Added to YB: 2026-03-27
Pitch date: 2026-03-25
SEZL [bullish]
Sezzle Inc.
Author Info
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Company Info
Sezzle Inc. operates as a technology-enabled payments company primarily in the United States and Canada.
Market Cap
$2.5B
Pitch Price
N/A
Price Target
127.00
Dividend
N/A
EV/EBITDA
9.75
P/E
20.05
EV/Sales
5.77
Sector
Financial Services
Category
growth
Show full summary:
Finding Value in Buy Now Pay Later: Sezzle Inc $SEZL
SEZL: BNPL at 14.7x fwd P/E (0.59 PEG), 30% net margins, 25-30% rev growth guided (mgmt beat prior guides). Merchant fee 6.1%, On Demand $7.49/txn (~17.6% APR equiv), proprietary models beat FICO. 81% Gen Z/Millennial users, sticky customers, expanding to debit/credit cards. PT $127 by mid-2028 (~24% IRR). Risks: untested in crisis, BNPL competition, AI disruption.
Read full article (6 min)