تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Corpay, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $26.4B | |
|---|---|---|
| Revenue (ttm) | 5B | |
| Net income (ttm) | 1.1B | |
| EPS (ttm) | $16.4 | |
| Shares out | 65.7M | |
| P/E (trailing) | 24.1x | |
| P/E (forward) | 12.8x | |
| Volume | 378,526 | |
| Beta | 0.89 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.83B | $3.43B | $3.76B | $3.97B | $4.53B | +12.4% |
| Gross profit | $2.27B | $2.66B | $2.94B | $3.11B | $3.17B | +8.6% |
| Operating income | $1.24B | $1.45B | $1.66B | $1.79B | $1.99B | +12.6% |
| Net income | $839.5M | $954.3M | $981.9M | $1.00B | $1.07B | +6.2% |
| EPS (diluted) | $9.99 | $12.42 | $13.20 | $13.97 | $15.03 | +10.8% |
| EBITDA | $1.51B | $1.76B | $2.01B | $2.12B | $2.34B | +11.6% |
| R&D | — | — | — | — | — | — |
| SG&A | $485.8M | $584.1M | $603.4M | $616.9M | $733.0M | +10.8% |
Recent company headlines from major financial publishers.
The Base case represents the modal analytical expectation. Vehicle Payments maintains its durable, high-margin cash flow foundation ($1,074.71M operating income in FY2025), while Corporate Payments delivers sustained mid-teens-plus expansion ($1,635.07M FY2025 revenue). International operations in Brazil ($713.30M FY2025 revenue) and the United Kingdom ($642.30M) provide geographic diversification and secular electronic toll tailwinds. Strong free cash flow ($1,299.15M in FY2025) funds net annual share repurchases of 1.0% to 2.5%, compounding per-share intrinsic value toward the synthesized Fair value of $493.18.
The Bull case reflects an acceleration scenario where Corporate Payments captures significant market share across middle-market corporate payables and international FX corridors. Distribution partnerships with major financial institutions expand rapidly, converting a high proportion of the 100+ pipeline institutions. Concurrently, Brazilian toll tag conversion surpasses expectations as free-flow mandates accelerate, driving operating leverage and expanding consolidated operating margins. Free cash flow conversion expands, enabling accelerated share buybacks and driving per-share intrinsic value toward Potential value of $586.98.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 8.6% | $529 | $542 | $555 | $571 | $588 |
| 9.1% | $500 | $510 | $522 | $534 | $547 |
| 9.6% | $476 | $484 | $493 | $503 | $514 |
| 10.1% | $454 | $461 | $469 | $477 | $486 |
| 10.6% | $435 | $441 | $448 | $455 | $463 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
