Payoneer Global Inc. · Business Services, NEC

PAYO

Low riskNext report: In 7 days (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 6.7% to their holdings in the quarter ending June 2026 (148 bought, 150 sold)
Held by George Soros (Soros Fund)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$7.14-0.1% that day

Company value: $2.4B; Share price times all shares
Price vs profit (P/E): 51.0x; You pay about $51 for each $1 of yearly profit
Price vs sales: 2.2x; Company value is 2.2 times a year of sales
Cash vs value: 14%; Cash as a share of company value

From PAYO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$274.3M+5.2% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.1B, up 6.3% from the 12 months before. Over 5 years, sales grew about 25% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of PAYO. Starting points are the company's recent numbers.

Sales growth+6% a yearRecently: +6.3% a yearProfit margin5%Last 12 months: 4.6%P/E at the end40xToday: 51.0x. Many steady companies trade at 12x to 25xShare count change+3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.4B

Profit in 5 years$72M

Price these guesses point to$7.37+3.2% vs $7.14 todayAbout +0.6% a year, before dividends

What today's price needs: with a 5% margin and a 40x P/E, sales would have to grow about 5.3% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/5Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.2%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.0%
MissProfitable every yearSteady profits, not one good year.3 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$206.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+8.2% in 3 years

Revenue: $1.1B; +7.7% vs prior year
5-year growth: +25.0%/yr; revenue, per year
Current ratio: 1.00x; short-term assets / bills due
Free cash flow: $206.6M; 19.6% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 6

Revenue: $274.3M; +5.2% YoY
EPS: -$0.01; vs $0.05
Op. margin: 6.2%; -5.3 pts
Free cash flow: $50.2M
Share count: -11.3%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.6
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+6.7%

Institutions added 6.7% to their holdings. 148 bought, 150 sold.

Shares held by institutions303.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Total liabilities $8.1B

Shares outstandingLatest reported

339M

Earnings reports

Last 12

Next reportIn 7 days (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedFeb 26
Results filedNov 5, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Shares withheld for taxesBeatrice OrdonezChief Financial Officer

60,485 shares at $7.12 · $431K

-2% of holdings
Now owns 2,726,478 shares
Filed 3 days after trade

Oct 16Form 4 ↗

Leadership changeOct 8 · Form 8-K ↗Shareholder vote resultsSep 14 · Form 8-K ↗Other company newsSep 8 · Form 8-K ↗DEFA14ASep 8 · Form DEFA14A ↗

Shares withheld for taxesTsafi GoldmanChief Legal & Governance Ofcr.

1,652 shares at $7.09 · $12K

-0% of holdings
Now owns 970,183 shares
Filed 1 day after trade

Aug 20Form 4 ↗

Shares withheld for taxesBeatrice OrdonezChief Financial Officer

3,303 shares at $7.09 · $23K

-0% of holdings
Now owns 2,786,963 shares
Filed 1 day after trade

Aug 20Form 4 ↗

Shares withheld for taxesJohn CaplanChief Executive Officer, Director

41,499 shares at $7.10 avg ($7.09 to $7.10) · $295K

-1% of holdings
Now owns 5,654,906 shares
2 transactions
Filed 1 day after trade

Aug 20Form 4 ↗

Shares withheld for taxesTsafi GoldmanChief Legal & Governance Ofcr

6,160 shares at $7.13 · $44K

-1% of holdings
Now owns 971,835 shares
Filed 1 day after trade

Aug 17Form 4 ↗

Shares withheld for taxesBeatrice OrdonezChief Financial Officer

12,321 shares at $7.13 · $88K

-0% of holdings
Now owns 2,790,266 shares
Filed 1 day after trade

Aug 17Form 4 ↗

Insider tradeAug 18 · Form 4 ↗Insider tradeAug 17 · Form 4 ↗Insider tradeAug 14 · Form 4 ↗Insider tradeAug 14 · Form 4 ↗DEFM14AAug 11 · Form DEFM14A ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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