Corpay, Inc. (CPAY) Stock

Corpay, Inc. (CPAY) is a Technology stock trading at $407.92 (as of 2026-09-15), with a market capitalization of $26.77B and a trailing P/E of 23.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Corpay, Inc. provides payment solutions for vehicle-related and travel expenses and for corporate payments. Its offerings include vehicle payment products, prepaid vouchers/cards for food and transportation, and accounts payable and virtual card solutions, serving customers across the U.S. and internationally, including business and payment network clients.

Understand Corpay, Inc.: how it makes money

Corpay helps businesses and consumers manage vehicle expenses (fuel, tolls, parking, fleet maintenance) and corporate payments (AP automation, virtual cards, cross-border) across the U.S., Brazil, and the UK. It earns processing fees on each transaction and interest on the float between paying its customers and settling with merchants, creating a high-fee, low-churn recurring revenue base.

Every dollar that flows through a Corpay fuel card or virtual payment card generates two profit streams simultaneously: a processing fee and interest on the float, which is why a 50 percent operating margin is achievable on what looks like a thin-fee payments business.

Business quality (Strong): 50% operating margin, 92% customer retention, 33% ROE, and 25% revenue growth together signal a compounding, low-churn franchise with embedded pricing power. The main quality question is how much of that margin depends on the floating interest rate environment.

Valuation: Trades at 23× trailing earnings · $27.1B market cap.

Bull case

  • EPS guidance implies 28% growth: Management raised full-year adjusted EPS to $27.35, implying 28% year-over-year growth, which signals the company expects revenue momentum to accelerate rather than plateau.
  • Corporate payments outpacing fleet: Corporate payments delivered 16% organic growth, making it the clear growth engine and shifting the mix toward higher-value, less commodity-like payment processing.
  • Platform consolidation drives leverage: More than 80% of corporate volume has migrated onto the CorePay platform through the Alpha integration, which should reduce per-transaction costs and support operating margins over time.

Bear case

  • Guidance leans on soft macro: Management acknowledged the earnings outlook relies partly on a particularly favorable macro environment in the first half, meaning second-half growth could decelerate sharply if activity normalizes.
  • Float revenue exposed to rates: Lower interest rates caused a 180-basis-point drag on corporate-payments organic revenue growth, meaning the company's profit from holding customer funds shrinks directly when the Fed cuts, eroding the 50% operating cushion.
  • Divestitures trim organic growth: Announced divestitures are expected to be slightly growth dilutive, reducing the top-line expansion rate in exchange for portfolio focus and freeing management bandwidth.
Valuation — source: SEC EDGAR (first-party)
Price$407.92
Market Cap$26.77B
P/E Ratio23.5
EV / EBITDA14.7
Price / Book7.46
Price / Sales5.33
FCF Yield6.1%
DCF Value (model)$99.11
DCF Upside vs Price-75.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.53B
Net Margin23.6%
Return on Equity32.2%
Debt / Equity4.22
Current Ratio0.97
Revenue Growth (YoY)21.5%
EPS Growth (YoY)-6.9%
FCF Growth (YoY)30.2%
Financial Health — source: SEC EDGAR
Altman Z-Score1.69 (distress)
Valuation vs Sector & Industry
Stock P/E23.5
Sector P/E (Technology)30.8
Industry P/E (Business Services)25.7
vs Sector-23.9%
vs Industry-8.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.45B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryBusiness Services
CEORonald F. Clarke
Employees11,200
CountryUS
IPO Date2010-12-15

Corpay, Inc. earnings call transcripts

  • CPAY Q2 FY26 earnings call transcript (reported 2026-08-05) · analysis
  • CPAY Q1 FY26 earnings call transcript (reported 2026-05-07) · analysis
  • CPAY Q4 FY25 earnings call transcript (reported 2026-02-04) · analysis
  • CPAY Q2 FY25 earnings call transcript (reported 2025-08-06) · analysis
  • CPAY Q4 FY24 earnings call transcript (reported 2025-02-05) · analysis

All CPAY earnings calls

Related Companies (Business Services; 8 comparable business services companies)

  • WEX Inc. (WEX)
  • Fiserv, Inc. (FISV)
  • Shift4 Payments, Inc. (FOUR)
  • Global Payments Inc. (GPN)
  • Western Union Company (The) (WU)
  • American Express Company (AXP)
  • Paymentus Holdings, Inc. (PAY)
  • Repay Holdings Corporation (RPAY)
CPAY earnings history · CPAY institutional & insider holders · CPAY KPIs & operating metrics · CPAY financials · CPAY filings, presentations & press releases · CPAY investor presentations & press releases · CPAY SEC filings · CPAY peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-15.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.