Afterpay is being sold at 40x revenues. Affirm is at 30x, but they have somewhat sticky revenue from Amazon and Peloton.
10x is industrial average for tech companies, and you can't look at revenue multiples in a bubble, the cost of revenue is equally important. Sustainability is really key here.
How come Sezzle can maintain similar growth with just $8M marketing expenses, but Z1P is paying $75M, but only has 2.5x their revenue?
Marketing promotions could be discounting products or paying for signups. In which case, we can't tell if that revenue can be maintained if we reduce margins later on.
Z1P is already going all-in. There is not enough fiscal management. Rebranding costs. They are buying all these startup firms instead of growing or expanding organically. I guess they can add that revenue to their balance sheet later, but it will paint a false picture of growth.
Some markets like middle east or mexico, you need to suss out first for unit economics instead of diving straight in. Sezzle on the other hand is taking unit economics very seriously, and trying to maximise the value of their expenditures.
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