Affirm reported a net revenue of US$509.5 million (AUD $656m) for the fiscal year that ended on June 30, 2020. They will be reporting their Dec qtr results on the 11th Feb. you could assume an annualized run rate of around US $1b (AUD $1.3b) industry has been growing around 100% rev yoy
Z1p yoy growth was 92% in the recent update last month. Z1p has annualized revenue of $480m.
Affirm has a current market cap of US$32.2B (AUD $42b) right up near APT's market cap.
Z1p has a market cap of $6b roughly 14% of Affirm's valuation, considering that Z1ps annualized run rate is around 35-40% of Affirm you have to ask why are we only valued at 14% of Affirms m/c???
If Z1p was valued inline with Affirm, sp would prob be closer to $30 ($18b m/c)
Maybe the US listing will sort things out....
DYOR
Daily Price Movement / General Discussion, page-518
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Last
$1.38 |
Change
-0.060(4.17%) |
Mkt cap ! $1.554B | |||
| Open | High | Low | Value | Volume |
| $1.43 | $1.43 | $1.37 | $13.99M | 10.01M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 63033 | $1.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.39 | 14315 | 4 |
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