Added to YB: 2026-05-14
Pitch date: 2026-05-12
RPAY [bullish]
Repay Holdings Corporation
+18.37%
current return
Author Info
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Company Info
Repay Holdings Corporation, a payments technology company, provides integrated payment processing solutions that enables consumers and businesses to make payments using electronic payment methods in the United States.
Market Cap
$310.0M
Pitch Price
$3.32
Price Target
4.80 (+22%)
Dividend
N/A
EV/EBITDA
13.14
P/E
-1.84
EV/Sales
2.95
Sector
Financial Services
Category
special_situation
Repay Holdings Corp ($RPAY)
RPAY: Payments tech co serving personal loans, auto, B2B verticals. Acquired KUBRA for $372M (almost doubles rev to ~$582M, $192.5M EBITDA). Leverage spikes >4x, target ~3x in 18mo. Activists Forager (12.9% at $3.33 basis) bid $4.80/sh (75% premium), rejected. Veradace (8.6%) wants 2 board seats. Mgmt poison pill at 12.5%. CEO owns 8%, buyback paused. TRA complicates M&A.
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