Análisis Argos
PAYO
PAYOBarata · ojo al riesgo1 señal de riesgo
Payoneer Global Inc. · Technology
US$ 7.15
precio al 2026-07-28
Valor justo Argos*
US$ 9–10
vs. su valor justo
26% por debajo
Score Argos
70/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 7.7% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (22%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Altman Z'' en zona roja (0.27)
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos70de 100Barata · ojo al riesgo
Ingresos7%
US$ 1.1 B
Margen operativo22%
11.8%
Flujo de caja libre75%
US$ 0.2 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.4B
P/E33x
EV/EBITDA10.9x
FCF yield8.5%
ROIC21.9%
Margen operativo11.8%
Crecim. ingresos+7.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 7 jul
PAYO vs. V: Which Stock Is the Better Value Option?
Investors interested in Financial Transaction Services stocks are likely familiar with Payoneer Global Inc. (PAYO) and Visa (V). But which of these two stocks presents investors with the better value opportunity right now?
globenewswire.com · 2 jul
Shareholder Alert: Ademi LLP investigates whether Payoneer Global Inc. is obtaining a Fair Price for Public Shareholders
MILWAUKEE, July 02, 2026 (GLOBE NEWSWIRE) -- Ademi LLP is investigating Payoneer (NASDAQ: PAYO) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Nuvei.
gurufocus.com · 25 jun
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders?
Are DAN, PAYO, AXTA Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
globenewswire.com · 17 jun
PAYO Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Payoneer Global to Nuvei
MONSEY, New York, June 17, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Payoneer Global, Inc. (Nasdaq: PAYO) (“PAYO”) for $7.40 per share in cash to Nuvei. The sale price appears to undervalue Payoneer based on potential upcoming catalysts, including: expansion of Payoneer's operations in India after receiving authorization in January 2026 from the Reserve Bank of India to operate as a Payment Aggregator; a US national trust bank charter application filed by Payoneer in February 2026; and plans announced in February 2026 to launch a suite of stablecoin capabilities powered by Bridge, a leading stablecoin infrastructure platform owned by Stripe.
gurufocus.com · 17 jun
Payoneer Global Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Payoneer Global Inc. - PAYO
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (“KSF”) are investigating the propo
businesswire.com · 16 jun
Payoneer Global Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Payoneer Global Inc. - PAYO
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Payoneer Global Inc. (NasdaqGM: PAYO) to Nuvei. Under the terms of the proposed transaction, shareholders of Payoneer will receive $7.40 in cash for each share of Payoneer that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether th.
fool.com · 15 jun
Stock Market Today, June 15: Payoneer Global Jumps After Nuvei Agrees to Acquire Company for $2.75 Billion
Expand NASDAQ: PAYO Payoneer Global Today's Change (4.15%) $0.28 Current Price $7.03 Key Data Points Market Cap $2.3B Day's Range $6.99 - $7.05 52wk Range $4.08 - $7.67 Volume 78.6M Avg Vol 4.9M Gross Margin 78.52% Payoneer Global (PAYO +4.15%), which provides cross-border payment solutions for SMBs, closed Monday at $7.03, up 4.15%. The stock moved higher after news that Nuvei agreed to acquire Payoneer for $7.40 per share in cash.
gurufocus.com · 15 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO)
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO) PR Newswire

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.