Added to YB: 2026-08-19
Pitch date: 2026-08-17
SEZL [neutral]
Sezzle Inc.
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
$4.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.89
P/E
28.36
EV/Sales
8.24
Sector
Financial Services
Category
N/A
The Rational Investor | August 16 2026 Portfolio Update - Sezzle Inc.
SEZL (holding update): BNPL play up ~80% YTD, crossed $120. Business model performing phenomenally, but 30x P/E not compelling. Sits at edge of author's circle of competence; keeping as sub-1% micro-allocation.
Read full article (1 min)