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Ezcorp Inc. (EZPW) Stock Fundamental Analysis & AI Rating 2026

EZPW Nasdaq Retail-Miscellaneous Retail DE CIK: 0000876523
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 27, 2026 (in 11 days) • TBD ET • EPS est. $0.36 (vs $0.34 prior year) • All earnings →
Combined AI Rating
BUY
75% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
78% Conf

📊 EZPW Key Takeaways

Revenue: $382.0M
Net Margin: 11.6%
Free Cash Flow: $31.7M
Current Ratio: 6.03x
Debt/Equity: 0.48x
EPS: $0.55
AI Rating: BUY with 72% confidence
Ezcorp Inc. (EZPW) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $382.0M, net profit margin of 11.6%, and return on equity (ROE) of 4.1%, Ezcorp Inc. demonstrates strong fundamentals in the Consumer sector. Below is our complete EZPW stock analysis for 2026.

Is Ezcorp Inc. (EZPW) a Good Investment?

Claude

EZPW demonstrates solid operational performance with 9.7% revenue growth and healthy profitability margins (11.6% net margin), supported by strong liquidity and conservative leverage. The company generates consistent free cash flow of $31.7M, though modest ROE/ROA metrics and flat net income growth warrant cautious optimization of capital returns.

ChatGPT

EZCORP shows solid core fundamentals, with healthy revenue growth, strong gross and operating margins, and robust liquidity that supports financial flexibility. Growth quality is mixed because net income was flat despite higher revenue, but diluted EPS improved materially and free cash flow remained positive. Overall, the business appears fundamentally sound, with good profitability and balance sheet strength offset by modest returns on capital and some leverage-related risk.

Why Buy Ezcorp Inc. Stock? EZPW Key Strengths

Claude
  • + Strong revenue growth of 9.7% YoY demonstrates market demand and business expansion
  • + Excellent liquidity position with 6.03x current ratio and $465.9M cash provides financial flexibility
  • + Healthy profitability margins with 58.4% gross margin and 11.6% net margin indicate operational efficiency
  • + Conservative leverage at 0.48x debt-to-equity with 5.8x interest coverage shows manageable debt structure
  • + Positive free cash flow generation of $31.7M demonstrates cash-generative business model
ChatGPT
  • + Strong profitability profile with 58.4% gross margin, 15.9% operating margin, and 11.6% net margin
  • + Excellent liquidity, including $465.91M of cash and strong current and quick ratios
  • + Positive growth and cash generation, with revenue up 9.7% YoY and free cash flow of $31.69M

EZPW Stock Risks: Ezcorp Inc. Investment Risks

Claude
  • ! Weak return on equity (4.1%) and return on assets (2.2%) suggest inefficient capital deployment relative to asset base
  • ! Flat net income growth despite 9.7% revenue growth indicates margin compression or operational headwinds
  • ! High cash position relative to debt may suggest underutilization of capital or lack of high-return investment opportunities
  • ! Operating cash flow of $39.1M barely exceeds free cash flow, leaving minimal buffer for working capital volatility
  • ! Retail-miscellaneous sector exposure creates cyclicality risk and competitive pressure
ChatGPT
  • ! Net income was flat year over year, suggesting limited earnings conversion from revenue growth
  • ! ROE of 4.1% and ROA of 2.2% indicate relatively weak capital efficiency
  • ! Long-term debt of $518.55M and interest coverage of 5.8x leave some sensitivity to financing costs and operating pressure

Key Metrics to Watch

Claude
  • * Net income growth trajectory and margin sustainability
  • * Return on equity improvement and capital efficiency initiatives
  • * Operating cash flow consistency and free cash flow conversion
  • * Debt reduction pace and capital allocation strategy
  • * Same-store sales growth and comparable metrics in retail operations
ChatGPT
  • * Net income and operating cash flow conversion relative to revenue growth
  • * ROE, interest coverage, and debt levels over the next few reporting periods

Ezcorp Inc. (EZPW) Financial Metrics & Key Ratios

Revenue
$382.0M
Net Income
$44.3M
EPS (Diluted)
$0.55
Free Cash Flow
$31.7M
Total Assets
$2.0B
Cash Position
$465.9M

💡 AI Analyst Insight

Strong liquidity with a 6.03x current ratio provides a solid financial cushion.

EZPW Profit Margin, ROE & Profitability Analysis

Gross Margin 58.4%
Operating Margin 15.9%
Net Margin 11.6%
ROE 4.1%
ROA 2.2%
FCF Margin 8.3%

EZPW vs Consumer Sector: How Ezcorp Inc. Compares

How Ezcorp Inc. compares to Consumer sector averages

Net Margin
EZPW 11.6%
vs
Sector Avg 8.0%
EZPW Sector
ROE
EZPW 4.1%
vs
Sector Avg 18.0%
EZPW Sector
Current Ratio
EZPW 6.0x
vs
Sector Avg 1.5x
EZPW Sector
Debt/Equity
EZPW 0.5x
vs
Sector Avg 0.8x
EZPW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ezcorp Inc. Stock Overvalued? EZPW Valuation Analysis 2026

Based on fundamental analysis, Ezcorp Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
4.1%
Sector avg: 18%
Net Profit Margin
11.6%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.48x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ezcorp Inc. Balance Sheet: EZPW Debt, Cash & Liquidity

Current Ratio
6.03x
Quick Ratio
4.69x
Debt/Equity
0.48x
Debt/Assets
46.1%
Interest Coverage
5.84x
Long-term Debt
$518.6M

EZPW Revenue & Earnings Growth: 5-Year Financial Trend

EZPW 5-year financial data: Year 2021: Revenue $847.2M, Net Income $2.5M, EPS $0.05. Year 2022: Revenue $886.2M, Net Income -$68.5M, EPS $-1.24. Year 2023: Revenue $1.0B, Net Income $8.6M, EPS $0.15. Year 2024: Revenue $1.2B, Net Income $50.2M, EPS $0.70. Year 2025: Revenue $1.3B, Net Income $38.5M, EPS $0.53.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ezcorp Inc.'s revenue has grown significantly by 50% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.53 reflects profitable operations.

EZPW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
8.3%
Free cash flow / Revenue

EZPW Quarterly Earnings & Performance

Quarterly financial performance data for Ezcorp Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $320.2M $31.0M $0.40
Q3 2025 $281.4M $18.0M $0.25
Q2 2025 $285.6M $21.5M $0.29
Q1 2025 $300.0M $28.5M $0.36
Q3 2024 $255.8M -$6.8M $0.24
Q2 2024 $258.4M -$6.8M $0.11
Q1 2024 $264.3M $16.8M $0.25
Q3 2023 $215.8M $12.2M $0.17

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ezcorp Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$39.1M
Cash generated from operations
Capital Expenditures
$7.5M
Investment in assets
Dividends
None
No dividend program

EZPW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ezcorp Inc. (CIK: 0000876523)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 4 xslF345X06/wk-form4_1774889965.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774888567.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774888463.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774887846.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774886426.xml View →

Frequently Asked Questions about EZPW

What is the AI rating for EZPW?

Ezcorp Inc. (EZPW) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EZPW's key strengths?

Claude: Strong revenue growth of 9.7% YoY demonstrates market demand and business expansion. Excellent liquidity position with 6.03x current ratio and $465.9M cash provides financial flexibility. ChatGPT: Strong profitability profile with 58.4% gross margin, 15.9% operating margin, and 11.6% net margin. Excellent liquidity, including $465.91M of cash and strong current and quick ratios.

What are the risks of investing in EZPW?

Claude: Weak return on equity (4.1%) and return on assets (2.2%) suggest inefficient capital deployment relative to asset base. Flat net income growth despite 9.7% revenue growth indicates margin compression or operational headwinds. ChatGPT: Net income was flat year over year, suggesting limited earnings conversion from revenue growth. ROE of 4.1% and ROA of 2.2% indicate relatively weak capital efficiency.

What is EZPW's revenue and growth?

Ezcorp Inc. reported revenue of $382.0M.

Does EZPW pay dividends?

Ezcorp Inc. does not currently pay dividends.

Where can I find EZPW SEC filings?

Official SEC filings for Ezcorp Inc. (CIK: 0000876523) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EZPW's EPS?

Ezcorp Inc. has a diluted EPS of $0.55.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EZPW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ezcorp Inc. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is EZPW stock overvalued or undervalued?

Valuation metrics for EZPW: ROE of 4.1% (sector avg: 18%), net margin of 11.6% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy EZPW stock in 2026?

Our dual AI analysis gives Ezcorp Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EZPW's free cash flow?

Ezcorp Inc.'s operating cash flow is $39.1M, with capital expenditures of $7.5M. FCF margin is 8.3%.

How does EZPW compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 11.6% (avg: 8%), ROE 4.1% (avg: 18%), current ratio 6.03 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI