Added to YB: 2025-10-13
Pitch date: 2025-08-25
CPAY [bullish]
Corpay, Inc.
+8.69%
current return
Author Info
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Company Info
Corpay, Inc. operates as a payments company that helps businesses and consumers to manage and pay their expenses.
Market Cap
$21.7B
Pitch Price
$322.45
Price Target
490.00 (+43%)
Dividend
N/A
EV/EBITDA
11.61
P/E
19.87
EV/Sales
6.26
Sector
Financial Services
Category
value
Show full summary:
Corpay, Inc. - $CPAY
CPAY: B2B payments compounder trading at 13.5x 2026E earnings vs historical 16-20x; $400-490 price target (20-33% upside). 15-20% annual EPS growth expected from digital payment adoption + M&A. Inflation-sensitive revenues, 50%+ EBITDA margins, 90% FCF conversion. Risks: $2.4B Alpha integration, regulation, EV transition impact on fuel cards.
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