Corpay (CPAY)
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-07-08
$345.59-3.22%
Close 2026-07-08 · 1-day change
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Track CPAY free→Corpay is growing revenue about 16% a year, with Q1 revenue up 25%. Earnings per share rose 49% year over year in Q1. The company raised full-year 2026 revenue guidance to about $5.275 billion and EPS to about $20.79. Corpay’s strong cash flow and moderate valuation support durable growth.
Corpay cut guidance recently despite a Q1 beat, showing risk to growth. The fintech space is competitive and volatile management could hurt execution. If revenue growth falls below 14% or EPS growth stalls, the stock may suffer.
The market prices in about 14% revenue growth and values the stock roughly 12% above our fair value near $318. Our fair value is 21% below the Street median, reflecting some caution. We see moderate upside if growth holds but risk if guidance weakens.
Breaks if: EPS growth falls below 20% in FY26
Corpay is focused on driving significant earnings per share growth in 2026.
Stated in 2 of last 2 quarters. Net income per diluted share increased from $3.40 in 2025-Q1 to $5.07 in 2026-Q1, a 49% rise. The trajectory is delivering on the meaningful EPS growth target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Net income per diluted share increased 49% to $5.07.”
“Drive meaningful EPS growth in 2026.”
Breaks if: YoY revenue growth falls below 14% in FY26
Corpay aims to achieve 16% revenue growth for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue grew from $1,005.7 million in 2025-Q1 to $1,261.0 million in 2026-Q1, a 25% increase. The trajectory is delivering above the 16% annual growth target.
“Our first quarter results were outstanding, with revenue growth of 25%.”
“Our 2026 outlook calls for 16% revenue and 22% adjusted earnings per share growth at the midpoint.”
Breaks if: Price rises more than 15% above or falls below fair value by 15%