CPAY

Corpay, Inc.

Technology · $25.3B market cap

Share price

$394.60

close of Oct 3, 2026

Fair value

$258.12

Sticker Price

Payback Price

$103.25

buy price

Overpriced

CPAY is Overpriced: at $394.60 it trades 53% above its fair value of $258.12. Its buy price (Payback Price) is $103.25, 74% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 10% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth11.0% a year✓

Equity per share growth5.0% a year✗

Sales growth11.3% a year✓

Free cash flow growth11.8% a year✓

Return on invested capital10.3%✓

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Superinvestors

1 of the investors we track holds CPAY. In Q2 2026, 1 added and 1 sold out. Who we track

Chase Coleman

Tiger Global Management · as of Q2 2026

$716.5M

2,149,877 shares

Moves in Q2 2026

Added: Chase Coleman

Sold out: First Pacific Advisors

Insider activity

Since Jun 2, 2026: no open-market purchases, 38 sales worth $138.6M and 20 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$80K

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$4.0M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$10.2M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$20.8M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$6.4M

Show all 38 sales

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$5.0M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-25

Sold

$2.8M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$17K

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$1.7M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$3.2M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$3.5M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$6.9M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$21.6M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-24

Sold

$2.4M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-21

Sold

$1.6M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-20

Sold

$107K

King Alan

GroupPresident IntlVehiclePmts · 2026-08-20

Sold

$4.1M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-20

Sold

$3.4M

Stull Steven T

director · 2026-08-20

Sold

$244K

Stull Steven T

director · 2026-08-20

Sold

$368K

Stull Steven T

director · 2026-08-20

Sold

$363K

Stull Steven T

director · 2026-08-19

Sold

$148K

Stull Steven T

director · 2026-08-19

Sold

$671K

Stull Steven T

director · 2026-08-19

Sold

$16K

Stull Steven T

director · 2026-08-19

Sold

$807K

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Sold

$3.9M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Sold

$1.6M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Sold

$1.0M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Sold

$1.1M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Sold

$75K

Stull Steven T

director · 2026-08-18

Sold

$77K

Stull Steven T

director · 2026-08-18

Sold

$187K

King Alan

GroupPresident IntlVehiclePmts · 2026-08-14

Sold

$3.0M

Farrelly Joseph W

director · 2026-08-13

Sold

$727K

Farrelly Joseph W

director · 2026-08-12

Sold

$717K

Farrelly Joseph W

director · 2026-08-12

Sold

$729K

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-06-15

Sold

$24.8M

Stull Steven T

director · 2026-06-02

Sold

$361K

Other filings

Clarke Ronald

CEO & Chairman of BOD · 2026-08-21

Tax withholding

$121.0M

Clarke Ronald

CEO & Chairman of BOD · 2026-08-21

Option exercise

$67.8M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-20

Option exercise

$3.6M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Option exercise

$483K

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Option exercise

$2.2M

Show all 20 other filings

King Alan

GroupPresident IntlVehiclePmts · 2026-08-18

Option exercise

$1.7M

King Alan

GroupPresident IntlVehiclePmts · 2026-08-14

Option exercise

$1.9M

Clarke Ronald

CEO & Chairman of BOD · 2026-07-22

Award

100,000 shares

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-07-22

Award

9,404 shares

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-07-22

Award

9,405 shares

Walker Peter

Chief Financial Officer · 2026-07-15

Tax withholding

$423K

Walker Peter

Chief Financial Officer · 2026-07-15

Tax withholding

$89K

Walker Peter

Chief Financial Officer · 2026-07-15

Award

568 shares

Walker Peter

Chief Financial Officer · 2026-07-15

Tax withholding

$49K

Walker Peter

Chief Financial Officer · 2026-07-15

Tax withholding

$30K

Walker Peter

Chief Financial Officer · 2026-07-15

Award

938 shares

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-06-15

Option exercise

$101K

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-06-15

Option exercise

$2.7M

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-06-15

Option exercise

$8.3M

Netto Armando Lins

GroupPresident Brazil&USVehPmt · 2026-06-15

Option exercise

$4.6M

About Corpay, Inc.

Corpay, Inc. operates as a global financial technology firm, delivering payment solutions that assist both businesses and individual consumers in efficiently managing a diverse range of expenditures. Its expertise primarily covers vehicle-related costs, corporate financial transactions, and lodging expenses, with operations spanning the United States, Brazil, the United Kingdom, and numerous other international…

Software - Infrastructure

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

How we valued it

Business quality

Superinvestors

Insider activity

Sales

Other filings

About Corpay, Inc.