Added to YB: 2025-10-13
Pitch date: 2025-08-25
CPAY [bullish]
Corpay, Inc.
-3.19%
current return
Author Info
No bio for this author
Company Info
Corpay, Inc. operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States, Brazil, the United Kingdom, and internationally.
Market Cap
$19.1B
Pitch Price
$322.45
Price Target
490.00 (+55%)
Dividend
N/A
EV/EBITDA
11.12
P/E
18.53
EV/Sales
5.88
Sector
Financial Services
Category
value
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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