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Sezzle SEZL Merchant And Partner Income — Revenue

Other product segments

Consumer Fees
$38.1M+9.8%
Late Payment Fees
$23.1M+37.5%

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$436M+5.1%

Other financials

Income statement

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Revenue$135.5M+29.2%
Operating income$69.0M+38.4%
Net income$51.3M+41.9%
EPS (diluted)$1.47+47.0%

Balance sheet

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Cash & equivalents$120.4M+35.5%
Total debt$792.0K-12.2%
Total equity$196.7M+56.4%
Total assets$454.3M+52.4%

Cash flow

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Operating cash flow$89.0M+69.5%
CapEx$351.0K+1,200%
Free cash flow$88.6M+69.0%

Valuation

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Market cap$5.49B+81.1%
Enterprise value$5.37B+84.8%
P/E37×+8.6×
P/S11.4×+2.2×

Profitability

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Operating margin40.7%+4.8pp
Net margin30.8%-1.6pp
FCF margin51%+0.3pp

Returns & leverage

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Return on equity92%-45.4pp
Debt / equity0.0×
Current ratio3.7×+1.0×

Where this comes from

Reported directly by Sezzle in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Sezzle’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Sezzle's merchant and partner income — revenue?
Sezzle (SEZL) reported merchant and partner income — revenue of $27.6M in Q1 2026.
How has Sezzle's merchant and partner income — revenue changed year-over-year?
Sezzle's merchant and partner income — revenue increased by 17.4% year-over-year, from $23.5M to $27.6M.
What is the long-term trend for Sezzle's merchant and partner income — revenue?
Over 2 years (2023 to 2025), Sezzle's merchant and partner income — revenue has grown at a 6.2% compound annual growth rate (CAGR), from $90.59M to $102.2M.
What does merchant and partner income — revenue mean?
This metric represents the total revenue generated from fees charged to merchants and partners for utilizing the company's payment processing and installment financing platform. It reflects the value proposition provided to retailers, including increased conversion rates and average order values, by enabling flexible consumer payment options. As a core revenue stream, it serves as a primary indicator of the company's ability to monetize its merchant network and scale its B2B service offerings.