FLT

$303.26-$2.54 (-0.83%)prev close

Change+$41.88

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.

Metric	Historical average			My assumptions
Metric	1 year	5 years	10 years	Low	Mid	High
ROIC %	14.5%	14.9%	12.9%	—	—	—
Rev. Growth %	13.9%	13.6%		Rev. Growth Low%	Rev. Growth Mid%	Rev. Growth High%
Profit Margin %	23.6%	26.5%	28.7%	Profit Margin Low%	Profit Margin Mid%	Profit Margin High%
Free Cash Flow Margin %	28.7%	36.2%	37.5%	Free Cash Flow Margin Low%	Free Cash Flow Margin Mid%	Free Cash Flow Margin High%
Exit P/E	—	—	—	Exit P/E Low×	Exit P/E Mid×	Exit P/E High×
Exit P/FCF	—	—	—	Exit P/FCF Low×	Exit P/FCF Mid×	Exit P/FCF High×
Desired Annual Return %	—	—	—	Desired Annual Return Low%	Desired Annual Return Mid%	Desired Annual Return High%

Low

Multiple of earnings (P/E): $301.35
IRR at today’s price (P/E): -0.1%
Fair buy price today (P/E): $107.16
Multiple of cash flow (P/FCF): $366.67
IRR at today’s price (P/FCF): +3.9%
Fair buy price today (P/FCF): $147.71

At today's price, your expected annual return is -0.1% on the P/E track.

Mid

Multiple of earnings (P/E): $406.51
IRR at today’s price (P/E): +6.0%
Fair buy price today (P/E): $172.45
Multiple of cash flow (P/FCF): $552.34
IRR at today’s price (P/FCF): +12.7%
Fair buy price today (P/FCF): $263.00

At today's price, your expected annual return is +6.0% on the P/E track.

High

Multiple of earnings (P/E): $525.49
IRR at today’s price (P/E): +11.6%
Fair buy price today (P/E): $246.33
Multiple of cash flow (P/FCF): $778.77
IRR at today’s price (P/FCF): +20.8%
Fair buy price today (P/FCF): $403.59

At today's price, your expected annual return is +11.6% on the P/E track.

Current price: $303.26Annual dividends: $0.00/shareNet cash / debt per share: -$79.96

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Sector

Software - Infrastructure

P/E LTM (FWD)

18.5 (11.7)

Run the fair-value model →

P/S (TTM)

0.0

EV / FCF (TTM)

3.2

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$4.9B	+8.7%	$25.92	$24.40–$27.46	11.7×	6

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 0 of the last 4 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-07	$6.56	$3.75	-42.8%
2026-05-08	$5.73	$5.14	-10.3%
2026-02-27	$5.94	$3.79	-36.2%
2024-05-01	$4.10	$3.54	-13.7%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
FLTFLEETCOR Technologies, Inc.	$303.26	-0.83%	$21.8B	—
AZPNAspen Technology, Inc.	$264.33	+0.00%	$16.7B	—
CAJCanon Inc.	$21.63	+0.00%	$22.0B	—
GBGlobal Blue Group Holding AG	$7.49	+0.00%	$1.5B	—
GENGen Digital Inc.	$31.33	-0.26%

FLEETCOR Technologies, Inc.

FLEETCOR Technologies, Inc. specializes in providing digital payment solutions designed to help businesses efficiently manage their purchasing activities and streamline payment processes. The company's offerings are categorized into several key areas: Corporate Payments: These include automated accounts payable systems, Virtual Cards (single-use digital card numbers with defined spending limits and timeframes), Cross-Border payment services for international vendor payments, foreign office expenses, capital outlays, and dividend transfers. They also supply purchasing cards and travel & entertainment cards to help clients track and control corporate expenditures. Employee Expense Management: This segment features fuel solutions tailored for businesses and government entities operating vehicle fleets, as well as for oil companies, leasing firms, and fuel marketers. It also offers lodging solutions for employees traveling overnight, extending to airlines and cruise lines for managing crew accommodation and assisting stranded passengers. Additionally, FLEETCOR provides electronic toll payment systems, utilizing RFID tags, for both commercial and individual users. Gift Card Program Management: FLEETCOR offers comprehensive services for managing gift card programs, available in both physical and digital formats. This encompasses design, manufacturing, packaging, delivery, fulfillment, card and account administration, transaction processing, promotional development, website hosting, analytical reporting, and managing distribution channels. Other Solutions: The company's product portfolio further includes payroll cards, vehicle maintenance service solutions, long-haul transportation services, and various prepaid options like food vouchers/cards and transportation cards/vouchers. FLEETCOR caters to a diverse customer base, including businesses, merchants, consumers, and payment networks, with operations spanning North America, Brazil, and other global markets. The company was established in 1986 and its headquarters are located in Atlanta, Georgia.

www.corpay.com

Employees: 10,500
IPO / List date: Dec 15, 2010

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Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in FLT as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

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