Payoneer Global Inc. (PAYO)
NEUTRALFondamental
59
Prix
$7.12
Capitalisation boursière
$2.41B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
Payoneer Global Inc. operates as a financial technology company. The company offers customers with a multi-currency account to serve their cross-border accounts receivable and accounts payable needs through payment infrastructure platform. It delivers a suite of services, such as funds management, working capital, multicurrency accounts, and workforce management. It also provides various payment options with minimal integration required, full back-office functions, and customer support. The company serves small and medium-sized businesses worldwide. Payoneer Global Inc. was founded in 2005 and is headquartered in New York, New York.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
Bilan & Liquidités
Chiffre d'affaires
$855M
12 derniers mois (au 30/06/2026)
Résultat net
$50M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$207M
Capitaux propres totaux
$704M
Passif total
$8.25B
Ratio de liquidité général
1.00
Couverture des intérêts
-
Dette/EBITDA
0.08
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$6.80
Prix actuel
$7.12
Marge de sécurité
-4.6%
Fourchette de juste valeur
$4.42 - $9.18
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
50.79
ROE
10.4%
Ratio P/B
3.69
P/FCF
13.28
Marge brute
-
ROIC
10.7%
Radar de rentabilité
Value Creation (Economic Moat)
ROIC
10.7%
WACC
9.4%
ROIC − WACC
+1.3 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Critères d'analyse fondamentale
Réussi (13)
- EPS shows upward trend
- ROIC 10.7%
- P/FCF 13.28
- Operating Margin 13.1%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Debt/EBITDA
- Low reliance on intangibles
- ROE 10.0%
- Earnings Quality (OCF/NI) 4.42
- Share Dilution -1.4%
- Piotroski F-Score 6/9
Échoué (9)
- Price CAGR -5.99%
- P/B Ratio 3.69
- Debt/Equity ratio
- Return on Tangible Assets
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 43% Buy
- Earnings Surprise avg -33.6%
- Net Margin Trend 5.9% vs 13.0%
Indisponible (5)
- Gross Margin NaN%
- Dividend Payout NaN%
- Interest Coverage
- Revenue Growth 5Y (Finnhub)
- PEG Ratio (need PE > 0 and growth > 0)
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Rachat d'actions. Favorable aux actionnaires
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. John R. Caplan | CEO & Director | 55 |
| Ms. Beatrice Ordonez C.A. | Chief Financial Officer | 52 |
| Ms. Tsafi Erlich Goldman | Chief Legal & Governance Officer and Corporate Secretary | 60 |
| Mr. Itai Perry | Senior VP of Finance & Principal Accounting Officer | - |
| Mr. Oren Ryngler | Chief Product & Technology Officer | - |
| Ms. Michelle Wang | Vice President of Investor Relations | - |
| Mr. Micheal Sheehy | Chief Compliance Officer | - |
| Mr. John Davis | Chief People Officer | - |
| Mr. Kevin Ambrosini | Chief Strategy Officer | - |
| Mr. Adam Cohen | Chief Growth Officer | - |
Risque d'audit
5
Risque du conseil
3
Risque de rémunération
3
Risque droits des actionnaires
3
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for PAYO, sourced from Markets Gazette.
- 2/26/2026NEUTRALPayoneer (PAYO) Q4 2025 Earnings Call Transcript
The financial community was keenly awaiting the publication of the Payoneer (PAYO) Q4 2025 earnings call transcript. However, detailed information regarding the content of this call has not been made publicly available. This prevents investors from thoroughly analyzing the company's financial performance, future projections, and any operational strategies discussed by management. Earnings conference calls are critical moments for the market, offering transparency and guiding shareholder expectations. The lack of immediate access to this key data leaves market participants awaiting further clarification to assess Payoneer's trajectory and outlook.
- 2/25/2026POSITIVEPayoneer joins rush of fintechs bidding for US bank charters
Payoneer, a prominent digital payments company, is joining the growing cohort of fintech firms vying for a US bank charter. This strategic move, which also sees industry players like Coinbase and Crypto.com (the latter having received conditional approval) in the running, signals an acceleration within the sector towards integrating traditional financial services with innovative digital solutions. For investors, securing a bank charter would represent a significant growth catalyst for Payoneer, enabling the company to broaden its product offerings, enhance its regulatory standing, and attract a wider customer base, thereby bolstering confidence in its business model and its potential for expansion within the US financial market.
via Markets Gazette