Affirm Holdings Inc (MEX:AFRM)
MXN 1,240 (0%) Market Cap: 415.49 Bil Enterprise Value: 530.17 Bil PE Ratio: 65.00 PB Ratio: 6.33 GF Score: 77/100

Affirm Holdings Inc at Wolfe Research FinTech Forum Transcript

Mar 11, 2026 / 03:30PM GMT
Release Date Price: MXN866
Darrin Peller
Wolfe Research LLC - Equity Analyst

All right, guys. Why don't we get the ball rolling just to keep things on time. Really happy to have Affirm here with us. Affirm is a name that we've been covering now for really just a couple of quarters, a few quarters, but we're really enjoying it as a company that clearly stands above others, not only around buy now, pay later and financing, but really just broad e-comm and addressable to the consumer, really offering a great service to both merchants and consumers. Rob, we've had you here before.

I really appreciate you coming back. Rob is the CFO of the company. Maybe just start off with -- before we get into the details, high level, what you're seeing as the company's main accomplishments over the last year or so. It's really changing so fast and growing so quickly. I'd love to start there.

Rob O;Hare
Affirm Holdings Inc - Chief Financial Officer

' -

Yeah. Yeah. Thanks for having me. Look, I think the business has performed incredibly well over the last 12 months. We grew GMV

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