WallStSmart

Jefferson Capital, Inc. Common Stock (JCAP)vsPayPal Holdings Inc (PYPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PayPal Holdings Inc generates 5210% more annual revenue ($34.13B vs $642.73M). JCAP leads profitability with a 24.1% profit margin vs 14.4%. PYPL earns a higher WallStSmart Score of 65/100 (C+).

JCAP

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 5.0Quality: 3.5
Piotroski: 5/9Altman Z: 1.20

PYPL

Buy

65

out of 100

Grade: C+

Growth: 4.0Profit: 7.0Value: 7.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.66

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JCAP4 strengths · Avg: 9.3/10
Return on EquityProfitability
36.4%10/10

Every $100 of equity generates 36 in profit

Operating MarginProfitability
61.2%10/10

Strong operational efficiency at 61.2%

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

PYPL5 strengths · Avg: 8.6/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.77B8/10

Generating 1.8B in free cash flow

Areas to Watch

JCAP4 concerns · Avg: 2.0/10
Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-96.0%2/10

Earnings declined 96.0%

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Debt/EquityHealth
2.951/10

Elevated debt levels

PYPL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.8%4/10

4.8% revenue growth

Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

EPS GrowthGrowth
-3.1%2/10

Earnings declined 3.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : JCAP

The strongest argument for JCAP centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 24.1% and operating margin at 61.2%. Revenue growth of 11.5% demonstrates continued momentum.

Bull Case : PYPL

The strongest argument for PYPL centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.91 suggests the stock is reasonably priced for its growth.

Bear Case : JCAP

The primary concerns for JCAP are Market Cap, EPS Growth, Altman Z-Score. Debt-to-equity of 2.95 is elevated, increasing financial risk.

Bear Case : PYPL

The primary concerns for PYPL are Revenue Growth, Altman Z-Score, EPS Growth.

Key Dynamics to Monitor

JCAP profiles as a mature stock while PYPL is a value play — different risk/reward profiles.

JCAP is growing revenue faster at 11.5% — sustainability is the question.

PYPL generates stronger free cash flow (1.8B), providing more financial flexibility.

Monitor CREDIT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JCAP scores higher overall (65/100 vs 65/100), backed by strong 24.1% margins and 11.5% revenue growth. Both earn "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.

Jefferson Capital, Inc. Common Stock

FINANCIAL SERVICES · CREDIT SERVICES · USA

Jernigan Capital is a real estate investment trust listed on the New York Stock Exchange (NYSE: JCAP) that provides debt and equity capital to private developers, owners and operators of storage facilities with a view to eventual freehold ownership of the facilities financed by the Company.

PayPal Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

PayPal Holdings, Inc. is an American company operating an online payments system in the majority of countries that support online money transfers, and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee.

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