +7%), with further growth of about 5.5-7% expected for 2024. Adjusted EBITDA increased 13.1% in Q4 (2023: +11.9%). Only a 4.7% increase is forecast for 2024. The capital structure is 75% debt-funded, which is both a risk and an opportunity if central banks cut rates. Loss of operating momentum is a key risk for the company, considering negative tangible shareholders' equity of $2.3 billion. Free cash flow yield on enterprise value is in the low double digits, and over 40% relative to Paysafe's market capitalization. Read the full article on Seeking Alpha
分析記事 Jan 27

Market Cool On Paysafe Limited's (NYSE:PSFE) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.6x Paysafe Limited ( NYSE:PSFE ) is a stock worth...
Seeking Alpha Dec 22

Paysafe: Another Buying Opportunity

Summary The current share price presents another buying opportunity. The company's revenue performance is tracking well, with growth in key verticals and improved operating metrics. Paysafe's focus on product improvement and refining its go-to-market strategy is expected to drive future growth and margin expansion. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:PSFE - 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
12/31/20281,99696N/AN/A1
12/31/20271,92430N/AN/A6
12/31/20261,807-27N/AN/A6
3/31/20261,743-199119248N/A
12/31/20251,701-183108236N/A
9/30/20251,683-12490220N/A
6/30/20251,676-49105233N/A
3/31/20251,6880124247N/A
12/31/20241,70522133254N/A
9/30/20241,699-23145257N/A
6/30/20241,669-13168277N/A
3/31/20241,631-13150273N/A
12/31/20231,601-20101234N/A
9/30/20231,570-42-1,114-964N/A
6/30/20231,540-38-1,233-1,072N/A
3/31/20231,516-695-400-247N/A
12/31/20221,496-1,86387237N/A
9/30/20221,484-1,7391,3591,505N/A
6/30/20221,472-1,8871,4221,563N/A
3/31/20221,477-1,221518680N/A
12/31/20211,487-111114261N/A
9/30/20211,486-205181329N/A
6/30/20211,488-96186315N/A
3/31/20211,444-118361446N/A
12/31/20201,426-127322409N/A
9/30/20201,421-223159251N/A
12/31/20191,418-110N/A289N/A
12/31/20181,141-40N/A-27N/A

アナリストによる今後の成長予測

収入対貯蓄率: PSFEは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: PSFE今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: PSFE今後 3 年以内に収益を上げることが予想されます。

収益対市場: PSFEの収益 ( 5.3% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: PSFEの収益 ( 5.3% ) 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: PSFE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 ( 25.4 %)


成長企業の発掘

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2026/05/26 06:30
終値2026/05/26 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

Paysafe Limited 6 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。9

アナリスト機関
James FotheringhamBMO Capital Markets Equity Research
Aditya BuddhavarapuBofA Global Research
Andrew HarteBTIG