Added to YB: 2026-01-07
Pitch date: 2025-12-20
KLAR [bullish]
Klarna Group plc
-4%
current return
Author Info
No bio for this author
Company Info
Klarna Group plc operates as a digital bank and flexible payments provider in the United Kingdom, the United States, Germany, Sweden, and internationally.
Market Cap
$10.8B
Pitch Price
$30.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.31
P/E
-4.30
EV/Sales
1.65
Sector
Financial Services
Category
value
Klarna: A Global BNPL Leader Trading at a Fraction of Its True Multiple
KLAR: #1 global BNPL (115M users, $100B+ GMV) trading at 2x revenue vs peers at 4.5-6.5x. Unique rewards/cashback via cards improves value prop. Transaction margins depressed today (~40%) due to Fair Financing loss provisioning but should expand to 50-60% by 2026, similar to AFRM's -5% to +16% trajectory. Post-IPO selling pressure creates entry opportunity.
Read full article (2 min)