Gewinn- und Verlustrechnung von PagSeguro Digital Ltd.

PagSeguro Digital remains a Strong Buy, trading at a deep discount due in part to higher macro headwinds and slowed down Brazilian rate cuts. PAGS delivered Q1 beats on the top and bottom lines, robust buybacks, a 23% YoY deposit increase, and a 36% credit portfolio expansion. Guidance targets 25–35% credit portfolio growth, 9–13% EPS growth, and BRL 1.8–2 billion CAPEX in 2026, with 2029 goals reaffirmed.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

CVE, FIVN, PAGS, ERO and PARR stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.

Investors with an interest in Financial Transaction Services stocks have likely encountered both PagSeguro Digital Ltd. (PAGS) and Klarna (KLAR).

PagSeguro Digital (PAGS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

PAGS, USNA, GM, NEXA and AVT stand out after passing low price-to-book value screens, highlighting five stocks that merit a closer look in July.

PagSeguro Digital trades at ~5x forward earnings, below book value, and is rated Buy due to excessive valuation discount. PAGS faces flat payment volume growth, with earnings increasingly driven by banking, credit, funding-cost improvements, and aggressive capital returns. Credit expansion is both the main opportunity and risk; working capital loans grew 190% YoY, but credit quality must remain controlled.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Investors looking for stocks in the Financial Transaction Services sector might want to consider either PagSeguro Digital Ltd. (PAGS) or Klarna (KLAR).

PagSeguro Digital Ltd. (PAGS) Q1 2026 Earnings Call Transcript