Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
DAVE [neutral]
Dave Inc.
+2.49%
current return
Author Info
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Company Info
Dave Inc. provides various financial products and services through its financial services platform in the United States.
Market Cap
$4.9B
Pitch Price
$386.37
Price Target
500.00 (+26%)
Dividend
N/A
EV/EBITDA
23.03
P/E
24.83
EV/Sales
8.29
Sector
Consumer Finance
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - Dave Inc.
DAVE (holding update): Largest position at 29.8%, doubled since April. Trades ~13x '26 FCF, ~9x '27 FCF; non-cyclical compounder growing 30%+ top-line w/ buybacks. Intense demand from low-mid class Americans for capital. Going more asset-lite via off-BS reserves. Won't sell below ~$500.
Read full article (1 min)