CPAY expands with Corpay Complete, West Ham renewal and a bold AvidXchange stake. However, rising costs remain a key risk.
Corpay is a strong GARP opportunity, supported by robust new bookings, double-digit growth guidance, and a reasonable valuation. Strategic focus on core segments, divestiture of non-core assets, and targeted acquisitions/partnerships (Mastercard, AvidXchange) position CPAY for sustained growth. Recent results show resilient revenue and EPS growth, with macro headwinds easing and high retention in key business lines.
Corpay (CPAY) reported earnings 30 days ago. What's next for the stock?
The CPAY stock benefits from improved organic revenue growth, a multi-channel approach and a buyout strategy.
CPAY's first-quarter 2025 results benefit from an improvement in cross-border sales.
The corporate payments segment's growth is the primary contributor to CPAY's top line in the first quarter of 2025.
The headline numbers for Corpay (CPAY) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Corpay, Inc. (NYSE:CPAY ) Q1 2025 Earnings Conference Call May 6, 2025 5:00 PM ET Company Participants Jim Eglseder - Head, Investor Relations Ron Clarke - Chief Executive Officer Alissa Vickery - Interim Chief Financial Officer Conference Call Participants Tien-tsin Huang - JPMorgan Andrew Jeffrey - William Blair Andrew Schmidt - Citi Sanjay Sakhrani - KBW Andrew Bauch - Wells Fargo James Faucette - Morgan Stanley Trevor Williams - Jefferies Rayna Kumar - Oppenheimer Dave Koning - Baird Rufus Hone - BMO Capital Markets Ken Suchoski - Autonomous Research Nick Cremo - UBS Operator Good day. I'd like to welcome everyone to Corpay's First Quarter 2025 Earnings Conference Call.
Corpay (CPAY) came out with quarterly earnings of $4.51 per share, beating the Zacks Consensus Estimate of $4.49 per share. This compares to earnings of $4.10 per share a year ago.
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Strong performances across Brazil and the United States are anticipated to have contributed to CPAY's top-line growth in the first quarter of 2025.