WallStSmart

Atlanticus Holdings Corp Preferred (ATLCP)vsCapital One Financial Corporation (COF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Capital One Financial Corporation generates 5783% more annual revenue ($32.78B vs $557.17M). ATLCP leads profitability with a 21.9% profit margin vs 7.5%. ATLCP trades at a lower P/E of 3.1x. COF earns a higher WallStSmart Score of 75/100 (B+).

ATLCP

Buy

53

out of 100

Grade: C-

Growth: 9.3Profit: 7.5Value: 8.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.45

COF

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 5.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ATLCPUndervalued (+92.5%)

Margin of Safety

+92.5%

Fair Value

$328.14

Current Price

$22.87

$305.27 discount

UndervaluedFair: $328.14Overvalued
COFSignificantly Overvalued (-50.8%)

Margin of Safety

-50.8%

Fair Value

$142.20

Current Price

$185.23

$43.03 premium

UndervaluedFair: $142.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATLCP6 strengths · Avg: 9.2/10
P/E RatioValuation
3.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
50.1%10/10

Revenue surging 50.1% year-over-year

Profit MarginProfitability
21.9%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

COF6 strengths · Avg: 9.2/10
PEG RatioValuation
0.1910/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
51.6%10/10

Revenue surging 51.6% year-over-year

Market CapQuality
$112.86B9/10

Large-cap with strong market position

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

EPS GrowthGrowth
22.2%8/10

Earnings expanding 22.2% YoY

Areas to Watch

ATLCP3 concerns · Avg: 2.0/10
Market CapQuality
$619.02M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

Debt/EquityHealth
9.631/10

Elevated debt levels

COF3 concerns · Avg: 2.7/10
Return on EquityProfitability
2.4%3/10

ROE of 2.4% — below average capital efficiency

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

P/E RatioValuation
54.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ATLCP

The strongest argument for ATLCP centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 21.9% and operating margin at 26.3%. Revenue growth of 50.1% demonstrates continued momentum.

Bull Case : COF

The strongest argument for COF centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 51.6% demonstrates continued momentum. PEG of 0.19 suggests the stock is reasonably priced for its growth.

Bear Case : ATLCP

The primary concerns for ATLCP are Market Cap, Altman Z-Score, Debt/Equity. Debt-to-equity of 9.63 is elevated, increasing financial risk.

Bear Case : COF

The primary concerns for COF are Return on Equity, Profit Margin, P/E Ratio. A P/E of 54.0x leaves little room for execution misses.

Key Dynamics to Monitor

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

ATLCP carries more volatility with a beta of 1.94 — expect wider price swings.

COF is growing revenue faster at 51.6% — sustainability is the question.

COF generates stronger free cash flow (6.7B), providing more financial flexibility.

Bottom Line

COF scores higher overall (75/100 vs 53/100) and 51.6% revenue growth. ATLCP offers better value entry with a 92.5% margin of safety. 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 Corp Preferred

FINANCIAL SERVICES · CREDIT SERVICES · USA

Atlanticus Holdings Corp Preferred (ATLCP) is a prominent entity in the financial services sector, focused on providing innovative credit solutions and consumer finance offerings through its parent company, Atlanticus Holdings Corporation. Leveraging advanced technology and data-driven analytics, ATLCP works to enhance access to credit for underserved consumers, effectively filling the gaps left by traditional lending practices. The company's diverse lending platforms and strategic partnerships bolster its investment portfolio and strengthen its position within the alternative finance market. With a commitment to responsible lending and financial inclusivity, Atlanticus aims to create sustainable value for both its investors and the consumers it serves.

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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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