Added to YB: 2026-05-20
Pitch date: 2026-05-17
KLAR [bullish]
Klarna Group plc
-0.33%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
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
$5.7B
Pitch Price
$15.18
Price Target
45.00 (+197%)
Dividend
N/A
EV/EBITDA
4.15
P/E
-28.13
EV/Sales
0.69
Sector
Financial Services
Category
value
OB Bonkers Conkers to Conquer 16th May 2026 - $KLAR
KLAR: Down 67% over 6mo but 1Q26 beat w/ $1.01B rev (+44% YoY), swung to $1M profit from -$99M loss. CEO refocused on quality after AI-only support failed; now rehiring. Forward P/S 1.4x vs AFRM 5x despite superior model: licensed bank w/ low-cost deposits, 11x txn frequency vs AFRM 6.4x. $2B forward-flow facility unlocks $17B US capacity. Default-on integrations via Stripe/Nexi/JPM expand merchant reach. PT $45 implies 3.5% earnings yield on 40%+ growth—massive re-rating potential.
Read full article (3 min)