Corpay, Inc.

NYSE:CPAY Stok Raporu

Piyasa değeri: US$20.3b

Corpay Yönetim

Yönetim kriter kontrolleri 4/4

Corpay CEO'su Ron Clarke, Aug2000 tarihinde atandı, in görev süresi 25.75 yıldır. in toplam yıllık tazminatı $ 3.41M olup, şirket hissesi ve opsiyonları dahil olmak üzere 40.2% maaş ve 59.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 3.53% ine doğrudan sahiptir ve bu hisseler $ 718.17M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7.3 yıl ve 10.3 yıldır.

Anahtar bilgiler

Ron Clarke

İcra Kurulu Başkanı

US$3.4m

Toplam tazminat

CEO maaş yüzdesi40.19%
CEO görev süresi25.8yrs
CEO sahipliği3.5%
Yönetim ortalama görev süresi7.3yrs
Yönetim Kurulu ortalama görev süresi10.3yrs

Son yönetim güncellemeleri

Recent updates

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.

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.

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.

Corpay Stock: Why We Added To Our Portfolio

Jan 07

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.

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.

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.

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.

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.

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.

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.

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.

Corpay, Inc. (NYSE:CPAY) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

May 09
Corpay, Inc. (NYSE:CPAY) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Corpay: Prominent On GARP Screens And To Benefit From An America First Policy

Jan 22

Corpay: Fairly Valued At Best

Dec 05

Corpay: On The Cusp Of A Watershed Moment

Aug 26
User avatar

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.

High Quality Corpay Drops Almost 20% And Is Now A Bargain

Jun 11

Corpay: Short-Term Concerns And A Predictable Business

May 23

Corpay: Good Growth Company Trading At A Discount

Apr 18

Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap

Feb 17

CEO Tazminat Analizi

Ron Clarke'un ücretlendirmesi Corpay'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$3mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$28mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$997m

Dec 31 2023US$3mUS$1m

US$982m

Sep 30 2023n/an/a

US$951m

Jun 30 2023n/an/a

US$929m

Mar 31 2023n/an/a

US$951m

Dec 31 2022US$4mUS$1m

US$954m

Sep 30 2022n/an/a

US$954m

Jun 30 2022n/an/a

US$939m

Mar 31 2022n/an/a

US$873m

Dec 31 2021US$58mUS$1m

US$839m

Sep 30 2021n/an/a

US$824m

Jun 30 2021n/an/a

US$779m

Mar 31 2021n/an/a

US$741m

Dec 31 2020US$1mUS$692k

US$704m

Sep 30 2020n/an/a

US$730m

Jun 30 2020n/an/a

US$767m

Mar 31 2020n/an/a

US$870m

Dec 31 2019US$12mUS$1m

US$895m

Tazminat ve Piyasa: Ron 'nin toplam tazminatı ($USD 3.41M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.60M ).

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


CEO

Ron Clarke (69 yo)

25.8yrs
Görev süresi
US$3,406,867
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ronald Clarke
Chairman25.8yrsUS$3.41m3.53%
$ 718.2m
Peter Walker
Chief Financial Officerless than a yearUS$7.94m0.0041%
$ 831.0k
Alissa Vickery
Chief Accounting Officer5.7yrsUS$845.26k0.0042%
$ 855.3k
Armando Netto
Group President of Brazil Vehicle Payments & Strategic Transformation11.9yrsUS$5.64m0.050%
$ 10.1m
Alan King
Group President of Vehicle Payments in UK9.8yrsUS$10.55m0.037%
$ 7.5m
Scott Dufour
Global Chief Information Officer7.3yrsVeri yokVeri yok
James Eglseder
Senior Vice President of Global Investor Relations8.3yrsVeri yokVeri yok
Daniel Fishbein
General Counsel7.3yrsVeri yokVeri yok
Steve Greene
Executive Vice President of Corporate Development & Strategy6.4yrsVeri yokVeri yok
Crystal Williams
Chief Human Resources Officer9.3yrsVeri yokVeri yok
Mark Frey
Group President of Corpay Cross Border Solutions4.2yrsVeri yokVeri yok
Rick Fletcher
Group President of Corpay Payables4.2yrsVeri yokVeri yok
7.3yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: CPAY 'un yönetim ekibi deneyimli ve deneyimlidir ( 7.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ronald Clarke
Chairman26.3yrsUS$3.41m3.53%
$ 718.2m
Steven Stull
Lead Independent Director25.6yrsUS$375.02k0.054%
$ 10.9m
Archie Jones
Independent Director5.5yrsUS$300.34k0.0073%
$ 1.5m
Thomas Hagerty
Independent Director11.5yrsUS$300.02k0.014%
$ 2.8m
Richard Macchia
Independent Director15.8yrsUS$375.34k0.021%
$ 4.2m
Hala Moddelmog
Independent Director9.1yrsUS$375.34k0.013%
$ 2.6m
Rahul Gupta
Independent Director3.2yrsUS$300.34k0.0054%
$ 1.1m
Gerald Throop
Independent Director2.8yrsUS$300.34k0.0037%
$ 747.7k
Annabelle Bexiga
Independent Director3.3yrsUS$375.34k0.0065%
$ 1.3m
Joseph Farrelly
Independent Director12.1yrsUS$375.34k0.018%
$ 3.8m
Jeffrey Sloan
Independent Director12.8yrsUS$300.34k0.020%
$ 4.1m
David Bunch
Directorless than a yearVeri yok0.0022%
$ 453.1k
10.3yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CPAY 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 06:38
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
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

Corpay, Inc. 28 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG