EZCORP, Inc. (EZPW) vs Jefferson Capital, Inc. (JCAP)

EZCORP, Inc. and Jefferson Capital, Inc. are both Credit Services companies. EZCORP, Inc. is the larger, with a market value of $1.9B against $1.1B — 1.7× the size. Jefferson Capital, Inc. trades at the lower P/E: 7.9× against 12.1×. EZCORP, Inc. grew revenue faster over the last twelve months: 28.6% against 26.4%. Jefferson Capital, Inc. has the higher net margin (20.1% vs 9.99%) and the higher return on invested capital (42.0% vs 13.9%). Across the 19 metrics below, Jefferson Capital, Inc. leads on 12 and EZCORP, Inc. on 7.

Valuation

Metric EZPW JCAP Credit Services median
P/E 12.08 7.90 9.64
P/S 1.21 1.63 0.87
P/B 1.64 2.26 1.16
Price to free cash flow 13.86 4.89 2.99
EV/EBITDA 7.12 3.34 9.58
EV/Sales 1.16 1.59 2.32
Earnings yield 8.28% 12.66% 6.72%
Free cash flow yield 7.21% 20.45% 12.33%

Profitability

Metric EZPW JCAP Credit Services median
Gross margin 58.55% 64.54% 77.13%
Operating margin 13.90% 45.82% 0.34%
Net margin 9.99% 20.06% 9.25%
Free cash flow margin 8.73% 33.30% 13.03%
Return on equity 14.67% 29.83% 8.49%
Return on assets 7.82% 6.87% 2.29%
Return on invested capital 13.94% 41.96% 4.09%

Growth

Metric EZPW JCAP Credit Services median
Revenue growth (TTM) 28.61% 26.35% 4.62%
EPS growth (last fiscal year) 29.09% — —
Revenue growth, 5-year CAGR 9.14% — 9.13%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric EZPW JCAP Credit Services median
Debt to equity 0.44 0.00 0.68
Current ratio 4.81 0.03 1.55
Net debt to EBITDA (1.41) (0.14) 0.13

Dividend

Metric EZPW JCAP Credit Services median
Dividend yield — — 3.34%
Payout ratio 0.00 — 0.00

Size

Metric EZPW JCAP Credit Services median
Market cap 1.86b 1.12b 872.19m

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