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PAGS

PagSeguro Digital Ltd.

PAGS

NYSE·Industrials·Specialty Business Services·Mkt cap $2.6B

$9.13

▲ +0.83%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$7.74 - $12.32

P/E

—

Fwd P/E

1.08

Beta

1.29

Div Yield

6.85%

Avg Vol

3.6M

Shares Out

295.2M

Mkt Cap

$2.6B

Price action

Price chart

Down 3.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

2 risks

  • Average volatility.
  • Growth premium of 0.1x vs Digital Payments peers. Reasonable for this growth rate.

Growth

Strong growth ahead

Expanding digital banking adoption and financial inclusion in Brazil

Value

Growth premium of 0.1x vs Digital Payments peers. Reasonable for this growth rate.

Momentum

Weak

-12.5% over 3m

Quality

Strong

High-growth business (117% revenue growth, 51% gross margin). Profitable with strong growth momentum.

Dividend

High yield

6.85% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 11, 2026

“
Q2 26 RECAP

MAY 12, 2026

Reported EPS of $0.39 vs $0.40 consensus (-2.5% surprise). Revenue of $962.1M vs $952.6M expected (+1.0%).

EPS miss
Rev beat +1.0%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-2.5%

Next: May 11, 2026

Revenue trend · last 8Q

—

—

+17%

+12%

+11%

+4%

+457%

-80%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$166.1M

$176.6M

$187.8M

$927.8M

$963.2M

$968.1M

$1.0B

$185.3M

Margins · last 8Q

Gross

—

Operating

—

Profit

11.4%

View full earnings history →

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

—

Latest: JP Morgan · Apr 13, 2026

View full analyst page →

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.