Klarna Vs. Sezzle: Buy Now, Pay Later At A Materially Low Multiple

Sezzle is up nearly 90% this year, with Klarna down 50% in a price return divergence that reflects a gap in profitability between the two firms. SEZL will report an adjusted EPS of $5.25 per share for its full year 2026 and is trading at a modest price-to-earnings multiple of 22.7x. KLAR's profitability is early stage. KLAR grew subscribers 8x versus a year ago to 2 million, with its Klarna Card reaching 6.5 million active users. SEZL realized a 76.4% year-over-year increase in active subscribers.

Seeking Alpha • Aug 24, 2026

Sezzle: The Numbers Don't Support The Selloff

Sezzle fell 20% post-Q2 despite beating revenue and EPS estimates and raising full-year guidance for the third time. Sequential earnings decline and increased expenses reflect seasonality and deliberate marketing spend, not underlying business deterioration. SEZL's subscriber growth accelerated, margins remained strong, and new products like SezzleCash and Sezzle Send offer potential upside and risk.

Seeking Alpha • Aug 23, 2026

Sezzle AI Push: Can Automation Boost Service and Productivity?

SEZL's AI push is set to reshape shopping and development as automation drives productivity and product creation.

Zacks Investment Research • Aug 21, 2026

Here's Why Sezzle Inc. (SEZL) is a Strong Growth Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Aug 20, 2026

Sezzle Subscribers: Can 76.4% Y/Y Growth Keep Accelerating?

SEZL's subscriber base surges 76.4% in Q2 2026 as heavier usage, new products and marketing fuel growth.

Zacks Investment Research • Aug 20, 2026

Klarna Group Drops 7% Before Q2 Earnings, Sezzle Falls 5% as BNPL Names Diverge

Klarna Group (NYSE:KLAR | KLAR Price Prediction) stock is sliding midday Monday, with shares down 7% to $19.38 ahead of the buy now, pay later (BNPL) firm's second-quarter report.

24/7 Wall Street • Aug 17, 2026

What to Know About Sezzle After Insider Filings, a Post-Earnings Drop, and a Quick Rebound

The disposition involved 1,571 shares at $118.00 per share, representing a transaction value of about $185,000 on August 10. The transaction represents a 2% reduction in the insider's total direct equity holdings.

The Motley Fool • Aug 12, 2026

Sezzle's President Holds $145 Million in Stock. Here's What His Post-Earnings Insider Filing Signals

The transaction involved 7,110 shares with a total value of $838,980 as of the August 10 transaction date. This disposition represented a 2% reduction in direct holdings and a roughly 0.6% decrease in the insider's total equity position.

The Motley Fool • Aug 13, 2026

Should You Worry That Sezzle's CEO Disposed of Shares as the Stock Crashed? Here's What to Know

Charles Youakim surrendered 6,978 shares at $118.00 per share, resulting in a total transaction value of $823,404. This was a non-discretionary transaction executed to satisfy tax withholding obligations following the vesting of restricted stock units.

The Motley Fool • Aug 12, 2026

Sezzle's CFO Had Shares Withheld as the Stock Slid. Here's What to Know

The disposition involved 1,405 shares with a total transaction value of $165,790 on August 10. The transaction resulted in a 0.5% decrease in the insider's total direct equity holdings.

The Motley Fool • Aug 12, 2026