Added to YB: 2026-03-09
Pitch date: 2026-03-05
XYZ [neutral]
Block, Inc.
-9.6%
current return
Author Info
Company Info
Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.
Market Cap
$39.1B
Pitch Price
$66.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.98
P/E
31.03
EV/Sales
1.69
Sector
Financial Services
Category
turnaround
Block: 'We're Increasing Talent Density.'
SQ (update): Fixed org structure, unified operations, raised talent density, AI-driven faster shipping = FCF/share surging. 59M MAUs, $67B Q4 GPV ontology enables proprietary data intelligence for buyers/merchants. Borrow actives: 3x inflows, 2x Card spend, 3x retention; banking actives: 10x engagement vs P2P. Non-linear engagement unlocks via new features. Market skeptical despite improving fundamentals. Loan origination risk remains.
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