Corpay Förvaltning
Förvaltning kriterier kontrolleras 4/4
Corpay VD är Ron Clarke, utsedd i Aug 2000, har en mandatperiod på 25.83 år. totala årliga ersättningen är $ 3.41M, bestående av 40.2% lön 59.8% bonusar, inklusive företagsaktier och optioner. äger direkt 3.67% av företagets aktier, värda $ 805.16M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7.4 år respektive 10.4 år.
Viktig information
Ron Clarke
Verkställande direktör
US$3.4m
Total ersättning
| VD-lön i procent | 40.19% |
| Anställning som VD | 25.8yrs |
| Ägande av VD | 3.7% |
| Ledningens genomsnittliga anställningstid | 7.4yrs |
| Styrelsens genomsnittliga mandatperiod | 10.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 25
CPAY: Capital Returns And Simplification Efforts Will Drive Future Repricing
Analysts have lifted their average price target on Corpay to about $450, an increase of roughly $75, citing greater confidence in the company's ability to sustain growth, simplify its operations, and return capital to shareholders. Analyst Commentary Recent research on Corpay points to a mixed but generally constructive backdrop, with several bullish analysts highlighting potential for execution on growth and capital returns, while more cautious voices focus on prior target cuts and the risk that expectations may already be demanding.Seeking Alpha • Jun 11
Corpay: The Market Has Yet To Price In Its Most Important Catalyst
Summary Corpay is rated a buy with an FY 2026 price target of $389, implying 9% upside, driven by robust Corporate Payments growth. Q1 revenue grew 25% YoY to $1.26B, with adjusted EPS up 29% and aEBITDA up 24%, reflecting strong execution in core segments. The Mastercard partnership offers access to FIs, potentially unlocking $875M incremental revenue by 2027 if well-executed. Risks include delays in FI integration and disruption from stablecoin adoption, but CPAY’s fundamentals and catalysts support a positive medium-term outlook. Read the full article on Seeking AlphaUppdatering av berättelse • Jun 06
CPAY: Q1 Earnings Beat And Capital Returns Will Drive Future Rerating
Analysts have nudged their Corpay price targets higher, with recent Street research pointing to levels such as $406 and up to $450 as they highlight the company's potential to drive durable growth, streamline operations, and return capital. Analyst Commentary Recent research around Corpay centers on how the company can turn its current positioning into long term growth while keeping capital discipline in focus.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.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 AlphaSeeking 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 AlphaSeeking 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
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 AlphaSeeking 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$3m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$28m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$997m |
| Dec 31 2023 | US$3m | US$1m | US$982m |
| Sep 30 2023 | n/a | n/a | US$951m |
| Jun 30 2023 | n/a | n/a | US$929m |
| Mar 31 2023 | n/a | n/a | US$951m |
| Dec 31 2022 | US$4m | US$1m | US$954m |
| Sep 30 2022 | n/a | n/a | US$954m |
| Jun 30 2022 | n/a | n/a | US$939m |
| Mar 31 2022 | n/a | n/a | US$873m |
| Dec 31 2021 | US$58m | US$1m | US$839m |
| Sep 30 2021 | n/a | n/a | US$824m |
| Jun 30 2021 | n/a | n/a | US$779m |
| Mar 31 2021 | n/a | n/a | US$741m |
| Dec 31 2020 | US$1m | US$692k | US$704m |
| Sep 30 2020 | n/a | n/a | US$730m |
| Jun 30 2020 | n/a | n/a | US$767m |
| Mar 31 2020 | n/a | n/a | US$870m |
| Dec 31 2019 | US$12m | US$1m | US$895m |
Ersättning vs marknad: Ron s total kompensation ($USD 3.41M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.43M ).
Ersättning vs inkomst: Ersättningen från Ron har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Ron Clarke (70 yo)
25.8yrs
Anställning
US$3,406,867
Kompensation
Mr. Ronald F. Clarke, also known as Ron, has been the Chairman of Corpay, Inc. (formerly known as FLEETCOR Technologies, Inc.) since March 2003 and its Chief Executive Officer and President since August 20...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 25.8yrs | US$3.41m | 3.67% $ 805.2m | |
| Chief Financial Officer | less than a year | US$7.94m | 0.0041% $ 907.4k | |
| Chief Accounting Officer | 5.8yrs | US$845.26k | 0.0043% $ 933.7k | |
| Group President of Brazil Vehicle Payments & Strategic Transformation | 12yrs | US$5.64m | 0.017% $ 3.8m | |
| Group President of International Vehicle Payments | 9.8yrs | US$10.55m | 0.037% $ 8.2m | |
| Global Chief Information Officer | 7.3yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Global Investor Relations | 8.4yrs | inga uppgifter | inga uppgifter | |
| General Counsel | 7.4yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President of Corporate Development & Strategy | 6.5yrs | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 9.4yrs | inga uppgifter | inga uppgifter | |
| Group President of Corpay Cross Border Solutions | 4.3yrs | inga uppgifter | inga uppgifter |
7.4yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder
Erfaren ledning: CPAY s ledningsgrupp är erfaren och erfaren ( 7.4 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 26.4yrs | US$3.41m | 3.67% $ 805.2m | |
| Lead Independent Director | 25.7yrs | US$375.02k | 0.053% $ 11.6m | |
| Independent Director | 5.6yrs | US$300.34k | 0.0074% $ 1.6m | |
| Independent Director | 11.6yrs | US$300.02k | 0.014% $ 3.1m | |
| Independent Director | 15.9yrs | US$375.34k | 0.021% $ 4.6m | |
| Independent Director | 9.2yrs | US$375.34k | 0.013% $ 2.8m | |
| Independent Director | 3.3yrs | US$300.34k | 0.0055% $ 1.2m | |
| Independent Director | 2.9yrs | US$300.34k | 0.0037% $ 817.6k | |
| Independent Director | 3.4yrs | US$375.34k | 0.0066% $ 1.5m | |
| Independent Director | 12.2yrs | US$375.34k | 0.019% $ 4.1m | |
| Independent Director | 12.9yrs | US$300.34k | 0.020% $ 4.5m | |
| Independent Director | less than a year | inga uppgifter | 0.0023% $ 495.4k |
10.4yrs
Genomsnittlig anställningstid
67yo
Genomsnittlig ålder
Erfaren styrelse: CPAY s styrelse är rutinerade och erfaren ( 10.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/30 22:34 |
| Aktiekurs vid dagens slut | 2026/06/30 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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.
| Analytiker | Institution |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |