Sezzle Résultats passés
Passé contrôle des critères 3/6
Sezzle a connu une croissance annuelle moyenne de ses bénéfices de 73.6%, tandis que le secteur Diversified Financial a vu ses bénéfices augmenter de en hausse à 13.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 35.9% par an. Le rendement des capitaux propres de Sezzle est 75.4% et ses marges nettes sont de 30.8%.
Informations clés
73.57%
Taux de croissance des bénéfices
73.62%
Taux de croissance du BPA
| Diversified Financial Croissance de l'industrie | 6.15% |
| Taux de croissance des recettes | 35.91% |
| Rendement des fonds propres | 75.37% |
| Marge nette | 30.83% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jun 01
SEZL: Earnings Guidance And AI Partnership Will Shape Balanced Risk Reward Outlook
Analysts have raised their fair value estimate for Sezzle to $108.00 from $82.00, citing updated views on revenue growth, profit margins, and future P/E, which are reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Sezzle has centered on shifts in price targets, with several firms revisiting their assumptions on revenue growth, profitability, and future P/E.Seeking Alpha • May 16
Sezzle And Pagaya Partner Up To Expand BNPL Operations
Summary Sezzle stands out as a compelling BNPL investment among recent IPOs in the sector. Modern BNPL players like AFRM and Afterpay have solved legacy financing challenges, fueling sector growth. SEZL's positioning leverages advancements in BNPL infrastructure and addresses retailer pain points. SEZL's recent partnership with PGY adds even more product offerings and opportunities to the company's portfolio. Read the full article on Seeking Alpha
Mise à jour du récit • May 16
SEZL: Credit Discipline And Partnerships Will Support Future Earnings Upside
Sezzle's analyst fair value estimate has moved up from $97.00 to about $114.67 as analysts factor in updated price targets and supporting views on revenue growth, profitability, and forward P/E assumptions. Analyst Commentary Recent Street research on Sezzle reflects both optimism and caution, which feeds directly into the higher fair value estimate and the range of price targets being published.
Mise à jour du récit • Apr 29
SEZL: Strong Execution And Credit Discipline Will Support Future Subscription Tailwind Reset
The analyst price target for Sezzle has been revised slightly lower to $99, with analysts citing strong recent results and what they view as an inexpensive valuation, while also flagging a more challenging growth setup in 2026 as earlier subscription and partnership tailwinds moderate. Analyst Commentary Bullish analysts are highlighting Sezzle as an inexpensive way to gain exposure to the buy now, pay later space, especially after the recent reset in expectations around 2026 growth.Mise à jour du récit • Apr 14
SEZL: Strong Execution And Credit Discipline Will Support Durable Future Upside
Analysts kept the Sezzle fair value estimate at $110.00, with only small tweaks to growth, margin, and P/E assumptions. They weighed a mix of recent Street views, including one firm calling the valuation inexpensive and others trimming price targets on expectations for a tougher growth backdrop after earlier product and partnership gains.Mise à jour du récit • Mar 31
SEZL: Strong Execution And Credit Discipline Will Support Future Upside
Sezzle's fair value estimate has been trimmed by $2.60 to $97.00 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and sector wide price target resets for specialty finance, even as profit margin expectations and long term P/E assumptions remain supportive. Analyst Commentary Recent Street research on Sezzle highlights a mix of optimism about execution and earnings power, alongside caution about sector pressures and a tougher growth backdrop over the next couple of years.Mise à jour du récit • Mar 17
SEZL: Strong Q4 Execution And Credit Discipline Will Support Future Upside
Analysts have nudged their Sezzle price target higher to $99, citing the recent Q4 beat with revenue up 32% year over year, adjusted EPS of $1.21, better credit loss provisioning, and solid underlying merchant sales growth. They are also factoring in a more mixed sector outlook and moderating benefits from past subscription and partnership initiatives.Mise à jour du récit • Mar 03
SEZL: Index Inclusion And Buybacks Will Support Future Earnings Upside
Our updated Sezzle narrative reflects a small trim in our fair value estimate, from $111.00 to $110.00, as analysts balance strong recent execution, including Q4 revenue growth of 32% and adjusted EPS of $1.21, against expectations for more moderate contributions from past growth initiatives and sector wide target resets in specialty finance. Analyst Commentary Recent Street research around Sezzle reflects a mix of optimism on execution and caution around the next leg of growth.
Mise à jour du récit • Feb 21
Sezzle's Profits to Soar with 27% Margin Boost
Bearish Investment Thesis on Sezzle Inc. (SEZL): Navigating the Perils of a Maturing BNPL Landscape Abstract Sezzle Inc.Nouveau récit • Feb 19
Sezzle's Profits to Soar with 27% Margin Boost
This overview balances recent growth performance, risks, valuation, and tactical signals (based on the most recent public filings and analyst research available): Bullish Investment Thesis (Why Buy / Hold) 1) Very Strong Growth & Profitability Execution Sezzle has delivered rapid revenue growth (>60–70% YoY) across 2024–2025 and record profitability, a rare achievement among BNPL peers. ( StockAnalysis ) Gross Merchandise Volume (GMV) crossed $1 B quarterly , while net income margins remain healthy (~22–30%).Mise à jour du récit • Feb 17
SEZL: Index Additions And Ongoing Buybacks Will Support Future Upside
Analysts have trimmed their Sezzle price target slightly, cutting the fair value estimate from $103.25 to $99.60 as they factor in updated sector views and modest tweaks to growth, discount rate, profit margin, and future P/E assumptions in line with recent specialty finance research. Analyst Commentary Recent Street updates on Sezzle have centered on modest price target trims and refreshed sector assumptions, rather than any major change in the fundamental story.Mise à jour du récit • Feb 03
SEZL: Specialty Finance Reset Will Highlight Earnings Guidance And Index Inclusions
Sezzle's analyst fair value estimate has shifted from $111.00 to $82.00 as analysts incorporate updated views on specialty finance trends and broader macro factors affecting areas such as credit cards, auto lending, student lending, non prime lending, buy now pay later, and lease to own. Analyst Commentary Recent research reflects a slightly more cautious stance on Sezzle, with the latest published fair value and price target references converging around $82.Mise à jour du récit • Jan 20
SEZL: Share Repurchases And Index Inclusion Will Support Future Upside
Analysts reduced their fair value estimate for Sezzle from $108.50 to $103.25 and noted sector-wide adjustments to specialty finance price targets, reflecting updated views on macro conditions and on segments such as buy now, pay later and other non-prime lending categories. Analyst Commentary Recent research updates on Sezzle focus on recalibrating price targets within specialty finance, with analysts aligning Sezzle’s valuation with their broader sector outlook across buy now, pay later, non prime lending, and other credit categories.Mise à jour du récit • Jan 06
SEZL: Index Inclusion And Buybacks Will Support Future Upside Potential
Analysts now place Sezzle's fair value at $111.00, reduced from $150.00. This update reflects revised assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple.Mise à jour du récit • Dec 21
SEZL: Share Repurchases And Index Additions Will Drive Future Upside
Analysts have modestly raised their price target on Sezzle by about $0.00, reflecting slightly higher assumed discount rates and a marginally richer future P/E multiple while maintaining their prior fair value estimate of approximately $108.50. What's in the News The Board of Directors has authorized a new share repurchase plan, allowing Sezzle to buy back up to $100 million of common stock with no fixed expiration date (Key Developments).Mise à jour du récit • Dec 07
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.Mise à jour du récit • Nov 23
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.Mise à jour du récit • Nov 09
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.Article d’analyse • Nov 04
Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 25% But Earnings Haven't Escaped The Attention Of Investors
Unfortunately for some shareholders, the Sezzle Inc. ( NASDAQ:SEZL ) share price has dived 25% in the last thirty days...Mise à jour du récit • Sep 12
Digital Payments Expansion Will Unlock New Market Opportunities
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.Mise à jour du récit • Aug 08
Digital Payments Expansion Will Unlock New Market Opportunities
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.Seeking Alpha • Apr 23
Sezzle: Profit Focus Might Not Be The Best For Long-Term Returns
Summary Sezzle's high efficiency in generating gross profit and net income is impressive, but may affect long-term returns due to increased competition and focus on short-term gains. Sezzle's strategy targets SMBs and younger customers with financial constraints, offering short-term BNPL services that avoid credit card interest costs, making it appealing for low-ticket purchases. Despite Sezzle's lighter balance sheet and innovative subscription services, increased competition and economic downturns pose significant risks, leading to a "hold" rating. Read the full article on Seeking AlphaArticle d’analyse • Apr 04
Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
The Sezzle Inc. ( NASDAQ:SEZL ) share price has fared very poorly over the last month, falling by a substantial 26...Article d’analyse • Feb 13
Market Participants Recognise Sezzle Inc.'s (NASDAQ:SEZL) Revenues Pushing Shares 38% Higher
Sezzle Inc. ( NASDAQ:SEZL ) shareholders are no doubt pleased to see that the share price has bounced 38% in the last...Article d’analyse • Dec 12
Sezzle Inc. (NASDAQ:SEZL) Stocks Pounded By 25% But Not Lagging Industry On Growth Or Pricing
Sezzle Inc. ( NASDAQ:SEZL ) shares have retraced a considerable 25% in the last month, reversing a fair amount of their...Seeking Alpha • Nov 25
Sezzle Inc. Stock: The Massive Rally Will Face Tests Into 2025
Summary Shares of Sezzle have been one of the market's best performing stocks this year. The company is capturing strong growth from its buy-now-pay-later service subscription offering. Strong fundamentals support a positive outlook, but the stock could see renewed volatility into 2025 against a high bar of expectations. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Sezzle gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 481 | 148 | 71 | 0 |
| 31 Dec 25 | 450 | 133 | 63 | 0 |
| 30 Sep 25 | 419 | 116 | 57 | 0 |
| 30 Jun 25 | 372 | 105 | 48 | 0 |
| 31 Mar 25 | 329 | 107 | 37 | 0 |
| 31 Dec 24 | 271 | 79 | 31 | 0 |
| 30 Sep 24 | 222 | 56 | 24 | 0 |
| 30 Jun 24 | 193 | 42 | 25 | 0 |
| 31 Mar 24 | 172 | 13 | 26 | 0 |
| 31 Dec 23 | 159 | 7 | 28 | 0 |
| 30 Sep 23 | 149 | 5 | 30 | 0 |
| 30 Jun 23 | 138 | 8 | 31 | 0 |
| 31 Mar 23 | 133 | -8 | 36 | 0 |
| 31 Dec 22 | 126 | -38 | 44 | 0 |
| 30 Sep 22 | 120 | -65 | 14 | 0 |
| 30 Jun 22 | 118 | -88 | 24 | 0 |
| 31 Mar 22 | 116 | -92 | 32 | 0 |
| 31 Dec 21 | 115 | -75 | 31 | 0 |
| 30 Sep 21 | 104 | -65 | 70 | 0 |
| 30 Jun 21 | 91 | -55 | 59 | 0 |
| 31 Mar 21 | 77 | -39 | 39 | 0 |
| 31 Dec 20 | 59 | -32 | 34 | 0 |
| 30 Sep 20 | 42 | -21 | 23 | 0 |
| 30 Jun 20 | 32 | -16 | 22 | 0 |
| 31 Mar 20 | 22 | -15 | 24 | 0 |
| 31 Dec 19 | 16 | -13 | 19 | 0 |
| 30 Sep 19 | 11 | -11 | 14 | 0 |
| 30 Jun 19 | 6 | -8 | 9 | 0 |
| 31 Mar 19 | 4 | -6 | 6 | 0 |
| 31 Dec 18 | 2 | -5 | 4 | 0 |
| 31 Dec 17 | 0 | -2 | 1 | 0 |
Des revenus de qualité: SEZL a un important ponctuel perte de $90.2M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SEZL sont inférieures à celles de l'année dernière SEZL. (30.8%) sont inférieures à celles de l'année dernière (32.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: SEZL est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 73.6% par an.
Accélération de la croissance: La croissance des bénéfices de SEZL au cours de l'année écoulée ( 39% ) est inférieure à sa moyenne sur 5 ans ( 73.6% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SEZL au cours de l'année écoulée ( 39% ) a dépassé celle du secteur Diversified Financial 8.6%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SEZL ( 75.4% ) est considéré comme exceptionnel.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/05 15:59 |
| Cours de l'action en fin de journée | 2026/06/05 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sezzle Inc. est couverte par 11 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Harold Goetsch | B. Riley Securities, Inc. |
| John Marrin | CLSA |
| Edmund Anthony Henning | CLSA |