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SEZL Sezzle Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Technology

Scale

Market cap
$4.2bn
Revenue TTM
$294m
Net income TTM
$161m
Free cash flow
$328m
Composite score
74.3
Sector rank
#1188

Valuation

P / E
26.3
EV / EBITDA
19.2
EV / sales
14.2
FCF yield
7.72%
Earnings yield vs 10-yr
-0.92pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
55.0%
EBITDA margin
73.7%
ROE
69.3%
ROIC
140.2%
Revenue growth
59.5%

Insider activity, last 90 days

Net open-market
$-18.82m
Buyers
1
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Increased charge-offs accompanying higher seasonal volumes typically result in an increase in the provision for credit losses on an absolute basis and as a percentage of GMV. Key Operating Metrics Gross Merchandise Volume GMV is defined as the total value of sales made by merchants based on the purchase price of each confirmed sale where a consumer has selected the Sezzle Platform as the applicable payment option. The increase in GMV was driven by increased usage of our Sezzle Anywhere and Sezzle Premium subscription products. The increase in Active Consumers and MODS is attributed to increased marketing and advertising initiatives, as well as new product releases. …Sezzle Inc., 10-Q, period ended 2026-06-30, filed 2026-08-07

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