Remitly Global, Inc. · Business Services, NEC

RELY

Low riskNext report: In 7 days (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 20% in the latest quarter vs a year ago
Profitable
Sales up 29% last year

Watch out for

Share count growing 9.1% a year

Money moves

Insiders sold $254K in the last 30 days, all through pre-planned sales
Institutions added 6.4% to their holdings in the quarter ending June 2026 (227 bought, 109 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$24.58-0.9% that day

Company value: $5.2B; Share price times all shares
Price vs profit (P/E): 17.7x; You pay about $18 for each $1 of yearly profit
Price vs sales: 2.9x; Company value is 2.9 times a year of sales
Cash vs value: 13%; Cash as a share of company value
Debt vs value: 3%; Debt as a share of company value

From RELY'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

$495.2M+20% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.8B, up 24% from the 12 months before. Over 5 years, sales grew about 45% a year.

What the price assumes

Your guesses, our math

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

Sales growth+24% a yearRecently: +24% a yearProfit margin17%Last 12 months: 16.9%P/E at the end18xToday: 17.7x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.3B

Profit in 5 years$902M

Price these guesses point to$47.62+94% vs $24.58 todayAbout +14% a year, before dividends

What today's price needs: with a 17% margin and a 18x P/E, sales would have to grow about 8.6% 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.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.9%
PassDebt under half of equityNot relying on borrowed money.0.18x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.2%
MissProfitable every yearSteady profits, not one good year.1 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$295.7M
MissShare count not growingNot diluting owners. Falling means buybacks.+29.7% in 3 years

Revenue: $1.6B; +29.4% vs prior year
5-year growth: +44.8%/yr; revenue, per year
Total debt: $155.0M; 0.18x equity
Current ratio: 3.30x; short-term assets / bills due

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

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 5

Revenue: $495.2M; +20.2% YoY
EPS: $0.93; vs $0.03
Op. margin: 13.5%; +9.9 pts
Free cash flow: $133.4M
Share count: +0.9%; vs a year ago

Insider rating

Last 90 days

46Mixed

Pre-planned sales of $254K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

30/ 100

This week: 1
Normal week: 2.5
vs normal: 0.4x

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

Institutional ownership

Accumulating+6.4%

Institutions added 6.4% to their holdings. 227 bought, 109 sold.

Shares held by institutions184.9M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+5.3%

Cash runwayAt last year's cash burn

Cash flow positive

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

No debt reported

Shares outstandingLatest reported

212M

Why low risk

Share count growing 5.3% a year

Earnings reports

Last 12

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

Results filedAug 5
Results filedMay 6
Results filedFeb 18
Results filedNov 5, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 27 · View filing ↗Big holder 5%+ holder update (passive)Oct 21 · View filing ↗Big holder 5%+ holder update (passive)Aug 11 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$254K1 insider, 1 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Joshua HugDirector	Sell	11K	$23.13	$254K	3M	Oct 7Filing ↗
-0.4% of their holdings $23.07 to $23.18 across 2 trades Traded Oct 6 to Oct 7 Pre-planned sale (10b5-1) Filed 1 day after