Added to YB: 2025-12-03
Pitch date: 2025-10-02
PAYO [bullish]
Payoneer Global Inc.
-5.43%
current return
Author Info
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Company Info
Payoneer Global Inc. operates as a financial technology company. It offers customers with a multi-currency account to serve their accounts receivable and accounts payable needs through a payment infrastructure platform.
Market Cap
$2.1B
Pitch Price
$6.08
Price Target
10.00 (+73%)
Dividend
N/A
EV/EBITDA
9.59
P/E
31.68
EV/Sales
1.57
Sector
Financial Services
Category
value
Payoneer Global Inc. - $PAYO
PAYO: Cross-border SMB payments leader trading <6.5x 2026E EBITDA vs 10-18x peers despite superior margins. 14% volume CAGR, take-rates expanding 19bps (ex-interest). $7B customer float generates $230M interest income offsetting rate cuts. China tariff risk overblown (max $50M impact). Price target $10 on 10x multiple.
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