Remitly Global Toekomstige groei
Future criteriumcontroles 5/6
Remitly Global zal naar verwachting groeien in winst en omzet met respectievelijk 29.8% en 15% per jaar. De winst per aandeel zal naar verwachting groeien met 26.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 25.6% zijn.
Belangrijke informatie
29.8%
Groei van de winst
26.60%
Groei van de winst per aandeel
| Diversified Financial winstgroei | 8.0% |
| Inkomstengroei | 15.0% |
| Toekomstig rendement op eigen vermogen | 25.62% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 09 May 2026 |
Recente toekomstige groei-updates
Recent updates
Seeking Alpha • May 08
Remitly: Quality Growth, But Not A Great Entry Point
Summary Remitly Global has transitioned from aggressive growth to sustained GAAP profitability, posting 25% revenue growth and a 332% net income jump in Q1 2026. RELY’s 22% adjusted EBITDA margin and stable 2.05% take rate reflect operational efficiency, AI integration, and successful targeting of higher-value clients. Valuation is stretched at a 36.6x forward P/E and 48x EV/EBITDA, with high market expectations and little margin for operational missteps. Risks include market saturation, intense competition, unsustainable one-off growth drivers, and regulatory headwinds; any growth slowdown could trigger a sharp valuation reset. Read the full article on Seeking Alpha
Narratiefupdate • Apr 23
RELY: CEO Transition And 2026 Outlook Will Shape Next Growth Phase
Analysts have nudged the fair value estimate for Remitly Global higher, with the price target moving from about $21.33 to $22.22. Recent research cites strong quarterly execution, raised 2026 outlooks, and continued confidence around customer growth and margin trends, despite the ongoing CEO transition.Narratiefupdate • Apr 08
RELY: CEO Transition And Raised 2026 Outlook Will Support Next Growth Stage
The analyst price target for Remitly Global has edged lower by about $0.20, reflecting modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, even as analysts highlight strong recent results, higher long term outlooks and supportive views on the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent quarterly results that were above prior expectations, with revenue, revenue less transaction expenses, volume and operating expenses all coming in favorably, which they see as supportive for current valuation multiples.Narratiefupdate • Mar 24
RELY: CEO Transition And Raised 2026 Outlook Will Support Multi Year Opportunity
Analysts have lifted the consensus 12 month price target for Remitly Global by $3 to $20, citing stronger than expected recent results, higher long term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 results that came in above expectations, including revenue, revenue less transaction expenses, and volume, which they see as support for the higher $20 to $22 price targets.Narratiefupdate • Mar 10
RELY: Multi Year Remittance Opportunity Will Benefit From CEO Transition And Raised 2026 Outlook
Our analyst fair value estimate for Remitly Global has edged up from $21.13 to $21.50, reflecting Street analysts' higher price targets around $20 to $22 following stronger than expected results, raised longer term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts lifted price targets into the US$20 to US$22 range after results that came in ahead of expectations and guidance that was above prior estimates, which they see as supporting higher valuation assumptions.Narratiefupdate • Feb 24
RELY: Multi Year Remittance Opportunity Will Benefit From Raised 2026 Outlook
Analysts have nudged their fair value estimate for Remitly Global higher from about $19.86 to roughly $21.13. They point to strong recent earnings, raised 2026 outlooks, expanding margins, and continued leadership involvement as key supports for the updated price targets around $20 to $22.Narratiefupdate • Feb 10
RELY: Multi Year Digital Remittance Opportunity Will Support Bullish Re Rating
Narrative Update on Remitly Global The analyst price target for Remitly Global has shifted modestly lower, from about US$20.33 to roughly US$19.86, as analysts factor in slightly softer profit margin assumptions, alongside a higher projected future P/E multiple informed by recent coverage initiations highlighting multi year growth potential and strong fundamentals. Analyst Commentary Recent research coverage on Remitly Global has focused on long term growth prospects in digital remittances, while also acknowledging valuation questions and target price adjustments.Narratiefupdate • Jan 27
RELY: Strong Fundamentals And Positive Earnings Outlook Will Support Bullish Re Rating
Analysts have made a small trim to their fair value estimate for Remitly Global to about $20.33 from $20.50, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that includes both a fresh Overweight initiation and a reduced $17 Street price target. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as quite strong fundamentals, which they view as supportive of a premium valuation relative to recent trading levels.Narratiefupdate • Jan 12
RELY: Higher Margins And 2028 Outlook Will Support Bullish Re Rating
Analysts have trimmed their fair value estimate for Remitly Global to US$20.50 from US$21.17, pointing to updated price targets, such as the recent cut to US$17 at Goldman Sachs, as they reassess discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Analysts are reacting to the lower fair value estimate and the reduced US$17 price target, focusing on how execution and growth expectations compare with valuation.Narratiefupdate • Dec 23
RELY: Rising Profit Margins Will Drive Bullish Re-Rating Ahead
Narrative Update on Remitly Global Analyst Price Target Analysts have slightly reduced their average price target on Remitly Global by around $0.33, reflecting a modestly higher discount rate and lower future P E expectations, even as they incorporate stronger revenue growth and improved profit margin forecasts into their models. What's in the News Remitly Global raised its fiscal 2025 revenue guidance to a range of $1.619 billion to $1.621 billion, implying 28% year over year growth, and now expects positive GAAP net income for the year (company guidance).Narratiefupdate • Dec 09
RELY: Lending Expansion And Profitability Will Drive Bullish Re-Rating In 2025
Analysts have modestly reduced their price target on Remitly Global to approximately $23 per share from prior levels. They cite lingering uncertainty around management’s tempered near term growth commentary, the economics and risk profile of new lending products, and ongoing immigration enforcement headlines despite the company’s strong secular growth positioning in FinTech.Narratiefupdate • Nov 25
RELY: Product Launches And Strong Profitability Will Drive Positive Re-Rating In 2025
Analysts have slightly lowered their average price target for Remitly Global to $23 from $32. They cite near-term uncertainties around revenue forecasts, new lending products, and broader market factors, despite the company's ongoing profitability and growth initiatives.Analyseartikel • Nov 21
Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump
To the annoyance of some shareholders, Remitly Global, Inc. ( NASDAQ:RELY ) shares are down a considerable 25% in the...Narratiefupdate • Nov 10
RELY: Profitability Improvements And Upcoming Earnings Expected To Drive Momentum In 2025
Remitly Global's analyst price target has been lowered from $24.83 to $21.50 per share. Analysts cite tempered growth expectations and near-term uncertainties, despite ongoing profitability improvements and new strategic initiatives.Narratiefupdate • Oct 27
Secular FinTech Growth Trends Will Drive Expanding Remittance And Wallet Demand
Remitly Global's analyst average price target has been reduced by approximately $0.83 to $24.83. Analysts cite tempered near-term outlooks and uncertainties around future revenue growth, lending products, and external policy impacts, despite continued optimism about the company’s long-term potential.Narratiefupdate • Oct 13
Digital Wallets And Stablecoins Will Expand Remittance Markets
Remitly Global's analyst price target has been revised downward from $26.50 to $25.67, as analysts cite near-term revenue growth concerns and ongoing questions about new product economics, despite improved profitability metrics. Analyst Commentary Analysts have recently weighed in on Remitly Global, highlighting a range of factors that are contributing to revised price targets and divergent outlooks on the stock's future trajectory.Narratiefupdate • Sep 15
Digital Wallets And Stablecoins Will Expand Remittance Markets
Remitly Global's consensus price target has been lowered to $26.50 as analysts voiced concerns over limited near-term upside, long-term uncertainty around new lending products, and sensitivity to immigration enforcement headlines, partially offset by potential second-half 2025 catalysts. Analyst Commentary Concerns over management's confirmation of Q3 guidance as accurate, indicating no imminent "beat and raise" potential, and signaling that current 2026 revenue forecasts may be too optimistic.Analyseartikel • Jun 10
Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...Nieuw narratief • May 05
Expanding Geographic Reach And AI Integration Will Open New Markets
Geographic expansion and local partnerships position Remitly to capture more share in the large remittance industry, supporting revenue growth.Seeking Alpha • Mar 29
Remitly: Money Might Start Flowing To Investors
Summary Remitly shows strong topline growth and margin improvements, with break-even and profitability in sight, making it an attractive investment heading into 2025. The company simplifies global remittances, capturing a growing market share with $54 billion in send volumes by 2024 while serving 7.8 million clients. Despite past losses, Remitly's EBITDA guidance for 2025 suggests significant margin improvements, with sales projected to grow by 24-25% to $1.57 billion. Trading at 2.4 times forward sales, Remitly offers a compelling valuation, outperforming traditional players like Western Union and mitigating digital currency concerns. Read the full article on Seeking AlphaAnalyseartikel • Feb 19
Remitly Global, Inc.'s (NASDAQ:RELY) P/S Still Appears To Be Reasonable
When close to half the companies in the Diversified Financial industry in the United States have price-to-sales ratios...Seeking Alpha • Jan 15
Remitly Global: I Expect Consistent Profitability Going Forward
Summary Remitly is a small fintech company rapidly growing in the digital remittance space, taking market share from legacy players by offering a seamless customer experience and various payout options. The company has turned profitable for the first time in Q3 2024. Given the improving fundamentals, its profitability will likely be sustained going forward. The company has a clean balance sheet and is trading at an 18-28% discount to its peers. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Remitly: Interesting Small-Cap With Large TAM But Lots Of Competition
Summary Remitly's digital-first approach and data-driven insights provide competitive advantages, but the company faces intense competition from established players and fintech firms. The company has shown strong customer growth and posted profitable GAAP earnings for the quarter, as revenue was up 39% YoY. Despite strong financials and no debt, Remitly's current valuation appears stretched; I recommend waiting for a lower entry point to initiate a position. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Remitly: Remittances Play Might Pay Off
Summary Remitly's impressive topline growth and recent breakeven results signal strong operating leverage, making it a compelling growth/tech play for 2025. The company simplifies remittance through its app, capturing a growing market share in a $1.8 trillion global market. Despite initial losses, Remitly's revenue surged to $1.25 billion with improved EBITDA, showcasing significant progress as dilution from here could be minimal. With a 2.8x sales multiple and strong growth, Remitly's valuation remains attractive, warranting close monitoring for potential allocation. Read the full article on Seeking AlphaAnalyseartikel • Nov 02
A Piece Of The Puzzle Missing From Remitly Global, Inc.'s (NASDAQ:RELY) 38% Share Price Climb
The Remitly Global, Inc. ( NASDAQ:RELY ) share price has done very well over the last month, posting an excellent gain...Seeking Alpha • Sep 06
Remitly Faces Softening Global Macro Conditions (Rating Downgrade)
Summary Remitly's revenue growth remains strong, but I'm concerned about macroeconomic uncertainties and rising fraud expenses. The global remittance market is expected to grow significantly, driven by cross-border migration and technology advancements, with Asia Pacific being the most lucrative region. Despite impressive customer growth and improved unit economics, RELY's stock price has fallen 44.6% in the past year, underperforming the benchmark. Management appears to be optimizing for profitability over revenue growth, with increased adjusted EBITDA projections and efforts to reduce stock-based compensation dilution. I'm Neutral on RELY due to softening macroeconomic conditions as central banks start or continue their interest rate-cutting cycles. Read the full article on Seeking AlphaAnalyseartikel • Aug 28
Fewer Investors Than Expected Jumping On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.7x in the Diversified Financial industry in the United...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 2,764 | 250 | 475 | 477 | 4 |
| 12/31/2027 | 2,348 | 192 | 396 | 419 | 9 |
| 12/31/2026 | 1,972 | 142 | 324 | 367 | 9 |
| 3/31/2026 | 1,726 | 106 | 289 | 326 | N/A |
| 12/31/2025 | 1,635 | 68 | 283 | 325 | N/A |
| 9/30/2025 | 1,545 | 21 | 62 | 96 | N/A |
| 6/30/2025 | 1,462 | 14 | 203 | 241 | N/A |
| 3/31/2025 | 1,356 | -5 | 222 | 249 | N/A |
| 12/31/2024 | 1,264 | -37 | 94 | 112 | N/A |
| 9/30/2024 | 1,177 | -66 | 95 | 110 | N/A |
| 6/30/2024 | 1,082 | -104 | -21 | -7 | N/A |
| 3/31/2024 | 1,010 | -111 | -119 | -108 | N/A |
| 12/31/2023 | 944 | -118 | 58 | 67 | N/A |
| 9/30/2023 | 871 | -102 | -115 | -106 | N/A |
| 6/30/2023 | 798 | -100 | -197 | -189 | N/A |
| 3/31/2023 | 721 | -119 | -159 | -151 | N/A |
| 12/31/2022 | 654 | -114 | -116 | -109 | N/A |
| 9/30/2022 | 598 | -111 | -71 | -66 | N/A |
| 6/30/2022 | 550 | -91 | -58 | -53 | N/A |
| 3/31/2022 | 504 | -54 | -46 | -41 | N/A |
| 12/31/2021 | 459 | -39 | -23 | -18 | N/A |
| 9/30/2021 | 403 | -31 | -28 | -24 | N/A |
| 6/30/2021 | 354 | -21 | -11 | -6 | N/A |
| 3/31/2021 | 302 | -27 | -49 | -45 | N/A |
| 12/31/2020 | 257 | -33 | -119 | -114 | N/A |
| 12/31/2019 | 127 | -64 | N/A | 8 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei RELY ( 29.8% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van RELY ( 29.8% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).
Hoge groeiwinsten: De winst van RELY zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van RELY ( 15% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.6% per jaar).
Hoge groei-inkomsten: De omzet van RELY ( 15% 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 RELY zal naar verwachting over 3 jaar hoog zijn ( 25.6 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 07:58 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
Remitly Global, Inc. wordt gevolgd door 14 analisten. 9 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.
| Analist | Instelling |
|---|---|
| Ramsey El-Assal | Barclays |
| Aditya Buddhavarapu | BofA Global Research |
| Ramsey El-Assal | Cantor Fitzgerald & Co. |