Corpay 과거 순이익 실적
과거 기준 점검 4/6
Corpay은 연평균 6.5%의 비율로 수입이 증가해 온 반면, Diversified Financial 산업은 수입이 13.5% 증가했습니다. 매출은 연평균 11.5%의 비율로 증가했습니다. Corpay의 자기자본이익률은 30.6%이고 순이익률은 24.5%입니다.
핵심 정보
6.47%
순이익 성장률
10.30%
주당순이익(EPS) 성장률
| Diversified Financial 산업 성장률 | 6.15% |
| 매출 성장률 | 11.54% |
| 자기자본이익률 | 30.59% |
| 순이익률 | 24.50% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 20
CPAY: Raised Profitability Assumptions And Blockchain Expansion Will Support Future Rerating
Analysts have raised the Corpay price target by about $10 to $390, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher profit margin, and a reduced future P/E multiple, while also taking into account recent supportive research coverage and new initiations on the stock. Analyst Commentary Recent research on Corpay reflects a mix of optimistic and more cautious views, with several price target revisions and a new initiation that help frame how analysts are thinking about the stock's valuation, execution, and growth profile.내러티브 업데이트 • Apr 19
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.내러티브 업데이트 • Feb 02
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.내러티브 업데이트 • Jan 19
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.Seeking Alpha • Jan 07
Corpay Stock: Why We Added To Our Portfolio
Summary Corpay is a US based global technology company focused on corporate payments, expense management, and cross-border transactions with the goal of simplifying and automating business payment flows. A rapidly growing pillar of the group consists in international payments and currency conversion services, where Corpay helps companies execute cross-border transactions while managing exchange rate risk. Corpay’s business is built on a combination of recurring transactions, its technology platform, and high costs of switching between suppliers. Read the full article on Seeking Alpha내러티브 업데이트 • Jan 05
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.내러티브 업데이트 • Dec 14
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.내러티브 업데이트 • Nov 30
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.내러티브 업데이트 • Nov 16
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.내러티브 업데이트 • Oct 31
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.내러티브 업데이트 • Oct 17
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.내러티브 업데이트 • Oct 03
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.내러티브 업데이트 • Sep 04
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.Seeking Alpha • Jan 22
Corpay: Prominent On GARP Screens And To Benefit From An America First Policy
Summary Corpay is trading at a discount despite a 37% rise in share price, outperforming the S&P 500's 20% increase. CPAY's fundamentals and growth projections suggest further upside, maintaining a BUY rating with a target price of $431 to $475. Q3 highlights include 6% YOY revenue growth, improved EBITDA margins, and strong cash generation, with significant share repurchases and a robust balance sheet. President Trump's America First policy is expected to boost domestic economic activity, potentially revising CPAY's revenue and earnings growth higher. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Corpay: Fairly Valued At Best
Summary Corpay has a diversified revenue model with significant contributions from its Vehicle Payments and Corporate Payments segments. The company's growth prospects are supported by the increasing adoption of AP automation and the recent acquisitions of Paymerang and GPS Capital Markets. Key risks include reliance on technology, credit risk, and potential profit reduction from very low fuel prices despite increased transaction volumes. Corpay's strong performance is evident with 18% YoY growth in Corporate Payments and a 14% YoY increase in EPS. The valuation is, however, subject to debate as CPAY seems overvalued compared to a relevant peer and the sector but fairly valued historically. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Corpay: On The Cusp Of A Watershed Moment
Summary This quarter we added to Corpay (formerly FLEETCOR), a position we initiated in the fourth quarter of 2023. Over the last five years, CPAY has seen market sentiment toward the company's core fuel card business sour. In the next couple years, we believe B2B Payments will overtake the fuel card segment to become Corpay's biggest business. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 20
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.Seeking Alpha • Jun 11
High Quality Corpay Drops Almost 20% And Is Now A Bargain
Summary Corpay's earnings per share are projected to grow at an average rate of 13-15% annually, despite interest rate pressures. We consider the stock to be undervalued at 13.6x forward earnings, with potential for re-rating to the 15-20x range. CPAY reported inline first quarter results, with slight misses in revenue and a 2% cut to EPS guidance due to interest rates and currency weakness. With the stock down 20% since its highs in April, we view the correction as overdone and the buy thesis intact. We target a range of $220 to $440 on the shares, implying solid risk-reward at current levels. Read the full article on Seeking AlphaSeeking Alpha • May 23
Corpay: Short-Term Concerns And A Predictable Business
Summary Corpay is a highly predictable business that seeks to unify payments for clients who require frequent work trips or who operate fleets of vehicles. The company has EBITDA margins of more than 50%, leaving clues to the high added value of Corpay's services. Management reduced its guidance during Q1 2024 and now expects to grow around 7% only, but made it clear that this should be temporary. Thanks to this short-term fear, the company is currently trading at a P/E of 20, which is a multiple below its historical average of 25. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
Corpay: Good Growth Company Trading At A Discount
Summary Corpay (formerly Fleetcor Technologies) reported lower than expected revenues and EPS, causing a drop in share price. The company's high returns on capital are driven by a strong brand and technological innovation. Corpay's ability to leverage its brand and add new services to its product suite creates a competitive advantage. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap
Summary I upgraded my recommendation to buy, as I believe the market has overreacted to the 4Q23 miss and the current valuation offers attractive upside. The 4Q23 miss was primarily due to timing issues and weather-related factors, not a structural impairment to FLT's growth outlook. FLT's transition to a broader Vehicle Payments business aligns with the growing EV industry and the company's innovative product offerings contribute to a positive outlook. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Corpay가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 4,784 | 1,172 | 1,199 | 0 |
| 31 Dec 25 | 4,528 | 1,068 | 1,111 | 0 |
| 30 Sep 25 | 4,315 | 1,051 | 1,109 | 0 |
| 30 Jun 25 | 4,171 | 1,050 | 1,061 | 0 |
| 31 Mar 25 | 4,045 | 1,017 | 1,017 | 0 |
| 31 Dec 24 | 3,975 | 1,004 | 998 | 0 |
| 30 Sep 24 | 3,877 | 1,014 | 970 | 0 |
| 30 Jun 24 | 3,819 | 1,009 | 956 | 0 |
| 31 Mar 24 | 3,792 | 997 | 953 | 0 |
| 31 Dec 23 | 3,758 | 982 | 944 | 0 |
| 30 Sep 23 | 3,704 | 951 | 939 | 0 |
| 30 Jun 23 | 3,626 | 929 | 928 | 0 |
| 31 Mar 23 | 3,539 | 951 | 909 | 0 |
| 31 Dec 22 | 3,427 | 954 | 893 | 0 |
| 30 Sep 22 | 3,346 | 954 | 887 | 0 |
| 30 Jun 22 | 3,208 | 939 | 856 | 0 |
| 31 Mar 22 | 3,014 | 873 | 808 | 0 |
| 31 Dec 21 | 2,834 | 839 | 748 | 0 |
| 30 Sep 21 | 2,649 | 824 | 670 | 0 |
| 30 Jun 21 | 2,479 | 779 | 615 | 0 |
| 31 Mar 21 | 2,336 | 741 | 566 | 0 |
| 31 Dec 20 | 2,389 | 704 | 567 | 0 |
| 30 Sep 20 | 2,470 | 730 | 590 | 0 |
| 30 Jun 20 | 2,566 | 767 | 602 | 0 |
| 31 Mar 20 | 2,688 | 870 | 632 | 0 |
| 31 Dec 19 | 2,649 | 895 | 612 | 0 |
| 30 Sep 19 | 2,593 | 962 | 602 | 0 |
| 30 Jun 19 | 2,532 | 893 | 595 | 0 |
| 31 Mar 19 | 2,470 | 809 | 576 | 0 |
| 31 Dec 18 | 2,433 | 811 | 572 | 0 |
| 30 Sep 18 | 2,400 | 792 | 581 | 0 |
| 30 Jun 18 | 2,358 | 837 | 575 | 0 |
| 31 Mar 18 | 2,315 | 791 | 562 | 0 |
| 31 Dec 17 | 2,250 | 740 | 558 | 0 |
| 30 Sep 17 | 2,155 | 553 | 511 | 0 |
| 30 Jun 17 | 2,061 | 480 | 486 | 0 |
| 31 Mar 17 | 1,938 | 465 | 455 | 0 |
| 31 Dec 16 | 1,832 | 452 | 415 | 0 |
| 30 Sep 16 | 1,747 | 410 | 428 | 0 |
| 30 Jun 16 | 1,714 | 397 | 410 | 0 |
| 31 Mar 16 | 1,701 | 379 | 405 | 0 |
| 31 Dec 15 | 1,703 | 362 | 407 | 0 |
| 30 Sep 15 | 1,649 | 419 | 387 | 0 |
| 30 Jun 15 | 1,493 | 398 | 352 | 0 |
양질의 수익: CPAY는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: CPAY의 현재 순 이익률 (24.5%)은 지난해 (25.1%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: CPAY의 수익은 지난 5년 동안 연평균 6.5% 증가했습니다.
성장 가속화: 지난 1년간 CPAY 의 수익 증가율(15.2%)은 연간 평균(6.5%)을 초과합니다.
수익 대 산업: CPAY의 지난 1년 수익 증가율(15.2%)은 Diversified Financial 업계의 8.6%를 상회했습니다.
자기자본이익률
높은 ROE: CPAY의 자본 수익률(30.59%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 15:32 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Corpay, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |