Flywire (FLYW)

• Market cap: $2.2B
• 1 day: -5.76%
• 5 days: -12.40%
• 1 month: -8.78%
• 3 months: -22.98%
• 6 months: 4.19%
• Year to date: -12.14%
• 1 year: -20.31%
• 5 years: -49.69%
• 10 years: -49.69%
• Sector: Industrials
• Industry: Business Services

About: Flywire Corp provides a secure payment platform, offering its clients a streamlined process to receive reconciled domestic and international payments more cost-effectively and efficiently. The company's solutions are built on three core elements namely a payments platform; a proprietary global payment network and vertical-specific software backed by its deep industry expertise. Geographically, the majority of revenue is from the Americas.

Employees: 1,200

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,275% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $271K

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

26% more capital invested

Capital invested by funds: $1.92B [Q3] → $2.42B (+$504M) [Q4]

9% more funds holding

Funds holding: 216 [Q3] → 235 (+19) [Q4]

1.27% more ownership

Funds ownership: 94.66% [Q3] → 95.93% (+1.27%) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 42% upside
• Avg. target: $26 47% upside
• High target: $27 53% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Citigroup Andrew Schmidt 90% 1-year accuracy 9 / 10 met price target	47% upside $26	Buy Maintained	14 Jan 2025
RBC Capital Daniel Perlin 77% 1-year accuracy 41 / 53 met price target	42% upside $25	Outperform Reiterated	9 Jan 2025
Goldman Sachs Will Nance 70% 1-year accuracy 28 / 40 met price target	53% upside $27	Buy Maintained	2 Dec 2024
Deutsche Bank Nate Svensson 67% 1-year accuracy 2 / 3 met price target	47% upside $26	Buy Maintained	2 Dec 2024