Added to YB: 2026-06-08
Pitch date: 2026-06-04
DAVE [bullish]
Dave Inc.
-0.61%
current return
Author Info
Dengler Deep Dives focuses on fast-growing businesses that preferably return capital through buybacks or dividends when appropriate. Sign up for the newsletter.
Company Info
Dave Inc. provides various financial products and services through its financial services platform in the United States.
Market Cap
$3.3B
Pitch Price
$259.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.49
P/E
16.55
EV/Sales
5.58
Sector
Consumer Finance
Category
growth
Dave Inc: Taking Advantage of Market Volatility While Fundamentals Improve
DAVE: Fintech down 8% despite strong Q1'26. MTM +18% YoY (~3M vs 185M TAM), ARPU +24%, delinquency record-low 1.69%, CAC just $18 vs peers $60-200. Sub rev +105% YoY, net monetization 5.1%. GAAP NI +101% to $57.9M, $195M buybacks. CashAI underwriting edge, BNPL catalyst 2027. ~15x earnings, beta 3.94.
Read full article (3 min)