Added to YB: 2026-02-23
Pitch date: 2026-02-19
KLAR [neutral]
Klarna Group plc
-5.9%
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
$7.1B
Pitch Price
$13.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.17
P/E
-2.85
EV/Sales
0.52
Sector
Financial Services
Category
growth
TRADE ALERT: Sell Klarna, I Was Wrong, A Painful 65% Loss
KLAR (exited position): Disastrous -65% since Oct rec at $42. Q4 cash flow collapsed $3B after climbing to +$2B in Q3. 3yr cumulative FCF only $400M despite +25% rev growth. Expected $2B FCF this year, now doubt even $500M. Profitability too bumpy vs Affirm's $850M FCF on lower revs. 1x sales but no path to re-rating. Salvaging capital.
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