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Jefferson Capital, Inc. / DE (JCAP) Stock Fundamental Analysis & AI Rating 2026

JCAP Nasdaq Short-Term Business Credit Institutions DE CIK: 0002046042
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
70% Confidence
AGREEMENT
HOLD
68% Conf
BUY
72% Conf

📊 JCAP Key Takeaways

Revenue: $613.3M
Net Margin: 30.6%
Free Cash Flow: $268.2M
Current Ratio: N/A
Debt/Equity: 3.68x
EPS: $5.64
AI Rating: HOLD with 68% confidence
Jefferson Capital, Inc. / DE (JCAP) receives a BUY rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $613.3M, net profit margin of 30.6%, and return on equity (ROE) of 39.5%, Jefferson Capital, Inc. / DE demonstrates strong fundamentals in the Finance sector. Below is our complete JCAP stock analysis for 2026.

Is Jefferson Capital, Inc. / DE (JCAP) a Good Investment?

Claude

Jefferson Capital demonstrates strong revenue growth (+41.5% YoY) and exceptional profitability margins (30.6% net, 51.6% operating) with robust free cash flow generation. However, the significant divergence between revenue growth and net income growth (+11% YoY) signals margin compression or rising credit risks in its short-term lending portfolio, combined with elevated leverage (3.68x debt/equity) that requires ongoing monitoring.

ChatGPT

JCAP shows strong fundamental momentum with 41% revenue growth, 52% operating margin, and 31% net margin, translating into high ROE (39.5%) and robust free cash flow (44% FCF margin). While leverage is elevated, interest coverage is adequate and cash generation provides optionality to de-lever. If credit performance and funding costs remain stable, earnings compounding looks sustainable.

Why Buy Jefferson Capital, Inc. / DE Stock? JCAP Key Strengths

Claude
  • + Exceptional operating margins of 51.6% and net margins of 30.6% demonstrate strong pricing power and operational efficiency
  • + Robust revenue growth of 41.5% YoY indicates strong market demand and successful business expansion in short-term lending
  • + Outstanding free cash flow generation with 43.7% FCF margin and minimal capital intensity ($645K capex) provides operational flexibility
ChatGPT
  • + High margins and efficient operations (51.6% operating, 30.6% net)
  • + Exceptional returns (ROE 39.5%, ROA 9.0%)
  • + Strong cash generation with minimal capex enabling de-leveraging

JCAP Stock Risks: Jefferson Capital, Inc. / DE Investment Risks

Claude
  • ! Net income growth of only 11% YoY significantly trails revenue growth of 41.5%, indicating material margin compression or deteriorating credit quality
  • ! Very high leverage with 3.68x debt/equity ratio and modest interest coverage of 3.2x limits financial flexibility during adverse conditions
  • ! Critically low cash balance of $23.2M relative to $1.8B long-term debt creates liquidity vulnerability and refinancing risk
ChatGPT
  • ! Elevated leverage (3.68x D/E) and only moderate interest coverage (3.2x)
  • ! Earnings growth lagging revenue growth suggests margin/credit cost pressure
  • ! Low cash balance and sector sensitivity to funding/credit cycles

Key Metrics to Watch

Claude
  • * Net income and operating margin trends - assess whether margin compression continues or stabilizes
  • * Credit loss provisions and charge-off rates - monitor loan portfolio quality deterioration
  • * Debt/equity ratio and interest coverage ratios - evaluate financial leverage sustainability and stress resilience
ChatGPT
  • * Net charge-off and delinquency trends
  • * Interest coverage and funding cost trajectory

Jefferson Capital, Inc. / DE (JCAP) Financial Metrics & Key Ratios

Revenue
$613.3M
Net Income
$188.0M
EPS (Diluted)
$5.64
Free Cash Flow
$268.2M
Total Assets
$2.1B
Cash Position
$23.2M

💡 AI Analyst Insight

The 43.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

JCAP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 51.6%
Net Margin 30.6%
ROE 39.5%
ROA 9.0%
FCF Margin 43.7%

JCAP vs Finance Sector: How Jefferson Capital, Inc. / DE Compares

How Jefferson Capital, Inc. / DE compares to Finance sector averages

Net Margin
JCAP 30.6%
vs
Sector Avg 25.0%
JCAP Sector
ROE
JCAP 39.5%
vs
Sector Avg 12.0%
JCAP Sector
Current Ratio
JCAP 0.0x
vs
Sector Avg 1.2x
JCAP Sector
Debt/Equity
JCAP 3.7x
vs
Sector Avg 2.0x
JCAP Sector

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

Is Jefferson Capital, Inc. / DE Stock Overvalued? JCAP Valuation Analysis 2026

Based on fundamental analysis, Jefferson Capital, Inc. / DE has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
39.5%
Sector avg: 12%
Net Profit Margin
30.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.68x
Sector avg: 2x

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.

Jefferson Capital, Inc. / DE Balance Sheet: JCAP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.68x
Debt/Assets
77.2%
Interest Coverage
3.18x
Long-term Debt
$1.8B

JCAP Revenue & Earnings Growth: 5-Year Financial Trend

JCAP 5-year financial data: Year 2025: Revenue $613.3M, Net Income $111.5M, EPS $5.64.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Jefferson Capital, Inc. / DE's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $5.64 reflects profitable operations.

JCAP 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
43.7%
Free cash flow / Revenue

JCAP Quarterly Earnings & Performance

Quarterly financial performance data for Jefferson Capital, Inc. / DE including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $110.6M $36.9M $0.59
Q2 2025 $103.8M $32.2M $16.76

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

Jefferson Capital, Inc. / DE Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$268.8M
Cash generated from operations
Capital Expenditures
$645.0K
Investment in assets
Dividends Paid
$63.5M
Returned to shareholders

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

Access official SEC EDGAR filings for Jefferson Capital, Inc. / DE (CIK: 0002046042)

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 4 xslF345X06/tm269265-3_4seq1.xml View →
Mar 18, 2026 8-K tm269277d1_8k.htm View →
Mar 17, 2026 8-K tm269165d1_8k.htm View →
Mar 13, 2026 4 xslF345X05/tm268811-1_4seq1.xml View →
Mar 13, 2026 10-K jcap-20251231x10k.htm View →

Frequently Asked Questions about JCAP

What is the AI rating for JCAP?

Jefferson Capital, Inc. / DE (JCAP) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are JCAP's key strengths?

Claude: Exceptional operating margins of 51.6% and net margins of 30.6% demonstrate strong pricing power and operational efficiency. Robust revenue growth of 41.5% YoY indicates strong market demand and successful business expansion in short-term lending. ChatGPT: High margins and efficient operations (51.6% operating, 30.6% net). Exceptional returns (ROE 39.5%, ROA 9.0%).

What are the risks of investing in JCAP?

Claude: Net income growth of only 11% YoY significantly trails revenue growth of 41.5%, indicating material margin compression or deteriorating credit quality. Very high leverage with 3.68x debt/equity ratio and modest interest coverage of 3.2x limits financial flexibility during adverse conditions. ChatGPT: Elevated leverage (3.68x D/E) and only moderate interest coverage (3.2x). Earnings growth lagging revenue growth suggests margin/credit cost pressure.

What is JCAP's revenue and growth?

Jefferson Capital, Inc. / DE reported revenue of $613.3M.

Does JCAP pay dividends?

Jefferson Capital, Inc. / DE pays dividends, with $63.5M distributed to shareholders in the trailing twelve months.

Where can I find JCAP SEC filings?

Official SEC filings for Jefferson Capital, Inc. / DE (CIK: 0002046042) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is JCAP's EPS?

Jefferson Capital, Inc. / DE has a diluted EPS of $5.64.

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 JCAP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Jefferson Capital, Inc. / DE has a BUY rating with 70% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is JCAP stock overvalued or undervalued?

Valuation metrics for JCAP: ROE of 39.5% (sector avg: 12%), net margin of 30.6% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy JCAP stock in 2026?

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

What is JCAP's free cash flow?

Jefferson Capital, Inc. / DE's operating cash flow is $268.8M, with capital expenditures of $645.0K. FCF margin is 43.7%.

How does JCAP compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.6% (avg: 25%), ROE 39.5% (avg: 12%), current ratio N/A (avg: 1.2).

Is Jefferson Capital, Inc. / DE carrying too much debt?

JCAP has a debt-to-equity ratio of 3.68x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is JCAP's return on equity (ROE) so high?

Jefferson Capital, Inc. / DE has a return on equity of 39.5%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 30.6% net margin.

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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: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI