Análisis Argos
RELY
RELYSin veredicto
Remitly Global, Inc. · Technology
US$ 23.75
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
61/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR3/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos61de 100Sin veredicto
Ingresos30%
US$ 1.6 B
Margen operativo261%
5%
Flujo de caja libre67%
US$ 0.3 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 5.0B
P/E73.6x
EV/EBITDA43.9x
FCF yield5.9%
ROIC14.2%
Margen operativo5%
Crecim. ingresos+29.4%/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

seekingalpha.com · 22 jun
Remitly: Now A Profitable Business With Numerous Growth Accelerators
Remitly Global is now profitable, with strong revenue growth and expanding customer base, especially among high-value senders and business clients. RELY raised full-year guidance after Q1 2026, projecting $1.96–$1.975 billion revenue and $370–$385 million adjusted EBITDA, reflecting accelerating growth initiatives. Strategic expansion into new customer segments and geographies, plus integrations like WhatsApp and ChatGPT, support a bullish long-term outlook.
fool.com · 17 jun
Mastercard vs. Remitly Global: Which Financial Stock Is a Better Buy in 2026?
Mastercard maintains a dominant position in the global payments ecosystem with net margins consistently near 46%. Remitly Global is a high-growth disruptor in the international remittance market that recently achieved positive net income.
seekingalpha.com · 10 jun
Remitly Global, Inc. (RELY) Presents at Bank of America Global Research C-Suite TMT Conference Transcript
Remitly Global, Inc. (RELY) Presents at Bank of America Global Research C-Suite TMT Conference Transcript
247wallst.com · 10 jun
3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds
Fintech consolidation is heating up as scaled payments, banking, and brokerage players hunt for vertical specialists with profitable unit economics. The 2026 backdrop favors deals: large incumbents have stronger balance sheets, artificial intelligence (AI) integration is forcing platform thinking, and several mid-cap fintechs have repriced lower from their post-IPO peaks. Goldman Sachs Asset Management has... 3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds
fool.com · 8 jun
Remitly Is Disrupting Cross-Border Payments. Is the Stock a Long-Term Winner?
What previously required multi-step communications, relatively expensive infrastructure, and time can now be efficiently accomplished by the savvy use of mobile technology. The transition in payment methods creates an opportunity for the right service provider to win market share.
fool.com · 4 jun
Remitly CFO Sells $1.2M in Company Shares. What Does This Mean for Investors?
Remitly, a digital remittance provider serving global migrants, reported a notable insider sale amid steady financial performance.
fool.com · 3 jun
Remitly's Path to Profitability Is Becoming Clearer. Here's What's Driving It.
Remitly was once deeply unprofitable, but its profits are now soaring. Its user growth, AI upgrades, and expanding ecosystem are boosting its margins.
fool.com · 1 jun
Remitly Could Be the Hidden Compounder in Cross-Border Payments
Remitly's business is booming as more people initiate cross-border money transfers. Its stock still looks reasonably valued, but it could face existential challenges soon.

* 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.