Payoneer Global Inc.

NasdaqGM:PAYO Voorraadrapport

Marktkapitalisatie: US$1.6b

Payoneer Global Toekomstige groei

Future criteriumcontroles 3/6

Payoneer Global zal naar verwachting groeien in winst en omzet met respectievelijk 26.7% en 9.1% per jaar. De winst per aandeel zal naar verwachting groeien met 28.5% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 14.6% zijn.

Belangrijke informatie

26.7%

Groei van de winst

28.47%

Groei van de winst per aandeel

Diversified Financial winstgroei8.0%
Inkomstengroei9.1%
Toekomstig rendement op eigen vermogen14.63%
Dekking van analisten

Good

Laatst bijgewerkt20 May 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • May 01

PAYO: Stablecoin Banking And Digital Financing Moves Will Shape Balanced Future Outlook

Analysts have trimmed their average price target on Payoneer Global to $7, reflecting recent target cuts balanced against a bullish initiation. At the same time, modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions keep the fair value estimate steady at $5.50.
Narratiefupdate • Apr 16

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.
Narratiefupdate • Apr 02

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.
Narratiefupdate • Mar 18

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.
Narratiefupdate • Mar 04

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.
Narratiefupdate • Feb 18

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.
Narratiefupdate • Feb 04

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).
Narratiefupdate • Jan 21

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.
Narratiefupdate • Jan 07

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.
Narratiefupdate • Dec 21

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.
Seeking Alpha • Dec 19

Payoneer: Upside In Payment Provider

Summary Payoneer Global Inc. earns a speculative Buy rating at an attractive price target, reflecting attractive risk/reward. PAYO has doubled revenues and 9.5x'ed EBITDA since 2021, focusing on B2B international payments for small businesses and freelancers, especially in APAC and LATAM. China accounts for over one-third of PAYO's revenue, presenting both growth opportunity and geopolitical risk; LATAM is the top growth focus for diversification. PAYO is debt-free, operating cash flow positive, buying back shares, but faces dilution risk from high stock-based compensation and 2025 earnings headwinds due to U.S./China trade tensions. Read the full article on Seeking Alpha
Narratiefupdate • Dec 07

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.
Narratiefupdate • Nov 23

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.
Narratiefupdate • Nov 07

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.
Analyseartikel • Jul 11

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

Payoneer Global Inc.'s ( NASDAQ:PAYO ) price-to-earnings (or "P/E") ratio of 21.9x might make it look like a sell right...
Seeking Alpha • Apr 18

Payoneer: Solid Moat With Strong Industry Tailwinds

Summary I am positive on Payoneer due to its strong global payment infrastructure, which subscale players will struggle to replicate. PAYO's scale advantage and industry tailwinds, including the globalization of SMB commerce and digital B2B payments, position it well for continued growth. PAYO's valuation is attractive, with the potential for significant upside if it can achieve moderate growth and maintain current margins. Read the full article on Seeking Alpha
Analyseartikel • Mar 28

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

Payoneer Global Inc. ( NASDAQ:PAYO ) shareholders that were waiting for something to happen have been dealt a blow with...
Seeking Alpha • Mar 12

Payoneer Global: Irrational Dip

Summary Payoneer Global is undervalued due to fears over short-term interest rate headwinds, despite strong long-term growth targets and conservative guidance. The global payments company reported robust Q4 results, with revenue up 16.7% YoY, but the stock has fallen 30% due to guidance concerns. Payoneer aims for 20% revenue growth and a 25% EBITDA margin, with a $500 million cash balance and a low EV of $2 billion. The stock trades at just 8x EV/EBITDA targets. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Payoneer: Forward Growth Is Not At A Reasonable Price

Summary Payoneer Global's stock has seen extraordinary one-year performance, driven by three consecutive earnings beats, but I rate it a "hold" due to valuation concerns. Payoneer facilitates cross-border payments for SMBs and freelancers, with significant brand awareness and expanded solutions, including partnerships with major marketplaces. Despite Wall Street optimism and a price target implying a 16.8% upside, recent analyst downgrades and EPS concerns justify a cautious "hold" rating. Read the full article on Seeking Alpha
Analyseartikel • Jan 02

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

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Dec 09

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

Summary My initial coverage of Payoneer gives it a neutral rating, as its future growth is evident but is believed to be mostly priced in already since Q3 results came out. The firm has a low debt/equity vs key peers, and $0 long-term debt, presenting low debt risk for investors. Positive 2025 macro indicators could benefit spending and payment volumes, and longer-term CAGR forecasts for payment gateways are positive. The stock is not a dividend payer, so could be considered a hold for further capital appreciation. The share price now trades at a 10-year high, well above its 200-day SMA, and overvalued to peers on forward P/E multiples. Read the full article on Seeking Alpha
Analyseartikel • Nov 06

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

Despite an already strong run, Payoneer Global Inc. ( NASDAQ:PAYO ) shares have been powering on, with a gain of 34% in...
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Nieuw narratief • Sep 09

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.
Seeking Alpha • Aug 12

Payoneer Global: Interest Rate Obstacle Is Far Overdone

Summary Payoneer Global Inc. reported strong quarterly results, beating revenue estimates by $16 million and showing 22% growth in payment volumes. The stock traded close to all-time lows at $5 due to a misunderstanding of the growth story, with a major obstacle being the fear of interest rate cuts affecting revenues. Despite strong growth in B2B and Checkout services, Payoneer Global remains undervalued with a market cap of $2.6 billion and EV of $2.1 billion, trading at 9x EV/EBITDA targets for 2024. Read the full article on Seeking Alpha
Analyseartikel • Aug 10

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

Payoneer Global Inc. ( NASDAQ:PAYO ) shareholders would be excited to see that the share price has had a great month...
Analyseartikel • Aug 09

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

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • May 22

Payoneer Global: Plenty Of Growth Ahead

Summary Payoneer has achieved impressive revenue growth, with a 3-year CAGR of 32.5% and growth in every region it operates in. The company has improved its margins and has room for further improvement, despite stock-based compensation affecting its numbers. Payoneer's revenue growth for FY24 is projected to be around 8.3%, which is a drop from previous years, but the company expects acceleration in the second half of the year. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Payoneer Global: Priced For Disaster

Summary Payoneer Global Inc. reported impressive 32% revenue growth in 2024, generating $831 million and 25% adjusted EBITDA margins at $205 million. The global payments company has a solid business with substantial growth opportunities, targeting a $6 trillion total addressable market in global payments. Payoneer Global expects a dip in interest income due to lower interest rates in 2024, but still anticipates existing 2024 with 15% growth in payments-related revenues. Payoneer Global stock is crazy cheap at only 6x EV/EBITDA targets. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

Payoneer Global: High Quality And Resilient Business Model

Summary Payoneer is a global payment provider for digital SMBs. Payoneer has solid fundamentals, revenue growth, and a high-quality business model. It stands to benefit from some secular growth trends. Share performance has been less than ideal. But the overall business remains resilient. Attractive valuation today presents opportunity. Read the full article on Seeking Alpha
Analyseartikel • Sep 27

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

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Winst- en omzetgroeiprognoses

NasdaqGM:PAYO - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,387169N/AN/A3
12/31/20271,235116211N/A9
12/31/20261,12192119N/A10
3/31/20261,06872136232N/A
12/31/20251,05373146233N/A
9/30/20251,04072152224N/A
6/30/20251,017100153220N/A
3/31/2025996113126191N/A
12/31/2024978121117177N/A
9/30/2024940130127189N/A
6/30/2024900101114180N/A
3/31/2024867114137195N/A
12/31/202383193108159N/A
9/30/20237905696141N/A
6/30/20237411784115N/A
3/31/2023683-245485N/A
12/31/2022628-125584N/A
9/30/2022583-212954N/A
6/30/20225477732N/A
3/31/2022510-401639N/A
12/31/2021473-68-120N/A
9/30/2021429-64-161N/A
6/30/2021397-67015N/A
3/31/2021364-34-30-16N/A
12/31/2020346-37-510N/A
12/31/2019318-12N/A-14N/A
12/31/2018260-18N/A-6N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei PAYO ( 26.7% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van PAYO ( 26.7% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).

Hoge groeiwinsten: De winst van PAYO zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van PAYO ( 9.1% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.6% per jaar).

Hoge groei-inkomsten: De omzet van PAYO ( 9.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen PAYO zal naar verwachting over 3 jaar laag zijn ( 14.6 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 18:33
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Payoneer Global Inc. wordt gevolgd door 11 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Mark PalmerBenchmark Company
Aditya BuddhavarapuBofA Global Research
Peter ChristiansenCitigroup Inc