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Added to YB: 2026-01-08

Pitch date: 2025-12-30

SEZL [neutral]

Sezzle Inc.

+174.03%

current return

Author Info

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

$64.62

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.37

P/E

27.07

EV/Sales

7.97

Sector

Financial Services

Category

growth

Show full summary:
Letter 2025 - Mexican Investor: Team prospects - Sezzle Inc.

SEZL (holding update): BNPL company similar to Klarna/Afterpay. Guidance projects $4.35 EPS by 2026 = 16x P/E for 60% sales growth. Recently approved $100M buyback (4% of shares). Growing rapidly at low valuation despite business model concerns. Small portfolio allocation due to risk/reward profile.

Read full article (1 min)