Payoneer Global Inc.
PAYO · Services-Business Services, NEC · 334.8M shares · +82%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$10M (gross $55M, SBC $66M)
Reference price $7.01 · est. market cap ~$2.3B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64gen composite 43pct→64
Notable findings
- Chronic dilutionShare count +82%/yr over 4y (dilution, book value/share -87%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP
- Strong balance sheetStrong balance sheet — $416M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
11.8%
Net margin
7.0%
Return on equity
10.4%
Return on assets
0.8%
ROIC
14.0%
Revenue growth (QoQ)
6.1%
Net-income growth
-39.6%
Current ratio
1.0×
Free cash flow
$207M
EBITDA
$190M
Tangible book value
$419M
Cash & investments
$416M
Stock comp / revenue
6.9%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Caplan John | Chief Executive Officer | — |
| John Caplan Current | Chief Executive Officer | $12M FY2025 |
| Bea Ordonez | Officer | $6M FY2025 |
| Goldman Tsafi | Chief Legal & Governance Ofcr | — |
| Ordonez Beatrice | Chief Financial Officer | — |
| Perry Itai | Chief Accounting Officer | — |
| Tsafi Goldman Chief Legal & Governance Officer | Chief Legal & Governance Ofcr | $3M FY2025 |
| Amir Goldman | Director | $260K FY2025 |
| Avi Zeevi | Director | $44K FY2025 |
| Barak Eilam | Director | $301K FY2025 |
| Christopher (Woody) Marshall | Director | $281K FY2025 |
| Marshall Christopher P | Director | — |
| Pamela H. Patsley | Director | $255K FY2025 |
| Rich Williams | Director | $288K FY2025 |
| Scott Galit | Director | $27K FY2025 |
| Sharda Caro del Castillo | Director | $252K FY2025 |
| Susanna Morgan | Director | $265K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Goldman Amir | Gift | 500K | — |
| 2026-06-15 | Ordonez Beatrice | Sell | 25K | $7.01 |
| 2026-06-10 | PATSLEY PAMELA H | Grant | 31K | — |
| 2026-06-10 | Morgan Susanna | Grant | 31K | — |
| 2026-06-10 | Caro del Castillo Sharda | Grant | 31K | — |
| 2026-06-10 | Eilam Barak | Grant | 31K | — |
| 2026-06-10 | Goldman Amir | Grant | 31K | — |
| 2026-06-10 | Williams Rich | Grant | 31K | — |
| 2026-06-10 | Marshall Christopher P | Grant | 31K | — |
| 2026-05-26 | Caplan John | Tax withheld | 69K | $4.94 |
| 2026-05-20 | Caplan John | Tax withheld | 35K | $4.80 |
| 2026-05-20 | Caplan John | Tax withheld | 6.9K | $4.96 |
| 2026-05-20 | Ordonez Beatrice | Tax withheld | 3.3K | $4.96 |
| 2026-05-20 | Goldman Tsafi | Tax withheld | 1.7K | $4.96 |
| 2026-05-18 | Ordonez Beatrice | Tax withheld | 12K | $4.60 |
| 2026-05-18 | Goldman Tsafi | Tax withheld | 6.2K | $4.60 |
| 2026-05-18 | Caplan John | Tax withheld | 26K | $4.60 |
| 2026-05-14 | Goldman Tsafi | Tax withheld | 10K | $4.93 |
| 2026-05-14 | Goldman Tsafi | Tax withheld | 17K | $4.87 |
| 2026-05-14 | Ordonez Beatrice | Tax withheld | 24K | $4.93 |
| 2026-04-16 | Ordonez Beatrice | Tax withheld | 60K | $5.17 |
| 2026-02-26 | Caplan John | Tax withheld | 69K | $5.24 |
| 2026-02-26 | Perry Itai | Tax withheld | 1.0K | $5.41 |
| 2026-02-26 | Goldman Tsafi | Tax withheld | 6.9K | $5.41 |
| 2026-02-25 | Goldman Tsafi | Tax withheld | 6.6K | $5.41 |
| 2026-02-25 | Caplan John | Tax withheld | 28K | $5.41 |
| 2026-02-25 | Ordonez Beatrice | Tax withheld | 13K | $5.41 |
| 2026-02-20 | Goldman Tsafi | Grant | 378K | — |
| 2026-02-20 | Goldman Tsafi | Grant | 48K | — |
| 2026-02-20 | Caplan John | Grant | 1.1M | — |
| 2026-02-20 | Caplan John | Grant | 201K | — |
| 2026-02-20 | Ordonez Beatrice | Grant | 755K | — |
| 2026-02-20 | Ordonez Beatrice | Grant | 96K | — |
| 2026-02-19 | Caplan John | Tax withheld | 105K | $5.35 |
| 2026-02-19 | Caplan John | Tax withheld | 35K | $5.42 |
| 2026-02-19 | Goldman Tsafi | Tax withheld | 25K | $5.35 |
| 2026-02-19 | Perry Itai | Tax withheld | 5.9K | $5.35 |
| 2026-02-19 | Ordonez Beatrice | Tax withheld | 49K | $5.35 |
| 2026-02-18 | Ordonez Beatrice | Tax withheld | 24K | $5.39 |
| 2026-02-18 | Perry Itai | Tax withheld | 4.8K | $5.39 |
| 2026-02-18 | Goldman Tsafi | Tax withheld | 29K | $5.39 |
| 2026-01-27 | Ordonez Beatrice | Tax withheld | 62K | $5.39 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | Material agreementReg FDOtherExhibits | filing ↗ |
| 2026-06-09 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-12-03 | Exec/director changeExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
| 2025-08-06 | ResultsExhibits | filing ↗ |
| 2025-06-17 | 5.03Shareholder voteExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-12 | 0000950103-26-008945 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0000950103-26-008727 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001104659-26-057109 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001104659-26-056688 ↗ |
| DEF 14A | 2026-04-27 | 2026-06-09 | 0001104659-26-049462 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001104659-26-020081 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001104659-26-020487 ↗ |
| 8-K | 2025-12-03 | 2025-11-28 | 0000950103-25-015693 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001104659-25-106667 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001104659-25-106987 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0001558370-25-010405 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0001558370-25-010514 ↗ |