Corpay, Inc.
CPAY
NYSE·Technology·Software - Infrastructure·Mkt cap $26.7B
$407.88
▲ +1.04%
P/E
24.65
Mkt Cap
$26.7B
52-Wk Range
$252.84–$425.95
52-Week Range
$252.84 - $425.95
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 25.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Established network effects with 38+ years of industry experience and deep merchant relationships
- Comprehensive integrated platform reducing customer switching costs across multiple payment categories
- Proprietary data and analytics capabilities providing spending visibility and optimization insights
- Global infrastructure supporting cross-border payments and multi-currency transactions
Bear Case
2 risks
- Average volatility.
- Premium valuation to Digital Payments peers
Growth
Stable outlook
Digital transformation acceleration driving adoption of automated accounts payable and virtual card solutions
Value
Premium valuation to Digital Payments peers
Momentum
Strong
+12.7% over 3m
Quality
Excellent
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying CPAY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $7.00 vs $6.58 consensus (+6.4% surprise). Revenue of $1.3B vs $1.3B expected (+3.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+6.4%
Revenue trend · last 8Q
—
+10%
+8%
+13%
+14%
+21%
+25%
+21%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.0B
$1.0B
$1.0B
$1.1B
$1.2B
$1.2B
$1.3B
$1.3B
Margins · last 8Q
Gross
79.5%
Operating
35.2%
Profit
18.6%
Wall Street consensus
5 analysts · 60% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
60%
Hold
40%
Sell
0%
Median Price Target
$450.00
▲ +10.3% vs $407.88
Latest: Raymond James · Aug 6, 2026
1 analyst covering
vs Industry
How CPAY stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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