Pagseguro Digital Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Pagseguro Digital Ltd (PAGS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Pagseguro Digital Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 3,878M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Scale: Pagseguro Digital Ltd ranks #37 of 165 companies by market capitalization in the Cloud Computing & Data Analytics industry, holding 0.6% of industry market cap.
- Peer revenue share: Pagseguro Digital Ltd accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
PAGS Sales vs. its Competitors, Q4 2025
Pagseguro Digital Ltd generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Cloud Computing & Data Analytics industry grew revenue 1.3% year over year, combined, vs 8.5% for Pagseguro Digital Ltd. Pagseguro Digital Ltd's share of combined industry revenue moved from 2.59% to 2.77%, a gain of 0.18 percentage points.
Pagseguro Digital Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Pagseguro Digital Ltd | Yes | Yes | Yes | No |
| High-Confidence Competitors (4) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
PAGS Stock Performance relative to its Competitors
PAGS Stock Performance relative to High-Confidence Competitors
PAGS Stock Performance relative to Similar-Size Competitors
PAGS Stock Performance relative to Similar Growth & Profitability Competitors
Pagseguro Digital Ltd's Comment on Competition and Industry Peers
Pagseguro Digital Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Época magazine | Named by the company | 85% |
| Banco Original | Named by the company | 85% |
| Reclame Aqui | Named by the company | 85% |
| Banco Inter | Named by the company | 85% |
| Nubank | Named by the company | 85% |
| Next | Named by the company | 85% |
| Named by the company | 85% | |
| UOL | Named by the company | 85% |
| Banco Neon | Named by the company | 85% |
| Oracle | Named by the company | 85% |
| Ita Unibanco Holding S a | Named by the company | 85% |
| Next | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Pagseguro Digital Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
