Afterpay Valuation, page-4570

I like what Shaw and RBC analysts say about Z1P.... ~$10-12 upper valuation.

Z1P My take...
Around $5-$8 is median valuation

Around $4 is low

Upper mature valuation $10-$12

Bubble territory over $20.

The above is based on todays fundamentals and released data. Obviously when things get better (if) then stuff above gets re-rated.

APT My take...
I would say upper valuation around $30.

Bubble territory over $60

Market Caps vis a vis...,
for now based on info released by both companies, I think APT should be about 45% bigger than Z1P in market cap. no more.
And based on their customer-market-share moves/share of the pie/pizza. I would say that difference should shrink and at some point an inflection where Z1P gets more valuable than APT (from a business perspective of making more money, earnings, revenue, cashflow).
Basically Z1P is currently growing at faster rate than APT as a matter of facts based on numbers but APT has a large base.