Flywire Corporation: Visible Path For Durable Adj. EBITDA Growth [Seeking Alpha]
Flywire Corporation - Voting (FLYW)
Company Research
Source: Seeking Alpha
Q4 revenue grew 34% y/y to $157.5M (20%+ organic), with strong TPV and ARR pipeline, but margins contracted due to mix and payment processing ramp-up. Adj. EBITDA rose 52% y/y despite gross margin pressure, demonstrating operating leverage; incremental margin reached 22.5% on $40M additional revenue. FLYW trades at ~7x forward EBITDA, undervalued versus peers, with potential for re-rating if gross margin stabilizes and profit expansion resumes. 10'000 Hours/DigitalVision via Getty Images Investment Summary My previous investment thought on Flywire Corporation ( FLYW ) was a buy rating because all the growth metrics were healthy, and I believed there were tangible growth catalysts previously. Fast forward ~18 months later, growth This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and
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FLYW
News
- Flywire's Annual U.K. Conference Gathers Higher Education Leaders to Spotlight Innovation Driving Institutional Efficiency and Student Satisfaction [Yahoo! Finance]Yahoo! Finance
- Flywire's Annual U.K. Conference Gathers Higher Education Leaders to Spotlight Innovation Driving Institutional Efficiency and Student SatisfactionGlobeNewswire
- Flywire (FLYW) had its price target lowered by Truist Financial Corporation from $17.00 to $16.00. They now have a "buy" rating on the stock.MarketBeat
- Flywire (FLYW) was upgraded by Morgan Stanley from "equal weight" to "overweight".MarketBeat
- Flywire (FLYW) was upgraded by <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=FLYW&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from "hold" to "buy".MarketBeat
FLYW
Earnings
- 2/24/26 - Beat
FLYW
Sec Filings
- 3/5/26 - Form 144
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- FLYW's page on the SEC website