Added to YB: 2026-05-15
Pitch date: 2026-05-13
CPAY [neutral]
Corpay, Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
Company Info
Corpay, Inc. operates as a payments company that helps businesses and consumers to manage and pay their expenses.
Market Cap
$21.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.61
P/E
19.87
EV/Sales
6.26
Sector
Financial Services
Category
value
Payments and FinTech Earnings Recap: Q1 2026 - Corpay, Inc.
CPAY (earnings): Q1 organic rev +11% (4th straight qtr), corp payments +18% ex-float (now 40% of rev). New sales +24%, retention 93.5%. Lodging improving, expects +MSD exit rate. FY EPS guide +3%. Considering divestitures/M&A to tilt toward corp payments. Full-year organic rev guide ~10% on tougher comps. 14x NTM P/E adj for SBC.
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