You are comparing apples v oranges. The APT TTV number of $4.1b is for the Sept quarter (against Zip's Dec quarter). Afterpay's Dec quarter will be ~$5.6b (they haven't reported any quarterly numbers yet). The customer number of 11.2m is as at 30 Sept - it will be ~2m higher at 31 Dec. Your merchant number of 48k is just ANZ at 30 Sept - globally it will be ~73k at 31 Dec. Suggest you re-run your analysis on a like for like basis.
I do however agree that Zip looks very good value v Afterpay and exceptional value v Affirm at current market cap levels. Personally I attribute limited value to Zip outside of its Quadpay operations. Quadpay is probably worth $6b-$10b based on the current market cap of Afterpay and Affirm (subject to there being no "surprises" in Quadpay's half yearly accounts).
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Last
$2.98 |
Change
-0.020(0.67%) |
Mkt cap ! $3.903B |
Open | High | Low | Value | Volume |
$2.98 | $3.06 | $2.96 | $24.64M | 8.177M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
53 | 284958 | $2.97 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.98 | 44057 | 33 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
55 | 237696 | 2.970 |
42 | 264424 | 2.960 |
30 | 333863 | 2.950 |
22 | 157342 | 2.940 |
12 | 248585 | 2.930 |
Price($) | Vol. | No. |
---|---|---|
2.980 | 4409 | 12 |
2.990 | 137587 | 29 |
3.000 | 237624 | 34 |
3.010 | 425734 | 24 |
3.020 | 210805 | 17 |
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