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SEZL logo

Sezzle Inc. Stock Price

NasdaqCM:SEZL Community·US$3.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 167 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SEZL Share Price Performance

US$118.41
30.73 (35.05%)
​
US$163.67
Fair Value
US$118.41
30.73 (35.05%)
27.7% undervalued intrinsic discount
US$163.67
Fair Value
Price US$118.41
AnalystConsensusTarget US$163.67
Humaninsights US$87.18
AnalystLowTarget US$150.00
Tue, 14 Jul 26
Fair ValueUS$163.67
Share Pricen/a

SEZL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$163.67 27.7% undervalued intrinsic discount

Digital Payments Expansion Will Unlock New Market Opportunities

2users have liked this narrative
0users have commented on this narrative
74users have followed this narrative
HU
Humaninsights
Humaninsights's
Fair Value
·
Fair Value US$87.18 35.8% overvalued intrinsic discount

Sezzle's Profits to Soar with 27% Margin Boost

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$150 21.1% undervalued intrinsic discount

Heavy Regulation And Competition Will Hinder Expansion Yet Allow Progress

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
SEZL logo
Sezzle
35.8% overvalued intrinsic discount

Sezzle's Profits to Soar with 27% Margin Boost

View narrative
HU
Humaninsights
Humaninsights
Updated 21 Feb
Read Narrative
SEZL logo
Sezzle
21.1% undervalued intrinsic discount

Heavy Regulation And Competition Will Hinder Expansion Yet Allow Progress

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
Read Narrative
SEZL logo
Sezzle
27.7% undervalued intrinsic discount

Digital Payments Expansion Will Unlock New Market Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Jul
Read Narrative
SEZL logo
Sezzle
37.7% undervalued intrinsic discount

Digital Payments And BNPL Trends Will Expand Market Reach

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

HU
Humaninsights
SEZL logo

Sezzle's Profits to Soar with 27% Margin Boost

Fair Value: US$87.18 35.8% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SEZL logo

SEZL: Rising Guidance And Product Expansion Will Support Bullish Thesis

Fair Value: US$150 21.1% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SEZL logo

SEZL: Strong Execution And Credit Discipline Will Support Future BNPL Tailwind Reset

Fair Value: US$190 37.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
3 Rewards
View Full Analysis

Sezzle Inc. Key Details

US$531.9m

Revenue

US$133.1m

Cost of Revenue

US$398.7m

Gross Profit

US$237.3m

Other Expenses

US$161.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.79
74.97%
30.35%
52.2%
View Full Analysis

About SEZL

Founded
2016
Employees
201
CEO
Charles Youakim
WebsiteView website
www.sezzle.com

Sezzle Inc. operates as a technology-enabled payments company in the United States and Canada. The company offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; Pay-in-five which allows eligible consumers to pay a fifth of the purchase price up front, and then another four installments every two weeks; Pay-in-Two, which allow consumer to pay half of the value of their order up-front and the second half in two weeks; and other alternative installment options. It also provides Sezzle Virtual Card that allows consumers to access the Sezzle Platform in the form of merchants in-store and online with merchants that are not directly integrated with Sezzle; Sezzle Anywhere, a paid subscription service that allows consumers to use their Sezzle Virtual Card at any merchant online or in-store; Sezzle On-Demand, a service that allows consumers who are not subscribed to Sezzle Anywhere to use the Sezzle Platform at any merchant online or in-store; Sezzle Premium, a paid subscription service that allows its consumers to access large, non-integrated premium merchants; Sezzle Balance, a stored-value product that allows consumers to maintain funds in Sezzle account for use toward eligible purchases or make payments on the Sezzle Platform; and Sezzle Up, an opt-in feature of the Sezzle Platform. In addition, the company offers Long-Term Lending through collaboration with third-party lenders. Sezzle Inc. was incorporated in 2016 and is headquartered in Minneapolis, Minnesota.

Recent SEZL News & Updates

Seeking Alpha • Aug 26

Sezzle Anywhere And Sezzle Cash: Operating Leverage The Market Is Missing

Summary Sezzle is rated a strong buy after a 34% post-earnings drop, despite maintaining robust 30% H2 2026 revenue growth guidance. SEZL's subscription-driven BNPL model delivers operational leverage, predictable recurring revenue, and improved credit risk management versus peers. Recent credit agreement lowers financing costs to SOFR + 3.86%, supporting future net income and margin expansion. My DCF yields a $156.80 intrinsic value, offering a 31.64% margin of safety at the current $119.11 share price. Read the full article on Seeking Alpha

Recent updates

No updates

Sezzle Inc. Competitors

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Global Payments

Symbol: NYSE:GPN
Market cap: US$23.0b
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Symbol: NasdaqGS:AFRM
Market cap: US$23.0b
TROW logo

T. Rowe Price Group

Symbol: NasdaqGS:TROW
Market cap: US$23.0b
SOFI logo

SoFi Technologies

Symbol: NasdaqGS:SOFI
Market cap: US$22.4b
View more competitors

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