PAYA - A Quick Earnings Play Or a Long Term Hold For This B2B Commerce Payment Solution

Summary Strong buy rating and reasonable target price upside Steve Cohen’s Point72 purchased more shares and value of their position is now ~$54 million. Paya is expected to report earnings on 03/08/2021 Company Overview Paya (NASDAQ: PAYA) is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies. The company processes over $30 billion of annual payment volume across credit/debit card, ACH, and check, making it a top 20 provider of payment processing in the US and #6 overall in e-Commerce. Paya serves more than 100,000 customers through over 2,000 key distribution partners focused on targeted, high growth verticals such as healthcare, education, non-profit, government, utilities, and other B2B end markets. Analyst View Price target: $16.00 Rating: Strong Buy Institutional Ownership: 55% Mark Palmer, 5-star analyst with BTIG, is impressed with Paya’s prospects into the mid-term, writing, “We expect PAYA to generate revenue growth in the high-teens during the next few years, with Integrated Solutions poised to grow in the mid-20s and Payment Services set to grow in the mid-single digits. At the same time, the company’s operating expenses should grow in the 5% context, in our view. As such, we believe PAYA’s adjusted EBITDA growth will be north of 20% during the next few years, and that its adjusted EBITDA margins will expand to 28% by YE21 from 25% in 2019.”

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PAYA - A Quick Earnings Play Or a Long Term Hold For This B2B Commerce Payment Solution

Mar 1, 2021

bullish

general Analysis

[1 min Read]

Summary

  • Strong buy rating and reasonable target price upside
  • Steve Cohen's Point72 purchased more shares and value of their position is now ~$54 million.
  • Paya is expected to report earnings on 03/08/2021

Company Overview

Paya (NASDAQ: PAYA) is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies. The company processes over $30 billion of annual payment volume across credit/debit card, ACH, and check, making it a top 20 provider of payment processing in the US and #6 overall in e-Commerce. Paya serves more than 100,000 customers through over 2,000 key distribution partners focused on targeted, high growth verticals such as healthcare, education, non-profit, government, utilities, and other B2B end markets.

Analyst View

  • Price target: $16.00
  • Rating: Strong Buy
  • Institutional Ownership: 55%

Mark Palmer, 5-star analyst with BTIG, is impressed with Paya's prospects into the mid-term, writing, “We expect PAYA to generate revenue growth in the high-teens during the next few years, with Integrated Solutions poised to grow in the mid-20s and Payment Services set to grow in the mid-single digits. At the same time, the company's operating expenses should grow in the 5% context, in our view. As such, we believe PAYA's adjusted EBITDA growth will be north of 20% during the next few years, and that its adjusted EBITDA margins will expand to 28% by YE21 from 25% in 2019.”

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PAYA

Paya Holdings Inc.

6.38

-0.14
-2.07%

Return

-47.14%
Change % Since Posting
-5.69
Change Since Posting
12.06
Price When Posted

Metrics

13.27
Target Price
8/ 10
Confidence
< 1 Week
Timeframe
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Earnings Release
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News
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SEC
Filing
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