Using the PEG framework with analyst consensus forward EPS growth of 25.0%, Corpay, Inc. has a fair value of $650.79 based on NTM EPS (FY2026) of $26.03. The current PEG ratio is 0.35.
PEG < 1 = bargain, 1–1.5 = fair, > 2 = expensive.
Growth above 25% is capped — hypergrowth may not be sustainable long-term.
| EPS Growth RateForward | 32.1% |
| Adjusted Growth (clamped 8–25%)Clamped | 25.0% |
| Fair P/E | 25.0x |
| NTM EPS (FY2026) | $26.03 |
| Fair Value | $650.79 |
| Period | EPS Est. | Growth | Analysts |
|---|---|---|---|
| FY2025 (actual) | $15.03 | — | — |
| FY2026E | $26.03 | +73.2% | 11 |
| FY2027E | $29.84 | +14.6% | 11 |
| FY2028E | $34.65 | +16.1% | 4 |
3Y Forward EPS CAGR: 32.1%
| Year | Net Income | EPS | YoY |
|---|---|---|---|
| FY2021 | $839.5M | $9.99 | — |
The PEG Fair Value uses the Price/Earnings-to-Growth framework. A stock is fairly valued when its P/E ratio equals its earnings growth rate (PEG = 1.0). This model adds dividend yield to the growth rate per the original PEGY formula.
Growth rate priority: analyst consensus forward EPS CAGR (when ≥ 3 analysts cover the stock), falling back to historical EPS CAGR. Using EPS rather than net income avoids distortion from share buybacks. The growth rate is clamped between 8% and 25% — below 8% would undervalue stable earners, while above 25% would overvalue unsustainable spikes.
| FY2022 | $954.3M | $12.42 | +24.3% |
| FY2023 | $981.9M | $13.20 | +6.3% |
| FY2024 | $1.0B | $13.97 | +5.8% |
| FY2025 | $1.1B | $15.03 | +7.6% |
4Y Historical EPS CAGR: 10.8%