Paysafe Stock Falls Despite Q3 Earnings Beat, Outlook Remains Unchanged

Benzinga11-13

Paysafe Limited (NYSE:PSFE) shares are trading lower on Wednesday.

The company reported third-quarter adjusted earnings per share of 51 cents, beating the street view of 2 cents. Quarterly sales of $427.10 million, an increase of 8% year over year, beat the analyst consensus of $423.096 million.

Total Payment Volume (TPV) reached $37.5 billion, marking a 7% increase. Adjusted EBITDA grew by 1%, or 1% on a constant currency basis, to $117.8 million. Net leverage decreased to 4.7x as of September 30, 2024, compared to 5.0x at year-end 2023.

Revenue from Merchant Solutions rose 11%, driven by strong e-commerce and SMB growth from expanded sales efforts.

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Digital Wallets revenue grew 4%, supported by product enhancements and new merchants onboarded last year.

Paysafe said its eCommerce channel is growing in double digits, fueled by strong demand in North America’s iGaming sector. The company also launched a partnership with Revolut to offer cash deposits for Revolut’s U.K. customers, with plans to expand to other European markets.

As of September 30, total cash and cash equivalents were $241.4 million, total debt was $2.4 billion, and net debt was $2.2 billion.

Bruce Lowthers, CEO of Paysafe, commented: “Revenue growth continues to be strong this year, reaching 8% for the third quarter and year-to-date, demonstrating execution on our strategic priorities and our focus on delivering higher quality, sustainable revenue growth, while investing in the business and progressively reducing net leverage. We are pleased to reaffirm our full year financial outlook for 2024 and we remain confident that we are taking the right actions to drive continued momentum in 2025 and beyond.”

Outlook: Paysafe reiterated FY24 sales guidance to $1.713 billion – $1.729 billion, compared with the $1.723 billion estimate. It continues to expect adjusted EBITDA of $471 million – $484 million.

Price Action: PSFE shares are trading lower by 13.6% to $22.00 premarket at last check Wednesday.

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