WallStSmart

Atlanticus Holdings Corp Preferred (ATLCP)vsVisa Inc. Class A (V)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Visa Inc. Class A generates 7329% more annual revenue ($41.39B vs $557.17M). V leads profitability with a 50.2% profit margin vs 21.9%. ATLCP trades at a lower P/E of 3.1x. V earns a higher WallStSmart Score of 68/100 (B-).

ATLCP

Buy

53

out of 100

Grade: C-

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

V

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 10.0Value: 9.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.84
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
VUndervalued (+17.4%)

Margin of Safety

+17.4%

Fair Value

$369.26

Current Price

$304.91

$64.35 discount

UndervaluedFair: $369.26Overvalued

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

V5 strengths · Avg: 9.6/10
Market CapQuality
$585.66B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
53.9%10/10

Every $100 of equity generates 54 in profit

Profit MarginProfitability
50.2%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
68.3%10/10

Strong operational efficiency at 68.3%

Free Cash FlowQuality
$6.40B8/10

Generating 6.4B in free cash flow

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

V4 concerns · Avg: 4.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Price/BookValuation
15.2x4/10

Trading at 15.2x book value

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

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 : V

The strongest argument for V centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 50.2% and operating margin at 68.3%. Revenue growth of 14.6% demonstrates continued momentum.

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 : V

The primary concerns for V are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

ATLCP profiles as a growth stock while V is a mature play — different risk/reward profiles.

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

ATLCP is growing revenue faster at 50.1% — sustainability is the question.

V generates stronger free cash flow (6.4B), providing more financial flexibility.

Bottom Line

V scores higher overall (68/100 vs 53/100), backed by strong 50.2% margins and 14.6% 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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Visa Inc. Class A

FINANCIAL SERVICES · CREDIT SERVICES · USA

Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards. Visa is one of the world's most valuable companies.

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