fyi zip 100m quarter and 480 m annualized (based on 40m dec), shareprice bumped 23% today so now at 3.2 b now which is 6.6x lby is 250 m with annualized revenue at 40-50 million maybe (still be announced), so multiples are low for now, however I am surprised still so surprised how they far behind they with zip revenue wise and way less merchants than they need to be. For zip, US produces now 50% of revenue.
So klarna, affirm, zip and afterpay with earnings at or over 500M annually. If LBY can execute decently in UK and US they should be able to move the share price decently right?