Z1P valuations

Valuations of Zip And comparisons

Afterpay- current mkt cap 38 billion.did 4.1billiom TTV q1 2020 with 9 % qoQ growth to last quarter.11.2 million customers globally 6.5 of those in the US. Last full year results 502 million revenue with a loss of 0.9 of TTV and gross losses of receivables of 99 million (0.9% of TTV). Shareprice jumped to 102 dollars on 28th Oct 2020. Likely on track to do TTV next financial year upwards of 20 billion TTV.
Losses for Afterpay 2018 9 million, 2019 43 million 2020 99 million (0.9% of receivables) skyrocketing
28th August 2019 annual report; Afterpay does 5.2 billion annually TTV, annualising at 7.2 billion (roughly where Zip is Nov 2020, meaning zip is approx 17 months behind but trajecting as fast as apt now). Had 4.6 million customers at year end and.5.2 at time of writing report and doing 12500 new customers a day.
shareprice 28th aug 2019 was $31 dollars. I know they did a cap raise so I'm guessing here ballpark mkt cap at that point of about 10 billion.

zip
Nov 2020 update- now in ANZ, south Africa, UK launch mode and the US (more than Afterpay at the annual report of 2019 when it's mkt cap was 10 billion). Annualising 6.95 billion TTV.
Just looking at Quadpay, in November was downloaded average 19,000 times a day. This alone more than 40 percent faster than the entire of Afterpays business in its fy19 report. Customers 5.3 million which is more than 10 % more than Afterpays at FY2019.zip did 10% month on month TTV for the whole of its business comparing Oct to Nov. Afterpay in q12020 only did 9 % quarter on quarter, a third as fast growth as Zip!
Lete say that again. Zips Nov announcement it's growing 10% month on m9nth for its entire business
Afterpay is growing 9 % quarter on quarter based on its latest Q12020 results