Análisis Argos
CPAY
CPAYBarata · ojo al riesgo
Corpay, Inc. · Technology
US$ 352.46
precio al 2026-07-04
Valor justo Argos*
US$ 387–483
vs. su valor justo
19% por debajo
Score Argos
60/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 3.8% al año — menos de lo que viene demostrando (12.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 7% el último año.
Retorno sobre el capital alto (27%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO3/6PASADO5/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO5/6SALUD3/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos60de 100Barata · ojo al riesgo
Ingresos14%
US$ 4.5 B
Margen operativo4%
43.1%
Flujo de caja libre27%
US$ 1.3 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 23.0B
P/E21.5x
EV/EBITDA10.3x
FCF yield5.6%
ROIC27.1%
Margen operativo43.1%
Crecim. ingresos+13.9%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 23 jun
CPAY or MA: Which Is the Better Value Stock Right Now?
Investors with an interest in Financial Transaction Services stocks have likely encountered both Corpay (CPAY) and MasterCard (MA). But which of these two stocks is more attractive to value investors?
zacks.com · 23 jun
Is Corpay, Inc. (CPAY) Outperforming Other Business Services Stocks This Year?
Here is how Corpay (CPAY) and Everpure (P) have performed compared to their sector so far this year.
zacks.com · 19 jun
Strategic Buyouts & Investments Aid Corpay Amid High Interest Costs
CPAY drives growth through organic expansion, acquisitions and buybacks, but faces pressure from interest costs, seasonality, FX risk and liquidity.
seekingalpha.com · 11 jun
Corpay: The Market Has Yet To Price In Its Most Important Catalyst
Corpay is rated a buy with an FY 2026 price target of $389, implying 9% upside, driven by robust Corporate Payments growth. Q1 revenue grew 25% YoY to $1.26B, with adjusted EPS up 29% and aEBITDA up 24%, reflecting strong execution in core segments. The Mastercard partnership offers access to FIs, potentially unlocking $875M incremental revenue by 2027 if well-executed.
seekingalpha.com · 9 jun
Corpay, Inc. (CPAY) Presents at Morgan Stanley US Financials Conference 2026 Transcript
Corpay, Inc. (CPAY) Presents at Morgan Stanley US Financials Conference 2026 Transcript
gurufocus.com · 4 jun
Corpay Cross-Border Named the Official FX Supplier of Vålerenga Fotball AS
Corpay, Inc.*, (NYSE: CPAY) a global leader in corporate payments, is pleased to announce that Corpay's Cross-Border business has entered into an agreement wit
businesswire.com · 4 jun
Corpay Cross-Border Named the Official FX Supplier of Vålerenga Fotball AS
TORONTO--(BUSINESS WIRE)--Corpay, Inc.*, (NYSE: CPAY) a global leader in corporate payments, is pleased to announce that Corpay's Cross-Border business has entered into an agreement with Vålerenga Fotball AS to become their Official Foreign Exchange (FX) Supplier. Through this partnership, Corpay Cross-Border will deliver comprehensive FX risk management solutions to support Vålerenga Fotball AS's operations. In addition, its award-winning platform will enable the club to manage global payments.
gurufocus.com · 1 jun
Corpay to Participate in Upcoming Investor Conferences
Corpay, Inc., (NYSE: CPAY), the corporate payments company, today announced that the Company will participate in the following investor conferences: On Wedn

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.