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Payoneer Global Inc. Stock Price

NasdaqGM:PAYO Community·US$1.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 24 Fair Values set on narratives written by author

PAYO Share Price Performance

US$6.39
-0.47 (-6.85%)
US$7.50
Fair Value
US$6.39
-0.47 (-6.85%)
14.8% undervalued intrinsic discount
US$7.50
Fair Value
Price US$6.39
AnalystConsensusTarget US$7.50
AnalystLowTarget US$6.00
AnalystHighTarget US$10.00

PAYO Community Narratives

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Fair Value US$7.5 14.8% undervalued intrinsic discount

Blockchain And Stripe Partnerships Will Expand Global Cross-Border Payments

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19users have followed this narrative
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Fair Value US$6 6.5% overvalued intrinsic discount

Rising Fees And Regulations Will Hamper Payments While Permitting Recovery

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1users have followed this narrative
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Fair Value US$10 36.1% undervalued intrinsic discount

APAC, LATAM And EMEA Markets Will Transform Digital Payments

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1users have followed this narrative
US$6
6.5% overvalued intrinsic discount
Revenue
9.93% p.a.
Profit Margin
12.7%
Future PE
11.07x
Price in 2029
US$7.4
US$7.5
14.8% undervalued intrinsic discount
Revenue
9.75% p.a.
Profit Margin
11.47%
Future PE
17.29x
Price in 2029
US$9.24

Trending Discussion

Updated Narratives

PAYO logo

PAYO: Interest Income Reset Will Shape Future Payments And Cash Generation Story

Fair Value: US$6 6.5% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PAYO logo

PAYO: Cash Generation And Buybacks Will Support Future Earnings Power

Fair Value: US$7.5 14.8% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PAYO logo

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

Fair Value: US$10 36.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with moderate growth potential.

1 Risk
1 Reward

Payoneer Global Inc. Key Details

US$1.1b

Revenue

US$161.1m

Cost of Revenue

US$906.7m

Gross Profit

US$834.5m

Other Expenses

US$72.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.22
84.91%
6.76%
0%
View Full Analysis

About PAYO

Founded
2005
Employees
2540
CEO
John Caplan
WebsiteView website
www.payoneer.com

Payoneer Global Inc. operates as a financial technology company. The company offers customers with a multi-currency account to serve their cross-border accounts receivable and accounts payable needs through payment infrastructure platform. It delivers a suite of services, such as funds management, working capital, multicurrency accounts, and workforce management. It also provides various payment options with minimal integration required, full back-office functions, and customer support. The company serves small and medium-sized businesses worldwide. Payoneer Global Inc. was founded in 2005 and is headquartered in New York, New York.

Recent PAYO News & Updates

Seeking Alpha Jun 06

Payoneer: The B2B Shift Is Working, But Growth Still Looks Too Slow

Summary Payoneer Global Inc. is pivoting from e-commerce payments to a broader B2B financial services platform, targeting higher-value clients and diversified revenue streams. Q1 2026 showed 6% revenue growth to $261.6M, with B2B payment volumes up 44% and non-interest revenues rising 11%, offsetting declining interest income. PAYO trades at 25.5x P/E and 5x forward EBITDA, reflecting moderate valuation amid slowing growth and persistent margin risks from rising costs and competitive pricing pressure. Despite operational improvements and aggressive buybacks, slowing overall growth, declining interest revenues, and elevated operating risks temper conviction in a clear buying opportunity. Read the full article on Seeking Alpha

Recent updates

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