PagSeguro Digital Ltd.
PAGS
NYSE·Industrials·Specialty Business Services·Mkt cap $2.6B
$9.14
▲ +1.33%
P/E
7.77
Mkt Cap
$2.6B
52-Wk Range
$8.42–$12.32
52-Week Range
$8.42 - $12.32
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 1.3% 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
5 reasons
- Closed-loop ecosystem with 10M+ users creating strong network effects and customer retention
- Integrated platform reducing customer acquisition costs and increasing lifetime value
- First-mover advantage and brand recognition in Brazilian fintech market
- Proprietary fraud detection and risk management technology
- Extensive merchant and consumer base providing data advantages for AI/ML applications
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Expanding digital banking adoption and financial inclusion in Brazil
Value
Trading at 0.1x Digital Payments peers — a discount despite the growth profile.
Momentum
Stable
-0.9% over 3m
Quality
Strong
High-growth business (15% revenue growth, 51% gross margin). Profitable with strong growth momentum.
Dividend
High yield
5.47% yield
Smart-money signal
Who's buying PAGS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 11, 2026
AUG 11, 2026
Reported EPS of $0.41 vs $0.39 consensus (+5.4% surprise). Revenue of $979.4M vs $1.0B expected (-2.2%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.4%
Revenue trend · last 8Q
—
+17%
+12%
+11%
+4%
+457%
-80%
-58%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$176.6M
$187.8M
$927.8M
$963.2M
$968.1M
$1.0B
$185.3M
$400.3M
Margins · last 8Q
Gross
—
Operating
—
Profit
26.7%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: JP Morgan · Apr 13, 2026
vs Industry
How PAGS stacks vs Specialty Business Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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