Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PAYO
STRONG BUYFLAGPayoneer Global Inc. · Technology · United States · $2.4B · Avg Vol: $52M/d
Payoneer clears stage one with all legs above the floor and a buyback retiring 4.24% of shares, substantial corroboration. Insiders sold 0.01% with no offsetting purchases, net selling, which is adverse, so stage two blocks approval.
COMPANY DESCRIPTION
Payoneer Global Inc. offers a global payment and commerce platform that facilitates cross-border transactions for businesses, online sellers, and freelancers worldwide. The company provides a comprehensive suite of services, including mass payout solutions, currency management, and working capital, streamlining international commerce. Its extensive proprietary network and focus on the 'new economy' customer segments provide a significant competitive advantage in the digital payments landscape.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 572.3M | 600.5M | 720.9M | 821.2M | 12.8% | 1.1B | 874.5M | 965.0M | 8.4% |
| EPS | -0.03 | 0.26 | 0.34 | 0.20 | -12.3% | 0.20 | 0.16 | 0.23 | 6.4% |
| Shares | 352.8M | 357.6M | 360.1M | 348.7M | -1.2% | 338.2M | — | — | — |
| Debt | 31.0M | 43.4M | 21.4M | 72.3M | 32.6% | 80.0M | — | — | — |
| Equity | 545.3M | 664.3M | 724.8M | 704.4M | 8.9% | — | — | — | — |
| Op CF | 84.0M | 159.5M | 176.9M | 233.5M | 40.6% | 231.6M | — | — | — |
| Inv CF | 5.7M | -44.3M | -2.0B | -218.3M | — | — | — | — | — |
| Fin CF | 1.5B | 512.0M | 427.8M | 738.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PAYO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PAYO | Payoneer Global Inc.(you) | $2.4B | 83 | STRONG BUY |
| FLYW | Flywire Corporation | $1.7B | 83 | STRONG BUY |
| ATEN | A10 Networks, Inc. | $2.5B | 74 | BUY |
| EVTC | EVERTEC, Inc. | $1.8B | 87 | STRONG BUY |
| EEFT | Euronet Worldwide, Inc. | $3.0B | 91 | STRONG BUY |
| PAY | Paymentus Holdings, Inc. | $3.6B | 77 | BUY |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 96 | STRONG BUY |
| AVPT | AvePoint, Inc. | $2.6B | 69 | BUY |
| NTCT | NetScout Systems, Inc. | $2.9B | 95 | STRONG BUY |
| TDC | Teradata Corporation | $2.7B | 97 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%