WallStSmart

Atlanticus Holdings Corporation (ATLC)vsCapital One Financial Corporation (COF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Capital One Financial Corporation generates 5674% more annual revenue ($36.31B vs $628.89M). ATLC leads profitability with a 21.4% profit margin vs 8.9%. ATLC trades at a lower P/E of 11.5x. ATLC earns a higher WallStSmart Score of 76/100 (B+).

ATLC

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 7.5Value: 6.7Quality: 4.0
Piotroski: 1/9Altman Z: 0.36

COF

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: -0.36

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATLC6 strengths · Avg: 9.5/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
31.0%10/10

Strong operational efficiency at 31.0%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

EPS GrowthGrowth
50.2%10/10

Earnings expanding 50.2% YoY

Profit MarginProfitability
21.4%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

COF6 strengths · Avg: 9.2/10
PEG RatioValuation
0.2010/10

Growing faster than its price suggests

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
46.3%10/10

Revenue surging 46.3% year-over-year

Market CapQuality
$114.40B9/10

Large-cap with strong market position

Operating MarginProfitability
28.6%8/10

Strong operational efficiency at 28.6%

Free Cash FlowQuality
$5.47B8/10

Generating 5.5B in free cash flow

Areas to Watch

ATLC4 concerns · Avg: 2.3/10
Market CapQuality
$1.15B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

Debt/EquityHealth
9.231/10

Elevated debt levels

COF4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
56.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-3.2%2/10

Earnings declined 3.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : ATLC

The strongest argument for ATLC centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.4% and operating margin at 31.0%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : COF

The strongest argument for COF centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 46.3% demonstrates continued momentum. PEG of 0.20 suggests the stock is reasonably priced for its growth.

Bear Case : ATLC

The primary concerns for ATLC are Market Cap, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 9.23 is elevated, increasing financial risk.

Bear Case : COF

The primary concerns for COF are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 56.6x leaves little room for execution misses.

Key Dynamics to Monitor

ATLC profiles as a growth stock while COF is a hypergrowth play — different risk/reward profiles.

ATLC carries more volatility with a beta of 2.15 — expect wider price swings.

ATLC is growing revenue faster at 60.8% — sustainability is the question.

COF generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

ATLC scores higher overall (76/100 vs 65/100), backed by strong 21.4% margins and 60.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Atlanticus Holdings Corporation

FINANCIAL SERVICES · CREDIT SERVICES · USA

Atlanticus Holdings Corporation provides credit and related financial products and services to clients in the United States. The company is headquartered in Atlanta, Georgia.

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Capital One Financial Corporation

FINANCIAL SERVICES · CREDIT SERVICES · USA

Capital One Financial Corporation is an American bank holding company specializing in credit cards, auto loans, banking, and savings accounts, headquartered in McLean, Virginia with operations primarily in the United States.

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