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13 Jan 2022
Observations on BNPL Valuations The market space for BNPL providers is increasingly crowded BNPL providers that have gained traction locally typically execute geo expansion strategies Klarna and PayPal Credit are the most global, followed by Afterpay (called Clearpay in Europe) and Sezzle Valuations correlate to geographic reach and size of the user base Valuations are attractive and are increasing (e.g. UK-based Zilch’s valuation rose from $500M to $2BN in just eight months) Australian-listed BNPL providers (e.g. Sezzle, OpenPay and Laybuy) have lower valuations compared to peers, likely driven by a combination of a boom of publicly listed BNPL companies, weaker than expected revenue performance, and a less favorable regulatory outlook Outlook on Valuations Investors will closely monitor regulatory developments for revenue impacts (which we will explore in a subsequent article) We can expect further IPOs and M&A in the space INFOGRAPHIC: Open Banking Tech Platforms Please do not hesitate to contact Erik Howell Erik@FlagshipAP.com or Elisabeth Magnor Elisabeth@FlagshipAP.com with comments or questions.
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