Mastercard posts robust margins and global reach, while Remitly pivots to profitability with rapid revenue growth. Key financials and risks set them apart.

Remitly Global, Inc. (RELY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company has achieved a positive 14.4% operating margin, the high forward P/E of 34.90 and significant stock-based compensation expenses warrant a cautious approach until cash flow consistency improves.
Remitly Global, Inc. (RELY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Remitly Global, Inc. (RELY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.23vs $0.12+91.7% | $453Mvs $439M+3.2% |
| Q1 2026 | Feb 18, 2026 | $0.19vs $0.16+20.6% | $442Mvs $427M+3.5% |
| Q4 2025 | Nov 5, 2025 | $0.04vs $0.18-77.4% | $419Mvs $414M+1.4% |
| Q3 2025 | Aug 6, 2025 | $0.04vs $0.20-80.3% | $412Mvs $416M-0.9% |
Recent stock market news and headlines for Remitly Global, Inc. (RELY)
Mastercard posts robust margins and global reach, while Remitly pivots to profitability with rapid revenue growth. Key financials and risks set them apart.

V, PAY, CPAY, SEZL and RELY are five mobile payments stocks positioned to benefit from the long-term shift to cashless payments.

Remitly Global is a fast-growing digital disruptor in the $800 billion global remittance market. Visa is a global payments powerhouse with industry-leading net margins and massive scale.

Remitly Global is now profitable, with strong revenue growth and expanding customer base, especially among high-value senders and business clients. RELY raised full-year guidance after Q1 2026, projecting $1.96–$1.975 billion revenue and $370–$385 million adjusted EBITDA, reflecting accelerating growth initiatives. Strategic expansion into new customer segments and geographies, plus integrations like WhatsApp and ChatGPT, support a bullish long-term outlook.

Mastercard maintains a dominant position in the global payments ecosystem with net margins consistently near 46%. Remitly Global is a high-growth disruptor in the international remittance market that recently achieved positive net income.

Key metrics vs top competitors for Remitly Global, Inc. (RELY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.13 | $5.08B | 77.84 | 29.37% | 4.15% | 8.86% | — | |
| $7.95 | $2.49B | 5.20 | -4% | 10.89% | 47.95% | — | |
| $14.59 | $439.08M | 13.51 | -7.72% | 5.27% | 16.51% | — | |
| $18.55 | $2.21B | 168.64 | 26.59% | 6.65% | 5.87% | — | |
| $45.65 | $40.27B | 8.44 | 4.32% | 15% | 25.08% | — | |
| $352.20 | $675.68B | 34.53 | 11.34% | 51.68% | 58.9% | — |
Remitly Global, Inc. (RELY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Remitly Global, Inc. (RELY) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 6, 2026·SEC
Apr 10, 2026·SEC
Mar 20, 2026·SEC
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Remitly Global, Inc. (RELY) stock FAQ — growth, dividends, profitability & financials explained
Remitly Global, Inc. (RELY) reported $1.73B in revenue for fiscal year 2025. This represents a 1107% increase from $143.0M in 2002.
Remitly Global, Inc. (RELY) grew revenue by 29.4% over the past year. This is strong growth.
Yes, Remitly Global, Inc. (RELY) is profitable, generating $105.6M in net income for fiscal year 2025 (4.2% net margin).
Remitly Global, Inc. (RELY) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
Remitly Global, Inc. (RELY) generated $252.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.