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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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4 views
Klarna dominates the BNPL sector, with diversified revenue streams from merchant fees, advertising, consumer fees, and interest income. Recent financials show accelerating sales growth, improved operating leverage, and a funding model relying on user deposits for low-cost expansion. A $15-20B IPO valuation (4-6x sales) appears attractive versus peers, but caution is warranted due to IPO volatility and Klarna's brief profitability history.
