Digital Payments Expansion Will Unlock New Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 Sep 24

Updated

07 Dec 25

Views

1.1k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

39.0%

7D

5.4%

Loading

1Y

39.0%

7D

5.4%

You can edit this narrative until Dec 8 8:05 PM. Then, changes will post as Updates.

Author's Valuation

US$108.532.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

SEZL: Focused Consumer Niche Will Support Future Upside From Current Levels

Analysts have modestly reduced their price target on Sezzle, trimming it by approximately $26.50 to about $82.00 per share. They are weighing the company’s strong execution and rapid growth against a more narrowly focused business model and a relatively tight valuation range versus peers.

Shared on 23 Nov 25

SEZL: Sustained Focus On Core Segment Will Support Further Expansion

Analysts have left their price target for Sezzle unchanged at $108.50, citing the company's focused approach and consistent growth. However, they note that the competitive landscape keeps valuations in a narrow range.

Shared on 09 Nov 25

Fair value Decreased 9.01%

SEZL: Sustained Execution In Underserved Markets Will Drive Long-Term Expansion

Analysts have revised Sezzle’s fair value estimate downward from $119.25 to $108.50. They cite slightly slower revenue growth projections and ongoing competition among buy now, pay later providers as the main reasons for this change.

Shared on 12 Sep 25

Fair value Decreased 9.43%

The downward revision to Sezzle’s price target primarily reflects analysts’ reduced revenue growth expectations, with consensus forecasts trimmed from 33.5% to 30.1% annually, resulting in a lower fair value estimate of $119.25. What's in the News Sezzle completed a buyback of 678,529 shares (2% of outstanding) for $23.76 million.

Shared on 08 Aug 25

Fair value Decreased 18%

Sezzle’s fair value estimate declined from $161.00 to $128.33, primarily driven by the collapse in its future P/E ratio, while net profit margin remained stable. What's in the News Sezzle has launched new features to address rising consumer financial pressures, including budgeting tools, price comparison, and auto-couponing, enhancing savings and user engagement.

Shared on 01 May 25

Fair value Increased 115%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 36%

AnalystConsensusTarget has increased future PE multiple from 18.2x to 20.0x.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 66%

AnalystConsensusTarget has decreased revenue growth from 30.7% to 22.2% and increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

US$108.5

32.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

25.16%

Diversified Financial revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.41%

Calculation

US$238.24m

Earnings '28

x

19.75x

PE Ratio '28

=

US$4.71b

Market Cap '28

US$4.71b

Market Cap '28

/

35.07m

No. shares '28

=

US$134.20

Share Price '28

US$134.20 Share Price '28

Discounted to 2025 @ 7.41% p.a.

=

US$108.29

Fair Value '25