Analisi facoltativa del prodotto
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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.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
