Zacks Investment Research·1d ago
Buy 3 Mobile Payment Stocks to Tap Solid Short-Term Upside PotentialACIW, PAY and RELY show strong earnings revisions and short-term price upside potential as digital payments expand.
Paymentus is executing well in the electronic bill payment market, with revenue growth accelerating to 28.8% YoY in 2026Q2 and operating leverage driving a 105% increase in operating income. The company's asset-light model and fortress balance sheet (cash of $...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.25+32.6% vs $0.19 | $361M+4.4% vs $345M |
Q2 2026 May 4, 2026 | $0.21+23.5% vs $0.17 | $358M+6.9% vs $335M |
Q1 2026 Feb 23, 2026 | $0.20+11.1% vs $0.18 | $330M+5.3% vs $314M |
Q4 2025 Nov 3, 2025 | $0.17+6.3% vs $0.16 | $311M-1.0% vs $314M |
ACIW, PAY and RELY show strong earnings revisions and short-term price upside potential as digital payments expand.
On September 22, 2026, Paymentus Holdings Inc (PAY) shares fell 6.4% to $32.30, moving within a 52-week range of $20.11 to $45.31. This decline is part of a lar
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Paymentus executives emphasized the company's position as a specialized technology provider navigating bill payment modernization, agentic artificial intelligence and expansion into additional verticals during the Goldman Sachs 2026 Communacopia + Technology conference. Paymentus CEO Dushyant Sharma framed bill presentment and payment processing as a technology platform play rather than a transactional or financial exercise.
Benchmark PAY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Paymentus Holdings, Inc. (PAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.95 | $3.76B | 57.60 | 37.25% | 5.59% | 12.8% | — | |
| $3.80 | $334.73M | -1.27 | -1.21% | -49.57% | -32.69% | — | |
| $7.80 | $642.37M | 11.47 | 8.33% | 5.61% | — | — | |
| $16.86 | $2.05B | 153.27 | 26.59% | 4.77% | 4.08% | — | |
| $15.10 | $360.84M | 26.96 | -7.29% | 4.9% | 2.33% | — | |
| $54.03 | $695.43M | 20.70 | -13.1% | 18.08% | 15.09% | — |
Paymentus Holdings, Inc. (PAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Paymentus Holdings, Inc. (PAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jul 23, 2026·SEC
Jun 8, 2026·SEC
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Paymentus Holdings, Inc. (PAY) stock FAQ — growth, dividends, profitability & financials explained
Paymentus Holdings, Inc. (PAY) reported $1.36B in revenue for fiscal year 2025. This represents a 301% increase from $339.3M in 2003.
Paymentus Holdings, Inc. (PAY) grew revenue by 37.3% over the past year. This is strong growth.
Yes, Paymentus Holdings, Inc. (PAY) is profitable, generating $84.9M in net income for fiscal year 2025 (5.6% net margin).
Paymentus Holdings, Inc. (PAY) has a return on equity (ROE) of 12.8%. This is reasonable for most industries.
Paymentus Holdings, Inc. (PAY) generated $159.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
