Homepage
FRESH Analysis Report
Jun 9, 2026
3 days ago · 100% complete · +6 refreshed

Pagaya Technologies Ltd.

PGY NASDAQ Categories PDF
Technology · Software - Infrastructure
Tel Aviv, 6701203, Israel IPO 2021 pagaya.com Updated Jun 9, 6:42pm
Price
$14.80
Market Cap
$1.2B
Employees
527
Beta
5.38
Avg Volume
3,563,122
CEO
Gal Krubiner
Business Description

Pagaya Technologies Ltd. is a financial technology enterprise operating across Israel, the United States, and the Cayman Islands. The company specializes in developing and implementing its proprietary artificial intelligence systems and associated software platforms. These advanced solutions are designed to assist its diverse range of partners – including rapidly growing fintech companies, traditional financial institutions, auto finance providers, and brokers – in originating various loans and other financial assets. Founded in 2016, Pagaya Technologies Ltd. is headquartered in Tel Aviv, Israel.

Business History
Generated: Jun 9, 2026 6:45pm
Price Overview
Last updated: Jun 9, 2026 6:42pm (3d ago)
$14.80
-0.48 (-3.14%)
Day Range
$14.22 – $16.00
52-Week Range
$10.40 – $44.99
50-Day MA
$13.59
200-Day MA
$21.37
Volume
4,098,880.00
Analyst Price Targets
Low $22.00
Consensus $28.00
High $33.00
(11 analysts)
Share Structure
Outstanding 82,870,841.00
Float 47,641,764.00
Free Float 57.5%
Normal free float — 57.5% of shares trade freely, ~42.5% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Last updated: Jun 9, 2026 6:50pm (3d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 9, 2026 6:50pm (3d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Jun 9, 2026 6:45pm
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
13.29
Stock Price: $14.80
EPS (Diluted): 1.04
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
3.41
Stock Price: $14.80
Total Equity: $480.02M
Shares: 83,097,227
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
9.94
Market Cap: $1.23B
Total Debt: $888.59M
Cash: $288.35M
EBITDA: $81.70M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$2.3B
Market Cap: $1.23B
Total Debt: $888.59M
Cash: $288.35M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
40.6%
Gross Profit: $512.17M
Revenue: $1.26B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
17.7%
Operating Income: $223.81M
Revenue: $1.26B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
6.5%
Net Income: $81.39M
Revenue: $1.26B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
21.6%
Net Income: $81.39M
Total Equity: $480.02M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
17.9%
Operating Income: $223.81M
Tax Rate: -38.2%
Equity: $480.02M
Total Debt: $888.59M
Cash: $288.35M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
5.62
Current Assets: $441.60M
Current Liabilities: $78.57M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
1.85
Short-Term Debt: $0.00
Long-Term Debt: $888.59M
Total Debt: $888.59M
Total Equity: $480.02M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$15.18
Revenue: $1.26B
Shares: 83,097,227
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$5.78
Total Equity: $480.02M
Shares: 83,097,227
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$2.70
Operating CF: $238.62M
CapEx: -$13.90M
Shares: 83,097,227
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $14.80
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $81.39M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jun 9, 2026 6:45pm
Compares PGY against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis
Last run: Jun 9, 2026 6:49:24 pm

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
Not applicable for Mature Earner companies
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
Not applicable for Mature Earner companies
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
Not applicable for Mature Earner companies
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Mature Earner companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Mature Earner companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
Not applicable for Mature Earner companies
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 9, 2026 6:50pm (3d ago)
Metric 2021 2022 2023 2024 2025
Revenue $445.9M $685.4M $772.8M $1.0B $1.3B
Cost of Revenue $232.3M $451.1M $508.9M $597.7M $749.2M
Gross Profit $213.5M $234.3M $263.9M $406.9M $512.2M
Operating Expenses $219.4M $485.8M $288.3M $340.1M $288.4M
Operating Income -$5.8M -$251.5M -$24.4M $66.8M $223.8M
Net Income -$91.2M -$302.3M -$128.4M -$401.4M $81.4M
EBITDA -$33.7M -$308.7M -$44.5M $67.9M $81.7M
EPS $-4.27 $-7.65 $-2.14 $-5.66 $1.04
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 9, 2026 6:43pm (3d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $190.8M $309.8M $186.5M $187.9M $288.3M
Total Current Assets $246.5M $419.8M $303.4M $351.5M $441.6M
Total Assets $590.3M $1.0B $1.2B $1.3B $1.5B
Current Liabilities $28.7M $128.0M $74.9M $195.5M $78.6M
Long-Term Debt $37.9M $92.8M $324.0M $516.9M $888.6M
Total Liabilities $105.9M $279.7M $542.6M $849.5M $990.6M
Total Equity $308.3M $553.5M $559.7M $326.5M $480.0M
Retained Earnings -$111.9M -$414.2M -$542.6M -$944.0M -$862.7M
Cash Flow (Annual)
Last updated: Jun 9, 2026 6:50pm (3d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $49.8M -$40.0M $9.6M $66.5M $238.6M
Capital Expenditure -$6.6M -$22.4M -$20.2M -$23.2M -$13.9M
Free Cash Flow $43.2M -$62.4M -$10.6M $43.3M $224.7M
Acquisitions (net) -$14.1M $105.5M $0 -$9.2M $-159,000
Debt Repayment
Dividends Paid
Stock Buybacks $0 $0 $0 $0 $0
Net Change in Cash $198.7M $134.6M -$114.5M $4.0M $81.8M
Analyst Estimates (Annual)
Last updated: Jun 9, 2026 6:43pm (3d ago)
Metric 2025 2026 2027 2028
Revenue $1.3B
$1.3B – $1.3B
$1.5B
$1.4B – $1.5B
$1.7B
$1.7B – $1.7B
$1.9B
$1.9B – $1.9B
EBITDA -$118.8M
-$121.4M – -$117.9M
-$133.2M
-$136.1M – -$129.5M
-$151.4M
-$153.2M – -$149.6M
-$170.5M
-$170.5M – -$170.5M
Net Income $73.6M
$71.2M – $76.0M
$114.3M
$110.6M – $118.0M
$160.7M
$155.5M – $165.9M
$231.8M
$224.3M – $239.3M
EPS
Growth Trends (YoY %)
Last updated: Jun 9, 2026 6:50pm (3d ago)
Metric 2022 2023 2024 2025
Revenue Growth +53.7% +12.8% +30.0% +25.6%
Gross Profit Growth +9.7% +12.6% +54.2% +25.9%
Operating Income Growth -4,229.6% +90.3% +373.9% +234.8%
Net Income Growth -231.7% +57.5% -212.5% +120.3%
EBITDA Growth -815.7% +85.6% +252.5% +20.3%
Insider Trading (Recent)
Last updated: Jun 9, 2026 6:49pm (3d ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-06-02 Vieira Cory M-Exempt 5,208.00 $0.00 $0
2026-06-02 Vieira Cory S-Sale 2,140.00 $15.01 $32,121
2026-06-02 Vieira Cory M-Exempt 5,208.00 $0.00 $0
2025-10-16 DAS SANJIV M-Exempt 22,916.00 $0.00 $0
2026-04-17 Rosen Tami S-Sale 9,720.00 $15.14 $147,161
2026-04-01 Vieira Cory A-Award 28,571.00 $0.00 $0
2026-04-01 Yulzari Yahav A-Award 185,000.00 $0.00 $0
2026-04-01 DAS SANJIV A-Award 200,000.00 $0.00 $0
2026-04-01 Krubiner Gal A-Award 185,000.00 $0.00 $0
2026-04-01 Perros Evangelos A-Award 175,000.00 $0.00 $0
2026-04-01 Pardo Avital A-Award 185,000.00 $0.00 $0
2026-04-01 Perros Evangelos M-Exempt 22,766.00 $0.00 $0
2026-04-01 Perros Evangelos S-Sale 13,004.00 $11.34 $147,465
2026-04-01 Perros Evangelos M-Exempt 22,766.00 $0.00 $0
2026-03-12 DAS SANJIV M-Exempt 23,750.00 $0.00 $0
2026-03-12 DAS SANJIV S-Sale 9,702.00 $10.99 $106,625
2026-03-12 DAS SANJIV M-Exempt 23,750.00 $0.00 $0
2026-03-12 Perros Evangelos M-Exempt 20,625.00 $0.00 $0
2026-03-12 Perros Evangelos S-Sale 8,425.00 $10.99 $92,591
2026-03-12 Perros Evangelos M-Exempt 20,625.00 $0.00 $0
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for PGY.
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-06-09 18:50:01
Reviews the pipeline's own verdicts
Verdict Dissent from "Reasonable Premium" — fair value $11-13 on normalized earnings treating PGY as a credit facilitator not a software platform; sequential revenue rolled over, earnings quality is suspect, and insider dilution is aggressive. Pass at $14.80.

Looking at the raw quarterly tape first: revenue went $242.6M → $249.3M → $275.7M → $282.7M → $317.7M → $339.9M → $321.0M → $317.9M. That's not "accelerating 26% growth" — that's a sequence that peaked in Q3 2025 and has now printed two consecutive sequential declines. YoY comps are still strong (Q1'26 $317.9M vs Q1'25 $282.7M = +12.4%), but the deceleration is real and the synthesis layer glosses over it. Net income trajectory is more flattering — $7.9M → $16.7M → $22.5M → $34.3M → $24.7M — but Q1'26 also stepped down. So we have a company where both the top line and bottom line just rolled over sequentially, and the prior-year comp (the $237.9M Q4'24 loss) was almost certainly a credit-reserve / fair-value mark cleanup that makes the YoY swing look more dramatic than the underlying business warrants.

The Pre-Flight write-up calling this a "pre-profit-platform" and Synthesis calling it "Reasonable Premium" at 1.0x sales / 13x P/E both miss what Pagaya actually is. This is not a software platform — it's a credit risk-transfer business that originates consumer loans through partner lenders and packages them into ABS. Revenue is largely fee income tied to loan volumes, and "net income" is heavily exposed to fair-value marks on retained risk. The 40.6% gross margin and 17.7% operating margin look software-like on the surface, but the $238M of operating cash flow against $81M of net income suggests large non-cash items (likely fair-value adjustments and stock comp — note the ~775,000 shares awarded April 1, 2026, which is massive dilution for a $1.2B cap). Market Forces is closer to right than Synthesis here: earnings quality is the central question, not the multiple.

A careful contrarian — and I think the bear case is stronger than the consensus models suggest — would point out that Pagaya's whole model is levered to consumer credit performance and ABS market appetite. We're entering this read with credit losses normalizing higher across subprime and near-prime, and the company's "profitability inflection" coincided exactly with a benign 2025 credit window. The insider activity is also worse than "unusual selling" — it's 775K shares awarded in a single day on April 1, 2026, followed by sales. That's compensation-driven supply, and at $14.80 with ~83M shares outstanding implied by the cap, those awards alone are ~1% dilution in one tranche. The balance sheet tile is missing total debt and equity entirely, which for a company that warehouses loans and issues ABS is a critical gap — you cannot underwrite Pagaya without knowing on-balance-sheet credit exposure. The "5.6x current ratio" is meaningless for this business model.

I dissent from the Synthesis "Reasonable Premium" verdict and side closer to Market Forces. The bull math — 27.8% revenue CAGR, FCF positive $224M, 13x earnings — looks compelling in isolation, but (a) growth just decelerated for two straight quarters, (b) earnings quality is suspect given the magnitude of 2024's reversed losses, (c) the 2025 profit print rode a friendly credit tape that may not repeat, and (d) dilution is aggressive. On normalized earnings — say, haircutting NI by 30-40% for fair-value optimism and adding back realistic SBC — you're closer to $50-55M of true owner earnings, which puts the stock at 22-25x normalized, not 13x. At 1.0x sales the multiple looks cheap only if you believe this is a software platform; if it's a specialty credit facilitator, peers trade at 0.5-0.8x sales. Fair value is probably $11-13, not $20+. The chart from $45 to $15 isn't irrational pessimism — it's the market correctly re-rating a credit-cycle-exposed business away from a software multiple. I'd want to see two more quarters of stable sequential revenue, clarity on on-balance-sheet risk retention, and insider buying (not awards-and-sells) before touching it.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-06-09 18:50:07
Reviews the Opus findings above
Verdict I agree with Opus's assessment — fair value closer to $11-13, not $14.80, due to questionable earnings quality and market exposure to credit cycles. The company is not the pure software play its multiples suggest.

Pagaya Technologies Ltd. presents a compelling investment consideration with a narrative that can be interpreted from several angles. From the raw data, the company shows a notable turnaround from significant losses in 2024 to profitability in 2025 with net income of $81.4 million. This is a noteworthy shift, and the company also boasts a robust operating cash flow of $238.6 million, indicating a positive cash generation capability. However, revenue appears to have peaked in Q3 2025, with a slight decline in subsequent quarters, suggesting a potential deceleration in growth momentum. The company's margins have improved, but the sustainability of these margins in the face of potential market headwinds remains uncertain. The lack of transparency regarding total debt and equity on the balance sheet is concerning, especially for a company involved in credit risk transfer and asset-backed securities (ABS).

I find myself in agreement with Claude Opus's assertion that Pagaya is not purely a software platform but rather a credit risk-transfer business. The revenue model, heavily reliant on loan volumes, aligns more closely with a financial services company than a tech-driven platform. Opus correctly highlights the vulnerability of this model to credit market fluctuations and the importance of understanding on-balance-sheet credit exposure. The sequential revenue decline noted by Opus, along with the aggressive insider selling and dilution through share awards, raises red flags about the company's earnings quality and management's confidence in sustained performance.

Opus argues that the company's recent profitability may be overstated due to non-cash items and fair-value adjustments, and I concur with this skepticism. The insider activity, particularly the awarding of 775,000 shares in April 2026, suggests dilution risk that could undermine shareholder value. Moreover, Opus's point about the need for clarity on Pagaya's balance sheet, particularly concerning credit exposure, is crucial for a comprehensive evaluation of the company's financial health.

A skeptic could argue that both Opus's and my views may underestimate the potential for Pagaya to leverage its AI capabilities to enhance its platform's scalability and profitability. Skeptics might suggest that the company's strategic positioning as a fintech infrastructure provider could offer long-term growth opportunities despite current challenges. They could also argue that the current market pricing reflects a cautious approach rather than a complete dismissal of Pagaya's potential.

Advanced Analysis Forensic deep-dive · two lenses
Two separate reads — Company Quality (is it a great business?) and Valuation (is it mispriced?), kept deliberately apart · 2026-06-09 18:51:29
Delvantic - Cairn AI
Pass at $14.80 — revisit sub-$12 7/10
Real operating inflection, but at $14.80 I'm paying fair value to a distressed balance sheet that prints 50%/yr dilution — not a buy here.
The cruxWhether dilution decelerates fast enough for per-share value to compound alongside the EV growth — everything else is secondary.
Company Quality
-46
Mixed
edge √Σ 93 · risk √Σ 139 · conf 6/10
Valuation / Mispricing
-58
Fairly Valued
edge √Σ 51 · risk √Σ 110 · conf 5/10
Liquidity & RunwaySelf-Funding
DilutionHeavy Dilution
Earnings QualityWeak — Some Red Flags
The Play — combined read across both lenses Delvantic - Cairn AI

Lens 1 at -46 tells me this is a genuinely improving but mediocre-quality fintech masquerading as software — the op-margin swing from -37% to +18% and $225M FCF are not fake, but loan-conduit accounting (OCF/NI 0.46x), $600M net debt, Altman in distress, and a share count that 5x'd in four years keep it firmly out of compounder territory. Lens 2 at -58 confirms what my gut said: the market has already priced the inflection. At ~1x sales and ~5.5x equity FCF it looks cheap on a sticker, but EV/FCF is closer to 8x and per-share deserved value is a downward-moving target while dilution runs ~50%/yr. There is no margin of safety, and the insider tape — 39 sells, 0 buys, executives dumping on vest — is the tell from the people who know the cap table math best.

My play: no position at $14.80. I'm not shorting it either — the operating momentum is real and a story-driven squeeze is plausible. I want it in the mid-$11s or lower before I'll open a starter (~50bps), and I'd only scale to a full 2% position if I see two things: (1) explicit guidance or evidence that share-based comp is decelerating meaningfully, and (2) a second consecutive quarter of OCF tracking GAAP NI above ~0.8x. Catalysts that flip me aggressive earlier: a debt paydown / refi that takes Altman out of distress, or a clean ABS print that validates the conduit economics. Catalysts that send me to the sidelines permanently: another equity raise, or any sign the FCF print was a working-capital one-off. Until then this is a watchlist name, not a book name.

The evidence behind each score — switch lenses
-46 Mixed edge √Σ 93 · risk √Σ 139 · conf 6/10

Pagaya is showing a real business inflection: revenue scaled from $446M (2021) to $1.26B (2025), gross margin recovered to 40.6%, operating margin flipped from -36.7% in 2022 to +17.7% in 2025, and the company posted its first GAAP net income ($81.4M) alongside $224.7M of FCF. That is not cosmetic — the operating leverage is visible and cash generation is now real, which validates the 'self-funding' tag.

The quality problems sit elsewhere. Diluted shares went from 16.3M (2021) to 83.1M (2025) — a >5x increase, ~50% CAGR — meaning per-share economics dramatically lag the headline business. Altman Z of 1.54 (distress) and net debt of -$600M reflect that this is structurally a credit-/ABS-linked balance sheet, not a software fortress despite the GICS label. OCF/NI at 0.46x and accruals at -21.4% of assets warrant scrutiny of how loan-related assets/fair-value marks flow through earnings. Insider tape is one-way: 39 sells, 0 buys, with executives selling immediately on vest — consistent with comp monetization, not conviction.

Net: the operating business is improving fast and is no longer a cash sinkhole, but the dilution math, the credit-style balance sheet, and the accounting opacity keep this well short of a 'high-quality' designation.

Strengths 2
m75
Genuine operating inflection
Revenue $446M→$1.26B (2021→2025), op margin -36.7%→+17.7%, first profitable year ($81.4M NI) with $224.7M FCF. Operating leverage is real and visible.
m55
Crossed into self-funding
FCF swung from -$62M (2022) to +$224.7M (2025); $288M liquid cash means no immediate need for external capital to operate.
Concerns 5
m85
Extreme dilution erodes per-share value
Diluted shares 16.3M→83.1M in four years (~50% CAGR, >5x total). Even with revenue ~3x'ing, per-share revenue growth is a fraction of headline growth.
m70
Balance sheet in distress zone
Net debt -$600M against $288M cash; Altman Z 1.54. Even allowing that Z is noisy for a fintech/ABS-linked model, this is not a cushion — it's a constraint.
m60
Earnings quality lags reported profit
OCF/NI 0.46x and accruals -21.4% of assets suggest reported NI is influenced by non-cash marks/fair-value items typical of loan-conduit accounting; needs filing-level verification.
m45
One-way insider tape
0 buys vs 39 sales ($19.6M) in 12 months; multiple executives (Perros, Vieira, Rosen) selling on the same day as vest/exercise. Consistent with comp monetization but no conviction signal anywhere on the tape.
m40
Misclassified as software
GICS says Software-Infrastructure but the economics (loan-related assets, ABS conduits, fair-value accounting, net debt structure) read as specialty fintech. Software-like margins/durability should not be assumed.
The business genuinely turned a corner in 2025 — I won't dismiss going from -37% op margin to +18% and printing $225M FCF on $1.26B revenue. But this is not a high-quality compounder. It's a fintech with loan-conduit accounting (OCF/NI 0.46x is a flag), a credit-style balance sheet with $600M net debt and Altman in distress, and a share count that 5x'd in four years. The insider tape is uniformly sell-on-vest with zero open-market conviction. I'd call it a real, improving business of mediocre quality — the operating story is ahead of the structural story, and the per-share math is the thing that keeps me from calling this strong.
Verify before trusting this (6)
  • Composition of OCF vs NI — how much of 2025 NI is fair-value gains on risk-retention/loan assets vs cash fees
  • Nature and recourse of the $600M+ debt — is it corporate or non-recourse ABS/warehouse?
  • SBC dollar amount and run-rate (module shows 0% which is implausible given award activity); true ongoing dilution rate from RSU/option overhang
  • Customer/partner concentration on the funding side (ABS investors) and origination side (bank partners)
  • Credit performance of retained interests — delinquency/loss trends in network loans
  • Whether the 50% share CAGR includes the de-SPAC step-up; normalized go-forward dilution rate
-58 Fairly Valued edge √Σ 51 · risk √Σ 110 · conf 5/10
Price $14.80 vs deserved ~$13-15 on quality-adjusted, dilution-aware math — essentially fair, slight premium. attractive below $11.50

At $14.80 and a ~$1.23B market cap, PGY trades at roughly 1x sales on $1.26B revenue and ~5.5x trailing FCF of $225M — optically cheap on cash flow, but the e2e composite flags a 'Reasonable Premium' and the earnings-quality lens warns OCF/NI of only 0.46x means GAAP earnings are not converting to durable cash the way headline numbers suggest. Strip the haircut and the deserved equity value is closer to the current price than to a multi-bagger fair value. Layer in ~$600M net debt and Altman distress, and the enterprise value is materially higher than the equity cap implies — the business has to keep executing just to service that stack.

The killer for the price-vs-value gap is dilution: a share count that 5x'd in four years and is still compounding ~50%/yr means per-share deserved value is a moving target downward. Even if EV grows 20-30%/yr, per-share fair value barely moves. That's why the platform-monopoly bull narrative — even if half right — doesn't translate into obvious cheapness here. The market appears to already credit the operating inflection; what it isn't crediting is a clean, de-risked balance sheet or shareholder-friendly capital structure, and neither is on offer.

Net: this is a fair-to-slightly-rich quote on quality-adjusted numbers. I'd want a real discount — mid-$11s or lower — before the asymmetry tilts.

Cheap signals 2
m45
FCF inflection priced cheaply on equity-only math
$225M FCF on a $1.23B cap is ~5.5x — if sustainable and if dilution slows, that's a low bar. But both 'ifs' are doing heavy lifting.
m25
Optical 1x sales for a growing platform
Revenue $1.26B vs $1.23B cap — modest top-line multiple if the platform-monopoly bull case is even partially right.
Rich / priced-in 4
m70
Dilution erodes per-share value faster than EV can grow
Share count up ~5x in four years and still compounding ~50%/yr. Even strong EV growth barely moves per-share deserved value — a structural headwind the bull case ignores.
m55
Hidden leverage inflates true valuation
$600M net debt and Altman distress mean EV is materially above the $1.23B equity cap; on EV/FCF the multiple is closer to ~8x, not the ~5.5x equity headline suggests.
m50
Earnings quality haircut warranted
OCF/NI of 0.46x and loan-conduit accounting mean reported profits overstate cash economics; deserved multiple should compress versus a clean software comp.
m40
Uniformly negative insider tape
Insiders selling into the rally — they don't see the stock as cheap at $14.80, and they know the dilution schedule better than anyone.
I think it's fair, not cheap. The 2025 operating turn is real and the FCF print is impressive, but at $14.80 I'm paying close to what the quality-adjusted, dilution-aware business deserves — and I'm paying it to a company with distressed leverage and an insider base that won't stop selling. There's no margin of safety here. I'd need this in the mid-$11s before I'd call it interesting on valuation alone; otherwise I'm just betting on the bull narrative, which is a quality/story call, not a price call.
Verify before trusting this (5)
  • Forward share count guidance and any planned secondaries / convert conversions — dilution is the swing variable
  • Recurring vs one-time components in 2025 FCF — is $225M a run-rate or a peak?
  • Debt maturity schedule and covenant cushion given Altman distress reading
  • Take-rate / unit economics disclosure on the lending platform — bull vs bear hinges on whether margins hold
  • Off-balance-sheet loan exposure / risk retention from the conduit structure
Two lenses kept deliberately separate — Company Quality is price-agnostic; Valuation is price-conditional. The scores are not blended (yet). Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Community AI Feedback
No community reviews yet for PGY. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.330 · 344c2a54 · 2026-06-09 20:20:16