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Added to YB: 2025-12-05

Pitch date: 2025-12-04

SEZL [bullish]

Sezzle Inc.

+176.84%

current return

Author Info

No bio for this author

Company Info

Sezzle Inc. operates as a technology-enabled payments company in the United States and Canada. The company offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; Pay-in-five which allows eligible consumers to pay a fifth of the purchase price up front, and then another four installments every two weeks; Pay-in-Two, which allow consumer to pay half of the value of their order up-front and the second half in two weeks; and other alternative installment options.

Market Cap

$3.8B

Pitch Price

$66.19

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.37

P/E

27.07

EV/Sales

7.97

Sector

Financial Services

Category

growth

Show full summary:
Strategic Short Put Position on Sezzle Inc. (SEZL)

SEZL: Sell 1,000 put contracts at $55 strike (Apr 2026) for $9.50 premium, targeting $950k immediate cash. 26.3% downside buffer to $45.50 breakeven (10.4x FY26 EPS). Regulatory overhang cleared by CFPB withdrawal May 2025. 67% revenue growth, subscription pivot improving margins/quality. High short interest creates squeeze potential.

Read full article (11 min)