Price
No data yet.
Social Signal Score
Analyst Ratings
18 analystsRevenue
$1.34B+176.37%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Ronald F. Clarke
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 11,800
- Beta
- 0.87
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 1.57
Financials
Revenue
$1.34B+176.4%Net Income
$248.31M+91.6%EBITDA
$459.44M+87.4%Free Cash Flow
$1.42B+708.4%EPS (diluted)
$3.70+172.1%Shares Outstanding (diluted)
66.33M-30.4%Operating Expenses
$374.28MCash & Debt
$3.16BReturn of Capital
$326.56MRevenue by Segment (annual)
$4.24BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.53B | $1.07B | $15.25 |
| 2024 | $3.97B | $1.00B | $14.27 |
| 2023 | $3.76B | $981.89M | $13.42 |
| 2022 | $3.43B | $954.33M | $12.62 |
| 2021 | $2.83B | $839.50M | $10.23 |
| 2020 | $2.39B | $704.22M | $8.38 |
| 2019 | $2.65B | $895.07M | $10.36 |
| 2018 | $2.43B | $811.48M | $9.14 |
| 2017 | $2.25B | $740.20M | $8.12 |
| 2016 | $1.83B | $452.38M | $4.89 |
| 2015 | $1.70B | $362.43M | $3.85 |
| 2014 | $1.20B | $368.71M | $4.24 |
| 2013 | $895.17M | $284.50M | $3.36 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CPAY's reported EPS growth of 13.4% a year over 12 years.
- EPS in 5 years
- $28.60
- Implied price
- $572.09
- Return from $394.60
- 7.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $284.43 — -27.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| 3.4% | -8.5% | -4.9% | -1.8% | 1.0% | 3.5% |
| 8.4% | -4.1% | -0.3% | 3.0% | 5.9% | 8.5% |
| 13.4% | 0.3% | 4.3% | 7.7% | 10.8% | 13.5% |
| 18.4% | 4.7% | 8.9% | 12.5% | 15.6% | 18.5% |
| 23.4% | 9.1% | 13.5% | 17.2% | 20.5% | 23.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
75+7.14%Social Signal Score
Mentions (20)
- Newszacks.com·7d ago·Positive
Can Core Growth Help CPAY Sustain Its Strong Revenue Momentum? Corpay's Q2 2026 revenues rise 21% to $1.34 billion as core growth leads gains, supported by acquisitions and macro factors despite divestiture drag.
View source ↗ - Newsbusinesswire.com·11d ago·Neutral
Corpay Expands Its AI Agent Team to Give Businesses More Control Over Spend ATLANTA--(BUSINESS WIRE)--Corpay, the Global Spend Management Company, is expanding its team of purpose-built AI agents inside Corpay Complete.
View source ↗ - Newszacks.com·14d ago·Positive
Here's Why You Should Hold Corpay's Stock in Your Portfolio Now CPAY's Corporate Payments momentum, cross-border expansion and strong cash generation support its growth outlook despite margin pressure.
View source ↗ - Newsbusinesswire.com·17d ago·Negative
Corpay Agrees to Settle FTC Matter ATLANTA--(BUSINESS WIRE)--Corpay, Inc. (NYSE: CPAY) today announced that it has reached a proposed settlement with the Federal Trade Commission (FTC) to resolve previously disclosed allegations relating to marketing and disclosure practices in its U.S. Vehicle Payments business. Under the proposed settlement, Corpay will pay $100 million to the FTC. CEO Ron Clark is not subject to any financial payment as part of this settlement. The proposed settlement will re…
View source ↗ - Newsdefenseworld.net·18d ago·Negative
Corient Private Wealth LP Lowers Holdings in Corpay, Inc $CPAY Corient Private Wealth LP decreased its holdings in Corpay, Inc (NYSE: CPAY) by 59.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,532 shares of the corporate payments company's stock after selling 32,922 shares during the period. Corient Private
View source ↗ - News (RSS)zerohedge·28d ago·Neutral
…ar 3%. The central bank is already managing higher energy costs and the risk of a slowdown, which makes this move extremely complicated for Canada, and, according to Corpay chief market strategist Karl Schamotta, Canada's strategy may backfire. "An intensified trade war will hurt the country more than the U.S.," Schamotta explained. "Countertariffs will not help. In Canada, just as in the U.S., they are effectively taxes on domestic consumption. They raise the cost of living while doing little t…
View source ↗ - Newszacks.com·33d ago·Positive
CPAY Stock Rises 15% in 3 Months: Here's What You Should Know Corpay's sustained organic growth, stronger 2026 outlook and aggressive buybacks are supporting continued earnings momentum.
View source ↗ - News (RSS)yahoo·34d ago·Neutral
Corpay (CPAY) Simplifies Its Business As Profits Take A Hit
View source ↗ - Newsmarketbeat.com·37d ago·Positive
Corpay Sees Growth Momentum Extending as Corporate Payments Takes Center Stage Corpay NYSE: CPAY CFO Peter Walker said the company expects its growth momentum to continue through the second half of the year, citing strong customer activity, sales and retention across its businesses.
View source ↗ - Newszacks.com·38d ago·Positive
Why Corpay (CPAY) is a Top Momentum Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - News (RSS)seekingalpha·39d ago·Positive
Corpay, Inc. (CPAY) Presents at Deutsche Bank 2026 Technology Conference Transcript
View source ↗ - Newsseekingalpha.com·39d ago·Positive
Corpay, Inc. (CPAY) Presents at Deutsche Bank 2026 Technology Conference Transcript Corpay, Inc. (CPAY) Presents at Deutsche Bank 2026 Technology Conference Transcript
View source ↗ - Newsbusinesswire.com·43d ago·Neutral
Corpay to Participate in Upcoming Investor Conferences ATLANTA--(BUSINESS WIRE)--Corpay, Inc., (NYSE: CPAY), the corporate payments company, today announced that the Company will participate in the following investor conferences: On Thursday, August 27, 2026, the Company will be attending the 2026 Deutsche Bank Technology Conference in Dana Point, CA. Management will participate in a fireside chat beginning at 3:20 pm PT. On Tuesday, September 15, 2026, the Company will be attending the Oppenhei…
View source ↗ - Newsseekingalpha.com·44d ago·Positive
Corpay's Corporate Payments Push Could Unlock Its Next Growth Phase Corpay is rated BUY after strong 2Q26 results and raised full-year guidance, with robust earnings and revenue growth. CPAY is shifting focus from vehicle to corporate payments, targeting a $560 billion TAM with less than 1% current share. 2Q26 revenue rose 21% to $1.34B, adjusted EBITDA margin expanded to 57.3%, and free cash flow hit $1.6B TTM.
View source ↗ - Newszacks.com·48d ago·Neutral
Here's Why You Should Retain Corpay Stock in Your Portfolio Now CPAY's 10.4% one-month gain comes as Corporate Payments, Vehicle growth and acquisitions support expansion, though costs and liquidity remain risks.
View source ↗ - News (RSS)yahoo·51d ago·Neutral
Corpay (CPAY) Just Posted A Record Quarter, So Why The Caution?
View source ↗ - Newsmarketbeat.com·52d ago·Neutral
Corpay Q2 Earnings Call Highlights Volatus Aerospace outlined plans to expand its drone manufacturing, cargo delivery, wildfire-response and defense capabilities, while acknowledging that supply-chain constraints and delays in government procurement have affected the timing of some revenue and contract deliveries.
View source ↗ - Newszacks.com·52d ago·Positive
Corpay Stock Gains 25% in 6 Months: Here's What You Should Know CPAY's six-month jump of 25% reflects stronger 2026 guidance, robust organic growth, margin expansion and consistent share repurchases.
View source ↗ - News (RSS)fool·54d ago·Positive
Corpay (CPAY) Q2 2026 Earnings Call Transcript Record earnings and raised guidance signal strong momentum in payments.
View source ↗ - Newszacks.com·55d ago·Positive
Corpay (CPAY) is a Top-Ranked Momentum Stock: Should You Buy? The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $7.17 per share
Typical surprise +1.2% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$7.00 vs $6.58beat
- Thu, May 7$5.80 vs $5.47beat
- Wed, Feb 4$6.04 vs $5.95beat
- Wed, Nov 5$5.70 vs $5.63beat
- Wed, Aug 6$5.13 vs $5.12beat
- Tue, May 6$4.51 vs $4.51beat
Estimates and results for CPAY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CPAY officers and directors.
- Bought
- —
- Sold
- $146.4m
0 trades
42 trades
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
- Clarke Ronaldsold
58 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- April McClain Delaneyhouse · MD06 · disclosed Jul 8, 2026 (26d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.