Added to YB: 2025-06-26
Pitch date: 2025-05-11
AFRM [bullish]
Affirm Holdings, Inc.
+34.57%
current return
Author Info
No bio for this author
Company Info
Affirm Holdings, Inc. operates payment network in the United States, Canada, and internationally. Its platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app.
Market Cap
$21.7B
Pitch Price
$49.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
69.99
P/E
98.22
EV/Sales
8.14
Sector
Financial Services
Category
growth
Affirm Holdings, Inc. - $AFRM
AFRM: Leading BNPL player at attractive entry point post-Q dip. US market growing 12.2% to $122B by 2025, CAGR 8.5% 2025-30. Superior underwriting enables profitable long-duration, large-ticket loans. New card GMV +100% YoY. Technical moat via founder expertise. 23% adj. op margin, 5x P/S. Growth catalysts: international, B2B, Apple Pay.
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