Investment Thesis
Corpay (formerly FleetCor) provides B2B payments, corporate cards, and cross-border solutions. Vertical expertise, acquisitions, and a transition toward more recurring software drive durable growth.
- Vertical Focus: Fleet, lodging, tolls, and payables platforms tailor to specific industries.
- Cross-Border Scale: Global FX network powers Corpay Cross-Border platform.
- Cash Generation: Asset-light model produces significant free cash flow for M&A and buybacks.