PagSeguro Digital Ltd. (PAGS) closed the most recent trading day at $6.36, moving +1.44% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 1.54% for the day. Meanwhile, the Dow experienced a drop of 1.63%, and the technology-dominated Nasdaq saw a decrease of 1.63%.Shares of the company have depreciated by 9.78% over the course of the past month, underperforming the Business Services sector's loss of 3.87% and the S&P 500's loss of 2.2%.Investors will be eagerly w ...

公司概况 - PagSeguro是巴西支付服务市场的重要参与者，最新数据显示其市场份额约为10.8% [1] - PagSeguro与PagBank合并 [1] 分析师背景 - 分析师是DM Martins Research的研究员和运营经理，曾为《TheStreet》撰稿，目前为TipRanks和GuruFocus等平台写作 [1] - 分析师的目标是提供关于外国股票，特别是新兴市场的深入分析，以帮助投资者做出明智的投资决策 [1] 分析师披露 - 分析师持有StoneCo Ltd. (STNE)的长期受益头寸，包括股票、期权或其他衍生品 [2] - 分析师撰写本文表达个人观点，未接受除Seeking Alpha以外的任何补偿，与文中提及的公司无业务关系 [2]

PagSeguro Digital Ltd. (PAGS) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.67%. A quarter ago, it was expected that this company would post earnings of $0.31 per share when it actually produced earnings of $0.32, delivering a surprise of 3.23%.Over the last four quarters, the com ...

公司业绩 - 2024年第三季度公司净营收48亿雷亚尔同比增长20% [1][6] - 经常性净收入达创纪录的5.72亿雷亚尔同比增长30% [1] - 报告净收入达创纪录的5.31亿雷亚尔同比增长29% [1] - 每股收益增长31% [2] - 总支付量达1363亿雷亚尔年增长37%同比增长10% [2] - 中小微企业贡献总支付量的65% [2] - 在线跨境和自动化占总支付量的三分之一 [2] - 存款达创纪录的342亿雷亚尔同比增长59% [3] - 信贷组合2024年第三季度同比增长30%至32亿雷亚尔 [4] - 金融服务利润率显著扩大68% [7] - 客户达3210万 [7] 业务增长驱动因素 - 支付业务增速是整个卡市场的两倍多银行营收增长52% [2] - 低风险高参与度产品推动信贷组合扩张包括信用卡工资贷款FGTS周年提款预付款 [4] - 中小企业营运资金贷款和低风险借款人信用卡限额扩大等信贷额度恢复推动增长 [5] - 收购业务和银行平台加速推动营收增长 [1] - 流程优化创新和服务质量战略投资有效 [4] - 资金成本降低增强市场竞争力 [4] - 建立运营杠杆通过存款增长降低资金成本并改善风险管理 [6] 公司业务发展 - 推出新产品和服务包括多功能卡和信用卡首单3%返现 [8] - 提供一系列有吸引力的黑色星期五促销活动 [9] 公司概况 - 提供创新金融服务和支付解决方案自动化买卖和转账流程 [12] - 是UOL集团旗下公司作为发行商和收购商提供数字账户和在线及线下支付完整解决方案 [12] - 提供多种支付方式受巴西央行监管 [13] - 母公司PagSeguro Digital在美国公开交易受美国证券交易委员会监管 [13]

PagSeguro Digital Ltd. (PAGS) closed at $8.12 in the latest trading session, marking a +1.37% move from the prior day. This move outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.59%, and the technology-dominated Nasdaq saw an increase of 0.09%.Shares of the company have depreciated by 1.72% over the course of the past month, underperforming the Business Services sector's gain of 11.43% and the S&P 500's gain of 4.9%.Analysts and investors alike will be keeping a close e ...

PagSeguro Digital Ltd. (PAGS) closed at $8.06 in the latest trading session, marking a +0.25% move from the prior day. The stock lagged the S&P 500's daily gain of 0.41%. On the other hand, the Dow registered a gain of 0.69%, and the technology-centric Nasdaq increased by 0.8%.Prior to today's trading, shares of the company had lost 1.95% over the past month. This has lagged the Business Services sector's gain of 0.16% and the S&P 500's loss of 0.97% in that time.Investors will be eagerly watching for the p ...

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business rela ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sellside) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about PagSeguro Digital Ltd. (PAGS) . PagSeguro Digital currently has an average ...

文章核心观点 - 尽管PagSeguro (NYSE:PAGS)的2Q FY2024财报超预期,但其股价动能受到压力,主要由于当前利率水平较高[1] - 公司正在通过获取更多中大型企业客户来提高营收和利润,并且TPV增长显著超过行业平均水平[3][4] - 公司大幅上调了2024财年TPV指引,反映了其服务需求强劲,有望带动2H FY2024的营收增长[4] - 尽管利率高企,但公司的财务收入增长仍在超过财务费用,利润率有望继续改善[6][9] - 公司还提高了2024财年的净利润目标,显示其盈利能力有望进一步提升[10] - 目前公司估值较低,具有较高的长期增长潜力和价值洼地特征[12][13] 根据目录分别总结 公司业务模式 - 公司正在通过获取更多中大型企业客户来提高营收和利润,TPV增长显著超过行业平均水平[3][4] - 公司大幅上调了2024财年TPV指引,反映了其服务需求强劲,有望带动2H FY2024的营收增长[4] 财务表现 - 尽管利率高企,但公司的财务收入增长仍在超过财务费用,利润率有望继续改善[6][9] - 公司还提高了2024财年的净利润目标,显示其盈利能力有望进一步提升[10] 估值分析 - 目前公司估值较低,具有较高的长期增长潜力和价值洼地特征[12][13]

In acquiring, record TPV of 124 billion BRL, three times the industry's growth; in banking, record revenue of 434 million BRL, +41% higher than the same period in 2023 SÃO PAULO, Aug. 21, 2024 /PRNewswire/ -- PagBank (NYSE: PAGS), a complete digital bank in financial services and payments solution, announces its results for the second quarter of 2024 (2Q24). Among the key highlights of the period, the company recorded a record net income (Non-GAAP) of 542 million BRL (+31% y/y). Net income in a GAAP basis, ...