Added to YB: 2024-12-20
Pitch date: 2024-12-18
SEZL [bearish]
Sezzle Inc.
-80.05%
current return
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
$2.0B
Pitch Price
$40.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.49
P/E
18.49
EV/Sales
4.92
Sector
Financial Services
Category
value
Show full summary:
Sezzle: A Failing “Buy Now, Pay Later” Platform Playing Short Term Tricks As Insiders Cash Out Via Stock Sales And Margin Loans
SEZL short: BNPL co up 2015% YoY, trading 5.5x fwd sales (63% premium to peers). Red flags: CEO pledged 30% of shares for margin loan, insiders sold $71M, merchants down 51% since 2021, active users -20%, risky loans up 22%, credit losses spiking. Sketchy subscription practices, soaring complaints.
Read full article (15 min)