We came across a bullish thesis on Remitly Global, Inc. on Paris Analyst’s Substack. In this article, we will summarize the bulls’ thesis on RELY. Remitly Global, Inc. 's share was trading at $19.68 as of September 4th. RELY’s trailing P/E was 324.33 according to Yahoo Finance. Is Kaspi.kz (KSPI) the Best Young Stock To Buy and Hold For 10 Years? Remitly has established itself as the leading digital remittance platform, transforming what was once a cash-heavy business into a high-retention, annuity-like ...

Remitly Global Inc. (NASDAQ:RELY) is one of the best up and coming stocks with huge upside potential. On September 10, Remitly announced the launch of Remitly One, which is a new all-in-one financial membership. The new membership is available to select eligible US customers for a monthly fee of $9.99 and is designed to help customers manage, move, and grow their money across borders. Broader US availability is expected by the end of the year, with support for additional countries being explored for 2026 ...

Remitly Global, Inc. (NASDAQ:RELY) is a digital financial services provider specializing in remittances, enabling international money transfers. It operates in a competitive landscape alongside other fintech companies in the digital payments and remittance arena. A critical evaluation of its financial health involves comparing its Return on Invested Capital (ROIC) against its Weighted Average Cost of Capital (WACC).Remitly's ROIC stands at 2.09%, while its WACC is 4.64%, yielding a ROIC to WACC ratio of 0.4 ...

Question-and-Answer SessionAll right. I wanted to just kind of kick it off high level with a review of some of the most recent quarter because on the call, you called this a defining quarter and a major inflection point for the company. So I was hoping you could talk about what made you say that. and why you're so excited about what's to come.Matthew OppenheimerCo-Founder, CEO, President & Director Yes. Defining quarter in many ways, Vikas will talk about some of the financials and how solid Q2 was from tha ...

Remitly Global (NasdaqGS:RELY) 2025 Conference September 10, 2025 12:30 PM ET Company ParticipantsMatt Oppenheimer - CEO and Co-founderTien-Tsin Huang - Managing DirectorVikas Mehta - CFOTien-Tsin HuangAll right. We are going to get started. Kicking off the day, we've got Matt Oppenheimer, CEO and co-founder of Remitly, as well as Vikas, who's made a surprise appearance. Thank you for joining us today, Vikas.Vikas MehtaThank you.Tien-Tsin HuangAll right. I wanted to just kinda kick it off high level with a ...

Remitly Global (NasdaqGS:RELY) Update / Briefing September 09, 2025 05:00 PM ET Company ParticipantsMatt Oppenheimer - Co-Founder, CEO & DirectorAnkur Sinha - Chief Product & Technology OfficerMatt OppenheimerGood afternoon. I'm Matt Oppenheimer, Co Founder and CEO of Remitly. Thank you for joining us today in New York and around the world at our first ever product launch event, Remitly Reimagined. Archbishop Desmond Tutu, one of my personal heroes, once said, My humanity is bound up in yours, for we can on ...

Core Insights - Remitly Global, Inc. has launched Remitly One, an all-in-one financial membership aimed at simplifying cross-border money management for customers [1][2] - The service represents a shift from being a remittance provider to a comprehensive financial partner, enhancing customer stability and opportunities [2] Product Offerings - Remitly One membership is available to select eligible U.S. customers for a monthly fee of $9.99, with plans for broader availability by the end of the year [3] - The membership includes various products such as Remitly Flex, Remitly Wallet, Remitly Card, Cash Back Rewards, Multi-Currency Accounts, and future credit options [5] Membership Benefits - Remitly Flex allows customers to send money now and pay later up to $250 with no interest, with instant access to funding for members [5] - Remitly Wallet offers a secure place to hold money, providing a 4% annual cash reward on USD balances for Remitly One members [5] - Members can earn up to $5 cash back per month through activities like adding funds to their Wallet [5] Future Plans - Remitly is exploring support for additional countries in 2026 and beyond, indicating plans for international expansion of the Remitly One service [3] - Starting in Spring 2026, U.S. customers will have the opportunity to open a Remitly line of credit to build a U.S. credit history [5]

Remitly Global (NasdaqGS:RELY) Update / Briefing September 09, 2025 11:00 AM ET Company ParticipantsMatt Oppenheimer - Co-Founder, CEO & DirectorVikas Mehta - CFOConference Call ParticipantsTien-tsin Huang - Senior AnalystOperatorWelcome, and thank you for standing by. I would like to inform all participants that this conference call, as well as any Q&A, may be recorded. Where a company is presenting, any recording may also be posted on their website. Views and opinions expressed by any external speakers on ...

Core Insights - Remitly Global, Inc. is hosting a webinar focused on product innovation and stablecoins on September 9, 2025 [1] - The company will also hold a product event named "Remitly Reimagine" on the same day, which will be available for live streaming and replay [2] - Remitly operates in over 170 countries, providing digital financial services that facilitate cross-border payments [3] Event Details - The Remitly Webinar on Product Innovation/Stablecoins is scheduled for September 9, 2025, at 11 a.m. Eastern Time [1] - The Remitly Reimagine event will take place on the same day at 5 p.m. Eastern Time [1] - Interested parties can register for the webinar or access the replay on Remitly's investor relations website [1][2] Company Overview - Remitly is recognized as a trusted provider of digital financial services, focusing on fast, reliable, and transparent money movement experiences [3] - The company is expanding its product offerings to enhance its vision and impact lives globally [3]

Core Insights - Investors should consider adding stocks with strong liquidity to their portfolios, as these stocks are associated with business growth and potential maximum returns [1][2] - Four top-ranked stocks identified for potential investment are Remitly Global, Inc. (RELY), Frontdoor, Inc. (FTDR), Pagaya Technologies Ltd. (PGY), and Willdan Group, Inc. (WLDN) [1][9] Liquidity Measures - Current Ratio: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [4] - Quick Ratio: Indicates ability to pay short-term obligations, with a desirable ratio of more than 1 [5] - Cash Ratio: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [6] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; companies with a ratio higher than their industry average are considered efficient [7][8] - Growth Score: A proprietary metric added to ensure that liquid and efficient stocks also have solid growth potential [8] Company Highlights - **Remitly Global, Inc. (RELY)**: Specializes in digital financial and remittance services, with revenues of $411.9 million for Q2 2025, up 34% year over year; active customers grew 24% to over 8.5 million [12][10] - **Frontdoor, Inc. (FTDR)**: Parent company of home service plan brands, reported revenues of $617 million for Q2 2025, up 14% year over year; DTC member count increased by 9% [15][14] - **Pagaya Technologies Ltd. (PGY)**: Focuses on AI infrastructure for finance, with total revenues of $326 million for Q2 2025, a 30% increase year over year; annualized run-rate for POS and Auto segments reached $1.2 billion and $2 billion, respectively [17][18] - **Willdan Group, Inc. (WLDN)**: Provides consulting services to government and private sectors, with net revenues expected between $340 million and $350 million for 2025; contract revenues jumped 23% year over year [20][21]