What Makes Corpay (CPAY) an Attractive Investment?

Core Insights - Vltava Fund's fourth-quarter 2025 investor letter emphasizes insights gained from recent travels and outlines three main investment lessons [1] Company Overview - Corpay, Inc. (NYSE:CPAY) is highlighted as a key investment, focusing on corporate payments, expense management, and cross-border transactions [3] - The company aims to simplify and automate business payment flows for medium and large companies, replacing traditional fragmented processes with a digital solution [3] Financial Performance - As of January 6, 2026, Corpay, Inc. shares closed at $317.63, with a one-month return of 1.94% and a 52-week loss of 11.13% [2] - Corpay, Inc. reported a 14% growth in both revenue and cash EPS in the third quarter of 2025 [4] - The market capitalization of Corpay, Inc. is $22.429 billion [2] Investment Sentiment - Corpay, Inc. was included in Vltava Fund's portfolio during the past quarter, indicating a positive investment sentiment [3] - Despite its potential, Corpay, Inc. is not among the 30 most popular stocks among hedge funds, with 45 hedge fund portfolios holding its shares at the end of the third quarter, up from 42 in the previous quarter [4]