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Update shared on08 Aug 2025

Fair value Decreased 18%
AnalystConsensusTarget's Fair Value
US$131.67
30.2% undervalued intrinsic discount
14 Aug
US$91.87
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1Y
345.2%
7D
0.4%

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.
  • The Sezzle Balance digital wallet has seen strong adoption with over $65 million loaded since launch, simplifying repayment for shoppers.
  • New Express Checkout and Browser Extension in beta aim to streamline shopping and boost merchant conversion rates.
  • User surveys indicate that 17% saved over $50 and 43% saved at least $5 on recent purchases using Sezzle's savings tools.
  • Sezzle has been dropped from multiple Russell indices, including the Russell 3000E, Microcap, Growth, and Value benchmarks, potentially impacting fund flows.

Valuation Changes


Summary of Valuation Changes for Sezzle

  • The Consensus Analyst Price Target has significantly fallen from $161.00 to $128.33.
  • The Future P/E for Sezzle has significantly fallen from 30.28x to 0.00x.
  • The Net Profit Margin for Sezzle remained effectively unchanged, moving only marginally from 27.20% to 26.84%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.