Added to YB: 2025-07-24
Pitch date: 2025-07-15
SEZL [bullish]
Sezzle Inc.
+31.65%
current return
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
$3.8B
Pitch Price
$136.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
27.07
EV/Sales
7.97
Sector
Financial Services
Category
growth
Follow-Up Investment Memorandum on Sezzle
SEZL: Rapid 123% YoY Q1 revenue growth with 34% net margin, driven by new On-Demand product and improving economics of high-frequency users. Short 6-week loan duration enables quick risk management. Trading at ~10x projected 2026E EPS. Q2 data suggests continued acceleration to 150%+ YoY growth with potential $45-55M net income.