Payoneer Global Inc.

NasdaqGM:PAYO 주식 리포트

시가총액: US$1.7b

Payoneer Global 과거 순이익 실적

과거 기준 점검 2/6

Payoneer Global은 연평균 61.5%의 비율로 수입이 증가해 온 반면, Diversified Financial 산업은 수입이 13.3% 증가했습니다. 매출은 연평균 21.7%의 비율로 증가했습니다. Payoneer Global의 자기자본이익률은 10.4%이고 순이익률은 7%입니다.

핵심 정보

61.49%

순이익 성장률

74.29%

주당순이익(EPS) 성장률

Diversified Financial 산업 성장률6.15%
매출 성장률21.68%
자기자본이익률10.39%
순이익률6.95%
다음 순이익 업데이트07 May 2026

최근 과거 실적 업데이트

Recent updates

PAYO: Cash Generation And Buybacks Will Support Future Earnings Power

The updated analyst price target for Payoneer Global has shifted from about $8.69 to $7.50, as analysts balance lower assumed future P/E and profit margins with higher modeled revenue growth and ongoing bullish views that emphasize solid cash generation and the company's growing role in global payments. Analyst Commentary Bullish Takeaways Bullish analysts highlight what they view as strengthening operating fundamentals, which they see as supportive of the updated valuation framework even with lower assumed P/E and margin profiles.

PAYO: Expanding Global Payments And Stablecoin Initiatives Will Support Long-Term Upside

Analysts have reduced their average 12 month price target for Payoneer Global by $3 to $7, citing concerns around interest income trends, while also noting solid cash generation and an expanding role in global payments. Analyst Commentary Recent research shows that while some targets have been trimmed, there is still a clear pocket of bullish analysts who see room for upside in Payoneer Global based on execution and positioning in global payments.

PAYO: Strengthening Core Payments Platform And Cash Generation Will Support Long-Term Upside

Analysts have trimmed their average price target on Payoneer Global by $3 to $7, citing reduced expectations for interest income and slightly more conservative assumptions for revenue growth, profit margins, and future P/E, even as they highlight ongoing improvements in the core business. Analyst Commentary Bullish analysts have trimmed price targets but still see room for upside in Payoneer Global, even as they factor in lower interest income and more conservative assumptions around growth and margins.

PAYO: Stablecoin Banking Initiative Will Support Future Upside Potential

Analysts have trimmed their price target on Payoneer Global from $7.50 to $7.00, reflecting updated views on fair value, discount rate, growth, margins, and future P/E assumptions. Analyst Commentary Bearish analysts trimming the price target to US$7.00 signals a more cautious stance on how much upside they currently see in the shares, even while maintaining a positive rating.

PAYO: Emerging Market Collections And Stablecoin Rollout Will Support Long-Term Upside

Analysts have nudged their average 12 month price target for Payoneer Global slightly higher to $10, reflecting updated views on its revenue growth outlook, profit margin assumptions, and a modest revision to the projected future P/E multiple. What's in the News Payoneer plans to launch embedded stablecoin capabilities on its platform, powered by Bridge, allowing customers to receive, hold, and send stablecoins for everyday cross border transactions.

PAYO: Emerging Market Collection Expansion Will Drive Stronger Long-Term Upside

Analysts have trimmed their 12 month price target on Payoneer Global to US$10.00 from US$10.00, linking the adjustment to slightly lower assumptions for discount rate, revenue growth, profit margins and a modestly higher future P/E multiple. What's in the News Payoneer Global expanded its payment platform with new collection capabilities in Indonesia, allowing customers to receive funds from local buyers and ecommerce platforms more quickly and at potentially lower cost (Key Developments).

PAYO: Take Rate Expansion And Buyback Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Payoneer Global from about US$8.00 to roughly US$6.00 and lowered their price target to US$7.00 from US$9.00. They cited expectations for slower Q4 marketplaces volume growth and a lower future P/E multiple, while also highlighting ongoing ex float growth supported by take rate expansion.

PAYO: Take Rate Expansion And Buybacks Will Support Future Earnings Power

Analysts have trimmed their price target on Payoneer Global to US$7 from US$9, pointing to expectations for slower Q4 marketplaces volume growth, even as mid-teens ex float growth and take rate expansion continue to support the business. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 delivered what they view as a solid set of results, with mid-teens ex float growth seen as supportive for Payoneer Global's growth profile.

PAYO: Take Rate Expansion And Buybacks Will Drive Stronger Long-Term Upside

Analysts have reduced their price target on Payoneer Global to $7.00 from $9.00, citing expectations for slower marketplace volumes and moderating ex float growth, while noting that take rate expansion and improving profitability continue to support a constructive long term outlook. Analyst Commentary Bullish analysts highlighted that Payoneer continues to deliver solid execution, with mid-teens ex float growth driven by ongoing take rate expansion even as marketplace volumes decelerate.

Payoneer: Upside In Payment Provider

Dec 19

PAYO: Take Rate Expansion Will Support Future Margin Strength Despite Slower Marketplace Volumes

Analysts have trimmed their price target on Payoneer Global to about $8.50 from roughly $8.71, reflecting expectations for slower marketplace volume growth and moderating ex float revenue expansion, despite continued solid execution. Analyst Commentary Analysts remain constructive on Payoneer Global, even as they adjust expectations to reflect a more measured growth outlook and a recalibrated valuation framework.

PAYO: Take Rate Expansion Will Drive Continued Profit Margin Gains

Payoneer Global’s analyst price target has been reduced from $9.13 to $8.71 per share. Analysts point to slower growth in marketplace volumes and moderating future revenue and profit margin expectations following recent quarterly results.

PAYO: Take Rate Strength And New Partnerships Will Drive Profits Higher

Analysts have revised Payoneer Global’s price target downward from $9.81 to $9.13, citing anticipated moderation in marketplace transaction volumes. Profitability and revenue growth are expected to improve.

Risks To Shareholder Returns Are Elevated At These Prices For Payoneer Global Inc. (NASDAQ:PAYO)

Jul 11
Risks To Shareholder Returns Are Elevated At These Prices For Payoneer Global Inc. (NASDAQ:PAYO)

Payoneer: Solid Moat With Strong Industry Tailwinds

Apr 18

Risks Still Elevated At These Prices As Payoneer Global Inc. (NASDAQ:PAYO) Shares Dive 25%

Mar 28
Risks Still Elevated At These Prices As Payoneer Global Inc. (NASDAQ:PAYO) Shares Dive 25%

Payoneer Global: Irrational Dip

Mar 12

Payoneer: Forward Growth Is Not At A Reasonable Price

Jan 20

Do Payoneer Global's (NASDAQ:PAYO) Earnings Warrant Your Attention?

Jan 02
Do Payoneer Global's (NASDAQ:PAYO) Earnings Warrant Your Attention?

Payoneer Global: Keep In The Basket As Payment Processors Expect Future Growth

Dec 09

There's Reason For Concern Over Payoneer Global Inc.'s (NASDAQ:PAYO) Massive 34% Price Jump

Nov 06
There's Reason For Concern Over Payoneer Global Inc.'s (NASDAQ:PAYO) Massive 34% Price Jump
User avatar

Expanding Suite And Decisive Acquisitions Set To Boost Revenue And Margins

Expanding product suite with new features and strategic acquisitions aimed at increasing ARPU and improving service for SMBs signals growth in revenue and earnings.

Payoneer Global: Interest Rate Obstacle Is Far Overdone

Aug 12

What Payoneer Global Inc.'s (NASDAQ:PAYO) 27% Share Price Gain Is Not Telling You

Aug 10
What Payoneer Global Inc.'s (NASDAQ:PAYO) 27% Share Price Gain Is Not Telling You

With EPS Growth And More, Payoneer Global (NASDAQ:PAYO) Makes An Interesting Case

Aug 09
With EPS Growth And More, Payoneer Global (NASDAQ:PAYO) Makes An Interesting Case

Payoneer Global: Plenty Of Growth Ahead

May 22

Payoneer Global: Priced For Disaster

Mar 04

Payoneer Global: High Quality And Resilient Business Model

Feb 01

Here's Why We Think Payoneer Global (NASDAQ:PAYO) Might Deserve Your Attention Today

Sep 27
Here's Why We Think Payoneer Global (NASDAQ:PAYO) Might Deserve Your Attention Today

매출 및 비용 세부 내역

Payoneer Global가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGM:PAYO 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 251,05373382152
30 Sep 251,04072410117
30 Jun 251,017100392114
31 Mar 25996113375104
31 Dec 24978121328135
30 Sep 24940130335104
30 Jun 2490010133496
31 Mar 2486711432897
31 Dec 2383193304118
30 Sep 2379056308117
30 Jun 2374117296120
31 Mar 23683-24282118
31 Dec 22628-1229291
30 Sep 22583-21237108
30 Jun 22547721498
31 Mar 22510-4020390
31 Dec 21473-6818781
30 Sep 21429-6415773
30 Jun 21397-6714566
31 Mar 21364-3412358
31 Dec 20346-3711852
31 Dec 19318-129235
31 Dec 18260-187529

양질의 수익: PAYO는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: PAYO의 현재 순 이익률 (7%)은 지난해 (12.4%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: PAYO는 지난 5년 동안 흑자전환하며 연평균 61.5%의 수익 성장을 기록했습니다.

성장 가속화: PAYO은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: PAYO은 지난 1년 동안 수익이 감소(-39.6%)하여 Diversified Financial 업계 평균(8%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: PAYO의 자본 수익률(10.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 03:14
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Payoneer Global Inc.는 11명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark PalmerBenchmark Company
Aditya BuddhavarapuBofA Global Research
Peter ChristiansenCitigroup Inc