Reasons Why You Should Retain Corpay Stock in Your Portfolio

Core Insights - Shares of Corpay, Inc. (CPAY) have increased by 7.8% over the past month, outperforming the industry which declined by 6.7% [1][10] - The company anticipates a 20.2% year-over-year earnings growth for Q1 2026, with projected earnings growth of 19.6% in 2026 and 15.7% in 2027 [1][10] - Revenue growth is expected to be 16.5% in 2026 and 9.4% in 2027 [1] Revenue Growth Factors - CPAY's revenue growth is supported by a multi-channel approach to marketing and selling its commercial payment solutions, utilizing digital channels, direct sales forces, and partner relationships [2] - The company employs specialized sales forces across various channels, including field sales, telesales, and digital marketing, while also leveraging partnerships with major oil companies and other entities [3] Geographic Performance - CPAY has shown strong results in its vehicle payment businesses across the United States, Europe, and Brazil, with the U.S. being the most successful market [4] - The company has recently acquired a second local vehicle debt company in Brazil to enhance non-toll revenue growth [4] Strategic Acquisitions - CPAY is actively pursuing acquisitions to enhance performance and expand its customer base, including the acquisition of AvidXchange for accounts payable automation solutions [5] - The company also acquired Alpha Group International plc to strengthen its global customer reach and made a minority investment in Mastercard [6] Financial Position - CPAY's current ratio stands at 0.98, which is below the industry average of 1.14, indicating potential challenges in meeting short-term obligations [7]