AFRM faces significant challenges compared to its rivals. Among BNPL platforms, AFRM lags competitors in terms of market penetration and GMV processed. CFRA sees limited upside given AFRM’s inferior operating margins from a “growth at all costs” mindset, as well as headwinds from higher interest rates persisting and increased regulatory over BNPL.
Against heavyweight competitors with more scale and better margins, AFRM faces an uphill battle as growth potentially tapers amid these mounting challenges.
-> waiting for a "fading a rally" trade! <-
Against heavyweight competitors with more scale and better margins, AFRM faces an uphill battle as growth potentially tapers amid these mounting challenges.
-> waiting for a "fading a rally" trade! <-
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