Professional
Added to YB: 2025-06-17
Pitch date: 2025-06-04
FLYW [bullish]
Flywire Corporation
+47.41%
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 payments enablement and software company in the United States and internationally.
Market Cap
$1.7B
Pitch Price
$10.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.48
P/E
-608.15
EV/Sales
2.27
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.
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