Corpay, Inc.(US:CPAY) Yahoo Finance·2025-11-21 11:25Core Insights - Corpay, Inc. (CPAY) is a global leader in corporate payments with a market cap of $19.4 billion, serving over 800,000 clients worldwide and providing modern payment solutions to manage expenses efficiently [1] Performance Overview - CPAY shares have underperformed the broader market, decreasing 24.9% over the past 52 weeks, while the S&P 500 Index has increased by 10.5% [2] - Year-to-date, CPAY stock is down 18.1%, compared to the S&P 500's return of 11.2% [2] - The company's shares also lagged behind the Financial Select Sector SPDR Fund's 3.2% rise over the past 52 weeks and a 5.8% YTD gain [3] Recent Financial Results - Following Q3 2025 results on November 5, CPAY shares rose 6.2% after reporting adjusted EPS of $5.70 and revenue of $1.17 billion, reflecting a 14% increase [4] - The company achieved 11% organic revenue growth, driven by a 17% increase in the Corporate Payments segment, and a 14% rise in adjusted EBITDA to $676.7 million [4] - Management raised its full-year 2025 outlook, projecting adjusted net income of $1.50 billion to $1.52 billion and adjusted EPS of $21.14 to $21.34, supported by recent acquisitions and investments [4] Analyst Expectations - For the fiscal year ending December 2025, analysts forecast CPAY's EPS to grow 13.8% year-over-year to $20.18 [5] - The company's earnings surprise history shows it beat consensus estimates in three of the last four quarters [5] - Among 16 analysts covering the stock, the consensus rating is a "Moderate Buy," with eight "Strong Buy" ratings, two "Moderate Buys," and six "Holds" [5] Price Target Insights - On November 6, JPMorgan reduced its price target on Corpay to $350 while maintaining an "Overweight" rating [6] - The mean price target of $353.54 indicates a 27.5% premium to CPAY's current price levels [6] - The highest price target of $440 suggests a potential upside of 58.7% [6]