Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.2B
123M shares
52-week range
$10.11 – $18.05
94% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
Borrow rate
0.37%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $94.9M | $131.8M | $201.1M | $289.4M | $403.1M | $492.1M | $623.0M |
| Cost of revenue | $36.7M | $47.8M | $70.2M | $107.9M | $147.3M | $177.5M | $240.4M |
| Gross profit | $58.2M | $84.0M | $131.0M | $181.4M | $255.8M | $314.7M | $382.7M |
| Gross margin | 61.3% | 63.7% | 65.1% | 62.7% | 63.4% | 63.9% | 61.4% |
| R&D | $15.0M | $24.5M | $31.3M | $50.3M | $62.0M | $66.6M | $70.2M |
| Operating income | −$17.5M | −$15.8M | −$13.3M | −$30.2M | −$21.5M | −$7.3M | $20.0M |
| EBITDA | −$13.4M | −$8.9M | −$14.9M | −$23.8M | $11.8M | $19.8M | $51.0M |
| Net income | −$20.1M | −$11.1M | −$28.1M | −$39.3M | −$8.6M | $2.9M | $13.5M |
| Net margin | -21.2% | -8.4% | -14.0% | -13.6% | -2.1% | 0.6% | 2.2% |
| EPS (diluted) | -0.20 | -0.11 | -0.26 | -0.36 | -0.07 | 0.02 | 0.11 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $750M | $0.45 | $0.43–$0.47 | 6 |
| 2027 | $866M | $0.67 | $0.63–$0.76 | 7 |
| 2028 | $998M | $0.87 | $0.65–$1.17 | 5 |
| 2029 | $1.5B | $1.46 | $1.42–$1.51 | 1 |
Forward consensus · source: Financial Modeling Prep
Flywire Corp provides a secure payment platform, offering its clients a streamlined process to receive reconciled domestic and international payments more cost-effectively and efficiently. The company's solutions are built on three core elements, namely a payments platform, a proprietary payment network, and vertical-specific software backed by its deep industry expertise. Geographically, the majority of revenue is from the Americas.
www.flywire.comNo one on the platform currently holds FLYW.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 887,200 | $10.3M |
| Bridgewater Associatesas of 2025-12-31 | 377,901 | $5.4M |
No one on the platform has traded FLYW yet.
| $2.5B |
| — |
| LASRnLIGHT, Inc. | $65.04 | +5.98% | $3.7B | — |
| LSPDLightspeed Commerce Inc. | $10.29 | +0.98% | $1.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
@jpcalm68 Don't forget $FLYW in that mix - they just came off a 30% organic growth qtr with rising margins and the stock has a lot more to give. Am decent size in $PAY too and $SOFI is on the list when I get through some work on consumer credit.
View on StockTwits ↗$FLYW Just 5 days ago: https://stocktwits.com/IN0V8/message/656008299
View on StockTwits ↗$FLYW Attractive According to 15 analysts polled by S&P Global, Flywire stock has a consensus rating of "Buy" and an average price target of $19.07. The average 1-year stock price forecast is 35.92% higher than the current stock price, while the lowest is $16 (+14.04%) and the highest is $22 (+56.81%). Price Target: $19.07 (+35.92%)
View on StockTwits ↗$FLYW CFO has been at FLYW for over two years now and it’s been over four years since they did an investor day. Needs to be some shake up at Flywire as this is not sustainable.
View on StockTwits ↗$FLYW Jeez this stock is down YTD now - that's SIX years in a row that it's down, imagine owning this from the IPO. Do you have any idea how rare a feat that is to be down six years in a row. I'm not even sure it's happened before - I may send them a plaque to commenurate the feat. The next time the CEO talks about how excited they are about Flywire's future, just remember this - down six years in a row as things stand. (I expect it to be up strongly this year but seriously how can you not question whether this stock will just be another Payoneer and stay cheaper and cheaper for even more years - down 7 years in a row anyone?)
View on StockTwits ↗$FLYW As below, zero progress in getting the valuation up post the January 2025 debacle - remember this was mostly self-inflicted as they 1. did a very high price acquisition at the stupidest time of any company I can think of - getting rid of all that cash at 10 revenues when their own stock was about to crater. and 2. They actual guide that caused that debacle was plain wrong, they were being 'prudent'. How about being right for a change. Feels like the market wants changes at the top here, the evidence, which is to say the current valuation, says that these guys are not trusted by the market. How much longer should shareholders have to wait - and they are not even incentivized to get the stock up, they get paid by hitting revenue targets and such. No wonder there's no urgency, but I have a feeling things are about to change here. Watch this space.
View on StockTwits ↗$GPN $FLYW $PAY $BILL $V This is likely why the payments space got hit - chec out this from the SpaceX risk section of their S1, what a joke this market is becoming: Payment, banking, and other financial service-related activities may subject us to additional regulatory requirements, regulatory actions, and other risks that could be costly and difficult to comply with or that could harm our business.We plan to publicly launch the Money Product, which will offer payment, banking and other financial services functionalities, including enabling our users to purchase tangible, virtual, and digital goods from merchants and send money to other users, among other activities. These activities will subject us to a variety of laws and regulations in the United States, Europe, and elsewhere globally, including those governing anti-money laundering and counter-terrorism financing, money transmission, stored value, gift cards and other prepaid access instruments, electronic funds transfer
View on StockTwits ↗$FLYW good time to be buying back stock is all I can say - hopefully these payments names are scooping up the stock. Will be very disappointed if they do a tiny amount of buybacks here.
View on StockTwits ↗$FLYW Added 10% to FLYW position at 15.30 - so I'm averaging up which is what you are meant to do in a growth stock. Took profits on some diversified funds to fund this - the broad market is looking a bit too speculative for my liking, meanwhile some stocks are being given away because well, there's a lot of uninformed money out there that is acting without actually knowing what's going on. I see it with my wife, she's doing well lately but just buying stuff because YouTube financial influencers are pumping it. Market is becoming even more narrow as a result..... thankfully for retail it's different this time.
View on StockTwits ↗$CMCL and if you want vs profitable multibillion dollar companies, here’s a bunch we beat: • EverCommerce ($EVCM): market cap ~$1.99–$2.0B; TTM net income ~$24.4M. CMCL profit exceeds by ~$43M (full amount differential). • Flywire ($FLYW): market cap ~$1.98B; TTM net income in the low teens of millions (full-year patterns near $13M+ after recent quarterly profitability). CMCL profit exceeds by the full differential. • BlackLine ($BL): market cap ~$1.8B; TTM net income ~$26.6M. Income stems from accounting automation platforms sold into enterprise finance teams; valuation factors in embedded workflow lock-in plus expansion into adjacent controls and AI-driven close processes.  • nCino ($NCNO): market cap ~$1.76B–$2B; TTM net income ~$13.3M. Income derives from cloud banking platforms for lending and treasury workflows; valuation embeds regulatory compliance tailwinds plus cross-sell into deposit and risk modules across global financial institutions.
View on StockTwits ↗$FLYW Can't hold its gains this one, wonder when the sellers will be done selling, or when they will convince a new whale to step up and make it a decent position. Just pure apathy out there for this type of stock.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 4.3× sales vs its 8.1× historical median P/S.
Fair value ≈ $33.21 · price $17.60 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.