Repay Holdings Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Repay Holdings kazanç ve gelirin sırasıyla yıllık 116.8% ve 25.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 118.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 23.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
116.8%
Kazanç büyüme oranı
118.40%
EPS büyüme oranı
| Diversified Financial kazanç büyümesi | 6.6% |
| Gelir büyüme oranı | 25.5% |
| Gelecekteki özkaynak getirisi | 23.73% |
| Analist kapsamı | Low |
| Son güncelleme | 19 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Yeni Anlatı • Sep 09
REPAY Trades Around $3.60. The Board Rejected $5.25. KUBRA Changed the Balance Sheet.
REPAY trades around $3.60 per share. Forager Capital, its largest shareholder, owns 12.4% and has offered $5.25 per share in cash for the shares it does not already own.Seeking Alpha • Jun 29
Repay Holdings: Forager Bid Is Viable, Creating Further Upside Potential
Summary Repay Holdings surged 20% on a sweetened $5.25 buyout offer from Forager Capital, though shares still trade below the proposed deal price. Forager, RPAY’s largest shareholder at 13%, offers a credible, nonbinding bid with feasible financing, but execution risk remains until a firm commitment is secured. RPAY’s Q1 results showed 4% revenue and EBITDA growth, 43% margins, and reaffirmed 7%-9% full-year revenue guidance, supporting a sub-7x free cash flow valuation. I rate RPAY a "Buy," seeing attractive risk/reward as deal fundamentals are sound and a completed transaction could drive shares past $5. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 22
RPAY: Kubra Acquisition Integration Will Drive Margin Relief And Repricing
Analysts have raised the overall price target framework for Repay Holdings to $4.25, up from $3.75. This reflects updated views on the Kubra acquisition, revised revenue and margin expectations, and a more mixed stance on risk that includes both higher growth assumptions and a lower future P/E.
Anlatı Güncellemesi • Jun 06
RPAY: Kubra Acquisition And Multi Year Guidance Will Reshape Outlook
Analysts have adjusted the fair value estimate for Repay Holdings from $12.00 to $10.00. This reflects mixed views, with some firms cutting price targets into the $3.50 to $8.00 range, while others raised them modestly and highlighted the Kubra acquisition and updated multi year guidance as key factors.
Anlatı Güncellemesi • Mar 04
RPAY: Stable Fair Value And Higher Multiple Will Support Bullish Outlook
Analysts have adjusted their price target on Repay Holdings to $4.00, reflecting updated views on discount rates, revenue growth, profit margins, and forward P/E assumptions. Valuation Changes Fair Value: $4.00 remains unchanged, indicating no shift in the core valuation anchor used in this update.Anlatı Güncellemesi • Feb 17
RPAY: Stable Fair Value And Refined Assumptions Will Support Bullish Outlook
Analysts have made a slight adjustment to their price target on Repay Holdings, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E. These changes fine tune their valuation view in dollar terms rather than representing a complete overhaul.Analiz Makalesi • Feb 14
It's A Story Of Risk Vs Reward With Repay Holdings Corporation (NASDAQ:RPAY)
You may think that with a price-to-sales (or "P/S") ratio of 0.8x Repay Holdings Corporation ( NASDAQ:RPAY ) is a stock...Anlatı Güncellemesi • Feb 03
RPAY: Political Media Spend Will Offset Enterprise Mix And ACH Margin Pressures
Analysts have trimmed their average price targets for Repay Holdings, with cuts such as US$10 to US$9 and US$5 to US$4, reflecting mixed Q3 results, slightly softer adjusted EBITDA, and expectations that growth will be more influenced by client mix and product mix over the next couple of years. Analyst Commentary Recent research updates show that some bearish analysts are focusing on execution and growth risks rather than near term beats or misses.Anlatı Güncellemesi • Jan 19
RPAY: Political Media Spend Will Counter Enterprise Mix And ACH Headwinds
Analysts have lowered their average price target for Repay Holdings, adjusting from US$10 to US$9 and from US$5 to US$4. These changes reflect the company’s mixed Q3 results, slightly softer profitability metrics, and updated expectations for its client mix and medium term growth drivers.Anlatı Güncellemesi • Jan 05
RPAY: Political Media Volumes Will Offset Enterprise Mix And ACH Headwinds
Narrative update Analysts have trimmed their average price targets on Repay Holdings to a range of about $4 to $9 after mixed Q3 results, reflecting expectations for steadier near term growth and potential benefits further out from client anniversaries and political media related volumes. Analyst Commentary Recent research points to a more cautious tone around Repay Holdings, with several price targets now clustered in the mid single digit range.Anlatı Güncellemesi • Dec 14
RPAY: Political Media Tailwinds Will Offset Enterprise Mix Headwinds
Analysts have modestly lowered their price target on Repay Holdings, reflecting a shift toward larger, volume-discounted enterprise clients and a mix of ACH and check revenues that tempers near term fair value expectations to about $4.00. At the same time, improving growth and margin forecasts support a still constructive longer term outlook.Analiz Makalesi • Nov 15
Little Excitement Around Repay Holdings Corporation's (NASDAQ:RPAY) Revenues As Shares Take 26% Pounding
Unfortunately for some shareholders, the Repay Holdings Corporation ( NASDAQ:RPAY ) share price has dived 26% in the...Anlatı Güncellemesi • Nov 13
RPAY: Margin Pressure May Ease as Enterprise Client Mix Shifts
Analysts have lowered their price target for Repay Holdings from $5.00 to $4.00. They cite a shift toward larger enterprise clients and changes in revenue mix as key factors behind the updated outlook.Anlatı Güncellemesi • Aug 08
Digital Payments Integration And Automation Will Secure Future Market Leadership
Repay Holdings’ consensus price target increased as analysts noted a lower forward P/E and a modestly improved net profit margin, supporting the new fair value of $8.12. What's in the News Repay Holdings announced enhancements to its MeridianLink integration, enabling credit unions and banks to offer streamlined account funding via debit card, ACH, and digital wallets (Apple Pay, Google Pay), improving onboarding and consumer payment experience.Analiz Makalesi • Jun 01
Repay Holdings Corporation (NASDAQ:RPAY) Surges 27% Yet Its Low P/S Is No Reason For Excitement
Those holding Repay Holdings Corporation ( NASDAQ:RPAY ) shares would be relieved that the share price has rebounded...Yeni Anlatı • May 30
Digital Payments Transition Will Unlock New Enterprise Opportunities
Ongoing digital payments adoption and enhanced technology partnerships are driving increased client engagement, improved operating leverage, and expanding growth opportunities across multiple verticaAnaliz Makalesi • Apr 09
Market Cool On Repay Holdings Corporation's (NASDAQ:RPAY) Revenues
When close to half the companies operating in the Diversified Financial industry in the United States have...Seeking Alpha • Mar 30
Repay Holdings: Exploring Strategic Alternatives For Future Growth
Summary Repay Holdings Corporation leverages the shift to digital payments with a proprietary platform, focusing on Customer and Business Payments segments for specific verticals. Despite a steep decline in valuation, RPAY shows steady top-line growth and strong cash-flow conversion, presenting a 60% upside opportunity at a target price of $8.8. Repay is conducting a strategic review to explore expansion opportunities, strengthen its market position, and assess potential mergers and acquisitions or other strategic alternatives to maximize shareholder value. Despite growth prospects, RPAY faces risks, including macroeconomic headwinds in key verticals, client losses, and the uncertainty surrounding the strategic review's outcomes. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 07
Market Cool On Repay Holdings Corporation's (NASDAQ:RPAY) Revenues
It's not a stretch to say that Repay Holdings Corporation's ( NASDAQ:RPAY ) price-to-sales (or "P/S") ratio of 2.5x...Analiz Makalesi • May 24
Repay Holdings Corporation's (NASDAQ:RPAY) CEO Compensation Is Looking A Bit Stretched At The Moment
Key Insights Repay Holdings will host its Annual General Meeting on 30th of May Salary of US$500.0k is part of CEO John...Analiz Makalesi • Mar 18
What Repay Holdings Corporation's (NASDAQ:RPAY) 33% Share Price Gain Is Not Telling You
Repay Holdings Corporation ( NASDAQ:RPAY ) shareholders have had their patience rewarded with a 33% share price jump in...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 679 | 11 | 94 | N/A | 3 |
| 12/31/2027 | 627 | -12 | 67 | N/A | 4 |
| 12/31/2026 | 492 | -28 | 47 | N/A | 5 |
| 6/30/2026 | 338 | -167 | 45 | 113 | N/A |
| 3/31/2026 | 313 | -259 | 40 | 105 | N/A |
| 12/31/2025 | 309 | -257 | 49 | 91 | N/A |
| 9/30/2025 | 309 | -121 | 59 | 102 | N/A |
| 6/30/2025 | 310 | -111 | 87 | 130 | N/A |
| 3/31/2025 | 310 | -13 | 84 | 128 | N/A |
| 12/31/2024 | 313 | -10 | 105 | 150 | N/A |
| 9/30/2024 | 311 | -79 | 90 | 151 | N/A |
| 6/30/2024 | 306 | -89 | 55 | 119 | N/A |
| 3/31/2024 | 303 | -89 | 46 | 108 | N/A |
| 12/31/2023 | 297 | -110 | 39 | 104 | N/A |
| 9/30/2023 | 293 | -44 | 42 | 91 | N/A |
| 6/30/2023 | 291 | -32 | 41 | 88 | N/A |
| 3/31/2023 | 286 | -27 | 36 | 81 | N/A |
| 12/31/2022 | 279 | 13 | 35 | 74 | N/A |
| 9/30/2022 | 269 | 4 | 39 | 74 | N/A |
| 6/30/2022 | 258 | -8 | 34 | 64 | N/A |
| 3/31/2022 | 239 | -21 | 36 | 62 | N/A |
| 12/31/2021 | 219 | -50 | 30 | 53 | N/A |
| 9/30/2021 | 198 | -44 | 24 | 53 | N/A |
| 6/30/2021 | 175 | -44 | 9 | 36 | N/A |
| 3/31/2021 | 163 | -111 | -2 | 25 | N/A |
| 12/31/2020 | 155 | -106 | 4 | 28 | N/A |
| 9/30/2020 | 147 | -119 | 1 | 15 | N/A |
| 6/30/2020 | 136 | -121 | 11 | 23 | N/A |
| 3/31/2020 | 121 | -47 | N/A | 30 | N/A |
| 12/31/2019 | 105 | -32 | N/A | 21 | N/A |
| 9/30/2019 | 105 | -6 | N/A | 23 | N/A |
| 6/30/2019 | 111 | 6 | N/A | 24 | N/A |
| 3/31/2019 | 120 | 15 | N/A | 23 | N/A |
| 12/31/2018 | 130 | 11 | N/A | 24 | N/A |
| 12/31/2017 | 94 | 9 | N/A | 21 | N/A |
| 12/31/2016 | 82 | -1 | N/A | 3 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: RPAY önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: RPAY önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: RPAY önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: RPAY şirketinin gelirinin (yıllık 25.5% ) US pazarından (yıllık 13.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: RPAY şirketinin gelirinin (yıllık 25.5% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: RPAY 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 23.7 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 09:06 |
| Gün Sonu Hisse Fiyatı | 2026/09/14 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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
Repay Holdings Corporation 12 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Ramsey El-Assal | Barclays |
| Mark Palmer | BTIG |
| Joseph Vafi | Canaccord Genuity |