Dont expect an answer,the Apt Cult on here have no idea what...

First 7 Last

Share
Profile

Follow
Mado

3,425 Posts.

364

21/01/21

21:07

Post #: 50355563
Share

Originally posted by torrens197: ↑

lets.look at unit economics people.

Afterpay generated 502 million off 11.2 billion TTV in FY2020.
It charges merchants 6-7% fees per dollar sold plus 30 C per transaction
it also charges very high late fees compared to Sezzle and zip.
Yet Afterpay is only generating 4.48% return of revenue to TTV.
Why?
It has the pay in 4 model that is meant to cycle 12 times a year their balance sheet
They have hundreds of millions left in capital raise
How is it they are the worst performer with respect to revenue to TTV

Can someone helpe understand why it's so low?

In my head I would think if Afterpay are making 7 percent per 100 million sold in merchant fees or 7 million. And growing at the speed they are. It's effectively like compounding that 7 percent 12 times in the year which would mean they should be making more.

Quadpay with it's pay in 4 model is delivering 7.07 % revenue per TTV dollar sold. About 60 percent higher than Afterpays business model.
What is Afterpay doing wrong here? Really concerning imho
can someone explain it to me

Expand

Dont expect an answer,the Apt Cult on here have no idea what youre talking about.

APT Price at posting: $149.00 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

OSL

OncoSil wraps up recruitment for key pancreatic cancer trial

DMP

Is Domino's a steal after -25% plunge?

THL

Tourism Holdings says Liberation Day tariffs smashed US RV demand

NMG

New Murchison Gold blasts off at Crown Prince as 'better than expected' results return

Trump chides Powell as Goldman call for calm. The RBA must be nervous

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

KGD

Kula picks up unexplored niobium play in Malawi, with surface samples logged

Week 27 Wrap: 40% China tariffs?; ASX +10% FY25; US Amazon price spike

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

I88

Infini Resources onto Phase 2 at Portland Creek after spotting 'widespread uranium'

First 7 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Dont expect an answer,the Apt Cult on here have no idea what...

Top Stories

OncoSil wraps up recruitment for key pancreatic cancer trial

Is Domino's a steal after -25% plunge?

Tourism Holdings says Liberation Day tariffs smashed US RV demand

New Murchison Gold blasts off at Crown Prince as 'better than expected' results return

Trump chides Powell as Goldman call for calm. The RBA must be nervous

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

Kula picks up unexplored niobium play in Malawi, with surface samples logged

Week 27 Wrap: 40% China tariffs?; ASX +10% FY25; US Amazon price spike

HotCopper Highlights, Week 27: G8 scalped, Domino’s drops the box, Gemlife brief hype & more

Infini Resources onto Phase 2 at Portland Creek after spotting 'widespread uranium'

Featured News