Professional
Added to YB: 2025-07-30
Pitch date: 2025-07-29
FLYW [neutral]
Flywire Corporation
+39.07%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Flywire Corporation, together with its subsidiaries, operates as a payment enablement and software company in the United States, Europe, the Middle East, and Africa and the Asia Pacific.
Market Cap
$2.0B
Pitch Price
$11.62
Price Target
18.00 (+11%)
Dividend
N/A
EV/EBITDA
27.33
P/E
66.82
EV/Sales
2.41
Sector
Financial Services
Category
growth
Flywire Corporation - $FLYW
FLYW (update): Misunderstood payment processor trading at 2x sales/10x 2026 FCF. Bull case: SFS offering gaining traction in UK, potential 20%+ growth by 2026. Sertifi acquisition offers genuine synergies in travel/hospitality. Near-term education headwinds (Canada/US visa issues) overblown vs UK strength. Cash-rich, capital-light with emerging flywheel and strong tech. PT $18 (60%+ upside).
Read full article (30 min)