Added to YB: 2025-08-18
Pitch date: 2025-08-15
PGY [neutral]
Pagaya Technologies Ltd.
-34.27%
current return
Author Info
No bio for this author
Company Info
Pagaya Technologies Ltd., a product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.
Market Cap
$1.9B
Pitch Price
$32.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.12
P/E
-9.45
EV/Sales
2.11
Sector
Software
Category
growth
Unconventional Value | Mid Year 2025 Letter - Pagaya Technologies Ltd.
PGY (holding update): Founder-led fintech transformed from position entry in early 2024 to portfolio leader. Market initially viewed as second-look loan originator, but deeper analysis revealed powerful business model with consistent growth through credit cycles. Rapid appreciation driven by multiple expansion as sentiment improved. Future returns depend on business fundamentals.
Read full article (1 min)