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Sezzle SEZL Stock-Based Comp

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Other financials

Income statement

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Revenue$149.7M+51.7%
Operating income$55.0M+52.3%
Net income$40.8M+47.7%
EPS (diluted)$1.17+50.0%

Balance sheet

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Cash & equivalents$112.0M-6.6%
Total debt$593.0K-32.9%
Total equity$233.0M+78.7%
Total assets$456.5M+30.2%

Cash flow

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Operating cash flow$52.2M+127%
CapEx$414.0K+2.5%
Free cash flow$51.8M+129%

Valuation

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Market cap$6B+26.6%
Enterprise value$5.89B+27.5%
P/E37.2×-8.1×
P/S11.3×-1.5×

Profitability

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Operating margin40.4%+3.4pp
Net margin30.4%+2.2pp
FCF margin51.6%+6.6pp

Returns & leverage

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Return on equity88.9%-26.9pp
Debt / equity0.0×
Current ratio+0.5×

Where this comes from

Reported directly by Sezzle in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: Sezzle’s 10-Q, filed August 7, 2026.

Filed
Aug 6, 2026, 8:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001662991-26-000126
(in thousands)For the six months ended June 30, 2026For the six months ended June 30, / (As restated) / 2025
Provision for credit losses44,28333,447
Provision for other credit losses20,7038,523
Discount on notes receivable(658)(782)
Equity based compensation and restricted stock vested3,4342,771
Deferred income taxes(1,055)2,485
Other, net452269
Changes in operating assets and liabilities:
Other assets(31,076)(20,523)

Item 1F. Financial Statements (unaudited)

FAQ

What is Sezzle's stock-based comp?
Sezzle (SEZL) reported stock-based comp of $2.11M in Q2 2026.
How has Sezzle's stock-based comp changed year-over-year?
Sezzle's stock-based comp increased by 41.1% year-over-year, from $1.5M to $2.11M.
What is the long-term trend for Sezzle's stock-based comp?
Over 4 years (2021 to 2025), Sezzle's stock-based comp has grown at a -17.6% compound annual growth rate (CAGR), from $14.16M to $6.52M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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