Remitly (RELY)
NASDAQFinancialsSoftware - InfrastructureSnapshot 2026-09-04
$26.17-2.79%
Close 2026-09-04 · 1-day change
NASDAQFinancialsSoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · RELY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 26.3% |
| Our one-year growth estimate | diamond | 22.7% |
Growth built into the price is above our model estimate.
The price assumes 3.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 68 industry peers · Company calendar date is not available
RELY — officer change
Dated 2026-06-08
Chief Product and Technology Officer — Ankur Sinha: Mr. Sinha resigned from his role as Chief Product and Technology Officer.
Why it matters: A slowdown in sector growth could impact Remitly's performance.
Worry ifSector revenue growth reported below 15%.
Less concerning ifSector revenue growth remains at or above 15%.
Why it matters: The Chief Product and Technology Officer is leaving. This may change product plans.
Watch forA strong replacement for the Chief Product and Technology Officer was announced. They have a clear vision.
Also watch forNo clear replacement was named. This creates uncertainty in product plans.
Why it matters: The Chief Product Officer leaving may change how products are developed.
Worry ifNew product plans are delayed or canceled after the executive change.
Less concerning ifNew product plans start well after the executive leaves.
Why it matters: Slower net income growth may show problems in making money.
Worry ifNet income growth reported below 10% year over year.
Less concerning ifNet income growth remains at or above 10% year over year.
Why it matters: This would indicate a slowdown in growth and challenge management's guidance.
Worry ifQ3 total revenue was below $505 million.
Less concerning ifQ3 total revenue was above $507 million.
Why it matters: This means the company may be losing its ability to make more money.
Worry ifAdjusted EBITDA for Q3 was below $92 million.
Less concerning ifAdjusted EBITDA for Q3 was above $94 million.
Why it matters: Slower growth in active customers may show weaker demand for services.
Worry ifActive customers were below 10.2 million in Q3.
Less concerning ifActive customers were above 10.4 million in Q3.
Why it matters: A drop in net income may worry people about making money in the future.
Worry ifNet income reported below $205 million in Q3.
Less concerning ifNet income reported above $215 million in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$197 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $457 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,975 loss on $10,000 · 39.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.