Flywire Corporation

NasdaqGS:FLYW Aktierapport

Börsvärde: US$2.1b

Flywire Förvaltning

Förvaltning kriterier kontrolleras 3/4

Flywire VD är Mike Massaro, utsedd i Dec 2013, har en mandatperiod på 12.42 år. totala årliga ersättningen är $ 8.80M, bestående av 5.1% lön 94.9% bonusar, inklusive företagsaktier och optioner. äger direkt 1.42% av företagets aktier, värda $ 30.12M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.3 år respektive 5.1 år.

Viktig information

Mike Massaro

Verkställande direktör

US$8.8m

Total ersättning

VD-lön i procent5.11%
Anställning som VD12.4yrs
Ägande av VD1.4%
Ledningens genomsnittliga anställningstid4.3yrs
Styrelsens genomsnittliga mandatperiod5.1yrs

Senaste uppdateringar av ledningen

Recent updates

Analysuppdatering Apr 28

FLYW: Visa Headwinds And Diversified Tuition And B2B Payments Will Shape Outlook

Analysts have modestly adjusted their average price targets on Flywire, with cuts from several firms to the $13 to $16 range offset by a lift to $20. These changes reflect updated views on visa headwinds, sector multiples, and the company’s recent execution.
Analysuppdatering Apr 14

FLYW: Healthcare And B2B Strength Will Offset Conservative Visa Outlook

Analysts trimmed the blended price target for Flywire by $0.69 to $16.31. The change reflects slightly higher discount rate assumptions and modestly softer margin expectations, even as they highlight cautious 2026 visa assumptions, mixed peer multiples, and ongoing support from education, healthcare, and B2B growth drivers.
Analysuppdatering Mar 31

FLYW: Healthcare And B2B Expansion Will Support Upside Despite Visa Headwinds

Analysts have modestly reduced the consolidated price target on Flywire to about $16.30. This reflects more cautious assumptions on profit margins and visa related headwinds, even as they highlight improving revenue growth expectations and a higher future P/E multiple.
Analysuppdatering Mar 17

FLYW: Diversified Verticals And Larger Multi Product Deals Will Drive Future Repricing

The analyst price target for Flywire has shifted modestly lower to $20.00 from $21.00, as analysts balance lower profit margin assumptions and a softer fair value estimate with higher modeled revenue growth and a higher future P/E. This reflects recent target cuts into the mid-teens alongside fresh upgrades and target hikes up to $20.00.
Analysuppdatering Mar 03

FLYW: Platform Scale In Tuition And B2B Payments Will Shape Balanced Outlook

The analyst fair value estimate for Flywire has been adjusted from $14.00 to $13.00. This change reflects a combination of reduced profit margin and future P/E assumptions, with analyst commentary pointing to continued revenue growth, visa-related headwinds, and mixed price target moves across the Street.
Analysuppdatering Feb 16

FLYW: Platform Scale In Tuition And Hospitality Payments Will Drive Future Upside

Analysts have lifted their fair value estimate for Flywire to $14.00 from $12.00, citing stronger modeled revenue growth, higher profit margins, and recent price target increases and upgrades that reflect confidence in the company’s ability to scale its payment and software platforms. Analyst Commentary Recent Street research on Flywire has been largely constructive, with several firms lifting price targets or upgrading their views.
Analysartikel Feb 06

Flywire Corporation (NASDAQ:FLYW) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Flywire Corporation ( NASDAQ:FLYW ) shares have had a horrible month, losing 26% after a relatively good period...
Analysuppdatering Feb 02

FLYW: Multi Vertical Client Wins And Acquisitions Will Support Future Repricing

Analysts have raised their price target on Flywire by $1, citing company-specific growth drivers such as its pace of new client additions, acquisitions in hospitality and business-to-business payments, and expectations for future scale benefits reflected in updated long-term estimates. Analyst Commentary Recent research coverage on Flywire has leaned positive, with several bullish analysts revisiting their models and adjusting price targets.
Analysuppdatering Jan 19

FLYW: Multi Vertical Scale And Client Wins Will Support Future Repricing

Analysts have nudged their fair value estimate for Flywire to $21.00, reflecting updated assumptions on growth, margins, and a higher future P/E multiple in light of recent upgrades and target raises across the Street. Analyst Commentary Recent research has tilted more constructive on Flywire, with several bullish analysts revisiting their models and price targets after the latest round of updates.
Analysuppdatering Jan 05

FLYW: Improved Profitability Outlook Will Support Shares Despite Visa Policy Scrutiny

Analysts have nudged their price expectations for Flywire higher, with recent targets moving from $14 to $16 and a fresh $15 initiation. This reflects updated views on its growth, profitability assumptions and the uncertainty tied to student visa scrutiny.
Analysuppdatering Dec 20

FLYW: Improved Profitability Outlook Will Support Shares Despite Policy Uncertainty

Analysts have nudged their price target on Flywire higher from approximately $18.00 to about $20.47 per share, reflecting expectations for stronger long term profitability and a lower future valuation multiple, despite somewhat tempered revenue growth assumptions and lingering policy related uncertainties flagged in recent Street research. Analyst Commentary Recent Street research points to a cautiously constructive backdrop for Flywire, with several bullish analysts highlighting improving risk reward and a more supportive valuation framework despite macro and policy headwinds.
Analysuppdatering Dec 06

FLYW: Higher Education Payment Expansion Will Drive Upside Despite Visa Scrutiny

Analysts have nudged their price target on Flywire higher to $16 from $15, citing slightly stronger expected revenue growth that more than offsets modest pressure on profit margins, despite ongoing regulatory uncertainty. Analyst Commentary Recent research updates reflect a balanced but cautious stance on Flywire, with modest upside to valuation tempered by policy and execution risks.
Analysuppdatering Nov 21

FLYW: Improving Margins And Student Visa Scrutiny Will Shape Market Upside

Analysts have raised their price target on Flywire from $15.95 to $16.59. This change reflects improved profit margin forecasts and favorable future valuation metrics, despite a slight reduction in projected revenue growth.
Seeking Alpha Nov 13

Flywire Q3: Solid Execution Even As Headwinds Persist

Summary Flywire's Q3 results came in well ahead of management's guidance, and full-year guidance was significantly raised. The company is expected to achieve 15% organic growth this year despite facing headwinds related to lower student visa issuances in its major markets. Adjusted EBITDA margins are set to reach 20%, expanding by 350 basis points year over year given the strong operating leverage in the business. I expect 15% revenue growth for next year, with adjusted EBITDA margin expansion of at least 150 basis points. At 13.5 times FCF, shares remain attractively priced, and I am sticking with my Buy rating. Read the full article on Seeking Alpha
Analysuppdatering Nov 07

FLYW: International Student Visa Uncertainty Will Influence Market Upside Potential

Analysts have raised their price target for Flywire from $14.55 to $15.95 per share. This reflects optimism around improved revenue growth and a slightly lower discount rate, despite ongoing caution regarding profit margins and valuation multiples.
Analysartikel Aug 31

Market Might Still Lack Some Conviction On Flywire Corporation (NASDAQ:FLYW) Even After 27% Share Price Boost

Flywire Corporation ( NASDAQ:FLYW ) shareholders have had their patience rewarded with a 27% share price jump in the...
Analysuppdatering Aug 07

International Expansion And Digital Payments Will Drive Future Market Strength

Flywire’s consensus price target was revised up from $13.77 to $14.55, primarily reflecting a modest improvement in net profit margin despite a higher discount rate. What's in the News The company completed repurchasing 6.5 million shares (5.25% of outstanding) for $98 million under the buyback announced August.
Analysartikel May 27

We Think Shareholders Are Less Likely To Approve A Pay Rise For Flywire Corporation's (NASDAQ:FLYW) CEO For Now

Key Insights Flywire to hold its Annual General Meeting on 3rd of June Total pay for CEO Mike Massaro includes...
Seeking Alpha Feb 27

Flywire: Poor Performance, Worse Capital Allocation

Summary Flywire's shares have seen significant losses since its 2021 IPO, primarily due to a lack of profitability and questionable capital allocation decisions. Despite tripling its revenue since the IPO, Flywire continues to post operating losses, with a recent acquisition raising concerns about its strategic judgment. The company's valuation is low, trading at close to 1x sales, but operational struggles and capital allocation issues deter investment. Read the full article on Seeking Alpha
User avatar
Ny analys Feb 08

Optimizing Go-To-Market Capabilities Will Strengthen Future Business Performance

Investments in global payment infrastructure and product innovation are expected to enhance gross margins and profitability by managing costs efficiently.
Seeking Alpha Dec 29

Flywire: Solid Outlook For Growth And Margin Expansion Despite Some Headwinds

Summary Flywire continues to show strong organic growth of 27%, despite challenges in its education segment due to stricter immigration rules in Canada. Margins are set to expand significantly, reaching 20% in FY25, translating to an adjusted EBITDA of $120 million. Shares are significantly undervalued compared to its peers, at 3 times next year’s revenue and 15.2 times next year’s adjusted EBITDA. The attractive valuation and appealing risk-reward lead me to rate the stock as a Buy. Read the full article on Seeking Alpha
Analysartikel Nov 25

Flywire Corporation (NASDAQ:FLYW) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

The Flywire Corporation ( NASDAQ:FLYW ) share price has done very well over the last month, posting an excellent gain...
Analysartikel Oct 11

Flywire Corporation's (NASDAQ:FLYW) Popularity With Investors Is Clear

When close to half the companies in the Diversified Financial industry in the United States have price-to-sales ratios...
Seeking Alpha Sep 10

Flywire: Growth Outlook Remains Robust

Summary Flywire Corporation remains a buy due to robust growth metrics, scale advantage, and margin expansion, despite Canada headwinds impacting near-term growth. Key growth catalysts include partnerships in India and the UK, and expanding distribution capabilities, which should drive significant revenue growth. The recent acquisition of Invoiced enhances FLYW's competitive position and opens opportunities in the growing B2B AR solution market. FLYW's valuation should revert to higher multiples as growth remains strong, supported by a share repurchase program and improved EBITDA margins. Read the full article on Seeking Alpha
Seeking Alpha Jun 27

Flywire Corporation: Strong Secular Tailwind And Visibility To Margin Expansion

Summary My view is a buy rating for Flywire Corporation. FLYW largest targeted market - education - has a strong growth outlook. Improving profitability should support a valuation rerating. Read the full article on Seeking Alpha
Analysartikel Jun 25

Flywire Corporation's (NASDAQ:FLYW) P/S Is On The Mark

Flywire Corporation's ( NASDAQ:FLYW ) price-to-sales (or "P/S") ratio of 4.8x may look like a poor investment...

Analys av ersättningar till VD

Hur har Mike Massaro:s ersättning förändrats jämfört med Flywire:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$30m

Dec 31 2025US$9mUS$450k

US$13m

Sep 30 2025n/an/a

-US$2m

Jun 30 2025n/an/a

US$7m

Mar 31 2025n/an/a

US$5m

Dec 31 2024US$10mUS$450k

US$3m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

-US$8m

Mar 31 2024n/an/a

-US$11m

Dec 31 2023US$9mUS$450k

-US$9m

Sep 30 2023n/an/a

-US$11m

Jun 30 2023n/an/a

-US$26m

Mar 31 2023n/an/a

-US$33m

Dec 31 2022US$7mUS$450k

-US$39m

Sep 30 2022n/an/a

-US$49m

Jun 30 2022n/an/a

-US$35m

Mar 31 2022n/an/a

-US$30m

Dec 31 2021US$5mUS$450k

-US$28m

Sep 30 2021n/an/a

-US$21m

Jun 30 2021n/an/a

-US$30m

Mar 31 2021n/an/a

-US$23m

Dec 31 2020US$624kUS$425k

-US$11m

Ersättning vs marknad: Mike s total kompensation ($USD 8.80M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.47M ).

Ersättning vs inkomst: Ersättningen från Mike har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Mike Massaro (45 yo)

12.4yrs
Anställning
US$8,803,495
Kompensation

Mr. Michael Massaro, also known as Mike, serves as Chief Executive Officer and Director of Flywire Corporation since December 2013. He served as Vice President, Sales and Business Development at Flywire Co...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Michael Massaro
CEO & Director12.4yrsUS$8.80m1.42%
$ 30.1m
Robert Orgel
President & COO6.5yrsUS$5.22m0.24%
$ 5.1m
Cosmin Pitigoi
Chief Financial Officer2.2yrsUS$4.16m0.14%
$ 3.0m
Maria Kahn
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Peter Butterfield
General Counsel & Chief Compliance Officer11.2yrsUS$2.30m0.25%
$ 5.3m
David King
Chief Product Officer & Co-President of Global Educationless than a yearUS$3.75m0.64%
$ 13.7m
Patrick Blanc
Chief Technology Officerless than a yearinga uppgifteringa uppgifter
Nicole James
Chief People Officerless than a yearinga uppgifteringa uppgifter
Sharon Butler
Co-President of Global Education10yrsUS$2.34minga uppgifter
John Talaga
Executive Vice President of Healthcare8.3yrsinga uppgifteringa uppgifter
Allison MacLeod
Chief Commercial Officerless than a yearinga uppgifteringa uppgifter
Ryan Frere
Executive VP & GM of B2Bno datainga uppgifteringa uppgifter
4.3yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder

Erfaren ledning: FLYW s ledningsgrupp anses vara erfaren ( 4.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Michael Massaro
CEO & Director12.4yrsUS$8.80m1.42%
$ 30.1m
Matthew Harris
Independent Director11.3yrsUS$216.00k0.0085%
$ 180.3k
Phillip Riese
Independent Chairman of the Board12.8yrsUS$258.00k0.18%
$ 3.7m
Edwin Santos
Independent Director5.1yrsUS$234.00kinga uppgifter
Alex Finkelstein
Independent Director15.3yrsUS$220.00k0.20%
$ 4.2m
Diane Offereins
Independent Director3.3yrsUS$222.00k0.021%
$ 439.3k
Carleigh Jaques
Independent Director1.5yrsUS$220.00kinga uppgifter
Christine Katziff
independent Directorless than a yearinga uppgifteringa uppgifter
Gretchen Howard
Independent Director2.7yrsUS$216.00k0.019%
$ 399.1k
5.1yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren styrelse: FLYW s styrelse anses vara erfaren ( 5.1 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 09:14
Aktiekurs vid dagens slut2026/05/08 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Flywire Corporation bevakas av 23 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jason KupferbergBofA Global Research
Tyler DuPontBofA Global Research
Harold GoetschB. Riley Securities, Inc.