Added to YB: 2026-01-07
Pitch date: 2025-12-30
RELY [bullish]
Remitly Global, Inc.
+55.63%
current return
Author Info
No bio for this author
Company Info
Remitly Global, Inc., a cross-border payment company engages in the provision of digital financial services in the United States, Canada, and internationally.
Market Cap
$4.8B
Pitch Price
$13.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.75
P/E
73.52
EV/Sales
2.72
Sector
Financial Services
Category
value
Closing Out 2025 & Opportunity Shopping for 2026 - $RELY
RELY: Digital remittances co w/ best-in-class customer acquisition, down 18% on IR misstep. Guides 19% rev CAGR thru 2028, >=30% incremental EBITDA margins. Trades <5x '28e EV/uFCF vs Wise 19x for similar growth. New products (wallet, credit) driving cross-sell. Risks: bank competition, WU digital push, Trump policy, stablecoins.
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