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# ![@ParisAnalyst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1365140173080711168.png) @ParisAnalyst Paris Analyst

Paris Analyst posts on X about $rely, $wu, cagr, business the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1365140173080711168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365140173080711168/c:line/m:interactions.svg)

- X Week XXXXX +335%
- X Month XXXXX -XX%
- X Months XXXXXX -XX%
- X Year XXXXXXXXX +521,097%

### Mentions: X [#](/creator/twitter::1365140173080711168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365140173080711168/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +376%
- X Year XXX +1,867%

### Followers: XXX [#](/creator/twitter::1365140173080711168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365140173080711168/c:line/m:followers.svg)

- X Week XXX +0.52%
- X Month XXX +6.20%
- X Months XXX +162%
- X Year XXX +616%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1365140173080711168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1365140173080711168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  [stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$rely](/topic/$rely) #9, [$wu](/topic/$wu) #3, [cagr](/topic/cagr) #21, [business](/topic/business), [flow](/topic/flow), [accounting](/topic/accounting), [i dont](/topic/i-dont), [core](/topic/core), [stable 2](/topic/stable-2), [$wise](/topic/$wise)

**Top accounts mentioned or mentioned by**
[@fxcintelligence](/creator/undefined) [@humpbear](/creator/undefined) [@27xvii](/creator/undefined) [@bucknsf](/creator/undefined) [@chatsbc](/creator/undefined) [@rajathubli](/creator/undefined) [@2500capital](/creator/undefined) [@doktorandinvest](/creator/undefined) [@tylermacro10](/creator/undefined) [@deerich101](/creator/undefined) [@epbresearch](/creator/undefined) [@310value](/creator/undefined) [@gringoinvesting](/creator/undefined) [@vbob202](/creator/undefined) [@acemoney21](/creator/undefined) [@lfgcap](/creator/undefined) [@thaadamlittle](/creator/undefined) [@alwayslonggamma](/creator/undefined) [@prpl8](/creator/undefined) [@crosscheckc](/creator/undefined)

**Top assets mentioned**
[Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Western Union Co (WU)](/topic/$wu) [Wise (WISE)](/topic/$wise)
### Top Social Posts
Top posts by engagements in the last XX hours

"Quick accounting note: "Adjusted FCF" = "FCF adjusted for pre funding and post funding movement in customer funds receivable and liabilities" I don't think anything nefarious going on there"  
[X Link](https://x.com/ParisAnalyst/status/1998788830040830172)  2025-12-10T16:16Z XXX followers, XXX engagements


"$RELY Q3 If December analyst day bridges high teens growth to 30+% incremental EBITDA margins then stock looks materially mispriced here. Path to high teens rev cagr & XX% long term EBITDA margins but weak IR comms has driven this down to valuation of single-digit-grower $WU"  
[X Link](https://x.com/ParisAnalyst/status/1992956513032544328)  2025-11-24T14:00Z XXX followers, 1510 engagements


"$RELY beat Q3 revenue estimates but cut '26 growth to high teens. YoY incremental EBITDA was XXXX% (disappointing) but actually XX% after one-offs. X management communication mistakes: X. Revenue take rate on send volume fell X bps QoQ but mgmt callbacks confirmed core take rate was stable. X. New business customer marketing spend distorted optics for core CAC which was also stable. X. Incremental EBITDA margin looked soft bc of $10.7m in YoY incremental fraud COGS and payment processor G&A writeoff. They think both are one-off. Normalized YoY incremental EBITDA margin was 29.6%. They should"  
[X Link](https://x.com/ParisAnalyst/status/1992956514718326962)  2025-11-24T14:00Z XXX followers, XXX engagements


"$RELY stock will 3x by the end of XX if they generate high teens revenue growth flow through to XX% EBITDA margin build up cash and trade at 15x 28e ev/ebitda ($WISE trades high teens). Stock is a 2x if you think 10x ev/ebitda is more reasonable"  
[X Link](https://x.com/ParisAnalyst/status/1992956516513796312)  2025-11-24T14:00Z XXX followers, XXX engagements


"Put another way $RELY trades today at the same ev/revenue as $WU in spite of the fact that $RELY has significant organic growth runway and higher terminal FCF margins"  
[X Link](https://x.com/ParisAnalyst/status/1992956518736736677)  2025-11-24T14:00Z XXX followers, XXX engagements


"$RELY analyst day implies trading 4.5x '28e FCF today XX% revenue cagr '28e 20%-22% EBITDA margin XX% flow to FCF 5%-10% of '28e revenue from new products Business = win freelancers who presently use banks Credit = send now pay later + build credit history for new immigrants"  
[X Link](https://x.com/ParisAnalyst/status/1998788823824638088)  2025-12-10T16:16Z XXX followers, XXX engagements


"On the bear case points: -Retention is improving not falling -Not seeing material margin pressure on like-for-like basis -Take rate declining as moving upmarket -Marketing efficiency tailwind from mining back book -Still material TAM to win from banks / WU / Moneygram"  
[X Link](https://x.com/ParisAnalyst/status/1998788825640775717)  2025-12-10T16:16Z XXX followers, XX engagements


"In sum I see $RELY as a case of climbing a wall of worry. Valuation is completely dislocated & incremental EBITDA guide looks like they have room to beat & raise. This board should push the buyback much harder. Risk/reward continues to look compelling from my seat"  
[X Link](https://x.com/ParisAnalyst/status/1998788831592493552)  2025-12-10T16:16Z XXX followers, XXX engagements