Corpay（CPAY）株式概要
Corpay, Inc.は、企業や消費者の経費管理と支払いを支援する決済会社として事業を展開している。 コーペイ・インクは、コーポレート・ペイメント、ビークル・ペイメント、ロッジング・ペイメント、その他の分野で事業を展開している。 詳細
CPAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$350.44
FV
1.8% 割安 内在価値ディスカウント13.78%
Revenue growth p.a.
129
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9users have followed this narrative
Corpay, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$344.26 |
| 52週高値 | US$367.43 |
| 52週安値 | US$252.84 |
| ベータ | 0.87 |
| 1ヶ月の変化 | -1.05% |
| 3ヶ月変化 | 17.41% |
| 1年変化 | 5.45% |
| 3年間の変化 | 40.01% |
| 5年間の変化 | 34.45% |
| IPOからの変化 | 1,163.34% |
最新ニュース
Seeking Alpha • Jun 11
Corpay: The Market Has Yet To Price In Its Most Important Catalyst
Summary Corpay is rated a buy with an FY 2026 price target of $389, implying 9% upside, driven by robust Corporate Payments growth. Q1 revenue grew 25% YoY to $1.26B, with adjusted EPS up 29% and aEBITDA up 24%, reflecting strong execution in core segments. The Mastercard partnership offers access to FIs, potentially unlocking $875M incremental revenue by 2027 if well-executed. Risks include delays in FI integration and disruption from stablecoin adoption, but CPAY’s fundamentals and catalysts support a positive medium-term outlook. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 06
CPAY: Q1 Earnings Beat And Capital Returns Will Drive Future Rerating
Analysts have nudged their Corpay price targets higher, with recent Street research pointing to levels such as $406 and up to $450 as they highlight the company's potential to drive durable growth, streamline operations, and return capital. Analyst Commentary Recent research around Corpay centers on how the company can turn its current positioning into long term growth while keeping capital discipline in focus.Recent updates
Seeking Alpha • Jun 11
Corpay: The Market Has Yet To Price In Its Most Important Catalyst
Summary Corpay is rated a buy with an FY 2026 price target of $389, implying 9% upside, driven by robust Corporate Payments growth. Q1 revenue grew 25% YoY to $1.26B, with adjusted EPS up 29% and aEBITDA up 24%, reflecting strong execution in core segments. The Mastercard partnership offers access to FIs, potentially unlocking $875M incremental revenue by 2027 if well-executed. Risks include delays in FI integration and disruption from stablecoin adoption, but CPAY’s fundamentals and catalysts support a positive medium-term outlook. Read the full article on Seeking Alphaナラティブの更新 • Jun 06
CPAY: Q1 Earnings Beat And Capital Returns Will Drive Future Rerating
Analysts have nudged their Corpay price targets higher, with recent Street research pointing to levels such as $406 and up to $450 as they highlight the company's potential to drive durable growth, streamline operations, and return capital. Analyst Commentary Recent research around Corpay centers on how the company can turn its current positioning into long term growth while keeping capital discipline in focus.ナラティブの更新 • May 20
CPAY: Raised Profitability Assumptions And Blockchain Expansion Will Support Future Rerating
Analysts have raised the Corpay price target by about $10 to $390, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher profit margin, and a reduced future P/E multiple, while also taking into account recent supportive research coverage and new initiations on the stock. Analyst Commentary Recent research on Corpay reflects a mix of optimistic and more cautious views, with several price target revisions and a new initiation that help frame how analysts are thinking about the stock's valuation, execution, and growth profile.ナラティブの更新 • Apr 19
CPAY: Rising Margins And Sports Partnerships Will Support Future Rerating
Analysts now set Corpay's price target at $379.54, up from $361.23. The revision reflects updated assumptions that include a slightly higher discount rate, more moderate revenue growth expectations, stronger projected profit margins and a lower future P/E multiple in recent research updates.ナラティブの更新 • Feb 02
CPAY: Bullish Coverage And Mastercard Stake Will Support Future Rerating
Analysts have adjusted their fair value estimate for Corpay to about $361 from roughly $352, reflecting recent coverage that highlights continued execution, moderated revenue growth and margins, and a higher assumed future P/E multiple supported by new bullish initiations and an upgrade to Overweight. Analyst Commentary Recent research coverage on Corpay has been mixed, with some bullish analysts raising their expectations and others trimming price targets while staying positive on the business.ナラティブの更新 • Jan 19
CPAY: Future Returns Will Balance Stablecoin Risks With Buybacks And Mastercard Stake
Corpay's analyst price target has edged down from about $353.46 to roughly $351.58, as analysts factor in slightly lower valuation multiples following the recent target cut to $342 and ongoing concerns that stablecoin developments could affect growth and margins over the next few quarters. Analyst Commentary Analysts are parsing a mix of solid execution and valuation reset, with the recent price target trim to $342 helping frame both the upside case and the key overhangs you should keep in mind.ナラティブの更新 • Jan 05
CPAY: Share Repurchases And Mastercard Stake Will Support Future Upside Potential
Narrative Update on Corpay Analysts have trimmed their Corpay price target to $342 from $380, reflecting slightly higher assumed discount rates, a modestly higher future P/E multiple, and ongoing concerns that stablecoin related pressure on growth and margins could linger for the next few quarters despite a "nice beat and raise" in Q3. Analyst Commentary Recent commentary around Corpay highlights a mix of confidence in execution and caution on valuation, with the reduced price target to $342 reflecting that balance.ナラティブの更新 • Dec 14
CPAY: Share Buybacks And Mastercard Partnership Will Drive Future Upside
Analysts have nudged their price target on Corpay slightly higher, effectively valuing the shares about $2 more per share. They are incrementally more confident in the company’s long-term revenue growth, margin durability, and earnings multiple, despite ongoing sentiment headwinds around stablecoins.ナラティブの更新 • Nov 30
CPAY: Share Buybacks And Partnerships Will Drive Upside Amid Stablecoin Concerns
Corpay’s analyst price target has risen slightly from $350.00 to $351.25, as analysts point to solid execution despite ongoing concerns about the impact of stablecoins on growth and profit margins. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts covering Corpay, reflecting both strong quarterly execution and sustained market uncertainties.ナラティブの更新 • Nov 16
CPAY: Future Earnings And Partnerships Will Drive Shareholder Confidence Amid Stablecoin Uncertainty
Analysts have lowered their fair value estimate for Corpay from $368.50 to $350.00. They cited solid growth, ongoing concerns about stablecoin impacts, and a reduced valuation multiple as reasons for this adjustment.ナラティブの更新 • Oct 31
CPAY: Future Global Payment Expansion Will Unlock Attractive Entry Opportunity
The analyst price target for Corpay has been lowered by $4 to $356. Analysts cite continued organic growth and capital allocation flexibility, while making minor adjustments to their outlook following the latest company update.ナラティブの更新 • Oct 17
Expanding Cross-Border Payments Will Redefine Global Digital Commerce
Corpay's analyst price target has edged down from $379 to $375. This reflects a slightly more conservative outlook as analysts weigh ongoing organic growth along with recent capital allocation decisions and the impact of strategic acquisitions.ナラティブの更新 • Oct 03
Expanding Cross-Border Payments Will Redefine Global Digital Commerce
Corpay's analyst price target has been revised downward by $4 to $356. Analysts cite the company's consistent organic growth, prudent capital allocation, and recent acquisition activity as supportive factors despite near-term adjustments following earnings.ナラティブの更新 • Sep 04
Expanding Cross-Border Payments Will Redefine Global Digital Commerce
Analysts generally remain positive on Corpay, citing its strategic Alpha Group acquisition, reinforced Q2 guidance, and resilient organic growth as bullish factors, with only modest adjustments to targets mainly due to macro conditions, resulting in the consensus price target holding steady at $383.45. Analyst Commentary Bullish analysts highlight Corpay's acquisition of Alpha Group as a net positive, viewing it as consistent with the company's strategy to expand its cross-border payments capabilities and client base via M&A.Seeking Alpha • Jan 22
Corpay: Prominent On GARP Screens And To Benefit From An America First Policy
Summary Corpay is trading at a discount despite a 37% rise in share price, outperforming the S&P 500's 20% increase. CPAY's fundamentals and growth projections suggest further upside, maintaining a BUY rating with a target price of $431 to $475. Q3 highlights include 6% YOY revenue growth, improved EBITDA margins, and strong cash generation, with significant share repurchases and a robust balance sheet. President Trump's America First policy is expected to boost domestic economic activity, potentially revising CPAY's revenue and earnings growth higher. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Corpay: Fairly Valued At Best
Summary Corpay has a diversified revenue model with significant contributions from its Vehicle Payments and Corporate Payments segments. The company's growth prospects are supported by the increasing adoption of AP automation and the recent acquisitions of Paymerang and GPS Capital Markets. Key risks include reliance on technology, credit risk, and potential profit reduction from very low fuel prices despite increased transaction volumes. Corpay's strong performance is evident with 18% YoY growth in Corporate Payments and a 14% YoY increase in EPS. The valuation is, however, subject to debate as CPAY seems overvalued compared to a relevant peer and the sector but fairly valued historically. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Corpay: On The Cusp Of A Watershed Moment
Summary This quarter we added to Corpay (formerly FLEETCOR), a position we initiated in the fourth quarter of 2023. Over the last five years, CPAY has seen market sentiment toward the company's core fuel card business sour. In the next couple years, we believe B2B Payments will overtake the fuel card segment to become Corpay's biggest business. Read the full article on Seeking Alpha
新しいナラティブ • Aug 20
Acquisitions And Calculated Initiatives Poised To Propel Corporate Payments And Revitalize Fleet And Lodging Segments
Integration of Paymerang and GPS acquisitions set to significantly boost Corporate Payments, aiming to comprise a large portion of Corpay’s portfolio.Seeking Alpha • Jun 11
High Quality Corpay Drops Almost 20% And Is Now A Bargain
Summary Corpay's earnings per share are projected to grow at an average rate of 13-15% annually, despite interest rate pressures. We consider the stock to be undervalued at 13.6x forward earnings, with potential for re-rating to the 15-20x range. CPAY reported inline first quarter results, with slight misses in revenue and a 2% cut to EPS guidance due to interest rates and currency weakness. With the stock down 20% since its highs in April, we view the correction as overdone and the buy thesis intact. We target a range of $220 to $440 on the shares, implying solid risk-reward at current levels. Read the full article on Seeking AlphaSeeking Alpha • May 23
Corpay: Short-Term Concerns And A Predictable Business
Summary Corpay is a highly predictable business that seeks to unify payments for clients who require frequent work trips or who operate fleets of vehicles. The company has EBITDA margins of more than 50%, leaving clues to the high added value of Corpay's services. Management reduced its guidance during Q1 2024 and now expects to grow around 7% only, but made it clear that this should be temporary. Thanks to this short-term fear, the company is currently trading at a P/E of 20, which is a multiple below its historical average of 25. Read the full article on Seeking Alpha株主還元
| CPAY | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | -2.6% | -1.6% | -2.3% |
| 1Y | 5.4% | -9.3% | 21.2% |
業界別リターン: CPAY過去 1 年間で-9.3 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: CPAYは、過去 1 年間で21.2 % のリターンを上げたUS市場を下回りました。
価格変動
| CPAY volatility | |
|---|---|
| CPAY Average Weekly Movement | 5.4% |
| Diversified Financial Industry Average Movement | 5.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CPAY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CPAYの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 11,800 | Ron Clarke | www.corpay.com |
Corpay, Inc.は、企業や消費者の経費管理と支払いを支援する決済会社として事業を展開している。 コーペイ・インクは、コーポレート・ペイメント、ビークル・ペイメント、ロッジング・ペイメント、その他の分野で事業を展開している。同社は、燃料、通行料、駐車場、車両コンプライアンス、自動車保険、ロードアシスタンス、フリートメンテナンス、長距離輸送サービスなどの車両決済ソリューションや、プリペイド式食品・交通バウチャー・カードを提供している。また、クロスボーダー決済、支出管理ソリューション、AP近代化、バーチャルカード、購買・T&Eカードなどの企業向け決済ソリューションも提供している。さらに、業務で宿泊を伴う出張をする従業員向けの宿泊決済ソリューション、航空会社やクルーズ会社の出張クルーや立ち往生した乗客向けの宿泊決済ソリューション、出張プログラム向けの従業員宿泊ソリューション、航空会社のロジスティクス、クルー管理、保険、その他の決済ソリューションも提供している。さらに、ギフトカードやペイロールカードも提供している。ビジネス、加盟店、消費者、決済ネットワークの顧客にサービスを提供している。2002年6月に社名をコーペイ・インクに変更。は1986 年に設立され、ジョージア州アトランタに本社を置く。
Corpay, Inc. 基礎のまとめ
| CPAY 基礎統計学 | |
|---|---|
| 時価総額 | US$22.18b |
| 収益（TTM） | US$1.17b |
| 売上高(TTM) | US$4.78b |
19.2x
PER（株価収益率4.7x
P/SレシオCPAY は割高か？
公正価値と評価分析を参照収益と収入
| CPAY 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.78b |
| 売上原価 | US$970.40m |
| 売上総利益 | US$3.81b |
| その他の費用 | US$2.64b |
| 収益 | US$1.17b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 17.93 |
| グロス・マージン | 79.71% |
| 純利益率 | 24.50% |
| 有利子負債／自己資本比率 | 271.3% |
CPAY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 02:01 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Corpay, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| David Koning | Baird |
| Mihir Bhatia | BofA Global Research |
| Mark Palmer | BTIG |