Sezzle Inc.

NasdaqCM:SEZL 株式レポート

時価総額：US$3.5b

Sezzle 将来の成長

Future 基準チェック /56

Sezzleは、25.2%と25%でそれぞれ年率25.2%で利益と収益が成長すると予測される一方、EPSはgrowで23.3%年率。

主要情報

25.2%

収益成長率

23.34%

EPS成長率

Diversified Financial 収益成長8.0%
収益成長率25.0%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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%).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha

業績と収益の成長予測

NasdaqCM:SEZL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20277472304493315
12/31/20265961793592686
3/31/2026481148243246N/A
12/31/2025450133207210N/A
9/30/2025419116137140N/A
6/30/2025372105111113N/A
3/31/2025329107143145N/A
12/31/202427179129131N/A
9/30/2024222562425N/A
6/30/20241934256N/A
3/31/2024172131617N/A
12/31/20231597-27-26N/A
9/30/20231495-10-9N/A
6/30/2023138845N/A
3/31/2023133-8-4-3N/A
12/31/2022126-3889N/A
9/30/2022120-65-35-34N/A
6/30/2022118-88-62-60N/A
3/31/2022116-92-60-59N/A
12/31/2021115-75-74-72N/A
9/30/2021104-65-55-54N/A
6/30/202191-55-34-33N/A
3/31/202177-39-29-28N/A
12/31/202059-32-26-25N/A
9/30/202042-21-9-9N/A
6/30/202032-16-11-11N/A
3/31/202022-15-19-18N/A
12/31/201916-13N/A-20N/A
9/30/201911-11N/A-16N/A
6/30/20196-8N/A-12N/A
3/31/20194-6N/A-9N/A
12/31/20182-5N/A-6N/A
12/31/20170-2N/A-1N/A

アナリストによる今後の成長予測

収入対貯蓄率: SEZLの予測収益成長率 (年間25.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SEZLの収益 ( 25.2% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: SEZLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SEZLの収益 ( 25% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: SEZLの収益 ( 25% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SEZLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 00:59
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sezzle Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Harold GoetschB. Riley Securities, Inc.
John MarrinCLSA
Edmund Anthony HenningCLSA