Undervalued & profitable: Pagaya is facing re-rating!
5 months ago
TopSecretStocks
"PGY: AI-powered lending infrastructure co w/ capital-light model. $1.08B TTM rev, $141.5M EBITDA, 75.7M shares. 31+ enterprise lenders, 135 investors. #1 ABS issuer in private credit. FRLPC margin 4.8% in Q1'25, first profitable qtr w/ $8M net income. Trades 5x EBITDA vs UPST's 22x. $51.8 price target (60% upside) based on 12x 2027E EBITDA."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Undervalued & profitable: Pagaya is facing re-rating!
Source:
TopSecretStocks
Published:
July 24, 2025
Idea Type:
Stock Idea