Buy-now-pay-later service Sezzle (NASDAQCM:SEZL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 67% year on year to $116.8 million. Its GAAP profit of $0.75 per share was 15.4% above analysts’ consensus estimates.

Is now the time to buy Sezzle? Find out by accessing our full research report, it’s free for active Edge members.

Company Overview

Founded in 2016 as an alternative to traditional credit cards for younger shoppers, Sezzle (NASDAQ: SEZL) provides a payment platform that allows consumers to split purchases into four interest-free installments over six weeks at participating retailers.

Revenue Growth

A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Luckily, Sezzle’s revenue grew at an incredible 54.2% compounded annual growth rate over the last five years. Its growth beat the average financials company and shows its offerings resonate with customers.

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Sezzle’s annualized revenue growth of 67.8% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Sezzle reported magnificent year-on-year revenue growth of 67%, and its $116.8 million of revenue beat Wall Street’s estimates by 11.5%.

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Key Takeaways from Sezzle’s Q3 Results

We were impressed by how significantly Sezzle blew past analysts’ revenue expectations this quarter. We were also glad its EPS outperformed Wall Street’s estimates. Zooming out, we think this was a good print with some key areas of upside. The stock traded up 15.4% to $76.46 immediately following the results.

Sure, Sezzle had a solid quarter, but if we look at the bigger picture, is this stock a buy? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it’s free for active Edge members.