$2 PARTY, page-9822

I've shown previously through comparisons between Affirm's metrics and Zip's metrics how I think Zip is vastly undervalued.

But for interest, I've also done a brief comparison to Sezzle below:

Zip's 3Q24 Results
Revenue: $218.9 million
TTV: $2,403.8 million
Transactions: 17.9 million
Merchants: 77,700
Customers: 6 million

Market cap: $1.59 billion

Sezzle's 3Q24 Results (or 1Q24 as they call it)
Revenue: $47 million USD ($72.3 million AUD)
TTV: $492.7 million USD ($758 million AUD)

Only had a very brief look and couldn't find the figures for the other metrics so ignoring them for now.

Market cap: $450.1 million USD ($692 million AUD)

If Sezzle is reporting in AUD instead of USD then someone please let me know - I couldn't quickly tell which currency they were using so I've assumed USD.

Comparison
Zip's Revenue is 3x higher
Zip's TTV is 3.2x higher

Zip's Market Cap is 2.3x higher.

Zip's share price should be $1.90+ to be valued in line with Sezzle.