Added to YB: 2026-03-26
Pitch date: 2026-03-24
PAGS [bullish]
PagSeguro Digital Ltd.
+0.29%
current return
Author Info
No bio for this author
Company Info
PagSeguro Digital Ltd., together with its subsidiaries, engages in the provision of financial and payment solutions for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.
Market Cap
$14.7B
Pitch Price
$10.20
Price Target
32.00 (+213%)
Dividend
1.40%
EV/EBITDA
1.61
P/E
7.39
EV/Sales
0.75
Sector
Financial Services
Category
value
PagSeguro / PagBank (NYSE: PAGS) Brazil’s Hidden Fintech Champion Trading at 7x Earnings
PAGS: Brazil digital bank w/ 34M clients trading 7x P/E despite 16% revenue growth & 15% shareholder yield (buybacks+divs). Banking rev +51% in 2025, credit expanding 33% YoY w/ NPLs at half industry avg. 2029 targets: BRL25B credit portfolio, >16% EPS CAGR. Fair PE model: $2 EPS by 2028 at 16x P/E = $32 target vs $9.40 today (~50% IRR). Risks: SELIC rate 14.5%, BRL weakness, competition from Nubank
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