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Added to YB: 2026-01-09

Pitch date: 2026-01-01

SEZL [neutral]

Sezzle Inc.

+174.42%

current return

Author Info

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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

$64.53

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.37

P/E

27.07

EV/Sales

7.97

Sector

Financial Services

Category

N/A

Show full summary:
Buffetts Disciple 2025 Year End Portfolio Update | 90.23% YTD - Sezzle Inc.

SEZL (holding update): BNPL co bought at $43.96 after Hindenburg short report hit. Q4 earnings key catalyst - strong results = undervalued, weak = fair value. Diverged from core strategy in Q2/Q3 hurting results. Held through $180 peak without trimming. Currently +60% but missed major gains due to inexperience.

Read full article (1 min)