Core Insights - ClearBridge Investments reported modest gains in its "ClearBridge Mid Cap Growth Strategy" for Q3 2025, outperforming the Russell Midcap Growth Index which returned 2.8% [1] - The strategy is positioned to benefit from a fundamental, bottom-up investment philosophy despite near-term volatility [1] Company Overview: Corpay, Inc. (NYSE:CPAY) - Corpay, Inc. is a payment company focused on managing vehicle-related expenses for businesses and consumers [2][3] - As of October 9, 2025, Corpay's stock closed at $290.85 with a market capitalization of $20.538 billion [2] - The stock experienced a one-month return of -5.37% and a 52-week decline of 14.28% [2] Performance Analysis - Corpay's performance was negatively impacted by macro volatility and company-specific issues, leading to a decision to exit the position [3] - Concerns regarding Corpay's exposure to South American economies and the increasing presence of stablecoins contributed to its underperformance [3] Hedge Fund Interest - Corpay, Inc. was held by 42 hedge fund portfolios at the end of Q2 2025, an increase from 40 in the previous quarter [4] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks present greater upside potential [4]

Group 1: Company Performance - Middle Coast Investing's collective portfolio outperformed the S&P 500 in Q3 2025, returning 9.6% compared to the S&P 500's 7.8% [1] - The Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% during the same period [1] - European Portfolios appreciated by 5.5% in Q3 2025 [1] Group 2: Corpay, Inc. Overview - Corpay, Inc. (NYSE:CPAY) is a payment company that assists businesses and consumers in managing vehicle-related expenses [2][3] - The stock of Corpay, Inc. experienced a one-month return of -7.35% and a 52-week loss of 13.31%, closing at $288.70 per share with a market capitalization of $20.386 billion on October 6, 2025 [2] - Corpay's fastest-growing segment is corporate payments, which helps companies manage accounts payable and cross-border transactions [3] Group 3: Corpay's Business Model - Corpay operates a classic fuel card business that allows companies to monitor spending on gas or electric charging [3] - The company also has a lodging business targeting hotel payments for emergencies, flight delays, or business-related stays [3]

Group 1 - Corpay Inc. is considered one of the most undervalued technology stocks according to analysts [1] - On September 29, Corpay and Mastercard announced an expansion of their collaboration to enable near real-time payments to 22 new markets across Asia, Europe, the Middle East, Africa, and Latin America [1][2] - The expansion aims to meet the increasing demand for fast and efficient transactions, with global cross-border payments projected to exceed $250 trillion by 2027 [2] Group 2 - The partnership builds on a strategic agreement established in April 2025, making Corpay the exclusive provider of large-ticket cross-border payment solutions and currency risk management services for Mastercard's financial institution clients [3] - Corpay specializes in managing vehicle-related expenses, lodging expenses, and corporate payments internationally [4] - Mastercard provides transaction processing and other payment-related products and services on a global scale [4]

Core Insights - Corpay, Inc. has officially joined the United Kingdom's Faster Payment Service (FPS), marking a significant milestone in its global payments infrastructure [1] - The integration into FPS aims to enhance the speed and efficiency of services for clients operating in GBP [1] - FPS is recognized as the UK's real-time local payment scheme, facilitating fast, secure, and cost-effective transfers [1]

Core Insights - Mastercard is expanding its partnership with Corpay to enhance cross-border payment solutions for corporations, small businesses, and financial institutions [2][3] - The partnership aims to facilitate near real-time payments to 22 new markets across Asia, Europe, the Middle East, Africa, and Latin America [2][3] - The global cross-border payments market is projected to exceed $250 trillion by 2027, driven by international trade and remittances [3] Company Developments - The expanded collaboration will help financial institutions access new markets and optimize their cross-border payment operations [3] - Mastercard's investment in Corpay includes a 3% stake in Corpay's cross-border business, making Corpay the exclusive provider of currency risk management and large-ticket payment solutions for Mastercard's clients [7] - As part of the agreement, Mastercard will provide virtual card programs to Corpay's customers, who will also gain access to Mastercard Move's cross-border services [7] Industry Context - Small businesses face challenges in cross-border payments, including high fixed costs and lengthy settlement times, which can create working capital pressures [4][5] - The cross-border payment landscape is evolving with the introduction of FinTech platforms, digital wallets, and stablecoins, which aim to reduce friction and improve transparency [6]

Core Insights - Corpay, Inc. and Mastercard Inc. are expanding their partnership to enable near real-time payments to 22 additional markets across Asia, Europe, the Middle East, Africa, and Latin America [1] - The initiative utilizes Mastercard Move's money movement platform to enhance the speed, security, and transparency of cross-border transactions [3][4] - The value of cross-border payments is projected to exceed $250 trillion by 2027, driven by trade, disbursements, and remittances [3] Company Developments - The partnership builds on a previous agreement from April 2025, where Corpay became the exclusive provider of large-ticket cross-border payment and currency risk management services for Mastercard's banking clients [2] - The agreement also enhances access to Mastercard Move's disbursement and remittance services for Corpay's small and mid-sized business customers [5] Financial Performance - Corpay reported second-quarter earnings of $5.13 per share, exceeding estimates and reflecting a 12.8% increase from $4.55 a year earlier [6] - Revenue rose 12.9% to $1.10 billion, aligning with forecasts [6] - The company raised its full-year 2025 adjusted EPS outlook to a range of $20.86–$21.26 and lifted its sales forecast to $4.41–$4.49 billion [6] Market Reaction - Following the announcement, CPAY shares increased by 1.55% to $296.7 in premarket trading, while MA shares rose by 0.38% [7]

Core Insights - Corpay and Mastercard are expanding their collaboration to facilitate near real-time payments to 22 new markets across Asia, Europe, the Middle East, Africa, and Latin America [1] Company Collaboration - The expansion builds on over a decade of collaboration between Corpay and Mastercard [1] - The initiative leverages Mastercard Move's money movement capabilities [1]

​Corpay, Inc. (NYSE:CPAY) is one of the Tech Stocks to Buy with the Lowest P/E Ratios. On September 8, Corpay, Inc. (NYSE:CPAY) announced its multi-year deal with the International Tennis Federation. ​As part of this deal, Corpay, Inc. (NYSE:CPAY) will be the official foreign exchange partner for both the International Tennis Federation and the Davis Cup. Moreover, the Federation will also be able to use the company’s innovative cross-border payment solutions to reduce risks from currency exchange fluctua ...

Core Insights - Corpay, Inc. (CPAY) is a payments company based in Atlanta, Georgia, with a market cap of $21.6 billion, specializing in various payment categories including fuel and fleet payments, lodging solutions, corporate and vendor payments, and cross-border payments [1] - CPAY is classified as a large-cap stock, emphasizing its size and influence in the software-infrastructure industry, and is well-positioned to benefit from the shift towards digital payments and accounts payable automation [2] Financial Performance - In Q2, Corpay reported a revenue growth of 12.9% year-over-year, reaching $1.1 billion, and an adjusted EPS of $5.13, reflecting a 12.7% improvement from the previous year, both metrics meeting consensus estimates [5] - Despite strong growth in its corporate payments segment, CPAY's shares fell 3.4% following the Q2 results announcement [5] Stock Performance - CPAY's stock has decreased 23.8% from its 52-week high of $400.81, reached on February 6, and has underperformed the Dow Jones Industrial Average, which returned 9.4% over the same three-month period [3] - Over the past 52 weeks, CPAY has marginally declined, lagging behind the Dow Jones Industrial Average's 11.2% increase, and is down 9.8% year-to-date compared to the Dow's 8.5% surge [4] - CPAY has been trading below its 200-day moving average since early April and below its 50-day moving average since early March, indicating a bearish trend [4] Competitive Position - CPAY has outperformed its rival, Global Payments Inc. (GPN), which has seen a decline of 22.6% over the past 52 weeks and 23.2% year-to-date [6]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators designed to help investors select stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] - The Growth Score evaluates a company's future prospects by analyzing projected and historical earnings, sales, and cash flow [4] - The Momentum Score assists investors in capitalizing on price trends by examining one-week price changes and monthly earnings estimate changes [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for evaluating stocks based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.64% since 1988, significantly outperforming the S&P 500 [7] - There can be over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down their choices [8] - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the direction of earnings estimate revisions [9][10] Company Spotlight: Corpay, Inc. - Corpay, Inc., based in Peachtree Corners, GA, is a global provider of commercial payment solutions, helping businesses automate and control payments across various regions [11] - Corpay holds a Zacks Rank of 3 (Hold) with a VGM Score of A, indicating potential for growth [11] - The company is projected to achieve year-over-year earnings growth of 10.9% for the current fiscal year, with upward revisions in earnings estimates from analysts [12]