GuruFocus·Jun 25, 2026
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders?Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
Payoneer Global Inc.(PAYO)Earnings, Financials & Key Ratios
PAYO•NASDAQ
$7.10
37.4× P/E·Price updated Jul 7, 2026
AboutPayoneer Global Inc. operates a payment and commerce-enabling platform that facilitates marketplaces, platforms and online merchants worldwide. It delivers a suite of services that includes cross-border payments, B2B accounts payable/accounts receivable, multi-currency account, physical and virtual Mastercard cards, working capital, merchant, tax, compliance and risk, and others. The company's platform delivers bank-grade security, stability, and redundancy combined with modern digital capabilities that interconnects the world on a single platform. Its cross-border payment solutions support an ecosystem of marketplaces and marketplace sellers to pay their sellers in approximately 190 countries and territories by connecting to Payoneer APIs and for sellers to get paid. The company was founded in 2005 and is based in New York, New York.Show more
- Revenue$1.05B+7.7%
- EBITDA$190M+20.6%
- Net Income$73M-39.6%
- EPS (Diluted)0.19-38.7%
- Gross Margin78.07%-7.5%
- EBITDA Margin18.08%+12.0%
- Operating Margin11.84%-22.3%
- Net Margin6.95%-43.9%
- ROE10.24%-41.3%
PAYO Price & Volume
Payoneer Global Inc. (PAYO) stock price & volume — 10-year historical chart
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Decelerating Growth Challenges Payoneer's Margin Expansion Trajectory
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Stable
Primary Risk:Interest rate sensitivity
Key Thesis Takeaways
- Payoneer faces a transition toward slower growth as revenue expansion cooled to 6.1% in 2026Q1, raising concerns about the sustainability of its marketplace-driven business model.
- While the company maintains a conservative debt-to-equity ratio of 0.12, its bottom line remains heavily exposed to interest rate volatility and the dilutive impact of quarterly stock-based compensation averaging approximately $18 million.
- Investors should monitor whether the shift toward aggressive capital returns, evidenced by $78.6 million in 2025Q4 buybacks, can offset the compression of operating margins from 19.3% in 2024Q2 to 12.2% in 2026Q1.
Verdict Logic
while the company maintains a healthy FCF margin of 15.9% in 2026Q1, the deceleration of revenue growth to 6.1% and high sensitivity to interest income suggest limited upside potential at the current 37.53 P/E valuation.
PAYO Growth Metrics
Payoneer Global Inc. (PAYO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years24.96%
3 Years18.82%
TTM7.19%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-35.99%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-33.4%
Return on Capital
10 Years3.92%
5 Years7.67%
3 Years16.51%
Last Year14.91%
PAYO Recent Earnings
Payoneer Global Inc. (PAYO) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.06+50.0%
$0.04
Rev
$262M+2.5%
$255M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.05-16.7%
$0.06
Rev
$275M-2.7%
$282M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.06+0.0%
$0.06
Rev
$271M-4.2%
$283M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.05-16.7%
$0.06
Rev
$261M+1.2%
$258M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.06vs $0.04+50.0% | $262Mvs $255M+2.5% |
| Q1 2026 | Feb 26, 2026 | $0.05vs $0.06-16.7% | $275Mvs $282M-2.7% |
| Q4 2025 | Nov 5, 2025 | $0.06vs $0.06+0.0% | $271Mvs $283M-4.2% |
| Q3 2025 | Aug 6, 2025 | $0.05vs $0.06-16.7% | $261Mvs $258M+1.2% |
Based on last 12 quarters of dataView full earnings history →
Latest PAYO News
Recent stock market news and headlines for Payoneer Global Inc. (PAYO)
GlobeNewsWire·Jun 17, 2026
PAYO Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Payoneer Global to NuveiMONSEY, New York, June 17, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Payoneer Global, Inc. (Nasdaq: PAYO) (“PAYO”) for $7.40 per share in cash to Nuvei. The sale price appears to undervalue Payoneer based on potential upcoming catalysts, including: expansion of Payoneer's operations in India after receiving authorization in January 2026 from the Reserve Bank of India to operate as a Payment Aggregator; a US national trust bank charter application filed by Payoneer in February 2026; and plans announced in February 2026 to launch a suite of stablecoin capabilities powered by Bridge, a leading stablecoin infrastructure platform owned by Stripe.
The Motley Fool·Jun 15, 2026
Stock Market Today, June 15: Payoneer Global Jumps After Nuvei Agrees to Acquire Company for $2.75 BillionExpand NASDAQ: PAYO Payoneer Global Today's Change (4.15%) $0.28 Current Price $7.03 Key Data Points Market Cap $2.3B Day's Range $6.99 - $7.05 52wk Range $4.08 - $7.67 Volume 78.6M Avg Vol 4.9M Gross Margin 78.52% Payoneer Global (PAYO +4.15%), which provides cross-border payment solutions for SMBs, closed Monday at $7.03, up 4.15%. The stock moved higher after news that Nuvei agreed to acquire Payoneer for $7.40 per share in cash.
Peers Comparison
Key metrics vs top competitors for Payoneer Global Inc. (PAYO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.10 | $2.38B | 37.37 | 7.68% | 6.95% | 10.24% | — | |
| $7.95 | $2.49B | 5.20 | -4% | 10.89% | 47.95% | — | |
| $18.55 | $2.21B | 168.64 | 26.59% | 6.65% | 5.87% | — | |
| $24.13 | $5.08B | 77.84 | 29.37% | 6.12% | 12.66% | — | |
| $52.60 | $677.02M | 20.15 | -13.1% | 17.39% | 14.44% | — | |
| $45.65 | $40.27B | 8.44 | 4.32% | 15% | 25.08% | — |
Compare PAYO vs Peers
Payoneer Global Inc. (PAYO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PAYO SEC Filings & Documents
Payoneer Global Inc. (PAYO) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Dec 3, 2025·SEC
10-K Annual Reports
210-Q Quarterly Reports
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PAYO Frequently Asked Questions
Payoneer Global Inc. (PAYO) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Payoneer Global Inc.'s revenue?
Payoneer Global Inc. (PAYO) reported $1.07B in revenue for fiscal year 2025. This represents a 310% increase from $260.1M in 2018.
How fast is Payoneer Global Inc. growing?
Payoneer Global Inc. (PAYO) grew revenue by 7.7% over the past year. This is steady growth.
Is PAYO profitable?
Yes, Payoneer Global Inc. (PAYO) is profitable, generating $72.2M in net income for fiscal year 2025 (7.0% net margin).
Dividend & Returns
What is PAYO's return on equity?
Payoneer Global Inc. (PAYO) has a return on equity (ROE) of 10.2%. This is reasonable for most industries.
What is Payoneer Global Inc.'s free cash flow?
Payoneer Global Inc. (PAYO) generated $215.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.