Corpay, Inc.

NYSE:CPAY 주식 리포트

시가총액: US$20.3b

Corpay 경영진

경영진 기준 점검 4/4

Corpay CEO는 Ron Clarke, Aug2000 에 임명되었습니다 의 임기는 25.67 년입니다. 총 연간 보상은 $3.41M, 40.2% 급여 및 59.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $717.61M 가치에 해당하는 회사 주식의 3.53% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.2 년과 10.2 년입니다.

핵심 정보

Ron Clarke

최고경영자

US$3.4m

총 보수

CEO 급여 비율40.19%
CEO 재임 기간25.7yrs
CEO 지분 보유율3.5%
경영진 평균 재임 기간7.2yrs
이사회 평균 재임 기간10.2yrs

최근 경영진 업데이트

Recent updates

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.

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.

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.

Corpay Stock: Why We Added To Our Portfolio

Jan 07

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.

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.

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.

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.

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.

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.

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.

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.

Corpay, Inc. (NYSE:CPAY) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

May 09
Corpay, Inc. (NYSE:CPAY) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Corpay: Prominent On GARP Screens And To Benefit From An America First Policy

Jan 22

Corpay: Fairly Valued At Best

Dec 05

Corpay: On The Cusp Of A Watershed Moment

Aug 26
User avatar

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.

High Quality Corpay Drops Almost 20% And Is Now A Bargain

Jun 11

Corpay: Short-Term Concerns And A Predictable Business

May 23

Corpay: Good Growth Company Trading At A Discount

Apr 18

Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap

Feb 17

CEO 보수 분석

Ron Clarke의 보수는 Corpay의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$3mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$28mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$997m

Dec 31 2023US$3mUS$1m

US$982m

Sep 30 2023n/an/a

US$951m

Jun 30 2023n/an/a

US$929m

Mar 31 2023n/an/a

US$951m

Dec 31 2022US$4mUS$1m

US$954m

Sep 30 2022n/an/a

US$954m

Jun 30 2022n/an/a

US$939m

Mar 31 2022n/an/a

US$873m

Dec 31 2021US$58mUS$1m

US$839m

Sep 30 2021n/an/a

US$824m

Jun 30 2021n/an/a

US$779m

Mar 31 2021n/an/a

US$741m

Dec 31 2020US$1mUS$692k

US$704m

Sep 30 2020n/an/a

US$730m

Jun 30 2020n/an/a

US$767m

Mar 31 2020n/an/a

US$870m

Dec 31 2019US$12mUS$1m

US$895m

보상 대 시장: Ron의 총 보수(USD3.41M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.57M)보다 낮습니다.

보상과 수익: Ron의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Ron Clarke (69 yo)

25.7yrs
재임 기간
US$3,406,867
보수

Mr. Ronald F. Clarke, also known as Ron, has been the Chairman of Corpay, Inc. (formerly known as FLEETCOR Technologies, Inc.) since March 2003 and its Chief Executive Officer and President since August 20...


리더십 팀

이름직위재임 기간보수지분
Ronald Clarke
Chairman25.7yrsUS$3.41m3.53%
$ 717.6m
Peter Walker
Chief Financial Officerless than a yearUS$7.94m0.0041%
$ 830.3k
Alissa Vickery
Chief Accounting Officer5.6yrsUS$845.26k0.0042%
$ 854.7k
Armando Netto
Group President of Brazil Vehicle Payments & Strategic Transformation11.8yrsUS$5.64m0.050%
$ 10.1m
Alan King
Group President of Vehicle Payments in UK9.7yrsUS$10.55m0.037%
$ 7.5m
Scott Dufour
Global Chief Information Officer7.2yrs데이터 없음데이터 없음
James Eglseder
Senior Vice President of Global Investor Relations8.3yrs데이터 없음데이터 없음
Daniel Fishbein
General Counsel7.3yrs데이터 없음데이터 없음
Steve Greene
Executive Vice President of Corporate Development & Strategy6.3yrs데이터 없음데이터 없음
Crystal Williams
Chief Human Resources Officer9.3yrs데이터 없음데이터 없음
Mark Frey
Group President of Corpay Cross Border Solutions4.1yrs데이터 없음데이터 없음
Rick Fletcher
Group President of Corpay Payables4.1yrs데이터 없음데이터 없음
7.2yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: CPAY의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.2 년).


이사회 구성원

이름직위재임 기간보수지분
Ronald Clarke
Chairman26.3yrsUS$3.41m3.53%
$ 717.6m
Steven Stull
Lead Independent Director25.5yrsUS$375.02k0.054%
$ 10.9m
Archie Jones
Independent Director5.4yrsUS$300.34k0.0073%
$ 1.5m
Thomas Hagerty
Independent Director11.4yrsUS$300.02k0.014%
$ 2.8m
Richard Macchia
Independent Director15.8yrsUS$375.34k0.021%
$ 4.2m
Hala Moddelmog
Independent Director9yrsUS$375.34k0.013%
$ 2.6m
Rahul Gupta
Independent Director3.1yrsUS$300.34k0.0054%
$ 1.1m
Gerald Throop
Independent Director2.8yrsUS$300.34k0.0037%
$ 747.1k
Annabelle Bexiga
Independent Director3.3yrsUS$375.34k0.0065%
$ 1.3m
Joseph Farrelly
Independent Director12yrsUS$375.34k0.018%
$ 3.7m
Jeffrey Sloan
Independent Director12.8yrsUS$300.34k0.020%
$ 4.1m
David Bunch
Directorless than a year데이터 없음0.0022%
$ 452.7k
10.2yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: CPAY의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 15:15
종가2026/04/30 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.

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산업 및 섹터 지표

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분석가 소스

Corpay, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG