Aditya Sarawgi

Thu, Jun 19, 2025, 1:41 AM2 min read

With a market cap of $23.1 billion, Atlanta, Georgia-based Corpay, Inc. (CPAY) operates as a payments company that helps businesses and consumers manage vehicle-related expenses, lodging expenses, and corporate payments in the United States and internationally.

Companies worth $10 billion or more are generally described as "large-cap stocks", and CPAY fits this description perfectly. The company offers vehicle payment solutions, prepaid food and transportation vouchers and cards, corporate payment solutions, virtual cards, cross-border solutions, and serves business, merchant, consumer, and payment network customers.

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CPAY currently trades 21.6% below its all-time high of $400.81 recorded on Feb. 6. Corpay's stock has declined 9.4% over the past three months, notably underperforming the Nasdaq Composite’s ($NASX) 11.7% uptick during the same time frame.

In the long term, CPAY stock has declined 7.1% on a YTD basis, underperforming the Nasdaq’s 1.2% increase. However, shares of CPAY grew 24.6% over the past 52 weeks, outperforming NASX’s 9.4% returns over the same period.

To confirm its recent downturn, CPAY has been trading below its 200-day moving average since early April, with some fluctuations, and dropped below its 50-day moving average in the previous trading session.

CPAY stock prices remained mostly flat in the trading session after the release of its better-than-expected Q1 earnings on May 6. The company’s net revenues increased 7.5% year-over-year to approximately $1 billion, mainly driven by solid performance in its Corporate Payments segment, and surpassed the Street’s estimates as well. Its adjusted EBITDA margin came in at 55.2%, flat year-over-year, and its adjusted EBITDA came in at $555.4 million. The company’s adjusted net income grew 7.2% year-over-year to $322.9 million, and its adjusted EPS increased 10% from the prior year’s quarter to $4.51 and surpassed the consensus estimates.

Its peer, PayPal Holdings, Inc. (PYPL) has declined 19.7% in 2025 and has surged 16% over the past year, underperforming Corpay.

Among the 17 analysts covering the CPAY stock, the consensus rating is a “Moderate Buy.” Its mean price target of $393.13 suggests a 25% upside potential from current price levels.

On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com