Profile
ATLCZ V MA AXP COF BNH
Company Name Atlanticus Holdings Corporation 9.25% Senior Notes due 2029 Visa Inc. Mastercard Incorporated American Express Company Capital One Financial Corporation Brookfield Finance Inc. 4.625%
Sector Financial Services Financial Services Financial Services Financial Services Financial Services Financial Services
Industry Financial - Credit Services Financial - Credit Services Financial - Credit Services Financial - Credit Services Financial - Credit Services Financial - Credit Services
Market Cap $387.32M $617.24B $461.58B $212.79B $130.83B $107.62B
Employees 0.42K 28.80K 35.30K 75.10K 53.90K 0.00K
CEO Jeffrey A. Howard Ryan McInerney Michael Miebach Stephen Joseph Squeri Richard D. Fairbank -
Ratings
ATLCZ V MA AXP COF BNH
Quant Rating Score 3 3 3 3 2
Quant Rating Neutral Neutral Neutral Neutral Sell
Trading
ATLCZ V MA AXP COF BNH
Last Close $25.58 $325.75 $536.85 $341.25 $201.01 $16.35
High 52 $25.84 $373.31 $598.96 $372.77 $229.74 $18.88
Low 52 $23.83 $306.92 $479.92 $231.39 $150.57 $14.76
Price vs. 52 Week High -1.01 % -12.74 % -10.37 % -8.46 % -12.51 % -13.4 %
Price vs. 52 Week Low 7.34 % 6.14 % 11.86 % 47.48 % 33.5 % 10.77 %
Total Return
ATLCZ V MA AXP COF BNH
1 Month Return 1.19 % -4.72 % -4.3 % -1.55 % -4.89 % 0.43 %
3 Month Return 0.04 % -4.96 % -8.1 % 11.14 % -7.03 % 1.28 %
6 Month Return 1.55 % -10.78 % -7.96 % 13.86 % 1.92 % 3.02 %
9 Month Return 2.16 % -8.68 % -5.59 % 9.08 % -0.88 % -2.74 %
YTD Return 1.27 % 3.07 % 1.95 % 14.98 % 12.72 % -2.27 %
1 Year Return 2.4 % 4.46 % 3.35 % 19.51 % 11.06 % -9.22 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
ATLCZ V MA AXP COF BNH
Dividend Yield Percentage (TTM) - 0.79 % 0.61 % 1.06 % 1.36 % 0.53 %
Dividend Paid and Capex Coverage Ration (TTM) 21.86 % 3.9 % 5.42 % 3.92 % - 0.67 %
Dividend Per Share (TTM) - 2.52 % 3.15 % 3.28 % 2.8 % 0.24 %
Payout Ratio (TTM) 13.63 % 22.88 % 18.41 % 20.96 % - 41.19 %
Growth
ATLCZ V MA AXP COF BNH
Asset Growth 20.85 % 5.41 % 12.64 % 10.53 % 5.82 %
Gross Profit Growth 11.35 % 11.29 % 27.28 % -16.77 % 63.44 %
Revenue Growth 25.68 % 11.34 % 16.42 % 8.44 % -11.49 %
Revenue 3 Year 3.48 % 50.11 % 59.13 % 56.31 % -22.87 %
Revenue 5 Year 10.79 % 101.8 % 139.39 % 143.1 % 9.9 %
Revenue 10 Year 237.7 % 262.98 % 328.83 % 236.41 % 246.95 %
EBIT Growth 7.79 % 0.92 % 19.82 % 28.76 % 15.14 %
Net Income Growth 8.22 % 1.6 % 16.27 % 6.38 % 103.9 %
Net Income 3 Yeari Growth Per Share -36.06 % 47.5 % 62.67 % 54.95 % -40.25 %
Net Income 5 Yeari Growth Per Share 313.78 % 103.44 % 160.8 % 298.1 % 983.62 %
Net Income 10 Yeari Growth Per Share 1362.2 % 299.23 % 396.92 % 199.98 % -49.33 %
Operating Income Growth 7.79 % 1.69 % 24.51 % 28.76 % 21.02 %
Operating Cash Flow Growth (CFG) 2.2 % 15.58 % 17.73 % 31.16 % -100 %
Operating 3 Year CFG 125.92 % 34.56 % 67.74 % -5.53 % -100 %
Operating 5 Year CFG 361.65 % 143.43 % 169.07 % 281.77 % -100 %
Operating 10 Year CFG 2234.68 % 341.12 % 444.12 % 141.42 % -100 %
EPS Growth 10.84 % 4.93 % 18.89 % 9.69 % 151.61 %
EPS Diluted Growth 12.5 % 4.83 % 18.93 % 9.7 % 141.94 %
Book Value Per Share 22.64 % -0.39 % 22.61 % 13.47 % -8.93 %
Share Holder 3 Year Equity Growth Per Share 74.93 % 17.19 % 32.57 % 46.38 % 2.86 %
Share Holder 5 Year Equity Growth Per Share 53386.09 % 15.38 % 35.23 % 68.69 % 21.05 %
Share Holder 10 Year Equity Growth Per Share 6146 % 60 % 62.26 % 132.75 % 71.72 %
Dividend Per Share Growth 1.63 % 13 % 16.1 % 16.55 % -17.91 %
Dividend 3 Year Growth Per Share 20.64 % 59.13 % 56.29 % 56.8 % -45.15 %
Dividend 5 Year Growth Per Share - 91.71 % 91.81 % 78.46 % -40.4 %
Dividend 10 Year Growth Per Share - 395.89 % 379.25 % 178.53 % -6.68 %
Debt Growth 23.63 % 20.81 % 4.25 % 13.06 % 12.19 %
Free Cash Flow Growth 2.7 % 15.43 % 18.22 % 31.83 % 100 %
Updated On 31 Dec 2024 30 Sep 2025 31 Dec 2025 31 Dec 2025 31 Dec 2025
Profitability
ATLCZ V MA AXP COF BNH
Gross Profit Margin TTM 60.62 % 81.08 % 83.43 % 83.23 % 47.33 % 38.8 %
Return on Assets TTM 1.67 % 21.48 % 27.64 % 3.61 % 0.37 % 0.25 %
Return on Equity TTM 21.34 % 54.22 % 198.42 % 33.49 % 2.44 % 2.8 %
Return on Capital Employed TTM 2.19 % 37.5 % 61.8 % 10.67 % 0.34 % 4.77 %
Net Income Per EBT TTM 77.19 % 84.11 % 80.57 % 78.53 % 107.54 % 29.91 %
EBT Per Ebit TTM 100 % 100.91 % 95.76 % 100 % 100 % 20.07 %
EBIT Per Revenue TTM 25.99 % 59.18 % 59.17 % 17.14 % 3.29 % 28.6 %
Cash Flow To Debt Ratio TTM 8.16 % 115.42 % 92.53 % 31.9 % - 2.55 %
Receivables Turnover TTM - 12.81 7.11 - 19.83 1.64
Payables Turnover TTM 0.92 18.09 5.44 0.92 - 0.75
Inventory Turnover TTM - - - - - 5.27
Fixed Asset Turnover TTM 2033.43 % 967.98 % 1423.84 % 1130.73 % 1236.2 % 30.26 %
Asset Turnover TTM 8.34 % 42.75 % 60.55 % 26.82 % 10.35 % 14.67 %
Operating Cash Flow Per Share TTM 32.68 12.77 19.6 26.82 51.26 2.69
Free Cash Flow Per Share TTM 32.26 11.98 19.05 23.29 51.26 -1.11
Cash Per Share TTM 2810.26 % 856.93 % 1277.48 % 7064.63 % 17400.04 % 649.24 %
Operating Cash Flow Sales Ratio TTM 83.76 % 59.05 % 53.62 % 22.9 % 40.02 % 8.84 %
Free Cash Flow Operating Cash Flow Ratio TTM 98.69 % 93.8 % 97.22 % 86.84 % 100 % -41.41 %
Cash Flow Coverage Ratios TTM 8.16 % 115.42 % 92.53 % 31.9 % - 2.55 %
Price To Free Cash Flows Ratio TTM 1.62 26.92 27.01 13.3 4.72 -36.24
Price To Operating Cash Flows Ratio TTM 1.6 25.06 26.39 11.52 4.01 16.73
Price Cash Flow Ratio TTM 1.6 25.06 26.39 11.52 4.01 16.73
Income Statement (TTM)
ATLCZ V MA AXP COF BNH
Revenue $0.46B $40B $32.79B $80.46B $69.25B $76.13B
Gross Profit $0.28B $32.15B $27.36B $50.57B $32.78B $29.53B
Gross Profit Ratio 61.59% 80.36% 83.43% 62.85% 47.33% 38.8%
EBITDA $0.14B $26B $20.19B $16.6B $7.54B $32.77B
Net Income $0.11B $20.06B $14.97B $10.78B $2.45B $1.31B
EPS Diluted 4.77 10.2 16.52 15.38 3.36 0.5
Balance Sheet (MRQ)
ATLCZ V MA AXP COF BNH
Long Term Debt $2.51B $19.6B $18.25B $56.39B $0B $263.42B
Total Liabilities $2.78B $61.72B $46.41B $266.58B $555.39B $352.78B
Total Equity $0.49B $37.91B $7.75B $33.47B $113.62B $166.19B
Total Investments $2.71B $2.83B $0.33B $221.88B $91.05B $109.91B
Total Debt $2.51B $25.17B $19B $57.76B $0B $263.42B
Total Assets $3.27B $99.63B $54.16B $300.05B $669.01B $518.97B
Cash Flow Statement (TTM)
ATLCZ V MA AXP COF BNH
Net Income $0.11B $20.06B $14.97B $10.83B $2.45B $1.31B
Inventory $0B $0B $0B $0B $0B $0B
Dividends Paid $-0.03B $-4.63B $-2.76B $-2.27B $-1.77B $0B
Operating Cash Flow $0.47B $23.06B $17.4B $18.43B $27.72B $0B
Capital Expenditure $-0B $-1.48B $-0.49B $-2.43B $-1.58B $0B
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ETFs With Exposure to ATLCZ
Ticker ETF Name Weight Percentage Price
VTI Vanguard Total Stock Market Index Fund 0.00042 339.28
PGX Invesco Preferred ETF 0.153278 11.37
NFJ Virtus Dividend, Interest & Premium Strategy Fund 1.9 13.48
VFH Vanguard Financials Index Fund 0.00394 125.66
NCZ Virtus AllianzGI Convertible & Income Fund II 1.9 14.7
NCV Virtus AllianzGI Convertible & Income Fund 1.9 16.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.01265 48.81
NIE AllianzGI Equity & Convertible Income Fund 1.9 25.37
VXF Vanguard Extended Market Index Fund 0.00384 218.04
ZTR Virtus Total Return Fund Inc. 1.9 7.095
BBC Virtus LifeSci Biotech Clinical Trials ETF 2.35 42.265
CBH AllianzGI Convertible & Income 2024 Target Term Fund 1.9 9.185
EDI Virtus Stone Harbor Emerging Markets Total Income Fund 1.9 5.02
VTHR Vanguard Russell 3000 Index Fund 0.0005 304.03
VRTS Virtus Investment Partners, Inc. 1.9 140.6
DWAS Invesco DWA SmallCap Momentum ETF 0.273764 103.725
VGI Virtus Global Multi-Sector Income Fund 1.61 7.89
VTWV Vanguard Russell 2000 Value Index Fund 0.02008 175.49
ACV AllianzGI Diversified Income & Convertible Fund 1.9 27.69
BBP Virtus LifeSci Biotech Products ETF 2.35 84.465
BLHY Virtus Newfleet High Yield Bond ETF 2.39 20.955
EDF Virtus Stone Harbor Emerging Markets Income Fund 1.9 5.025
NFLT Virtus Newfleet Multi-Sector Bond ETF 2.35 23.14
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.04669 48
UTES Virtus Reaves Utilities ETF 2.35 84.315
VTWG Vanguard Russell 2000 Growth Index Fund 0.00104 247.3
VTWO Vanguard Russell 2000 Index Fund 0.00996 106.62
RCGTX Virtus AllianzGI Technology Fund Class C 1.9 13.43
SCATX Virtus Zevenbergen Innovative Growth Stock Fund Class I 1.9 58.7
PXSGX Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund 1.9 17.05
PSGCX Virtus KAR Small-Cap Growth Fund Class C 1.9 9.89
PSGAX Virtus KAR Small-Cap Growth Fund Class A 1.9 15.56
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.00054 114.09
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.00054 114.07
VQSRX Virtus KAR Small-Cap Value Fund Class R6 1.9 25.08
PGIUX Virtus Duff & Phelps Global Infrastructure Fund Class I 1.9 17.23
PGUAX Virtus Duff & Phelps Global Infrastructure Fund Class A 1.9 17.21
PGUCX Virtus Duff & Phelps Global Infrastructure Fund Class C 1.9 15.52
VGSAX Virtus Duff & Phelps Global Real Estate Securities Fund Class A 1.9 39.91
VRGEX Virtus Duff & Phelps Global Real Estate Securities Fund 1.9 38.41
VGISX Virtus Duff & Phelps Global Real Estate Securities Fund 1.9 38.6
VGSCX Virtus Opportunities Trust - Virtus Duff & Phelps Global Real Estate Securities Fund 1.9 37.49
NWWOX Virtus Vontobel Global Opportunities Fund Class A 1.9 16.29
SGACX Virtus SGA Global Growth C Class 1.9 16.32
SGAPX Virtus SGA Global Growth I Class 1.9 19.6
VMCCX Virtus KAR Mid-Cap Core Fund 1.9 50.76
VIMCX Virtus KAR Mid-Cap Core Fund Class I 1.9 60.22
VMACX Virtus KAR Mid-Cap Core Fund Class A 1.9 57.98
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00026 52.5
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00026 52.49
VBINX Vanguard Balanced Index Fund Investor Shares 0.00026 52.49
WWOIX Virtus Vontobel Global Opportunities Fund 1.9 16.49
VRISX Virtus KAR International Small-Mid Cap Fund Class R6 1.9 21.14
VIISX Virtus KAR International Small-Mid Cap Fund Class I 1.9 21.11
PKSAX Virtus KAR Small-Cap Core Fund Class A 1.9 47.13
PKSFX Virtus KAR Small-Cap Core Fund Class I 1.9 52.35
VSCRX Virtus KAR Small-Cap Core Fund 1.9 52.64
PKSCX Virtus KAR Small-Cap Core Fund Class C 1.9 31.92
AIO Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund 1.9 22.96
PFFA Virtus InfraCap U.S. Preferred Stock ETF 1.71 21.42
SEIX Virtus Seix Senior Loan ETF 2.35 23.01
VPC Virtus Private Credit ETF 2.35 15.965
VRAI Virtus Real Asset Income ETF 2.35 26.89
AVUV Avantis U.S. Small Cap Value ETF 0.04 113.66
AVUS Avantis U.S. Equity ETF 0 116.62
VWID Virtus WMC International Dividend ETF 2.38 38.71
JOET Virtus Terranova U.S. Quality Momentum ETF 2.38 42.7
VABS Virtus Newfleet ABS/MBS ETF 2.38 24.365
VTSAX Vanguard Total Stock Market Index Fund 0.00042 164.91
VFAIX Vanguard Financials Index Fund 0.00394 62.95
VCLN Virtus Duff & Phelps Clean Energy ETF 2.35 28.59
PRAC.L Invesco Preferred Shares UCITS ETF 0.1602 47.8725
PRFP.L Invesco Preferred Shares UCITS ETF 0.1602 1146.5
R2US.L SPDR Russell 2000 US Small Cap UCITS ETF 0.012843 76.49
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.00384 164.13
VITSX Vanguard Total Stock Market Index Fund 0.00042 164.94
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.006473 84.285
XRS2.F Xtrackers Russell 2000 UCITS ETF 0.0108615 318.35
SC0K.DE Invesco Russell 2000 UCITS ETF 0.0101 114.88
PDSE.F Invesco Preferred Shares UCITS ETF 0.1602 13.605
PDSE.DE Invesco Preferred Shares UCITS ETF 0.1602 13.2775
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.00384 164.14
HEMZX Virtus Vontobel Emerging Markets Opportunities Fund A 1.9 8.15
AOTIX Virtus Emerging Markets Opportunities Fd Institutional 1.9 41.78
ANZAX Virtus Convertible Fund CL A 1.9 42.17
STICX Virtus Seix Corporate Bond Fund I 1.9 7.52
VGEAX Virtus Vontobel Greater European Opportunities Fund A 1.9 10.97
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund I 1.9 13.74
RTYS.L Invesco Russell 2000 UCITS ETF 0.0101 134.11
PRFD.L Invesco Preferred Shares UCITS ETF 0.1602 15.315
PGWAX Virtus Silvant Focused Growth Fund CL A 1.9 94.45
XRSG.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0108615 29061
XRSU.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0108615 388.575
ZPRR.DE SPDR Russell 2000 US Small Cap UCITS ETF 0.012843 65.54
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.006473 72.19
VLPAX Virtus Duff & Phelps Select MLP and Energy Fund A 1.9 18.71
VISAX Virtus KAR International Small-Mid Cap Fund - Class A 1.9 20.95
R2SC.L SPDR Russell 2000 US Small Cap UCITS ETF 0.012843 57.2
VAESX Virtus KAR Emerging Markets Small-Cap Fund A 1.9 17.63
XRS2.DE Xtrackers Russell 2000 UCITS ETF 0.0108615 335.95
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00094 3006
SSAGX Virtus Seix U.S. Government Securities Ultra Short Bond Fund Class A 1.9 9.97
ANNPX Virtus Convertible Fund Institutional 1.9 41.02
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00094 38.645
WCERX Virtus Westchester Event-Driven Fund Class - A 1.9 10.21
PRNIX Virtus NFJ Mid Cap Value Fund Institutional Class 1.9 30.36
PGFIX Virtus Silvant Focused Growth Fund Instl 1.61 82.64
PHSKX Virtus KAR Mid-Cap Growth Fund A 1.9 37.1
AVSC Avantis U.S. Small Cap Equity ETF 0.03 64.675
PQNAX Virtus NFJ Mid Cap Value Fund Class A 1.9 26.72
STITX Virtus SGA International Growth Fund Class I 1.9 7.49
JVIAX Virtus Vontobel Foreign Opportunities Fund A 1.61 26.64
VGFO Virtus WMC Global Factor Opportunities ETF 2.35 26.218
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund I 1.9 8.63
NCV-PA Virtus Convertible & Income Fund 1.9 21.15
NCZ-PA Virtus Convertible & Income Fund II 1.9 20.6
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF 2.35 28.51
DRGTX Virtus Zevenbergen Technology Fund 1.9 104.6
AFJAX Virtus NFJ International Value Fund 1.9 26.77
VRMGX Virtus KAR Mid-Cap Growth Fund 1.9 40.73
VIESX Virtus KAR Emerging Markets Small-Cap Fund 1.9 17.78
VEMPX Vanguard Extended Market Index InstlPlus 0.00384 405.06
SDCP Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 2.35 25.8399
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00094 382
VSHY Virtus ETF Trust II - Virtus Newfleet Short Duration High Yield Bond ETF 2.38 21.91
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.00042 309.41
ASMF Virtus ETF Trust II 2.35 26.335
KMID Virtus ETF Trust II 2.35 25.96
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