Paysafe shares sank Thursday (Nov. 13) on the heels of third-quarter earnings results. Although eCommerce growth was in the double digits, it moderated somewhat.
Paysafe Limited ( PSFE ) Q3 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Kirsten Nielsen - Senior Vice President of Investor Relations Bruce Lowthers - CEO & Executive Director John Crawford - Chief Financial Officer Conference Call Participants Trevor Williams - Jefferies LLC, Research Division Presentation Operator Greetings, and welcome to the Paysafe Third Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
Paysafe's shares leaped on the heels of earnings Tuesday (Aug. 12) that noted organic growth in eCommerce and digital wallets-related revenues, while transactions were higher by double digits. The earnings materials stated that the enterprise growth and sales pipelines are “robust,” and transaction volumes were 10% higher year on year to $41.8 billion.
Paysafe Limited (PSFE) came out with quarterly earnings of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.59 per share a year ago.
Paysafe Limited (NYSE:PSFE ) Q2 2025 Earnings Conference Call August 12, 2025 8:30 AM ET Company Participants Bruce F. Lowthers - CEO & Executive Director John Crawford - Chief Financial Officer Kirsten Nielsen - Senior Vice President of Investor Relations Conference Call Participants Aditya Buddhavarapu - BofA Securities, Research Division Andrew James Harte - BTIG, LLC, Research Division Darrin David Peller - Wolfe Research, LLC Matthew Inglis - Unidentified Company Trevor Ellis Williams - Jefferies LLC, Research Division Operator Ladies and gentlemen, greetings, and welcome to the Paysafe Second Quarter 2025 Earnings Conference Call.
Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks is more attractive to value investors?
Paysafe Limited (PSFE) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks offers value investors a better bang for their buck right now?
Paysafe's asset sale, transformation investments, and digital wallet market growth position the company for improved FCF margins and revenue by 2026-2027. The stock repurchase program and management's share purchases at $16 signal confidence in Paysafe's undervaluation, with shares currently near multiyear lows. Risks include high net debt, merchant and cardholder disputes, and currency exposure, but asset sales and FCF growth could mitigate these concerns.
Investors interested in Financial Transaction Services stocks are likely familiar with Paysafe Limited (PSFE) and Shift4 Payments (FOUR). But which of these two stocks presents investors with the better value opportunity right now?
Paysafe Limited (PSFE) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Paysafe sold its direct marketing payment processing business, with earnout payments potentially reaching $50 million a year after 2025. The business sale affected reported performance in the Merchant Solutions segment, while Digital Wallets performance proved more resilient. Constant currency growth from 2024 carried on into Q1 2025, with U.S. dollar reported growth also likely to resume in H2 2025.