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Remitly Global, Inc.

Remitly Global, Inc.

NASDAQ•RELY
CEO: Mr. Matthew B. Oppenheimer
セクター: Technology
業種: Software - Infrastructure
上場日: 2021-09-23
Remitly Global, Inc. provides digital financial services for immigrants, their families, and other citizens in the United States, Canada, and internationally. It primarily offers cross-border remittance services through mobile application and website. The company was founded in 2011 and is headquartered in Seattle, Washington.
連絡先情報
111 Third Avenue, Suite 2100, Seattle, WA, 98101, United States
888-736-4859
www.remitly.com/us/en
時価総額
$2.73B
PER (TTM)
129.1
40
配当利回り
--
52週高値
$27.32
52週安値
$12.08
52週レンジ
7%
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$419.49M+24.65%
直近4四半期の推移

EPS

$0.04+308.16%
直近4四半期の推移

フリーCF

$1.53M-98.93%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Revenue reached $1.19B USD, increasing 31% for the nine months ended September 30, 2025 versus prior year.
Profitability Swing Achieved Net income was $26.7M USD for nine months, a significant swing from the $31.3M loss reported in 2024.
Active Customer Base Rises Active customers totaled 8.86M for the third quarter, reflecting 21% growth driven by mobile app investment.
Send Volume Substantial Increase Send volume grew 38% to $54.2B USD for the nine months, supported by increased active customer engagement.

リスク要因

Transaction Expense Growth Transaction expenses increased 31% (9M), closely tracking revenue growth, driven by higher processing costs and loss provisions.
Macroeconomic and Geopolitical Risks Uncertainty from inflation, regulatory changes, and foreign currency fluctuations may negatively impact consolidated results.
New Tax Legislation Impact The OBBBA remittance tax is being evaluated; company does not currently expect a material impact on financial statements.
Working Capital Strain Risk Share repurchases totaling $11.9M in Q3 2025 reduce working capital, potentially impacting future business execution.

見通し

Technology Investment Focus Expect continued high investment in technology for product innovation, risk infrastructure, and geographic expansion.
Strong Liquidity Position Cash and available credit facilities are deemed sufficient to meet working capital requirements for at least twelve months.
Customer Acquisition Strategy Maintain disciplined customer acquisition targets, leveraging mobile app performance and efficient marketing spend for growth.
Credit Facility Available Unused borrowing capacity of $484.6M remains available under the 2025 Revolving Credit Facility for peak volume support.

同業比較

売上高 (TTM)

Euronet Worldwide, Inc.EEFT
$4.24B
+6.4%
PagSeguro Digital Ltd.PAGS
$3.42B
+10.9%
Remitly Global, Inc.RELY
$1.54B
+31.3%

粗利益率 (最新四半期)

Freshworks Inc.FRSH
85.6%
+0.7pp
Euronet Worldwide, Inc.EEFT
83.1%
+56.7pp
Tenable Holdings, Inc.TENB
78.8%
-0.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
DOCN$6.19B24.6-153.0%92.3%
PAGS$3.10B7.115.0%57.9%
EEFT$2.97B11.223.7%17.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.0%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月18日
|
EPS:$0.01
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $419.49M+24.7%
    |
    EPS: $0.04+308.2%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $411.85M+34.4%
    |
    EPS: $0.03-151.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $361.62M+34.4%
    |
    EPS: $0.06-154.5%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月19日|
    売上高: $1.26B+33.9%
    |
    EPS: $-0.19+70.8%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月30日|
    売上高: $336.53M+39.3%
    |
    EPS: $0.01-104.9%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月31日|
    売上高: $306.42M+30.9%
    |
    EPS: $-0.06-43.2%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月1日|
    売上高: $269.12M+32.0%
    |
    EPS: $-0.11-31.3%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月23日|
    売上高: $944.29M+44.5%
    |
    EPS: $-0.65+4.4%
    予想を下回る