Added to YB: 2026-04-20
Pitch date: 2026-02-16
RELY [bullish]
Remitly Global, Inc.
+53.78%
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
$12.83
Price Target
38.30 (+94%)
Dividend
N/A
EV/EBITDA
44.75
P/E
73.52
EV/Sales
2.72
Sector
Financial Services
Category
growth
Remitly Global, Inc. - $RELY
RELY: Digital remittance leader, largest in traditional consumer segment. Q4 2025E rev +28% YoY. Trading 9.5x 2025E adj EBITDA, 7.2x 2026E despite high-teens growth outlook. Recurring customer cohorts stack annually. Target: 12% rev growth + 7% margin expansion + 5% multiple expansion = 24% 5-yr CAGR. FCF $600M+ by 2030. 50% incremental margins, minimal CapEx. Scale moat vs incumbents. Attractive M&A target.
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