A Look At Flywire (FLYW) Valuation After Q3 Beat And Expanded TenPay Global Partnership

Simply Wall St.01-09

Flywire (FLYW) has been back on traders’ screens after third quarter results topped analyst expectations and the company deepened its TenPay Global partnership to support cross border tuition payments...

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However, the 1 year total shareholder return of 22.76% and 3 year total shareholder return of 43.84%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","FLYW":"Flywire Corp.","BK4528":"SaaS概念","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","BK4227":"交易和支付处理服务","BK4543":"AI","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4587":"ChatGPT概念","BK4539":"次新股","BK4588":"碎股","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","BK4585":"ETF&股票定投概念"},"translate_title":"飞汇(FLYW)第三季度击败财付通全球合作伙伴关系扩大后的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FLYW":1.5,"AI":0.61},"content_text":"Flywire (FLYW) has been back on traders’ screens after third quarter results topped analyst expectations and the company deepened its TenPay Global partnership to support cross border tuition payments for Chinese students. See our latest analysis for Flywire. At a share price of $14.46, Flywire’s recent 90 day share price return of 15.04% and 30 day return of 6.40% suggest building momentum. However, the 1 year total shareholder return of 22.76% and 3 year total shareholder return of 43.84% point to a tougher longer term stretch, despite the positive reaction to strong third quarter results, the expanded TenPay Global partnership, institutional buying and supportive sentiment toward payments and tech names. If Flywire’s payments story has caught your attention, it can be useful to see what else is moving in related areas, including high growth tech and AI stocks. With Flywire trading at $14.46, a value score of 0, a small discount to analyst price targets, and an intrinsic value estimate slightly above the current price, investors may ask whether this is a buying opportunity or whether future growth is already priced in. AdvertisementMost Popular Narrative: 12.8% Undervalued With Flywire’s fair value estimate at $16.59 versus a last close of $14.46, the most followed narrative treats the current price as a discount and builds a detailed growth case around that gap.  Ongoing investment in proprietary technology, AI-driven automation, and integration capabilities is yielding significant platform efficiencies (e.g., 25% operational cost improvements, 90% automated payment matching, and 40% automated customer service), underpinning Flywire's ability to maintain or increase net margins and deliver stronger earnings leverage as scale increases.  Read the complete narrative. Curious what earnings path needs to unfold for that fair value to stack up? The narrative leans on brisk revenue growth, fatter margins, and a future earnings multiple that assumes Flywire matures into a higher quality, higher profit platform story. Result: Fair Value of $16.59 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could shift quickly if tighter student visa rules slow education payment volumes, or if competition in cross border payments pressures pricing and margins. Find out about the key risks to this Flywire narrative. Another View: Multiples Point To A Richer Price That 12.8% gap to the $16.59 fair value is only part of the story. On revenue multiples, Flywire trades on a P/S of 3x, compared with a fair ratio of 2.3x, an industry average of 2.6x and a peer average of 3x. That premium could be a cushion or a risk if expectations slip. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:FLYW P/S Ratio as at Jan 2026 Build Your Own Flywire Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a full Flywire view in just a few minutes, starting with Do it your way. A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Flywire. Looking for more investment ideas? If Flywire has sparked your interest, do not stop there, use the Simply Wall Street Screener to uncover more focused ideas that fit your style.  Target undervalued opportunities that match your return goals by checking out these 881 undervalued stocks based on cash flows before other investors spot them. Position yourself early in transformative themes by scanning these 28 AI penny stocks that are tied to the rise of artificial intelligence. Strengthen your income stream by reviewing these 11 dividend stocks with yields > 3% that may offer more consistent cash returns.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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