Corpay, Inc.

NYSE:CPAY Stok Raporu

Piyasa değeri: US$22.7b

Corpay Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Corpay yıllık ortalama 6.5% oranında kazançlarını artırırken, Diversified Financial sektöründe kazançlar growing at 13.5% annual. Gelirler growing yılda ortalama 11.5% oranında artmaktadır. Corpay'in özkaynak karlılığı 30.6% ve net marjı 24.5%'dir.

Anahtar bilgiler

6.47%

Kazanç büyüme oranı

10.30%

EPS büyüme oranı

Diversified Financial Sektör Büyümesi6.15%
Gelir büyüme oranı11.54%
Özkaynak getirisi30.59%
Net Marj24.50%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
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Yeni Anlatı • 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
Seeking Alpha • Feb 17

Fleetcor Technologies: Rating Upgrade As Valuation Is Cheap

Summary I upgraded my recommendation to buy, as I believe the market has overreacted to the 4Q23 miss and the current valuation offers attractive upside. The 4Q23 miss was primarily due to timing issues and weather-related factors, not a structural impairment to FLT's growth outlook. FLT's transition to a broader Vehicle Payments business aligns with the growing EV industry and the company's innovative product offerings contribute to a positive outlook. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Corpay nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:CPAY Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 264,7841,1721,1990
31 Dec 254,5281,0681,1110
30 Sep 254,3151,0511,1090
30 Jun 254,1711,0501,0610
31 Mar 254,0451,0171,0170
31 Dec 243,9751,0049980
30 Sep 243,8771,0149700
30 Jun 243,8191,0099560
31 Mar 243,7929979530
31 Dec 233,7589829440
30 Sep 233,7049519390
30 Jun 233,6269299280
31 Mar 233,5399519090
31 Dec 223,4279548930
30 Sep 223,3469548870
30 Jun 223,2089398560
31 Mar 223,0148738080
31 Dec 212,8348397480
30 Sep 212,6498246700
30 Jun 212,4797796150
31 Mar 212,3367415660
31 Dec 202,3897045670
30 Sep 202,4707305900
30 Jun 202,5667676020
31 Mar 202,6888706320
31 Dec 192,6498956120
30 Sep 192,5939626020
30 Jun 192,5328935950
31 Mar 192,4708095760
31 Dec 182,4338115720
30 Sep 182,4007925810
30 Jun 182,3588375750
31 Mar 182,3157915620
31 Dec 172,2507405580
30 Sep 172,1555535110
30 Jun 172,0614804860
31 Mar 171,9384654550
31 Dec 161,8324524150
30 Sep 161,7474104280
30 Jun 161,7143974100
31 Mar 161,7013794050
31 Dec 151,7033624070
30 Sep 151,6494193870
30 Jun 151,4933983520

Kaliteli Kazançlar: CPAY yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: CPAY 'nin mevcut net kar marjları (24.5%) geçen yılın (25.1%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: CPAY şirketinin kazancı son 5 yılda yılda 6.5% oranında arttı.

Büyüme Hızlandırma: CPAY 'un son bir yıldaki kazanç büyümesi ( 15.2% ) 5 yıllık ortalamasını (yıllık 6.5% ) aşıyor.

Kazançlar vs. Sektör: CPAY geçen yılki kazanç büyümesi ( 15.2% ) Diversified Financial sektörünün 8.6% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: CPAY 'nin Özsermaye Getirisi ( 30.59% ) yüksek olsa da, bu ölçüm yüksek borç seviyeleri nedeniyle çarpıktır.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 21:49
Gün Sonu Hisse Fiyatı2026/05/22 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

Corpay, Inc. 29 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Mihir BhatiaBofA Global Research
Mark PalmerBTIG