Added to YB: 2025-06-10
Pitch date: 2025-06-08
SEZL [bearish]
Sezzle Inc.
+50.91%
current return
Author Info
No bio for this author
Company Info
Sezzle Inc. operates as a technology-enabled payments company primarily in the United States and Canada.
Market Cap
$2.0B
Pitch Price
$134.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.49
P/E
18.49
EV/Sales
4.92
Sector
Financial Services
Category
N/A
High Risk, Low Reserves: Why Sezzle’s BNPL Model May Be Built to Fail
SEZL short: Subprime BNPL lender targeting credit-starved consumers post-bankruptcy. Revenue driven by $17.99/mo subscription fee to access merchants with no direct partnerships. Inexperienced management, questionable accounting (Baker Tilly sanctioned), 3 board resignations in 2024. Unsustainable growth via promotional credits. Zero institutional investors, 1/3 shares on loan. Likely $0 on economic downturn.
Read full article (2 min)