CPAY vs TRMB
Corpay vs Trimble Inc. — AI-powered side-by-side comparison
| Metric | CPAY | TRMB |
|---|
| AI Score |
61
|
66
|
| Price |
$407.84
|
$59.71
|
| P/E Ratio |
24.77×
|
-126.45×
|
| ROE |
27.5%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
73.3%
|
68.4%
|
| Debt / Equity |
3.00×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
58.7
|
57.3
|
| Beta |
0.869
|
1.356
|
| Expected Upside |
—
|
+19.0%
|
AI Committee View
Current Innellis committee reasoning for CPAY versus TRMB.
TRMB leads by 5 points.
TRMB scores 66/100 (Buy) versus CPAY at 61/100 (Buy).
CPAY Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is price-to-book of 5.4x prices in significant intangible value. The committee is constructive but not yet at full conviction.
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
TRMB Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.