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CPSS Stock Analysis - CONSUMER PORTFOLIO SERVICES, INC. AI Rating

CPSS Nasdaq Finance Services CA CIK: 0000889609
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 CPSS Key Takeaways

Revenue: $434.5M
Net Margin: 4.4%
Free Cash Flow: $288.3M
Current Ratio: N/A
Debt/Equity: 0.08x
EPS: $0.80
AI Rating: HOLD with 62% confidence

Investment Thesis

Consumer Portfolio Services demonstrates solid operational cash generation with 66.4% FCF margin and healthy revenue growth of 2.8% YoY, but profitability metrics reveal concerning weakness with only 4.4% net margin and extremely weak 0.1x interest coverage ratio. The company's balance sheet shows elevated leverage relative to equity and minimal liquidity position that warrants careful monitoring.

CPSS Strengths

  • + Exceptional free cash flow margin of 66.4%, indicating highly efficient asset-light operations with minimal reinvestment needs
  • + Strong operating cash flow of $289M substantially exceeds net income, demonstrating quality earnings and cash conversion
  • + Conservative debt structure with 0.08x debt-to-equity ratio and modest long-term debt of $24.2M relative to $3.9B asset base
  • + Consistent revenue and earnings growth trending positively year-over-year (+2.8% revenue, +0.6% net income)

CPSS Risks

  • ! Critically weak interest coverage ratio of 0.1x indicates severe debt service capacity concerns and potential covenant violations or refinancing risks
  • ! Thin net margin of 4.4% and operating margin of 6.4% provide minimal buffer for operational disruptions or market downturns
  • ! Extremely low cash position of $6.3M relative to $3.9B asset base and $3.5B liabilities creates liquidity vulnerability
  • ! Severely compressed return on assets (0.5%) and ROE (6.2%) suggest inefficient capital deployment and suboptimal profitability
  • ! Muted earnings growth (0.6% YoY) coupled with flat-to-declining profitability margins indicates mature, stagnant business trajectory

Key Metrics to Watch

CPSS Financial Metrics

Revenue
$434.5M
Net Income
$19.3M
EPS (Diluted)
$0.80
Free Cash Flow
$288.3M
Total Assets
$3.9B
Cash Position
$6.3M

💡 AI Analyst Insight

The 66.4% 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.

CPSS Profitability Ratios

Gross Margin N/A
Operating Margin 6.4%
Net Margin 4.4%
ROE 6.2%
ROA 0.5%
FCF Margin 66.4%

CPSS vs Finance Sector

How CONSUMER PORTFOLIO SERVICES, INC. compares to Finance sector averages

Net Margin
CPSS 4.4%
vs
Sector Avg 25.0%
CPSS Sector
ROE
CPSS 6.2%
vs
Sector Avg 12.0%
CPSS Sector
Current Ratio
CPSS 0.0x
vs
Sector Avg 1.2x
CPSS Sector
Debt/Equity
CPSS 0.1x
vs
Sector Avg 2.0x
CPSS Sector

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

CPSS Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.08x
Debt/Assets
92.0%
Interest Coverage
0.12x
Long-term Debt
$24.2M

CPSS 5-Year Financial Trend

CPSS 5-year financial data: Year 2021: Revenue $345.8M, Net Income $5.4M, EPS $0.22. Year 2022: Revenue $329.7M, Net Income $21.7M, EPS $0.90. Year 2023: Revenue $352.0M, Net Income $47.5M, EPS $1.84. Year 2024: Revenue $393.5M, Net Income $86.0M, EPS $3.23. Year 2025: Revenue $434.5M, Net Income $45.3M, EPS $1.80.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CONSUMER PORTFOLIO SERVICES, INC.'s revenue has grown significantly by 26% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.80 reflects profitable operations.

CPSS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
66.4%
Free cash flow / Revenue

CPSS Quarterly Performance

Quarterly financial performance data for CONSUMER PORTFOLIO SERVICES, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $100.6M $4.8M $0.20
Q2 2025 $95.9M $4.7M $0.19
Q1 2025 $91.7M $4.6M $0.19
Q3 2024 $92.1M $4.8M $0.20
Q2 2024 $84.9M $4.7M $0.19
Q1 2024 $83.1M $4.6M $0.19
Q3 2023 $90.3M $10.4M $0.41
Q2 2023 $82.0M $14.0M $0.55

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

CPSS Capital Allocation

Operating Cash Flow
$289.0M
Cash generated from operations
Stock Buybacks
$8.7M
Shares repurchased (TTM)
Capital Expenditures
$709.0K
Investment in assets
Dividends
None
No dividend program

CPSS SEC Filings

Access official SEC EDGAR filings for CONSUMER PORTFOLIO SERVICES, INC. (CIK: 0000889609)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 16, 2026 10-K cps_i10k-123125.htm View →
Mar 10, 2026 8-K cps_8k.htm View →
Mar 4, 2026 8-K cps_8k.htm View →
Feb 24, 2026 8-K cps_8k.htm View →

Frequently Asked Questions about CPSS

What is the AI rating for CPSS?

CONSUMER PORTFOLIO SERVICES, INC. (CPSS) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CPSS's key strengths?

Exceptional free cash flow margin of 66.4%, indicating highly efficient asset-light operations with minimal reinvestment needs. Strong operating cash flow of $289M substantially exceeds net income, demonstrating quality earnings and cash conversion.

What are the risks of investing in CPSS?

Critically weak interest coverage ratio of 0.1x indicates severe debt service capacity concerns and potential covenant violations or refinancing risks. Thin net margin of 4.4% and operating margin of 6.4% provide minimal buffer for operational disruptions or market downturns.

What is CPSS's revenue and growth?

CONSUMER PORTFOLIO SERVICES, INC. reported revenue of $434.5M.

Does CPSS pay dividends?

CONSUMER PORTFOLIO SERVICES, INC. does not currently pay dividends.

Where can I find CPSS SEC filings?

Official SEC filings for CONSUMER PORTFOLIO SERVICES, INC. (CIK: 0000889609) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CPSS's EPS?

CONSUMER PORTFOLIO SERVICES, INC. has a diluted EPS of $0.80.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI