Professional
Added to YB: 2025-06-17
Pitch date: 2025-06-04
FLYW [bullish]
Flywire Corporation
+61.28%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Flywire Corporation, together with its subsidiaries, operates as a payment enablement and software company in the United States, Europe, the Middle East, and Africa and the Asia Pacific.
Market Cap
$2.0B
Pitch Price
$10.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.33
P/E
66.82
EV/Sales
2.41
Sector
Financial Services
Category
growth
Voss Value Fund New Position: Flywire Corporation
FLYW long: Cross-border payments platform at <2x sales despite 12% growth & rising margins. Temporary visa cap headwinds in Australia/Canada overshadow UK success where SFS contracts 3-5x larger than legacy. Healthcare segment accelerating. Sertifi acquisition promising despite initial skepticism. Strong balance sheet, high gross margins, multi-bagger potential as growth reaccelerates.
Read full article (4 min)