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ACIW vs RELY

ACIW
ACI Worldwide, Inc.
BEARISH
Price
$39.77
Market Cap
$4.1B
Sector
Technology
AI Confidence
85%
RELY
Remitly Global, Inc.
NEUTRAL
Price
$20.01
Market Cap
$4.22B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
ACIW
18.41
RELY
64.55
Forward P/E
ACIW
10.5
RELY
13.08
P/B Ratio
ACIW
2.69
RELY
4.85
P/S Ratio
ACIW
2.33
RELY
2.58
EV/EBITDA
ACIW
12.65
RELY
42.45

Profitability

Gross Margin
ACIW
48.99%
RELY
60.2%
Operating Margin
ACIW
23.14%
RELY
8.78%
Profit Margin
ACIW
12.88%
RELY
4.15%
ROE
ACIW
15.4%
RELY
8.86%
ROA
ACIW
6.91%
RELY
3.92%

Growth

Revenue Growth
ACIW
6.3%
RELY
25.7%
Earnings Growth
ACIW
-33.3%
RELY
--

Financial Health

Debt/Equity
ACIW
0.57
RELY
0.22
Current Ratio
ACIW
1.54
RELY
3.3
Quick Ratio
ACIW
0.91
RELY
2.13

Dividends

Dividend Yield
ACIW
--
RELY
--
Payout Ratio
ACIW
0.0%
RELY
0.0%

AI Verdict

ACIW BEARISH

ACIW's Piotroski F-Score of 4/9 indicates weak financial health, signaling deterioration in operational efficiency and profitability trends. The company trades at a premium to its Graham Number ($26.81) and intrinsic value ($15.12), suggesting overvaluation despite solid gross margins and ROE. Recent earnings have declined sharply year-over-year (-33.3%) and quarter-over-quarter (-34.7%), with a negative EPS trend and inconsistent beat rates. Insider selling activity, though limited, adds bearish sentiment. Despite strong analyst consensus (strong_buy), technical trends remain bearish and price has underperformed over the past year.

Strengths
Strong gross margin of 48.99% indicates pricing power and cost control
Healthy operating margin of 23.14% reflects efficient core operations
ROE of 15.40% demonstrates effective use of shareholder equity
Risks
Piotroski F-Score of 4/9 signals weak financial health and declining profitability trends
Sharp earnings decline of -33.3% YoY and -34.7% Q/Q raises sustainability concerns
Insider selling activity (1 transaction, $0.20M) indicates potential internal skepticism
RELY NEUTRAL

RELY exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a robust liquidity profile (Current Ratio 3.30). While the company is successfully transitioning to profitability with explosive YoY EPS growth and consistent earnings beats, it trades at a significant premium to its Graham Number ($5.36) and Intrinsic Value ($2.17). This valuation gap is partially mitigated by a low Forward P/E of 13.08, suggesting high expected earnings growth. However, aggressive insider selling totaling $195.56M creates a significant headwind that offsets the bullish analyst consensus.

Strengths
Strong Piotroski F-Score (7/9) indicating improving financial health
Very low leverage with a Debt/Equity ratio of 0.22
Excellent short-term liquidity (Current Ratio 3.30, Quick Ratio 2.13)
Risks
Extreme valuation premium over Graham and Intrinsic value baselines
Heavy insider liquidation ($195.56M sold in last 6 months)
Low net profit margins (4.16%) leaving little room for operational error

Compare Another Pair

ACIW vs RELY: Head-to-Head Comparison

This page compares ACI Worldwide, Inc. (ACIW) and Remitly Global, Inc. (RELY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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