What Makes Corpay (CPAY) an Attractive Investment?

5 days ago 7

Soumya Eswaran

Wed, January 7, 2026 astatine 7:55 AM CST 3 min read

Vltava Fund, an concern absorption company, precocious released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the letter, the writer shared his insights connected investing that helium learned from his caller travels. He shared 3 main lessons successful the letter. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vltava Fund highlighted stocks specified arsenic Corpay, Inc. (NYSE:CPAY). Corpay, Inc. (NYSE:CPAY) is simply a outgo institution that helps businesses and consumers negociate vehicle-related expenses. On January 6, 2026, Corpay, Inc. (NYSE:CPAY) banal closed astatine $317.63 per share. One-month instrumentality of Corpay, Inc. (NYSE:CPAY) was 1.94%, and its shares mislaid 11.13% of their worth implicit the past 52 weeks. Corpay, Inc. (NYSE:CPAY) has a marketplace capitalization of $22.429 billion.

Vltava Fund stated the pursuing regarding Corpay, Inc. (NYSE:CPAY) successful its 4th fourth 2025 capitalist letter:

"In the past quarter, Corpay, Inc. (NYSE:CPAY) shares were added to Vltava Fund’s portfolio. Corpay is simply a US based planetary exertion institution focused connected firm payments, disbursal management, and cross-border transactions with the extremity of simplifying and automating concern outgo flows. Its customers – typically mean and ample companies – utilize the Corpay level to centralize payments, power costs, and streamline administration, each of which are time-consuming and capital-intensive tasks successful accepted outgo processes. The essence of this concern is to regenerate fragmented, manual, and often nontransparent processes with a integer solution that provides companies amended visibility into their currency flows and greater operational discipline.

Why Is PSQ Holdings Inc (PSQH) Plunging In 2025?

Corpay, Inc. (NYSE:CPAY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 45 hedge money portfolios held Corpay, Inc. (NYSE:CPAY) astatine the extremity of the 3rd quarter, up from 42 successful the erstwhile quarter. In the 3rd 4th of 2025, Corpay, Inc. (NYSE:CPAY) reported a 14% maturation successful some gross and currency EPS. While we admit the imaginable of Corpay, Inc. (NYSE:CPAY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.