Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
PAY [bullish]
Paymentus Holdings, Inc.
+3.29%
current return
Author Info
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Company Info
Paymentus Holdings, Inc. provides cloud-based bill payment technology and solutions in the United States and internationally.
Market Cap
$3.8B
Pitch Price
$30.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.13
P/E
69.73
EV/Sales
3.43
Sector
Financial Services
Category
special_situation
Show full summary:
Recurve Capital Added On Portfolio Holding: Paymentus Holdings, Inc.
PAY (added to position): Added +150bps to 6% position on -22% September selloff after +40% August gain. Stock in predictable rise-and-fall pattern as Accel-KKR distributes 50M+ shares to GPs/LPs over past year, creating supply overhang keeping stock range-bound since late 2024.
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