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Corpay

NYSE: CPAY

Stock price

412.37 USD

(+0%) TODAY

Transaction & Payment Processing ServicesSoftware - Infrastructure

Financial Performance

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5Y price score: 80

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 148.7%

DATE RANGE:

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    252.8

    52-week range

    425.9

    412.37

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    6 %

    Dividend Yield TTM

    -

    Market cap $

    $ 26,953

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    25.1

    Price / Book TTM

    7.6

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    (3.6)

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    27.9 %

    57.2 %

    148.7 %

    Free cash flow per share growth

    40.2 %

    13.7 %

    141.5 %

    Earnings per share growth

    (7) %

    85.1 %

    290.4 %

    Founded: 2,000

    Employees: 11,200

    Business Summary:Corpay, Inc. operates as a global financial technology firm, delivering payment solutions that assist both businesses and individual consumers in efficiently managing a diverse range of expenditures. Its expertise primarily covers vehicle-related costs, corporate financial transactions, and lodging expenses, with operations spanning the United States, Brazil, the United Kingdom, and numerous other international markets. Among its specialized services are comprehensive vehicle payment offerings, which include provisions for fuel, road tolls, parking fees, fleet maintenance, and long-distance transportation. The company also supplies prepaid vouchers and cards for food and transit requirements. For its corporate clientele, Corpay furnishes sophisticated payment instruments such as automated accounts payable systems, virtual payment cards, solutions for international transactions, and dedicated purchasing alongside travel and entertainment card products. Its lodging payment services cater to a broad spectrum of needs, supporting employees on overnight business trips, airline and cruise personnel or stranded passengers, and insurance policyholders displaced from their residences due due to damage or catastrophe. Furthermore, Corpay issues gift cards and payroll cards. Its diverse customer base extends to businesses, merchants, individual consumers, and payment network partners. Established in 1986 and based in Atlanta, Georgia, the company was previously known as FLEETCOR Technologies, Inc., before officially adopting the name Corpay, Inc. in March 2024.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Aug 5, 2026)

    1) Q2 Performance Highlights - Revenue reached $1.34 billion, up 21% YoY, exceeding expectations by $45 million. - Cash EPS was $7, a 36% increase, marking an all-time record for the company. - Organic revenue growth was 10%, driven by Corporate Payments at 16% and Vehicle Payments at 8%. - Retention rate remained steady at 93%, with new bookings growing 30% YoY.

    2) Updated Guidance for 2026 - Full-year revenue guidance raised to $5.31 billion, reflecting a 17% growth YoY. - Cash EPS guidance increased to $27.35, up 28% YoY. - Anticipated 10% organic revenue growth in the second half, with Corporate Payments expected to maintain mid-teens growth. - Projected cash EBITDA of approximately $3 billion and free cash flow of $1.8 billion.

    3) Strategic Focus and Operational Plans - Plans to divest smaller, subscale businesses, starting with the EPICS divestiture expected to close by September 1. - Focus on enhancing spend management and expanding into procurement and cross-border payments. - Continued investment in integrating Alpha and Avid, with strong performance from both contributing positively to EPS.

    4) Market Conditions and Competitive Landscape - Favorable macroeconomic conditions contributed approximately $30 million to revenue. - Strong underlying performance in Corporate Payments and vehicle payments, with a notable increase in organic spend. - Competitive landscape remains robust, with ongoing efforts to leverage partnerships, such as with Mastercard, to enhance cross-border capabilities.

    5) Challenges and Future Outlook - Operating costs increased by 9%, primarily due to sales investments and credit losses. - The company is cautious about credit risk in the vehicle payments segment but maintains strong underwriting standards. - The transcript lacks detailed insights into specific challenges faced in the lodging segment and the impact of macroeconomic factors on future growth.

    Bottom line: CorPay's strong Q2 performance and raised guidance for 2026 reflect robust underlying growth and strategic focus on core segments, positioning the company well for sustained future growth despite potential headwinds from market conditions.

    Annual Reports, Presentations And IR Contacts

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    Corpay — Financial Overview, Stock Price, Market Cap

    Corpay is a company. Founded in 2000. As of August 26, 2026, the company's market capitalization is $26953294538 with a current stock price of $412.37.