Added to YB: 2026-01-08
Pitch date: 2025-12-30
SEZL [neutral]
Sezzle Inc.
+174.03%
current return
Author Info
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
$64.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
27.07
EV/Sales
7.97
Sector
Financial Services
Category
growth
Letter 2025 - Mexican Investor: Team prospects - Sezzle Inc.
SEZL (holding update): BNPL company similar to Klarna/Afterpay. Guidance projects $4.35 EPS by 2026 = 16x P/E for 60% sales growth. Recently approved $100M buyback (4% of shares). Growing rapidly at low valuation despite business model concerns. Small portfolio allocation due to risk/reward profile.
Read full article (1 min)