Corpay

Methodology

Corpay's B2B payment processing business generates predictable earnings with strong recurring revenue characteristics from fuel cards and corporate payments. The software-driven model provides high margins and visibility, making earnings-based valuations reliable. This calculation works well given steady organic growth plus acquisition contributions.

Methodology

Corpay typically shows moderate PEG ratios reflecting solid growth from vehicle payments digitization and AP automation trends. The company's transition from legacy fuel cards to broader payment solutions supports its valuation. PEG works effectively given consistent execution and clear growth runway in fragmented markets.

Methodology

Corpay doesn't pay dividends and focuses capital allocation on strategic M&A to expand payment capabilities and geographic reach. The company occasionally repurchases shares opportunistically but prioritizes growth investments. Total return depends entirely on earnings compounding through organic growth and disciplined acquisitions.