Paymentus Holdings: Marram's Q4 Investor Letter Insights
ByAinvest
Monday, Mar 23, 2026 7:45 am ET1min read
PAY--
Marram Investment Management's fourth-quarter investor letter highlights Paymentus Holdings' (PAY) continued growth in per-share profits despite a lag in market performance by 4%. The firm believes operating leverage and capital allocation position PAY for sustained free cash flow per share growth and exceptional upside potential over the long term. PAY closed at $24.32 per share on March 20, 2026, with a market capitalization of $3.06 billion.
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