Análisis Argos
PAYO
PAYOBarata · ojo al riesgo1 señal de riesgo
Payoneer Global Inc. · Technology
US$ 7.09
precio al 2026-07-04
Valor justo Argos*
US$ 9–10
vs. su valor justo
27% por debajo
Score Argos
71/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 6.9% al año — menos de lo que viene demostrando (18%). 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.
Retorno sobre el capital alto (22%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Altman Z'' en zona roja (0.27)
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos71de 100Barata · ojo al riesgo
Ingresos7%
US$ 1.1 B
Margen operativo22%
11.8%
Flujo de caja libre75%
US$ 0.2 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.4B
P/E32.8x
EV/EBITDA10.8x
FCF yield8.6%
ROIC21.9%
Margen operativo11.8%
Crecim. ingresos+7.7%/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

gurufocus.com · 25 jun
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders?
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
globenewswire.com · 17 jun
PAYO Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Payoneer Global to Nuvei
MONSEY, New York, June 17, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Payoneer Global, Inc. (Nasdaq: PAYO) (“PAYO”) for $7.40 per share in cash to Nuvei. The sale price appears to undervalue Payoneer based on potential upcoming catalysts, including: expansion of Payoneer's operations in India after receiving authorization in January 2026 from the Reserve Bank of India to operate as a Payment Aggregator; a US national trust bank charter application filed by Payoneer in February 2026; and plans announced in February 2026 to launch a suite of stablecoin capabilities powered by Bridge, a leading stablecoin infrastructure platform owned by Stripe.
gurufocus.com · 17 jun
Payoneer Global Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Payoneer Global Inc. - PAYO
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (“KSF”) are investigating the propo
businesswire.com · 16 jun
Payoneer Global Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Payoneer Global Inc. - PAYO
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Payoneer Global Inc. (NasdaqGM: PAYO) to Nuvei. Under the terms of the proposed transaction, shareholders of Payoneer will receive $7.40 in cash for each share of Payoneer that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether th.
fool.com · 15 jun
Stock Market Today, June 15: Payoneer Global Jumps After Nuvei Agrees to Acquire Company for $2.75 Billion
Expand NASDAQ: PAYO Payoneer Global Today's Change (4.15%) $0.28 Current Price $7.03 Key Data Points Market Cap $2.3B Day's Range $6.99 - $7.05 52wk Range $4.08 - $7.67 Volume 78.6M Avg Vol 4.9M Gross Margin 78.52% Payoneer Global (PAYO +4.15%), which provides cross-border payment solutions for SMBs, closed Monday at $7.03, up 4.15%. The stock moved higher after news that Nuvei agreed to acquire Payoneer for $7.40 per share in cash.
gurufocus.com · 15 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO)
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO) PR Newswire
prnewswire.com · 15 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO)
NEW YORK, June 15, 2026 /PRNewswire/ -- Class Action Attorney  Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Payoneer Global Inc. (NASDAQ: PAYO ) related to its sale to Nuvei.
prnewswire.com · 15 jun
Are ROKU, PAYO, LAB, FOX Obtaining Fair Deals for their Shareholders?
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws

* 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.