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PAYO Payoneer Global Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Technology

Scale

Market cap
$2.4bn
Revenue TTM
$855m
Net income TTM
$50m
Free cash flow
$181m
Composite score
73.2
Sector rank
#1533

Valuation

P / E
48.1
EV / EBITDA
11.0
EV / sales
2.4
FCF yield
7.51%
Earnings yield vs 10-yr
-2.65pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.9%
EBITDA margin
22.0%
ROE
7.7%
ROIC
36.5%
Revenue growth
11.7%

Insider activity, last 90 days

Net open-market
$-0.18m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

For the three and six months ended June 30, 2026, Ukraine and Belarus, combined, accounted for less than 10% of our revenue, of which Belarus accounted for less than 1% of our revenue. This increase in revenue was primarily comprised of an increase in SMB revenue, including $10.5 million and $22.4 million from B2B SMBs, $4.4 million and $7.7 million from SMBs selling DTC, and $ 2.8 million and $7.1 million from SMBs that sell on marketplaces, for the three and six months ended June 30, 2026, respectively. This growth in SMB revenue was driven by continued adoption of our high value services, certain monetization initiatives, and ongoing growth in high value regions. …Payoneer Global Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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