Quadpay looks like a sensational acquisition for Zip. They paid just 400m for 150m in revenue, tripled year over year. Customer reviews are on par with Afterpay (meaning, they are excellent).
I think once people realize that Quadpay is a serious alternative to Afterpay in the USA, the thesis around Zip will change and the share price will reflect that. Right now it is seen as a limited Australian play, but to me they look like the Pepsi to Afterpays Coca Cola.
655% YOY Growth in merchants for Quadpay, page-14
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$1.83 |
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Mkt cap ! $2.310B | |||
| Open | High | Low | Value | Volume |
| $1.83 | $1.85 | $1.78 | $27.05M | 14.90M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 30000 | $1.82 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.83 | 193359 | 7 |
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