Green Dot Corporation (GDOT) vs Jefferson Capital, Inc. (JCAP)

Green Dot Corporation and Jefferson Capital, Inc. are both Credit Services companies. Jefferson Capital, Inc. is the larger, with a market value of $1.1B against $728.8M — 1.5× the size. Green Dot Corporation has negative trailing earnings, so its P/E is not meaningful; Jefferson Capital, Inc. trades at 7.9×. Jefferson Capital, Inc. grew revenue faster over the last twelve months: 26.4% against 17.7%. Jefferson Capital, Inc. has the higher net margin (20.1% vs −1.14%) and the higher return on invested capital (42.0% vs 0.00%). Across the 18 metrics below, Jefferson Capital, Inc. leads on 11 and Green Dot Corporation on 7.

Valuation

Metric GDOT JCAP Credit Services median
P/E n/m 7.90 9.64
P/S 0.31 1.63 0.87
P/B 0.74 2.26 1.16
Price to free cash flow 8.37 4.89 2.99
EV/EBITDA 1.14 3.34 9.58
EV/Sales 0.05 1.59 2.32
Earnings yield (3.92%) 12.66% 6.72%
Free cash flow yield 11.94% 20.45% 12.33%

Profitability

Metric GDOT JCAP Credit Services median
Gross margin 100.00% 64.54% 77.13%
Operating margin 0.34% 45.82% 0.34%
Net margin (1.14%) 20.06% 9.25%
Free cash flow margin 3.66% 33.30% 13.03%
Return on equity (2.79%) 29.83% 8.49%
Return on assets (0.44%) 6.87% 2.29%
Return on invested capital 0.00% 41.96% 4.09%

Growth

Metric GDOT JCAP Credit Services median
Revenue growth (TTM) 17.73% 26.35% 4.62%
EPS growth (last fiscal year) (258.00%) — —
Revenue growth, 5-year CAGR 10.66% — 9.13%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric GDOT JCAP Credit Services median
Debt to equity 0.07 0.00 0.68
Current ratio 0.45 0.03 1.55
Net debt to EBITDA (13.64) (0.14) 0.13

Dividend

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

Size

Metric GDOT JCAP Credit Services median
Market cap 728.84m 1.12b 872.19m

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