Payoneer Global Inc. (PAYO): Undervalued Opportunity with Bullish Thesis

Tuesday, Sep 16, 2025 12:43 pm ET1min read

Payoneer Global Inc. (PAYO) is expected to grow in the mid to upper single digits through 2030 due to global trade, connectivity, and technological innovation. The company focuses on SMBs, marketplaces, and enterprise payouts, with B2B payments showing 37% YOY growth in Q2 2025. Payoneer's competitive advantages include strong network effects, high barriers to entry, and a pending Payment Aggregator Cross Border license in India. Valuation analysis suggests PAYO is potentially undervalued, with a DCF framework estimating a fair value of $8.75-$9 per share versus a current price of $6.65.

Payoneer Global Inc. (PAYO): Undervalued Opportunity with Bullish Thesis

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