Added to YB: 2025-06-04
Pitch date: 2025-06-02
SEZL [neutral]
Sezzle Inc.
+58.07%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
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
$3.8B
Pitch Price
$113.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
27.07
EV/Sales
7.97
Sector
Financial Services
Category
growth
High-Quality Mid-Caps You Need To Monitor Closely In 2025 - Sezzle Inc.
SEZL (quick overview): Customer-focused BNPL with zero-interest pay-in-4 plans targeting North American consumers. Achieved positive EBITDA & near break-even net income. Drives merchant conversion via fees, not user exploitation. Differentiators: credit-building tools, financial literacy focus, low fraud losses. Partnerships with Target, GameStop. Potential upside from Premium subscriptions & B2B offerings.
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