Corpay (CPAY) gained 14.6% over three months, outperforming the S&P 500's 3.8% return. The company's Corporate Payments revenues surged 42% year-over-year in Q2 2026, driven by cross-border and payables demand. Strategic acquisitions of Alpha Group International and AvidXchange contributed 39 cents to adjusted EPS, while $321 million in share buybacks supported shareholder returns.

Western Union renewed its 20+ year partnership with Publix Super Markets, allowing customers to access money transfers, bill payments, and money orders at 1,432 Publix stores across the southeastern U.S. and upcoming Kentucky expansion. However, WU's North American money transfer revenue declined 9% and transactions fell 5% in Q2 2026, highlighting challenges in the U.S. market despite efforts to maintain retail distribution networks through partnerships with major retailers.

Evertec (EVTC) and Information Services Group (III) have outperformed the Business Services sector year-to-date, with EVTC returning 0.1% and III returning 0.7% compared to the sector's -14.1% decline. Both stocks hold Zacks Rank #2 (Buy) ratings, with improved analyst sentiment and stronger earnings outlooks.

FTI Consulting (FCN) is expanding its market share in complex advisory services, driven by AI-related demand across litigation, IP disputes, and cybersecurity. The company projects earnings growth of 4.8% in 2026 and 19.5% in 2027, with strong cash flow supporting buybacks. However, margin pressures from higher costs and elevated legal expenses pose near-term risks, and aggressive share repurchases have increased leverage.

Zacks highlights Evertec (EVTC) and WEX as strong value stocks with Zacks Rank #2 (Buy) ratings and A grades in the Value category. Both companies are trading at attractive valuations compared to their industry averages, with EVTC showing a P/E ratio of 9.42 versus the industry average of 16.94, and WEX trading at a forward P/E of 9.68. The analysis suggests both stocks appear undervalued based on multiple valuation metrics including P/B and P/CF ratios.

Charles River Associates (CRAI) shares jumped 12.4% over three months, outperforming its industry. The company reported broad-based revenue growth across all service lines and geographies, with operating income up 19.3% year-over-year. CRAI raised its fiscal 2026 constant-currency revenue guidance to $805-$820 million and returned $31.4 million to shareholders in Q2 through repurchases and dividends.

Verisk Analytics (VRSK) is expanding its insurance capabilities through AI, cloud platforms, and strategic acquisitions, with strong Q2 2026 cash flow growth of 49.7% in operating cash flow and 57.9% in free cash flow. However, the company faces headwinds from elevated debt levels ($4.47B), rising interest expenses ($52.8M in Q2), and increased personnel and legal costs that compressed GAAP net income by 9.8% and margins to 28.4%. The company maintains a Zacks Rank #3 (Hold) rating.

Corpay (CPAY) has surged 35.6% over six months, driven by strong Corporate Payments organic growth of 16% in Q2 and 43% spend increase to $95 billion. The company projects 2026 revenue growth of 17.4% and EPS growth of 28.2%, supported by cross-border expansion and robust cash generation. However, challenges include slowing U.S. Vehicle Payments growth at 8% and limited margin expansion due to continued investment in sales and product development.

A comparison of Evertec (EVTC) and MasterCard (MA) in the Financial Transaction Services sector reveals that Evertec is the more attractive value investment. EVTC has a Zacks Rank of #2 (Buy) with improving earnings outlook, a forward P/E of 7.50, and a Value grade of A. MA has a Zacks Rank of #3 (Hold), a forward P/E of 29.98, and a Value grade of D, making it significantly more expensive on valuation metrics.

Evertec Executive Vice President Miguel Vizcarrondo purchased 21,000 shares for $491,000 on May 11, 2026, marking his first open-market buy in two years after a 36% share price decline. The purchase follows strong Q1 2026 earnings with 8% revenue growth and strategic acquisitions in Latin America, suggesting insider confidence in the company's recovery and growth prospects.

While the top- and bottom-line numbers for Evertec (EVTC) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Evertec (EVTC) delivered earnings and revenue surprises of 7.46% and 2.28%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?