ZIP 6.51% $1.15 zip co limited..

Astute point of view! Nice thinking. Agree. If USA BNPL...

  1. 591 Posts.
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    Astute point of view! Nice thinking. Agree. If USA BNPL penetration increases from 2% to 15% in the next 2-3 years, and if ZIP market share remains unchanged then that will be 7x today’s revenue in USA, equal to $3b p.a. revenue, and $21b TTV.

    ZIP is heavily undervalued on this projection.
 
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