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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
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
70% Confidence
AGREEMENT
HOLD
68% Conf
BUY
72% Conf

📊 JCAP Key Takeaways

Revenue: $176.4M
Net Margin: 21.3%
Free Cash Flow: $39.0M
Current Ratio: N/A
Debt/Equity: 3.28x
EPS: $0.61
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 $176.4M, net profit margin of 21.3%, and return on equity (ROE) of 8.5%, 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 robust free cash flow generation, but concerning margin compression with net income growing only 11% YoY signals deteriorating profitability. The combination of elevated leverage (3.28x Debt/Equity) and low interest coverage (2.8x) creates financial risk that outweighs growth momentum.

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
  • + Strong revenue growth of 41.5% YoY indicating business expansion
  • + Excellent operating margin of 45.4% reflecting operational efficiency
  • + Robust free cash flow of $39.0M with 22.1% FCF margin demonstrating cash generation capability
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
  • ! Significant profit margin compression with net income growth (11%) lagging revenue growth (41.5%)
  • ! Tight interest coverage ratio of 2.8x leaving minimal cushion for earnings deterioration or interest rate shocks
  • ! High leverage at 3.28x Debt/Equity with limited liquidity ($26.2M cash vs. $1.5B debt) creating refinancing vulnerability
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
  • * Trend in net income margin vs. revenue growth divergence
  • * Interest coverage ratio and debt servicing capacity
  • * Loan loss provisions and credit quality deterioration
ChatGPT
  • * Net charge-off and delinquency trends
  • * Interest coverage and funding cost trajectory

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

Revenue
$176.4M
Net Income
$37.6M
EPS (Diluted)
$0.61
Free Cash Flow
$39.0M
Total Assets
$2.1B
Cash Position
$26.2M

💡 AI Analyst Insight

The 22.1% 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 45.4%
Net Margin 21.3%
ROE 8.5%
ROA 1.8%
FCF Margin 22.1%

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

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

Net Margin
JCAP 21.3%
vs
Sector Avg 25.0%
JCAP Sector
ROE
JCAP 8.5%
vs
Sector Avg 12.0%
JCAP Sector
Current Ratio
JCAP 0.0x
vs
Sector Avg 1.2x
JCAP Sector
Debt/Equity
JCAP 3.3x
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
8.5%
Sector avg: 12%
Net Profit Margin
21.3%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.28x
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
3.28x
Debt/Assets
78.7%
Interest Coverage
2.77x
Long-term Debt
$1.5B

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
22.1%
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
Q1 2026 $154.9M $37.6M $0.61
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
$39.6M
Cash generated from operations
Stock Buybacks
$58.9M
Shares repurchased (TTM)
Capital Expenditures
$645.0K
Investment in assets
Dividends
None
No dividend program

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
May 14, 2026 10-Q jcap-20260331x10q.htm View →
May 14, 2026 8-K jcap-20260514x8k.htm View →
Apr 23, 2026 8-K tm2612554d1_8k.htm View →
Apr 21, 2026 DEF 14A ny20070043x1_def14a.htm View →
Mar 18, 2026 4 xslF345X06/tm269265-3_4seq1.xml 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: Strong revenue growth of 41.5% YoY indicating business expansion. Excellent operating margin of 45.4% reflecting operational efficiency. 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: Significant profit margin compression with net income growth (11%) lagging revenue growth (41.5%). Tight interest coverage ratio of 2.8x leaving minimal cushion for earnings deterioration or interest rate shocks. 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 $176.4M.

Does JCAP pay dividends?

Jefferson Capital, Inc. / DE does not currently pay dividends.

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 $0.61.

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 May 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 8.5% (sector avg: 12%), net margin of 21.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

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 at or below sector average. Always conduct your own research.

What is JCAP's free cash flow?

Jefferson Capital, Inc. / DE's operating cash flow is $39.6M, with capital expenditures of $645.0K. FCF margin is 22.1%.

How does JCAP compare to other Finance stocks?

Vs Finance sector averages: Net margin 21.3% (avg: 25%), ROE 8.5% (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 3.28x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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: May 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI