CPAY vs ENTG
Corpay vs Entegris — AI-powered side-by-side comparison
| Metric | CPAY | ENTG |
|---|
| AI Score |
59
|
54
|
| Price |
$414.06
|
$138.30
|
| P/E Ratio |
25.05×
|
71.83×
|
| ROE |
27.5%
|
6.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
73.3%
|
45.5%
|
| Debt / Equity |
3.00×
|
0.86×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
67.0
|
44.1
|
| Beta |
0.869
|
1.35
|
| Expected Upside |
—
|
+2.2%
|
AI Committee View
Current Innellis committee reasoning for CPAY versus ENTG.
CPAY leads by 5 points.
CPAY scores 59/100 (Buy) versus ENTG at 54/100 (Watch).
CPAY Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — high leverage (debt-to-equity 2.58) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 30.4% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 5.4x prices in significant intangible value — Value
- Debt-to-equity of 2.58 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical
ENTG Committee View
50% agreement
6 analysts
The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — bollinger bandwidth of 47.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 82.9 is expensive by classic value standards — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 47.8% signals elevated volatility — Risk