SEZZLE INC. (ASX:SZL) - SEZL:NASDAQ Valuation Ideas?, 73761889, page-44 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

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Paulinski

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10/05/24

12:10

Post #: 73761889
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Originally posted by Prestonian: ↑

I keep looking back at the slide from the 2023 AGM comparing Sezzle to companies from a valuation perspective.

I updated my own analysis again but could only pick out Affirm and Upstart as the closest comparable companies. Honestly, not sure who the rest are? Imo revenue multiples are the way to go because these are (supposedly) growth companies and anyway Affirm and Upstart have negative EPS. The last two columns are the valuation part. Tell me what you think and if any other co. out there could be included. Any reason why a profitable, growing company like Sezzle can't maintain a TEV/Revenue multiple of 5+? .... even 10?

Sources: https://finance.yahoo.com/lookup https://stockanalysis.com/stocks/

Worth noting Block paid usd$13.8b in the end for Afterpay who at the time was loss-making and had 16m customers. TEV per customer on that transaction roughly mirrors Affirm and Upstart above at almost $900 per customer. Sezzle has a value per customer of almost 10 times less.

Here's the original company Sezzle slide worth looking at:

Think I'll be braving the Stock Twits website from now on to discuss Sezzle, prob from next week.

Expand

Hi,
Did you watch Sezzle last night ! What do you think?

Originally posted by Prestonian: ↑

I keep looking back at the slide from the 2023 AGM comparing Sezzle to companies from a valuation perspective.

I updated my own analysis again but could only pick out Affirm and Upstart as the closest comparable companies. Honestly, not sure who the rest are? Imo revenue multiples are the way to go because these are (supposedly) growth companies and anyway Affirm and Upstart have negative EPS. The last two columns are the valuation part. Tell me what you think and if any other co. out there could be included. Any reason why a profitable, growing company like Sezzle can't maintain a TEV/Revenue multiple of 5+? .... even 10?

Sources: https://finance.yahoo.com/lookup https://stockanalysis.com/stocks/

Worth noting Block paid usd$13.8b in the end for Afterpay who at the time was loss-making and had 16m customers. TEV per customer on that transaction roughly mirrors Affirm and Upstart above at almost $900 per customer. Sezzle has a value per customer of almost 10 times less.

Here's the original company Sezzle slide worth looking at:

Think I'll be braving the Stock Twits website from now on to discuss Sezzle, prob from next week.

Expand

Originally posted by Prestonian: ↑

I keep looking back at the slide from the 2023 AGM comparing Sezzle to companies from a valuation perspective.

I updated my own analysis again but could only pick out Affirm and Upstart as the closest comparable companies. Honestly, not sure who the rest are? Imo revenue multiples are the way to go because these are (supposedly) growth companies and anyway Affirm and Upstart have negative EPS. The last two columns are the valuation part. Tell me what you think and if any other co. out there could be included. Any reason why a profitable, growing company like Sezzle can't maintain a TEV/Revenue multiple of 5+? .... even 10?

Sources: https://finance.yahoo.com/lookup https://stockanalysis.com/stocks/

Worth noting Block paid usd$13.8b in the end for Afterpay who at the time was loss-making and had 16m customers. TEV per customer on that transaction roughly mirrors Affirm and Upstart above at almost $900 per customer. Sezzle has a value per customer of almost 10 times less.

Here's the original company Sezzle slide worth looking at:

Think I'll be braving the Stock Twits website from now on to discuss Sezzle, prob from next week.

Expand

SZL Price at posting: $24.35 Sentiment: Buy Disclosure: Held
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