Added to YB: 2026-09-14
Pitch date: 2026-09-10
KLAR [bullish]
Klarna Group plc
Author Info
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Company Info
Klarna Group plc operates as a digital bank and flexible payments provider in the United Kingdom, the United States, Germany, Sweden, and internationally.
Market Cap
$5.3B
Pitch Price
N/A
Price Target
63.00
Dividend
N/A
EV/EBITDA
-485.15
P/E
-36.80
EV/Sales
0.60
Sector
Financial Services
Category
value
Klarna Beat on Revenue and Fell 20%. Why I Keep Buying
KLAR (added to position): Added to the sub-1% Klarna position into the 20% post-Q2 selloff as 18% GMV growth and lower guidance obscured 27% revenue growth, a take-rate increase to 2.84% and transaction margin expansion to 42.8%. At $14.25, the operating business costs $4.66B, about 16x guided adjusted operating income; the $63 base-case value implies 32% annual returns over five years, though Q4 must carry the full-year profit target.
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