Paymentus (PAY)

• Market cap: $4.63B
• 1 day: -0.43%
• 5 days: -2.75%
• 1 month: 49.32%
• 3 months: 74.99%
• 6 months: 92.79%
• Year to date: 112.16%
• 1 year: 102.01%
• 5 years: 29.85%
• 10 years: 29.85%
• Sector: Industrials
• Industry: Business Services

About: Paymentus Holdings Inc provides electronic bill presentment and payment services, enterprise customer communication and self-service revenue management to billers and financial institutions through a Software-as-a-Service, (SaaS), secure, omni-channel technology platform. The platform integrates into a biller's core financial and operating systems to provide flexible and secure access to payment processing of credit cards, debit cards, eChecks and digital wallets across a number of channels including online, mobile, IVR, call center, chatbot and voice-based assistants. The Company generates revenue from payment transaction fees processed through the Company's platform. The fees are generated as a percentage of transaction value or a specified fee per transaction.

Employees: 1,273

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

12% more funds holding

Funds holding: 95 [Q2] → 106 (+11) [Q3]

10% more capital invested

Capital invested by funds: $294M [Q2] → $324M (+$29.9M) [Q3]

0.26% more ownership

Funds ownership: 70.89% [Q2] → 71.15% (+0.26%) [Q3]

53% less call options, than puts

Call options by funds: $268K | Put options by funds: $575K

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 33% downside
• Avg. target: $30 19% downside
• High target: $36 3% downside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Goldman Sachs Will Nance 67% 1-year accuracy 18 / 27 met price target	11% downside $33	Neutral Maintained	15 Nov 2024
Wells Fargo Andrew Bauch 72% 1-year accuracy 21 / 29 met price target	27% downside $27	Equal-Weight Maintained	13 Nov 2024
Baird David Koning 81% 1-year accuracy 22 / 27 met price target	3% downside $36	Outperform Maintained	13 Nov 2024
Baird David Koning 81% 1-year accuracy 22 / 27 met price target	33% downside $25	Outperform Maintained	14 Oct 2024