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Corpay, Inc.NYSE:CPAY Aktierapport

Marknadsvärde US$22.7b
Aktiekurs
US$349.61
US$389.79
10.3% undervärderad intrinsisk rabatt
1Y4.9%
7D1.9%
1D
Portföljens värde
Utsikt

Corpay, Inc.

NYSE:CPAY Aktierapport

Börsvärde: US$22.7b

Corpay (CPAY) Aktievy

Corpay, Inc. är ett betalningsföretag som hjälper företag och konsumenter att hantera och betala sina utgifter. Verksamheten bedrivs genom segmenten Corporate Payments, Vehicle Payments, Lodging Payments och Other. Mer information

CPAY fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt3/6
Tidigare resultat4/6
Finansiell hälsa2/6
Utdelningar0/6

CPAY Community Fair Values

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Analyst Price Targets

Top Community Narratives

US$350.44
FV
0.2% undervärderad intrinsisk rabatt
13.78%
Revenue growth p.a.
121
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2users have liked this narrative
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Corpay, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Corpay
Historiska aktiekurser
Aktuell aktiekursUS$349.61
52 veckors högstaUS$361.99
52 veckors lägstaUS$252.84
Beta0.82
1 månads förändring11.73%
3 månaders förändring5.86%
1 års förändring4.92%
3 års förändring51.39%
5 års förändring26.40%
Förändring sedan börsintroduktionen1,182.97%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
Ny berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Aktieägarnas avkastning

CPAYUS Diversified FinancialUS Marknad
7D1.9%0.07%2.5%
1Y4.9%-10.4%26.4%

Avkastning vs industri: CPAY översteg US Diversified Financial branschen som gav -10.4 % under det senaste året.

Avkastning vs Marknaden: CPAY presterade sämre än US marknaden som gav 26.4 % under det senaste året.

Prisvolatilitet

Is CPAY's price volatile compared to industry and market?
CPAY volatility
CPAY Average Weekly Movement5.7%
Diversified Financial Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: CPAY har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: CPAY s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
198611,800Ron Clarkewww.corpay.com

Corpay, Inc. är ett betalningsföretag som hjälper företag och konsumenter att hantera och betala sina utgifter. Verksamheten bedrivs genom segmenten Corporate Payments, Vehicle Payments, Lodging Payments och Other. Företaget erbjuder fordonsbetalningslösningar för bränsle, vägtullar och parkering, fordonsöverensstämmelse, bilförsäkring och vägassistans, underhåll av vagnparker och långväga transporttjänster, samt förbetalda mat- och transportkuponger och kort.

Corpay, Inc. Sammanfattning av grunderna

Hur förhåller sig Corpay:s resultat och omsättning till dess börsvärde?
CPAY grundläggande statistik
BörsvärdeUS$22.74b
Vinst(TTM)US$1.17b
Intäkter(TTM)US$4.78b
19.5x
P/E-förhållande
4.8x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
CPAY resultaträkning (TTM)
IntäkterUS$4.78b
Kostnad för intäkterUS$970.40m
BruttovinstUS$3.81b
Övriga kostnaderUS$2.64b
IntäkterUS$1.17b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)17.93
Bruttomarginal79.71%
Nettovinstmarginal24.50%
Skuld/egenkapitalförhållande271.3%

Hur har CPAY utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 05:14
Aktiekurs vid dagens slut2026/05/26 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

Corpay, Inc. bevakas av 29 analytiker. 15 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
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG