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

Australia's largest stock trading and investment forum Australia's #1 stock forum

SZL

Click for more information

0.00%

$24.35 sezzle inc.

First 44 Last

Share
Profile

Follow
Paulinski

60 Posts.

3

10/05/24

12:10

Post #: 73761889
Share

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
Upvote

0 Great analysis

Reply

Top Stories

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

RCE

Recce's R327 found effective against E.coli during clinical trial

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

3DP

Pointerra wins US$1.63M from US Dept of Energy to model climate change scenarios

Microcap Wrap: 5 explorers with news out today

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

There are more pages in this discussion • 44 more messages in this thread...

First 44 Last

Add SZL (ASX) to my watchlist

SPONSORED BY