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Added to YB: 2024-09-23

Pitch date: 2024-09-23

CPAY [bullish]

Corpay, Inc.

+30.26%

current return

Author Info

No bio for this author

Company Info

Corpay, Inc. operates as a payments company that helps businesses and consumers to manage and pay their expenses.

Market Cap

$27.2B

Pitch Price

$311.84

Price Target

N/A

Dividend

N/A

EV/EBITDA

12.42

P/E

25.22

EV/Sales

6.99

Sector

Financial Services

Category

value

Show full summary:
Corpay ($CPAY)

CPAY: Corporate payments segment growing 15-20% annually, now 30% of revenue. CEO Ron Clarke's capital allocation driving 20% EPS CAGR since 2010. Trading at 13x P/E vs historical 25x. EV transition overblown. Fuel card business stable. 15-20% EPS growth potential with re-rating upside.