September 23, 2023

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Flywire snags Buy rating at Truist on scalable payments infrastructure, large TAMs

Flywire snags Buy rating at Truist on scalable payments infrastructure, large TAMs

Flywire snags Buy rating at Truist on scalable payments infrastructure, large TAMs

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Truist analyst Andrew Jeffrey begun protection of Flywire (NASDAQ:FLYW) with a Invest in score, citing the paytech’s scalable payments infrastructure and enormous world full addressable markets. Shares of FLYW, although, edged down .7% on Thursday.

The firm’s “deep area skills and scalable payments infrastructure” are “long lasting competitive positive aspects in large, immature TAMs,” Jeffrey wrote in a take note to consumers.

The largest and very likely most fragmented current market that Flywire (FLYW) serves is world small business-to-company, of which the organization estimates has a TAM exceeding $10T, the analyst mentioned. Which is on major of its other verticals like Instruction sized at $660B, Healthcare at $500B and Journey at $530B.

All in all, its “essential verticals are materially non-cyclical and delight in potent secular desire,” which can aid additional than 20% extensive-phrase organic revenue development, Jeffrey highlighted. For 2022, 10 analysts see FLYW’s earnings climbing to $268.2M, symbolizing a Y/Y bounce of 48.1%.

Jeffrey’s Buy ranking falls between the Quant’s Keep ranking and the ordinary Wall Avenue score of Robust Acquire.

Beforehand, (Sep. 14) Flywire joins arms with Universitas XXI for built-in payment alternative.