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Added to YB: 2026-08-19

Pitch date: 2026-08-17

SEZL [neutral]

Sezzle Inc.

Author Info

No bio for this author

Company Info

Sezzle Inc. operates as a technology-enabled payments company in the United States and Canada. The company offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; Pay-in-five which allows eligible consumers to pay a fifth of the purchase price up front, and then another four installments every two weeks; Pay-in-Two, which allow consumer to pay half of the value of their order up-front and the second half in two weeks; and other alternative installment options.

Market Cap

$4.3B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.89

P/E

28.36

EV/Sales

8.24

Sector

Financial Services

Category

N/A

Show full summary:
The Rational Investor | August 16 2026 Portfolio Update - Sezzle Inc.

SEZL (holding update): BNPL play up ~80% YTD, crossed $120. Business model performing phenomenally, but 30x P/E not compelling. Sits at edge of author's circle of competence; keeping as sub-1% micro-allocation.

Read full article (1 min)