Professional
Added to YB: 2023-07-11
Pitch date: 2023-07-11
SZL.AX [bullish]
Sezzle Inc.
Author Info
Rogue Funds is a value-oriented hedge fund sharing in-depth analysis. Sign up for the newsletter.
Company Info
Sezzle Inc. operates as a technology-enabled payments company primarily in the United States and Canada.
Market Cap
$2.0B
Pitch Price
N/A
Price Target
40.00
Dividend
N/A
EV/EBITDA
8.49
P/E
18.49
EV/Sales
4.92
Sector
Financial Services
Category
turnaround
Sezzle, Inc: Buy Now Pay Later Turns Profitable
SZL.AX: Sezzle turnaround underway as CEO's $500M+ loss drives profitability focus. Cost cuts, new initiatives like Sezzle Up/Anywhere target younger demo. Fierce BNPL competition but SZL only profitable pure play in NA. Strong balance sheet, near FCF positive, undervalued at 7x EBITDA w/ $40 PT on growth runway vs $13 now. Nasdaq listing catalyst soon as fundamentals improve.
Read full article (8 min)