CPAY vs ONTO
Corpay vs Onto Innovation — AI-powered side-by-side comparison
VS
ONTO
Onto Innovation
64
Buy
| Metric | CPAY | ONTO |
|---|
| AI Score |
71
|
64
|
| Price |
$402.34
|
$291.66
|
| P/E Ratio |
23.60×
|
114.61×
|
| ROE |
27.5%
|
6.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
73.3%
|
50.4%
|
| Debt / Equity |
2.35×
|
0.77×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
61.8
|
63.4
|
| Beta |
0.869
|
1.587
|
| Expected Upside |
+1.9%
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for CPAY versus ONTO.
CPAY leads by 7 points.
CPAY scores 71/100 (Buy) versus ONTO at 64/100 (Buy).
CPAY Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 14.7% downside vs 1.9% upside.
ONTO Committee View
60% agreement
5 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 — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% signals elevated volatility — Risk