Added to YB: 2025-09-11
Pitch date: 2025-09-06
PAYO [bullish]
Payoneer Global Inc.
-26.79%
current return
Author Info
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Company Info
Payoneer Global Inc. operates as a financial technology company. It operates a payment infrastructure platform that provides customers with a one-stop, global, multi-currency account to serve their accounts receivable and accounts payable needs.
Market Cap
$3.5B
Pitch Price
$6.72
Price Target
9.00 (+83%)
Dividend
N/A
EV/EBITDA
17.24
P/E
29.16
EV/Sales
3.22
Sector
Financial Services
Category
value
Payoneer Global Inc. Deep Dive & Valuation ($PAYO)
PAYO: Cross-border payments for SMBs/freelancers in emerging markets. $80B TPV, $978M revenue (23% 5yr CAGR). 2% take rate in fast-growing LATAM/APAC vs mature markets. Key risks: China trade (35% revenue), stablecoin disruption threat, Amazon concentration (23%). Strong moat via marketplace partnerships, regulatory licenses, last-mile offramp capabilities. Trading 7.9x EV/EBITDA vs peers 16-20x. DCF fair value ~$9 vs $6.75 current.
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