Flywire Corporation

NasdaqGS:FLYW Stok Raporu

Piyasa değeri: US$2.1b

Flywire Yönetim

Yönetim kriter kontrolleri 3/4

Flywire CEO'su Mike Massaro, Dec2013 tarihinde atandı, in görev süresi 12.42 yıldır. in toplam yıllık tazminatı $ 8.80M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.1% maaş ve 94.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.42% ine doğrudan sahiptir ve bu hisseler $ 30.12M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 5.1 yıldır.

Anahtar bilgiler

Mike Massaro

İcra Kurulu Başkanı

US$8.8m

Toplam tazminat

CEO maaş yüzdesi5.11%
CEO görev süresi12.4yrs
CEO sahipliği1.4%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi5.1yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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
Yeni Analiz 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

CEO Tazminat Analizi

Mike Massaro'un ücretlendirmesi Flywire'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Mike 'nin toplam tazminatı ($USD 8.80M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.48M ).

Tazminat ve Kazançlar: Mike 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mike Massaro (45 yo)

12.4yrs
Görev süresi
US$8,803,495
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 dataVeri yokVeri yok
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 yearVeri yokVeri yok
Nicole James
Chief People Officerless than a yearVeri yokVeri yok
Sharon Butler
Co-President of Global Education10yrsUS$2.34mVeri yok
John Talaga
Executive Vice President of Healthcare8.3yrsVeri yokVeri yok
Allison MacLeod
Chief Commercial Officerless than a yearVeri yokVeri yok
Ryan Frere
Executive VP & GM of B2Bno dataVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: FLYW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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$234.00kVeri yok
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$220.00kVeri yok
Christine Katziff
independent Directorless than a yearVeri yokVeri yok
Gretchen Howard
Independent Director2.7yrsUS$216.00k0.019%
$ 399.1k
5.1yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: FLYW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 05:20
Gün Sonu Hisse Fiyatı2026/05/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Flywire Corporation 23 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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