Daily Price Movement / General Discussion, page-591

apt currently trades at a 45x multiple of a year in advance earnings with the assumption that fy2020 will.be 1 billion reveneue; or it trades at 90x last year's fy2020 revenue of 500 million.

if zip traded 90x fy2020 result we would have a mkt cap of 168 million we would be valued at 15 billion today, or share price terms about 25 dollars.

i have as others have said this isn't advice but looking at the fundamentals of; total sales; revenue per employee, number of merchants signed, the growth rates yoy and qoQ, signs of major retailers signing with them (Amazon Oz), global footprint, what Geo's they play in, the quality of their app and branding, internal Glassdoor culture scores, analytics on Google search results for bnpl terms, it's richness of app, how differntiator it is with features like tap and zip, that it's targeting both b2c and B2B, the fundamentals that zip understands both merchant and consumer benefit and has shared the burden or cost of bnpl across both... App downloads and market penetration; their support team on case resolution... All of that zip is doing really well and there is no reason it should be getting penalised in its valuation compared to Afterpay or Sezzle but it has been a d is still grossly undervalued.25 dollars is fair value today. Zips results have been much more transparent than Afterpay where holders wait in anticipation what's happening. Zip is basically giving monthly updates.