Tearsheet

PagSeguro Digital (PAGS)


Market Price (2/4/2026): $11.35 | Market Cap: $3.3 Bil
Sector: Information Technology | Industry: Systems Software

PagSeguro Digital (PAGS)


Market Price (2/4/2026): $11.35
Market Cap: $3.3 Bil
Sector: Information Technology
Industry: Systems Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 73%, Dividend Yield is 5.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 69%, FCF Yield is 85%
Weak multi-year price returns
2Y Excs Rtn is -50%, 3Y Excs Rtn is -55%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1207%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36%
  Key risks
PAGS key risks include [1] high susceptibility to Brazil's elevated interest rates, Show more.
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%, CFO LTM is 5.0 Bil, FCF LTM is 2.8 Bil
  
3 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, and Online Banking & Lending.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 73%, Dividend Yield is 5.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 69%, FCF Yield is 85%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%, CFO LTM is 5.0 Bil, FCF LTM is 2.8 Bil
3 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, and Online Banking & Lending.
4 Weak multi-year price returns
2Y Excs Rtn is -50%, 3Y Excs Rtn is -55%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1207%
6 Key risks
PAGS key risks include [1] high susceptibility to Brazil's elevated interest rates, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

PagSeguro Digital (PAGS) stock has gained about 20% since 10/31/2025 because of the following key factors:

1. PagSeguro Digital reported stronger-than-expected financial results for the third quarter of 2025. The company announced its Q3 2025 earnings on November 12, 2025, posting an earnings per share (EPS) of $0.36, which surpassed analysts' consensus estimates of $0.35 by 2.86%.

2. Analysts reiterated positive ratings and increased price targets for PAGS stock. Following the Q3 earnings, Susquehanna raised its price target from $11.00 to $12.00 on November 14, 2025, assigning a "positive" rating. UBS also maintained a "Buy" rating and increased its price target from $12 to $13 on November 25, 2025, further raising it to $14 on January 28, 2026. The consensus analyst rating became "Buy," with a median price target implying a 17.1% upside.

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Stock Movement Drivers

Fundamental Drivers

The 19.5% change in PAGS stock from 10/31/2025 to 2/3/2026 was primarily driven by a 15.9% change in the company's P/E Multiple.
(LTM values as of)103120252032026Change
Stock Price ($)9.4911.3419.5%
Change Contribution By: 
Total Revenues ($ Mil)19,30919,5211.1%
Net Income Margin (%)11.4%11.3%0.0%
P/E Multiple1.31.515.9%
Shares Outstanding (Mil)2982922.0%
Cumulative Contribution19.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/3/2026
ReturnCorrelation
PAGS19.5% 
Market (SPY)1.1%43.1%
Sector (XLK)-5.5%39.0%

Fundamental Drivers

The 48.2% change in PAGS stock from 7/31/2025 to 2/3/2026 was primarily driven by a 38.9% change in the company's P/E Multiple.
(LTM values as of)73120252032026Change
Stock Price ($)7.6511.3448.2%
Change Contribution By: 
Total Revenues ($ Mil)18,84419,5213.6%
Net Income Margin (%)11.5%11.3%-0.9%
P/E Multiple1.11.538.9%
Shares Outstanding (Mil)3042924.0%
Cumulative Contribution48.2%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/3/2026
ReturnCorrelation
PAGS48.2% 
Market (SPY)9.4%44.0%
Sector (XLK)8.3%36.8%

Fundamental Drivers

The 60.5% change in PAGS stock from 1/31/2025 to 2/3/2026 was primarily driven by a 33.6% change in the company's P/E Multiple.
(LTM values as of)13120252032026Change
Stock Price ($)7.0611.3460.5%
Change Contribution By: 
Total Revenues ($ Mil)17,60519,52110.9%
Net Income Margin (%)11.4%11.3%-0.4%
P/E Multiple1.11.533.6%
Shares Outstanding (Mil)3182928.8%
Cumulative Contribution60.5%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/3/2026
ReturnCorrelation
PAGS60.5% 
Market (SPY)15.6%42.0%
Sector (XLK)23.7%40.3%

Fundamental Drivers

The 18.5% change in PAGS stock from 1/31/2023 to 2/3/2026 was primarily driven by a 35.2% change in the company's Total Revenues ($ Mil).
(LTM values as of)13120232032026Change
Stock Price ($)9.5711.3418.5%
Change Contribution By: 
Total Revenues ($ Mil)14,43319,52135.2%
Net Income Margin (%)9.7%11.3%17.1%
P/E Multiple2.21.5-33.2%
Shares Outstanding (Mil)32729211.9%
Cumulative Contribution18.5%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/3/2026
ReturnCorrelation
PAGS18.5% 
Market (SPY)75.9%39.9%
Sector (XLK)113.3%32.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PAGS Return-54%-67%43%-50%61%20%-79%
Peers Return-27%-41%60%14%13%3%-9%
S&P 500 Return27%-19%24%23%16%2%86%

Monthly Win Rates [3]
PAGS Win Rate42%42%50%33%58%100% 
Peers Win Rate38%42%63%48%52%50% 
S&P 500 Win Rate75%42%67%75%67%100% 

Max Drawdowns [4]
PAGS Max Drawdown-58%-71%-19%-50%0%-0% 
Peers Max Drawdown-34%-51%-12%-16%-22%-5% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: STNE, MELI, NU, PYPL, FISV.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/3/2026 (YTD)

How Low Can It Go

Unique KeyEventPAGSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-88.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven778.3%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-59.7%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven148.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven78 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-55.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven123.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven193 days120 days

Compare to STNE, MELI, NU, PYPL, FISV

In The Past

PagSeguro Digital's stock fell -88.6% during the 2022 Inflation Shock from a high on 2/11/2021. A -88.6% loss requires a 778.3% gain to breakeven.

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About PagSeguro Digital (PAGS)

PagSeguro Digital Ltd., together with its subsidiaries, provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company's products and services include PagSeguro Ecosystem, a digital ecosystem that operates as a closed loop where its clients are able to address their primary day to day financial needs, including receiving and spending funds, and managing and growing their businesses; PagBank digital account, which offers banking services through the PagBank mobile app, as well as centralizes various cash-in options, functionalities, services, and cash-out options in a single ecosystem; and PlugPag, a tool for medium-sized and larger merchants that enables them to connect their point of sale (POS) device directly to their enterprise resource planning software or sales automation system through Bluetooth. It also offers cash-in solutions; online and in-person payment tools; and online gaming and cross-border digital services, as well as issues prepaid, credit, and cash cards. In addition, the company provides functionalities, and value-added services and features, such as purchase protection mechanisms, antifraud platform, account and business management tools, and POS app; and operates an online platform that facilitates peer-to-peer lending. Further, it is involved in processing of back-office solutions, including sales reconciliation, and gateway solutions and services, as well as the capture of credit cards with acquirers and sub acquirers. The company was founded in 2006 and is headquartered in São Paulo, Brazil.

AI Analysis | Feedback

  • It's like Square (Block Inc.) for small businesses in Brazil.
  • Think of it as Square (Block Inc.) meets PayPal, but focused on the Brazilian market.

AI Analysis | Feedback

  • Payment Processing Solutions (Acquiring): Provides a range of point-of-sale (POS) devices and online payment gateways enabling merchants to accept various forms of digital payments.
  • Digital Banking Services (PagBank): Offers a comprehensive digital account for individuals and businesses, including debit/credit cards, bill payments, and peer-to-peer transfers.
  • Credit and Lending Services: Extends loans, working capital advances, and other credit products primarily to its merchant base and digital account holders.

AI Analysis | Feedback

PagSeguro Digital (PAGS) primarily serves businesses, specifically a vast number of Micro, Small, and Medium-sized Enterprises (MSMEs) and individual entrepreneurs in Brazil. Due to this highly fragmented customer base and its business model focusing on these numerous smaller entities, PagSeguro does not have a few "major customer companies" that can be individually named, unlike companies that serve a limited number of large enterprise clients.

Instead, its customer base consists of millions of merchants across various sectors. The company's services are tailored to meet the diverse needs of these businesses. Here are the primary categories of customers that PagSeguro serves:

  • Micro and Small Businesses (MSMEs) & Individual Entrepreneurs: This is PagSeguro's core and largest customer segment. It includes a wide array of brick-and-mortar stores (e.g., retail shops, bakeries, pharmacies), service providers (e.g., beauty salons, repair shops, clinics), street vendors, freelancers, and other individual entrepreneurs. These customers typically use PagSeguro's point-of-sale (POS) machines (like Moderninhas), payment links, and digital accounts (PagBank) to accept card payments, manage their finances, and access digital banking services.
  • Online Merchants & E-commerce Businesses: PagSeguro provides payment gateway solutions and e-commerce tools for businesses that operate primarily online. This category includes online stores, digital service providers, and platforms that need to process online transactions securely and efficiently.
  • Medium-sized Businesses: While its primary focus is smaller entities, PagSeguro also caters to medium-sized businesses that require more sophisticated payment solutions, multi-channel payment acceptance (in-store, online, mobile), and a broader range of financial services, including working capital and advanced reporting.

It's also worth noting that through its PagBank digital account, PagSeguro serves millions of individuals, many of whom are linked to the MSME segment (e.g., receiving payments, managing personal finances) or are consumers utilizing the digital bank for everyday transactions. However, the core revenue generation for PagSeguro stems from its merchant services for businesses.

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Here is the list of major suppliers for PagSeguro Digital (PAGS):

  • Amazon Web Services (part of Amazon.com, Inc.) (AMZN)
  • Visa Inc. (V)
  • Mastercard Incorporated (MA)
  • Elo

AI Analysis | Feedback

Alexandre Magnani - Chief Executive Officer

Mr. Magnani has served as the Chief Executive Officer of PagSeguro Digital Ltd. since October 2022. Prior to this role, he was the Chief Operating Officer of PagSeguro Digital Ltd. from October 2021 to September 2022, and the Director of the company's Acquiring Business Unit from 2015 to 2021. Before joining PagSeguro, Mr. Magnani worked for nearly 15 years at Mastercard International, where he led Latin American regional new business development and retailer issuers initiatives. He also spent over six years at Redecard and Credicard in Brazil.

Artur Schunck - Chief Financial and Investor Relations Officer and Chief Accounting Officer

Mr. Schunck holds the positions of Chief Financial and Investor Relations Officer and Chief Accounting Officer at PagSeguro Digital Ltd. He has held multiple roles within PagSeguro's Finance department, leading various teams including Finance, Treasury, Controllership, BI, FP&A, Logistics, Financial Services, and Credit Products. Before his current roles at PagSeguro, he served as the Director of Financial Planning and Treasury for UOL – Universo Online S.A. from February 2014 to April 2015. Prior to joining the UOL group, Mr. Schunck worked at Walmart Brasil Ltda. from January 2006 to December 2013, where he held several financial management positions, ultimately becoming the Director of FP&A and Strategy.

Ricardo Dutra - Principal Executive Officer of UOL Group

Mr. Dutra is currently the CEO of UOL Group, which encompasses PagSeguro Digital Ltd., since October 2022. He previously served as the Chief Executive Officer of PagSeguro Digital Ltd. from February 2016 until October 2022. Mr. Dutra first worked for the UOL Group from 1997 to 2005 and rejoined in 2009 as Country Manager at UOL Argentina, a role he held until 2010. Between 2007 and 2009, he worked as a management consultant at Bain & Company. As CEO of UOL, he was also responsible for the Content, Advertising, and Services areas.

Luis Frias - Chairman of the Board

Mr. Frias serves as the Chairman of PagSeguro Digital's board of directors and was the Principal Executive Officer between 2017 and 2022. He joined Grupo Folha in 1981 and has been its principal executive officer since 1989. In 1996, he founded UOL, a pioneering Brazilian internet company. As Principal Executive Officer and Chairman of the Board of Directors of UOL, he significantly expanded the company's business through both organic growth and more than 20 acquisitions, covering digital content and products, e-learning, and cloud/IT services, as well as the PagSeguro Digital Ltd. financial technology business.

Eduardo Alcaro - Vice-Chairman

Mr. Alcaro is currently the Vice-Chairman of PagSeguro Digital and also holds the position of Chief Financial Officer of UOL Edtech. He has been a member of PagSeguro's board of directors since 2017. From 2011 until 2021, he served as the Chief Financial and Investor Relations Officer and Chief Accounting Officer of PagSeguro Digital, and concurrently as the Chief Financial Officer of the UOL group. In November 2020, he was appointed as the Chief Business Development Officer.

AI Analysis | Feedback

The key risks to PagSeguro Digital's business are primarily driven by the macroeconomic environment in Brazil, intense competition within the payments industry, and the evolving regulatory landscape.

  1. Macroeconomic Challenges in Brazil: PagSeguro Digital is highly susceptible to Brazil's macroeconomic conditions, particularly elevated interest rates. High interest rates increase the company's financial costs and exert significant pressure on both its banking and payments segments. This environment can lead to higher defaults and negatively impact investor confidence.
  2. Intense Competition and Market Saturation: The Brazilian payments market is characterized by fierce competition and saturation, with numerous fintechs and traditional banks vying for market share. The widespread adoption of PIX, Brazil's instant payment system, further intensifies competitive pressure and can erode acquiring revenues for PagSeguro, contributing to slowing total payment volume (TPV) growth and shrinking margins in its core payments business.
  3. Regulatory and Legal Environment: PagSeguro operates within a complex regulatory and legal framework in Brazil. Changes in laws and regulations, particularly those concerning data protection and privacy, could adversely affect the company's operations. There is also ongoing debate under Brazilian law regarding whether providing early payment of receivables to merchants could be characterized as "lending," an activity restricted to financial institutions, which could negatively impact PagSeguro's financial performance if interpretations change or new laws are enacted.

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The intensification of competition in the Brazilian payments market, particularly from large traditional banks aggressively expanding their digital payment and SME banking offerings, as well as from other strong fintech players like StoneCo and Mercado Pago. This competitive pressure is driving price compression, leading to lower transaction fees and margins, and forcing companies to offer increasingly attractive bundled financial services to retain and acquire merchants.

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For PagSeguro Digital (PAGS), the addressable markets for their main products and services in Brazil are as follows:

  • Payment Processing Solutions: The Brazil payment processing solutions market generated a revenue of USD 1,336.6 million in 2023. This market is expected to reach USD 3,955.5 million by 2030, growing at a compound annual growth rate (CAGR) of 16.8% from 2024 to 2030. PagSeguro's offerings in this area include Point-of-Sale (POS) devices and an online payment gateway. The real-time payments market in Brazil, driven by Pix, was valued at USD 2.67 billion in 2025 and is forecast to reach USD 4.97 billion by 2030, reflecting a 12.51% CAGR.
  • Digital Banking Services: The Brazil digital banking market size reached USD 2.33 billion in 2024. This market is projected to reach USD 4.61 billion by 2033, exhibiting a CAGR of 7.90% during 2025-2033. PagSeguro's digital banking platform, PagBank, offers services such as savings accounts, personal loans, and prepaid cards. The neobanking market in Brazil, a significant segment within digital banking, reached USD 4.20 billion in 2024 and is expected to grow substantially to USD 118.05 billion by 2033, with an impressive CAGR of 44.80% during 2025-2033.
  • E-commerce Solutions: The Brazil e-commerce market size reached USD 455.6 billion in 2024. It is expected to grow to USD 1,499.3 billion by 2033, demonstrating a CAGR of 12.65% during 2025-2033. The transactional volume for Brazil's digital commerce market was USD 276.9 billion in 2023 and is projected to reach USD 500 billion in 2026. PagSeguro provides tools and services to support businesses in establishing and expanding their online presence, including fraud prevention.

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PagSeguro Digital (PAGS) is expected to drive future revenue growth over the next two to three years through several key strategies:

1. Expansion of the PagBank Ecosystem and Credit Portfolio

PagSeguro anticipates continued growth in its banking revenues and credit segments, with PagBank positioned as a core element of its long-term growth strategy. The company is focused on sustainable growth within its credit portfolio, including the resumption of working capital loans for merchants. PagSeguro has set an ambitious target to expand its credit portfolio to BRL 25 billion by December 2029, a goal supported by a scalable business model, secured payroll loans, and AI underwriting. This strategic focus aims to leverage the significant opportunity in Brazil's underpenetrated digital banking market.

2. Broadening Client Base and Deepening Market Penetration

The company continues to expand its customer reach, having added 1.5 million clients in Q2 2025, bringing its total client base to 33.1 million. PagSeguro sees substantial room for market penetration and future growth, particularly in banking services where it currently holds a small market share. Strategic initiatives include enhancing banking services to position PagSeguro as the primary financial interface for its clients, driving user base expansion through increased adoption of its digital financial services, and entering new market segments within Brazil.

3. Diversification and Innovation in Digital Financial Services

PagSeguro is actively diversifying its product offerings beyond traditional payments, aiming to be more than "a payment only company." This includes the continuous introduction of new products and services, such as advanced point-of-sale (POS) solutions, new digital banking features, and the launch of products like working capital loans for merchants. The company's comprehensive ecosystem already integrates payments, financial services, software, an investment platform, insurance distribution, and a super app with various partners, indicating a strategy of cross-selling and deepening customer engagement through a wide array of fintech solutions.

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Share Repurchases

  • PagSeguro Digital actively pursued share repurchase programs, completing a $250 million program in 2024 and subsequently launching a new $200 million program.
  • As of June 30, 2025, the company had repurchased 15,021,012 shares year-to-date, totaling R$696 million, and immediately initiated a third repurchase program of up to US$200 million.
  • Over the last 12 months (as of August 2025), PagSeguro allocated R$1.9 billion to shareholder returns through dividends and buybacks, contributing to a total of over R$5.5 billion in shareholder returns from 2021-2026.

Share Issuance

No significant share issuances were prominently disclosed within the last 3-5 years.

Inbound Investments

No large inbound investments from third-party strategic partners or private equity firms were prominently disclosed within the last 3-5 years, apart from the initial business combinations at the start of the period (2020).

Outbound Investments

  • In July 2020, PagSeguro acquired 100% of Zygo for R$8,000 (thousands).
  • In August 2020, the company acquired 100% of CDS for R$2,379 (thousands).
  • These acquisitions aimed to boost investments in new technologies, products, and services for PagSeguro's digital ecosystem.

Capital Expenditures

  • PagSeguro Digital invested R$2.3 billion in technology in 2024.
  • The forecast for capital expenditures in fiscal year 2025 is R$2.2 billion, maintaining a flat year-over-year trend.
  • The consistent capital expenditure levels for 2025 align with expectations, even as management indicates that increasing Total Payment Volume (TPV) is not a priority due to perceived industry saturation in the Payments segment.

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Peer Comparisons

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Financials

PAGSSTNEMELINUPYPLFISVMedian
NamePagSegur.StoneCo MercadoL.Nu PayPal Fiserv  
Mkt Price11.3416.752,099.9018.1241.7058.1229.91
Mkt Cap3.34.4106.587.739.631.435.5
Rev LTM19,52114,53326,1939,60032,86221,16020,340
Op Inc LTM7,0656,9793,132-6,2966,0786,296
FCF LTM2,803-1,5378,6103,6665,5654,6194,142
FCF 3Y Avg600-1,7276,3701,9685,2654,3123,140
CFO LTM5,034-3349,8314,0406,4266,3395,686
CFO 3Y Avg2,726-5557,1692,1885,9725,8484,287

Growth & Margins

PAGSSTNEMELINUPYPLFISVMedian
NamePagSegur.StoneCo MercadoL.Nu PayPal Fiserv  
Rev Chg LTM10.9%23.5%36.9%22.3%4.5%5.2%16.6%
Rev Chg 3Y Avg10.6%21.3%39.5%62.1%6.7%6.8%16.0%
Rev Chg Q4.5%16.0%39.5%30.2%7.3%0.9%11.6%
QoQ Delta Rev Chg LTM1.1%3.3%8.7%7.1%1.8%0.2%2.5%
Op Mgn LTM36.2%48.0%12.0%-19.2%28.7%28.7%
Op Mgn 3Y Avg34.5%48.3%13.1%-17.9%27.0%27.0%
QoQ Delta Op Mgn LTM1.6%0.4%-0.3%-0.1%-1.3%0.1%
CFO/Rev LTM25.8%-2.3%37.5%42.1%19.6%30.0%27.9%
CFO/Rev 3Y Avg15.6%-4.0%35.9%21.7%19.0%29.1%20.3%
FCF/Rev LTM14.4%-10.6%32.9%38.2%16.9%21.8%19.4%
FCF/Rev 3Y Avg3.4%-13.5%32.1%18.7%16.8%21.5%17.7%

Valuation

PAGSSTNEMELINUPYPLFISVMedian
NamePagSegur.StoneCo MercadoL.Nu PayPal Fiserv  
Mkt Cap3.34.4106.587.739.631.435.5
P/S0.20.34.19.11.21.51.3
P/EBIT0.54.335.7-6.15.35.3
P/E1.5-4.051.334.78.18.78.4
P/CFO0.7-13.310.821.76.25.05.6
Total Yield72.8%-24.8%2.0%2.9%12.4%11.5%7.2%
Dividend Yield5.9%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-0.2%-75.3%7.0%2.8%7.6%7.1%4.9%
D/E12.63.60.10.00.31.00.6
Net D/E12.11.90.1-0.30.00.90.5

Returns

PAGSSTNEMELINUPYPLFISVMedian
NamePagSegur.StoneCo MercadoL.Nu PayPal Fiserv  
1M Rtn18.5%14.0%6.4%6.5%-28.3%-11.4%6.4%
3M Rtn23.1%-11.0%-8.9%14.7%-36.7%-9.8%-9.4%
6M Rtn44.2%30.5%-12.8%49.1%-38.4%-56.7%8.8%
12M Rtn64.0%88.4%10.0%37.9%-53.3%-73.2%24.0%
3Y Rtn24.1%56.5%76.9%269.8%-51.1%-45.5%40.3%
1M Excs Rtn17.6%13.2%5.5%5.6%-29.1%-12.3%5.6%
3M Excs Rtn18.3%-13.0%-10.9%11.3%-40.8%-14.0%-12.0%
6M Excs Rtn35.6%21.9%-21.6%41.3%-47.8%-66.6%0.1%
12M Excs Rtn46.0%68.1%-5.3%22.3%-67.3%-87.6%8.5%
3Y Excs Rtn-55.4%-24.7%2.0%244.7%-118.9%-115.4%-40.0%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Financial service agents15,68015,15910,2996,6865,581
Total15,68015,15910,2996,6865,581


Price Behavior

Price Behavior
Market Price$11.34 
Market Cap ($ Bil)3.3 
First Trading Date01/24/2018 
Distance from 52W High-5.5% 
   50 Days200 Days
DMA Price$10.16$9.21
DMA Trendupup
Distance from DMA11.7%23.1%
 3M1YR
Volatility45.8%50.3%
Downside Capture169.23115.63
Upside Capture269.58148.47
Correlation (SPY)43.3%42.1%
PAGS Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta1.651.591.731.831.101.23
Up Beta2.673.212.413.241.251.20
Down Beta-0.95-0.290.521.290.590.85
Up Capture527%291%294%239%194%232%
Bmk +ve Days11223471142430
Stock +ve Days14263568123374
Down Capture214%206%162%125%112%110%
Bmk -ve Days9192754109321
Stock -ve Days6142452121367

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PAGS
PAGS60.8%50.3%1.10-
Sector ETF (XLK)23.8%27.0%0.7640.3%
Equity (SPY)15.6%19.2%0.6342.0%
Gold (GLD)77.2%24.5%2.309.5%
Commodities (DBC)10.0%16.5%0.4017.7%
Real Estate (VNQ)2.9%16.5%-0.0023.8%
Bitcoin (BTCUSD)-23.4%40.3%-0.5632.6%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PAGS
PAGS-24.0%61.3%-0.20-
Sector ETF (XLK)17.6%24.7%0.6442.2%
Equity (SPY)14.5%17.0%0.6845.0%
Gold (GLD)21.5%16.8%1.045.3%
Commodities (DBC)12.0%18.9%0.5111.0%
Real Estate (VNQ)4.8%18.8%0.1633.2%
Bitcoin (BTCUSD)20.9%57.5%0.5622.6%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PAGS
PAGS-8.5%61.5%0.08-
Sector ETF (XLK)22.9%24.2%0.8648.7%
Equity (SPY)15.6%17.9%0.7550.8%
Gold (GLD)15.6%15.5%0.846.5%
Commodities (DBC)8.4%17.6%0.3919.2%
Real Estate (VNQ)5.6%20.8%0.2439.8%
Bitcoin (BTCUSD)69.9%66.5%1.0920.2%

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Short Interest

Short Interest: As Of Date1152026
Short Interest: Shares Quantity18.7 Mil
Short Interest: % Change Since 12312025-0.4%
Average Daily Volume3.6 Mil
Days-to-Cover Short Interest5.1 days
Basic Shares Quantity291.9 Mil
Short % of Basic Shares6.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

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Report DateFiling DateFiling
09/30/202511/12/20256-K
06/30/202508/13/20256-K
03/31/202505/13/20256-K
12/31/202404/29/202520-F
09/30/202411/13/20246-K
06/30/202408/20/20246-K
03/31/202405/23/20246-K
12/31/202304/29/202420-F
09/30/202311/17/20236-K
06/30/202308/24/20236-K
03/31/202305/25/20236-K
12/31/202204/28/202320-F
09/30/202211/22/20226-K
06/30/202208/25/20226-K
03/31/202206/08/20226-K
12/31/202105/02/202220-F