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Companies Industrials PAYP.L
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PAYP.L London Stock Exchange Business Support Services

PayPoint plc

$586,00
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
5,69 %
Op margin
10,7 %
ROE
20,6 %
Net margin
6,2 %
Debt / equity
1,13
Beta
52w range
Volume
7,6k
Day range
$19,10–$20,00
Prev close
$19,32
Open
$19,19
Next earnings
Ex-dividend
TR 1Y
About

PayPoint operates as a payment solutions provider, offering services to facilitate financial transactions for businesses and consumers, primarily through its network of payment terminals and digital platforms.

Business. PayPoint plc (PAYP.L) is a business support services company operating within the Industrial & Commercial Services sector. The firm generates service revenue and is headquartered in the United Kingdom, with its primary listing on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not disclosed in the available data.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryBusiness Support Services
Generated · model-assisted
Sell-side consensus
BUY3 analysts
2 buy0 hold1 sell
Avg 12m price target825,00

Analyst recommendations

3 analysts · consensus Buy
Buy2
Hold0
Sell1
12-month price target
825,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
20,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning PAYP.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to PAYP.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    PayPoint plc (PAYP.L) is a business support services company operating within the Industrial & Commercial Services sector. The firm generates service revenue and is headquartered in the United Kingdom, with its primary listing on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not disclosed in the available data.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryBusiness Support Services
    AI synthesis
    GENERATED

    PayPoint's capital structure is characterized by a debt-to-equity ratio of 1.13, indicating a moderate reliance on debt financing. The company's liquidity position is assessed as medium, with a current ratio of 0.95, suggesting limited short-term liquidity cushion. Free cash flow is negative at -1.96 million GBP, while operating cash flow stands at 24.39 million GBP, highlighting a mismatch between operating performance and capital expenditure outflows.

    Profitability metrics show a return on equity of 20.59% and a return on assets of 3.78%, both below the industry median for Business Support Services. The net profit margin is 6.18% (19.19 million GBP net income on 310.71 million GBP revenue), which is also below the sector average. The company's operating margin of 10.74% (33.36 million GBP operating income) reflects moderate operational efficiency but lags behind top performers in the industry.

    Geographically, PayPoint's revenue is concentrated in the UK, with no material international exposure disclosed. Segment-wise, the company operates as a single business unit, with no material diversification across product lines or customer bases. This concentration increases vulnerability to domestic economic shifts and regulatory changes.

    Growth trajectory is mixed. Revenue in the latest period was 310.71 million GBP, with no prior-year data provided for comparison. Analysts project a wide range of price targets from 420.00 GBP to 1,100.00 GBP, with a mean of 825.00 GBP and a median of 955.00 GBP. The mean recommendation score of 2.00 suggests a cautiously optimistic outlook, though the absence of "buy" ratings indicates limited consensus on upside potential.

    Risk factors include medium liquidity risk due to a current ratio below 1 and negative net cash after subtracting total debt. Dilution risk is assessed as low, with no near-term pressure from share issuance or convertible debt. However, the company's free cash flow deficit and capital expenditure of 18.78 million GBP raise concerns about long-term financial flexibility.

    Recent events include no material filings or transcripts disclosed in the input data. The company's capital structure and operational performance suggest a focus on maintaining its existing payment infrastructure rather than pursuing aggressive expansion. Analysts' divergent price targets reflect uncertainty about the company's ability to scale or differentiate in a competitive market.

    Key takeaways
    • PayPoint's debt-to-equity ratio of 1.13 and current ratio of 0.95 indicate a moderate liquidity risk and limited short-term financial flexibility.
    • Return on equity of 20.59% is strong but not sufficient to outperform the Business Support Services industry median.
    • Revenue concentration in the UK and lack of segment diversification increase exposure to domestic economic and regulatory risks.
    • Analysts' price targets range widely from 420.00 GBP to 1,100.00 GBP, with a mean of 825.00 GBP and a median of 955.00 GBP, reflecting uncertainty about future performance.
    • Free cash flow is negative at -1.96 million GBP, signaling potential challenges in funding capital expenditures and shareholder returns.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $586,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $93.2M
    Net cash
    -$72.0M
    Current ratio
    0.9
    Debt / equity
    1.1
    ROA
    3.8%
    ROE
    20.6%
    Cash conversion
    127.0%
    CapEx / revenue
    -6.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,76
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,76
    Revenueno estimateno estimate190,6M GBP
    Operating incomeno estimateno estimate76,8M GBP
    Full-year consensus mean (period as reported by source) · consensus in GBP. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy2
    Buy0
    Hold0
    Sell1
    Strong sell0
    12-month price target$825,00 · Median $955,00
    Low $420,00High $1 100,00
    Operating income · consensus76,8M GBP
    EPS surprise
    −1,4 %
    reported vs consensus · miss
    Revenue surprise
    −1,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$420,00
    Mean$825,00
    Median$955,00
    High$1 100,00
    Spot$586,00
    +40.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin10,7 %Above median
    Net Margin6,2 %Above median
    ROE20,6 %Above P75
    Capex / Rev-6,0 %Below median
    D/E1,13Bottom quartile
    Cash Conv1,27Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 80 400 sh6 exercises4 insiders
    • Kagechika WataruSee Remarks · Stock Options (Right to Buy) → Common SharesDisposed 3 400 @ $8,11exercise · 2026-06-10
    • Yasuda MasamichiSee Remarks · Stock Options (Right to Buy) → Common SharesDisposed 4 800 @ $8,11exercise · 2026-06-09
    • Nakayama IchiroDirector, See Remarks · Stock Options (Right to Buy) → Common SharesDisposed 2 600 @ $8,11exercise · 2026-06-09
    • Nakayama IchiroDirector · Stock Options (Right to Buy) → Common SharesDisposed 54 400 @ $8,11exercise · 2026-06-08
    • Sode MasanoriSee Remarks · Stock Options (Right to Buy) → Common SharesDisposed 5 000 @ $8,30exercise · 2026-05-12
    • Sode MasanoriSee Remarks · Stock Options (Right to Buy) → Common SharesDisposed 10 200 @ $8,14exercise · 2026-04-07

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • PayPoint plc Market data — financials · 2026-05-28
    • PayPoint plc Market data — analyst estimates · 2026-05-28
    • PayPoint plc Market data — ESG · 2026-05-28

    Ownership & reference

    Leadership

    • Nick WilesChief Executive Officer, Executive Director

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $04 insiders · last 365d
    • Kagechika WataruSee Remarks · Common SharesOther 3 400 @ $8,11$28K · 2026-06-10
    • Yasuda MasamichiSee Remarks · Common SharesOther 4 800 @ $8,11$39K · 2026-06-09
    • Nakayama IchiroDirector, See Remarks · Common SharesOther 2 600 @ $8,11$21K · 2026-06-09
    • Nakayama IchiroDirector · Common SharesOther 54 400 @ $8,11$441K · 2026-06-08
    • Sode MasanoriSee Remarks · Common SharesOther 5 000 @ $8,30$42K · 2026-05-12
    • Sode MasanoriSee Remarks · Common SharesOther 10 200 @ $8,14$83K · 2026-04-07

    Short positioning

    3.5Mshares short+11.9% vs prior
    3.8days to cover
    41.2%short of daily vol
    106.8Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    PAYP.LCanonical
    London Stock Exchange · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-07-31 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-10 00:00 UTCINSIDER8 insider transactions — 2026-06 · net buy $529k 4 derivative
    2026-06-10INSIDERKagechika Wataru transacted 3.4k sh Common Shares — See Remarks ~$28k
    2026-06-10INSIDERKagechika Wataru disposed of 17 sh Stock Options (Right to Buy) — See Remarks
    2026-06-09INSIDERYasuda Masamichi transacted 4.8k sh Common Shares — See Remarks ~$39k
    2026-06-09INSIDERNakayama Ichiro transacted 2.6k sh Common Shares — Director, See Remarks ~$21k
    2026-06-09INSIDERYasuda Masamichi disposed of 24 sh Stock Options (Right to Buy) — See Remarks
    2026-06-09INSIDERNakayama Ichiro disposed of 13 sh Stock Options (Right to Buy) — Director, See Remarks
    2026-06-08INSIDERNakayama Ichiro transacted 54.4k sh Common Shares — Director ~$441k
    2026-06-08INSIDERNakayama Ichiro disposed of 272 sh Stock Options (Right to Buy) — Director
    2026-06-04FILING6-K filing →
    2026-05-29FILING6-K filing →
    2026-05-12 00:00 UTCINSIDER2 insider transactions — 2026-05 1 derivative
    2026-05-12INSIDERSode Masanori transacted 5.0k sh Common Shares — See Remarks ~$42k
    2026-05-12INSIDERSode Masanori disposed of 25 sh Stock Options (Right to Buy) — See Remarks
    2026-05-06FILING6-K filing →
    2026-04-07 00:00 UTCINSIDER2 insider transactions — 2026-04 1 derivative
    2026-04-07INSIDERSode Masanori transacted 10.2k sh Common Shares — See Remarks ~$83k
    2026-04-07INSIDERSode Masanori disposed of 51 sh Stock Options (Right to Buy) — See Remarks
    2026-03-30FILINGFORM 6-K →
    2026-03-12FILING424B4 filing →
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage