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PGY 🚨 고확신
$18.25 +9.7%
· -
85.8
상승잠재력 점수

🏢 회사 소개

Pagaya Technologies Ltd., a product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands. The company offers Decline Monetization, the flagship product which allows Partners to automatically send rejected loan applications to its network, as well as approve customers they would otherwise decline; Dual Look which allows to assess applications concurrently with its Partners in real time; and First Look that routes designated segments of loan applications to the network for evaluation.It also provides Affiliate Optimizer Engine, a customer acquisition tool which enables Partners to originate loans through third-party affiliate channels; Direct Marketing Engine, that utilizes data network to help Partners target and acquire new customers through direct channels; and FastPass which accelerates the transaction process. Its partners include financial technology companies, incumbent banks and financial institutions, auto finance providers, and residential real estate service providers. The company was founded in 2016 and is headquartered in New York, New York.

출처: Seeking Alpha Company Profile

📊 종합 점수 근거 — 85.8점

Quant 20.8 추정등급 11.6 리비전카운트 6.0 성장 15.0 수익성 6.9 밸류 15.0 셀사이드 5.4 촉매 5.0

🏰 경제적 해자(Moat) 신호 수익성 B

SA Profitability 지표 기반 — 높은 마진·자본수익률·지속성은 경쟁우위(해자)의 정량 근거
매출총이익률
가격 결정력·차별화
C-42.85%섹터 49.81%▲ 5Y대비 +4%
순이익률
최종 수익성
B-7.39%섹터 6.00%
자기자본이익률(ROE)
자본 효율·경쟁우위
A-21.74%섹터 7.42%
투하자본이익률(ROTC)
해자의 핵심 지표
A13.46%섹터 4.64%
총자산이익률(ROA)
자산 효율
B5.96%섹터 3.27%
레버드 FCF 마진
현금 창출력
B-13.96%섹터 10.66%▲ 5Y대비 +53%
자산회전율
자산 활용도
B+0.91x섹터 0.63x▲ 5Y대비 +11%

⭐ Quant 등급

Quant: BUY (4.16) 월가: STRONG BUY (4.8)
Quant 등급은 예측력 높은 지표에 가중을 둔 종합 정량평가. 아래 각 Factor 근거 참고.

📰 최신 뉴스 (동향)

출처: Seeking Alpha News

🧭 최신 분석 (강세·약세·해자 논거)

출처: Seeking Alpha Analysis · 헤드라인+등급(본문은 SA에서)

Factor별 근거 (지표 · 등급 · 종목값 vs 섹터중앙값)

A+

밸류 (Valuation)

B+ → A+ → A+
지표등급종목섹터중앙섹터대비
P/E Non-GAAP (TTM)A+5.2125.95
-80%
P/E Non-GAAP (FWD)A+5.4024.48
-78%
P/E GAAP (TTM)A15.1835.23
-57%
P/E GAAP (FWD)A12.0233.12
-64%
PEG GAAP (TTM)-NM0.88-
PEG Non-GAAP (FWD)A+0.041.38
-97%
EV / Sales (TTM)A0.863.71
-77%
EV / Sales (FWD)A0.783.39
-77%
EV / EBITDA (TTM)A+3.7919.90
-81%
EV / EBITDA (FWD)A+2.6314.72
-82%
EV / EBIT (TTM)A+3.8727.51
-86%
EV / EBIT (FWD)A+3.2719.35
-83%
Price / Sales (TTM)A-1.003.64
-72%
Price / Sales (FWD)A-0.933.32
-72%
Price / Book (TTM)B2.604.24
-39%
Price / Book (FWD)A-2.344.87
-52%
Price / Cash Flow (TTM)A5.5718.87
-70%
Price / Cash Flow (FWD)--18.88-
Dividend Yield (TTM)--1.13%-
A+

성장 (Growth)

A+ → A+ → A+
지표등급종목섹터중앙섹터대비
Revenue Growth (YoY)B+23.43%11.49%
+104%
Revenue Growth (FWD)B17.79%11.76%
+51%
EBITDA Growth (YoY)A+174.98%14.98%
+1068%
EBITDA Growth (FWD)A-34.43%18.14%
+90%
EBIT Growth (YoY)A176.94%17.23%
+927%
EBIT Growth (FWD)A+83.73%20.68%
+305%
EPS Diluted Growth (YoY)-NM17.34%-
EPS Diluted Growth (FWD)-NM17.02%-
EPS GAAP Growth (YoY)-NM13.34%-
EPS GAAP Growth (FWD)-NM17.45%-
EPS FWD Long Term Growth (3-5Y CAGR)A+123.00%18.65%
+560%
Levered FCF Growth (YoY)B+44.28%8.25%
+437%
Free Cash Flow Per Share Growth Rate (FWD)--16.80%-
Operating Cash Flow Growth (YoY)A+283.71%15.57%
+1722%
Operating Cash Flow Growth (FWD)A76.54%17.01%
+350%
ROE Growth (YoY)-NM3.35%-
ROE Growth (FWD)A-35.04%5.57%
+529%
Working Capital Growth (YoY)A+726.14%8.03%
+8937%
CAPEX Growth (YoY)A-79.02%13.89%
+469%
Dividend Per Share Growth (FWD)-NM5.94%-
1 Year Dividend Growth Rate (TTM)--4.77%-
B

수익성 (Profitability)

C- → B+ → B
지표등급종목섹터중앙섹터대비
Gross Profit Margin (TTM)C-42.85%49.81%
-14%
EBIT Margin (TTM)A22.28%7.54%
+196%
EBITDA Margin (TTM)A-22.75%12.01%
+89%
Net Income Margin (TTM)B-7.39%6.00%
+23%
Levered FCF Margin (TTM)B-13.96%10.66%
+31%
Return on Common Equity (TTM)A-21.74%7.42%
+193%
Return on Total Capital (TTM)A13.46%4.64%
+190%
Return on Total Assets (TTM)B5.96%3.27%
+82%
CAPEX / Sales (TTM)C+2.20%2.34%
-6%
Asset Turnover Ratio (TTM)B+0.91x0.63x
+45%
Cash From Operations (TTM)B247.38M150.15M
+65%
Cash Per Share (TTM)B3.842.36
+63%
Net Income Per Employee (TTM)A192.15K13.63K
+1310%
C

모멘텀 (Momentum)

A- → D- → C
지표등급종목섹터중앙섹터대비
3M Price PerformanceB48.88%23.66%
+107%
6M Price PerformanceD+-22.90%6.21%-
9M Price PerformanceD--47.64%-2.11%-
1Y Price PerformanceC--22.25%12.86%-
B-

추정 (Revisions)

B- → D → B-
↑7 상향 / ↓0 하향최근 90일 EPS 추정
서프라이즈 +0.17최근 분기 EPS

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데이터 출처: Seeking Alpha Quant·Factor · 생성 2026-07-01