Daily Price Movement / General Discussion, page-398

we are still up like 75 percent in the last month. That's a healthy retrace and rerating.
but zips annualised 480 million a year revenue and climbing is still a loooonnng way short of the 23 odd billion mkt cap it would have if valued in the same vein as Afterpay.
I like affirm offers multiple finance products. Bnpl but can be large purchases spread over long time frames if needed. Read that article someone posted where peloton delivered over 30 percent of revenues in a quarter for affirm. One merchant delivering 30 percent of a bnpls revenue is mind boggling.
If it's any consolidation the ceo of affimr when asked about Afterpay Loathes Afterpay because he doesn't believe in Afterpays late fee structure that's generating nearly 15 percent of their revenues.
A 20x multiple on current annualised revenue would put us at approx 10 billion mkt cap. That's ok low multiples like Sezzle and we really shouldn't be comparing ourselves to Sezzle that operate in just a couple of Geo's and very small in comparison with one product.
but even then that would be a share price of 15+.

This rollercoaster is heading straight back up hill... To Greenville station. Next stop after that is ReRateVille.