Professional
Added to YB: 2026-06-05
Pitch date: 2026-04-30
SEZL [neutral]
Sezzle Inc.
+49.59%
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
$80.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
27.07
EV/Sales
7.97
Sector
Financial Services
Category
growth
Buckley Capital Advisors Portfolio Holding: Sezzle Inc.
SEZL (holding update): Mispriced BNPL play; est $5.20/share EPS this yr, $7.00 next vs $66 cost (12.7x this yr, <10x next). 20%+ earnings compounder, best biz model in 20%/yr growing space. Fast book turnover lowers credit risk. Historically 20-25x fwd P/E; >25% IRR via growth + multiple re-rating; conservative guidance likely beaten.
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