Payoneer Global Inc.(PAYO)Stock Analysis
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Rank #1,386 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PAYO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Payoneer Global Inc. (PAYO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores PAYO at 53.5/100 on a 32-signal composite quality model, placing it at rank #1,386 of 2,962 stocks — the top half of the AI-ranked universe. PAYO scores in the top quartile across earnings quality (88.6), institutional flow (78.2). Areas of concern include profitability (34.0) and balance sheet strength (38.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Payoneer Global Inc. reports quarterly revenue of $274.3M, net income of $-2.4M, free cash flow of $50.2M. Top institutional holders of PAYO by reported 13-F value include BlackRock, Technology Crossover Management VIII, Ltd., Susquehanna Capital Management, based on the most recent SEC filings. PAYO trades on the Nasdaq exchange and files with the SEC under CIK 1845815. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PAYO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Payoneer Global Inc. directly from SEC EDGAR. Payoneer Global Inc.'s 13F Pro composite quality score has ranged between 43 and 69 since 2022, currently 53.5 — an improving long-term trajectory across 63 quarterly and live scoring snapshots.
Revenue
Q2 2026
$274.3M
Net Income
Q2 2026
$-2.4M
Free Cash Flow
Q2 2026
$50.2M
ROIC
Q2 2026
10.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.7% YoYNet Income
-39.6% YoYOperating Income
-16.3% YoYEPS (Diluted)
-38.7% YoYTotal Assets
+12.9% YoYTotal Debt
Op. Cash Flow
+32.0% YoYFree Cash Flow
+22.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.05B +7.7% | $977.7M +17.6% | $831.1M +32.4% | $627.6M +32.6% | $473.4M +37.0% | $345.6M |
| Net Income | $73.2M -39.6% | $121.2M +29.8% | $93.3M +879.7% | $-12.0M +64.8% | $-34.0M -43.1% | $-23.7M |
| Operating Income | $124.7M -16.3% | $149.0M +43.8% | $103.6M +566.4% | $-22.2M +26.5% | $-30.2M -74.7% | $-17.3M |
| EPS (Diluted) | $0.19 -38.7% | $0.31 +29.2% | $0.24 +900.0% | $-0.03 +90.9% | $-0.33 +58.8% | $-0.80 |
| Total Assets | $8.96B +12.9% | $7.93B +8.9% | $7.28B +10.4% | $6.59B +29.8% | $5.08B +38.4% | $3.67B |
| Total Debt | — | — | $18.4M +14.1% | $16.1M +18.1% | $13.7M -65.9% | $40.0M |
| Operating Cash Flow | $233.5M +32.0% | $176.9M +10.9% | $159.5M +90.0% | $84.0M +319.5% | $20.0M +110.1% | $9.5M |
| Free Cash Flow | $206.6M +22.4% | $168.7M +11.7% | $151.0M +105.6% | $73.5M +459.7% | $13.1M +189.5% | $4.5M |
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Top Institutional Holders of PAYO
BlackRock, Inc.
$278.1M39,055,605 shTechnology Crossover Management VIII, Ltd.
$243.5M34,197,116 shSusquehanna Capital Management, LLC
$146.3M20,546,965 shVANGUARD PORTFOLIO MANAGEMENT LLC
$104.8M14,717,958 shBNP Paribas Asset Management Holding S.A.
$97.7M13,722,257 shVANGUARD CAPITAL MANAGEMENT LLC
$86.5M12,146,285 shSTATE STREET CORP
$77.2M10,839,124 shPentwater Capital Management LP
$70.4M9,888,410 shDIMENSIONAL FUND ADVISORS LP
$62.2M8,732,974 shMagnetar Financial LLC
$50.6M7,109,868 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $278.1M | 39,055,605 |
| Technology Crossover Management VIII, Ltd. | $243.5M | 34,197,116 |
| Susquehanna Capital Management, LLC | $146.3M | 20,546,965 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $104.8M | 14,717,958 |
| BNP Paribas Asset Management Holding S.A. | $97.7M | 13,722,257 |
| VANGUARD CAPITAL MANAGEMENT LLC | $86.5M | 12,146,285 |
| STATE STREET CORP | $77.2M | 10,839,124 |
| Pentwater Capital Management LP | $70.4M | 9,888,410 |
| DIMENSIONAL FUND ADVISORS LP | $62.2M | 8,732,974 |
| Magnetar Financial LLC | $50.6M | 7,109,868 |
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Popular Research
Is PAYO a good stock to buy?
13F Pro's AI-powered analysis of Payoneer Global Inc. (PAYO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PAYO are available on the PAYO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PAYO is classified as a mid company.
Which hedge funds own PAYO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PAYO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Payoneer Global Inc.'s investment landscape.