Profile
ATLC V MA AXP COF-PJ COF-PK
Company Name Atlanticus Holdings Corporation Visa Inc. Mastercard Incorporated American Express Company Capital One Financial Corporation Capital One Financial Corporation
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 $874.40M $662.17B $500.21B $220.08B $142.20B $141.63B
Employees 0.42K 28.80K 35.30K 75.10K 53.90K 53.90K
CEO Jeffrey A. Howard Ryan M. McInerney Michael Miebach Stephen Joseph Squeri Richard D. Fairbank Richard D. Fairbank
Ratings
ATLC V MA AXP COF-PJ COF-PK
Quant Rating Score 4 3 3 3 3 3
Quant Rating Buy Neutral Neutral Neutral Neutral Neutral
Trading
ATLC V MA AXP COF-PJ COF-PK
Last Close $54.76 $343.65 $557.48 $316.26 $19.18 $18.52
High 52 $76.15 $373.31 $598.96 $342.31 $20.61 $20.78
Low 52 $35.58 $277.84 $479.92 $231.39 $17 $16.53
Price vs. 52 Week High -28.09 % -7.95 % -6.93 % -7.61 % -6.94 % -10.88 %
Price vs. 52 Week Low 53.91 % 23.69 % 16.16 % 36.68 % 12.82 % 12.04 %
Total Return
ATLC V MA AXP COF-PJ COF-PK
1 Month Return -24.12 % 1.24 % -3.95 % -2.78 % -4.86 % -4.78 %
3 Month Return -1.63 % -1.23 % 1.33 % -1 % 2.57 % 2.49 %
6 Month Return 6.47 % 3.07 % 9.36 % 25.93 % 12.82 % 12.04 %
9 Month Return 0.02 % 11.97 % 10.41 % 6.48 % 8.61 % 7.24 %
YTD Return -1.83 % 8.74 % 5.87 % 6.56 % 4.75 % 2.38 %
1 Year Return 53.91 % 23.69 % 10.99 % 14.52 % -5.75 % -9.3 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
ATLC V MA AXP COF-PJ COF-PK
Dividend Yield Percentage (TTM) - 0.69 % 0.55 % 1 % 1.14 % 1.14 %
Dividend Paid and Capex Coverage Ration (TTM) 18.25 % 3.96 % 5.35 % 3.17 % 7.17 % 7.17 %
Dividend Per Share (TTM) - 2.36 % 3.04 % 3.16 % 2.4 % 2.4 %
Payout Ratio (TTM) 17.14 % 22.33 % 19.15 % 20.97 % - -
Growth
ATLC V MA AXP COF-PJ COF-PK
Asset Growth 20.85 % 4.43 % 13.27 % 3.97 % 2.44 % 2.44 %
Gross Profit Growth 395.63 % 10.73 % 12.68 % 9.3 % 3.93 % 3.93 %
Revenue Growth 258.23 % 10.02 % 12.23 % 10.15 % 9 % 9 %
Revenue 3 Year 78.99 % 56.48 % 59.32 % 84.81 % 94.69 % 94.69 %
Revenue 5 Year 267.81 % 68.71 % 83.43 % 82.96 % 95.18 % 95.18 %
Revenue 10 Year 1084.62 % 249.61 % 275.76 % 209.38 % 232.5 % 232.5 %
EBIT Growth 25.58 % 13.27 % 11.86 % 22.66 % -2.23 % -2.23 %
Net Income Growth 8.22 % 14.3 % 15 % 20.96 % -2.8 % -2.8 %
Net Income 3 Yeari Growth Per Share -36.06 % 68.38 % 58.29 % 39.07 % -55.67 % -55.67 %
Net Income 5 Yeari Growth Per Share 313.78 % 76.35 % 74.36 % 74.03 % 4.65 % 4.65 %
Net Income 10 Yeari Growth Per Share 1362.2 % 348.77 % 348.28 % 152.26 % 57.84 % 57.84 %
Operating Income Growth 13.87 % 12.36 % 11.24 % 22.66 % -2.23 % -2.23 %
Operating Cash Flow Growth (CFG) 2.2 % -3.88 % 23.37 % -24.3 % -11.74 % -11.74 %
Operating 3 Year CFG 125.92 % 37.56 % 66.82 % 6.16 % 70.56 % 70.56 %
Operating 5 Year CFG 361.65 % 68.38 % 98.58 % 19.69 % 33.35 % 33.35 %
Operating 10 Year CFG 2234.68 % 242.26 % 446.37 % 87.37 % 187.18 % 187.18 %
EPS Growth 10.84 % 17.49 % 17.37 % 23.06 % -3.09 % -3.09 %
EPS Diluted Growth 12.5 % 17.51 % 17.41 % 25.07 % -3.01 % -3.01 %
Book Value Per Share 6.97 % 3.83 % -4.98 % 11.19 % 4.56 % 4.56 %
Share Holder 3 Year Equity Growth Per Share 66.06 % 9.32 % -5.27 % 51.01 % 15.16 % 15.16 %
Share Holder 5 Year Equity Growth Per Share 1180.76 % 21.75 % 20.99 % 52.34 % 28.03 % 28.03 %
Share Holder 10 Year Equity Growth Per Share 6652.87 % 76.47 % 20.29 % 114.56 % 98.51 % 98.51 %
Dividend Per Share Growth 1.63 % 15.53 % 15.77 % 15.77 % 0.01 % 0.01 %
Dividend 3 Year Growth Per Share 20.64 % 58.24 % 50.19 % 52.77 % -5.68 % -5.68 %
Dividend 5 Year Growth Per Share - 100.54 % 100.11 % 63.25 % 36.94 % 36.94 %
Dividend 10 Year Growth Per Share - 418.14 % 498.67 % 181.44 % 128.79 % 128.79 %
Debt Growth 23.63 % -0.69 % 16.23 % 3.93 % -8.63 % -8.63 %
Free Cash Flow Growth 2.7 % -5.09 % 23.23 % -28.58 % -13.56 % -13.56 %
Updated On 31 Dec 2024 30 Sep 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024 31 Dec 2024
Profitability
ATLC V MA AXP COF-PJ COF-PK
Gross Profit Margin TTM 116.77 % 80.23 % 76.55 % 82.53 % 41.55 % 41.55 %
Return on Assets TTM 3.37 % 20.28 % 26.42 % 3.43 % - -
Return on Equity TTM 22.29 % 52.65 % 190.88 % 32.87 % - -
Return on Capital Employed TTM 16.43 % 36.88 % 52.06 % 9.83 % -0.28 % -0.28 %
Net Income Per EBT TTM 77.73 % 83.33 % 82.54 % 79.02 % - -
EBT Per Ebit TTM 94.33 % 100.61 % 97.58 % 100 % 100 % 100 %
EBIT Per Revenue TTM 13.8 % 62.21 % 55.78 % 16.71 % -0.91 % -0.91 %
Cash Flow To Debt Ratio TTM 17.84 % 93.42 % 89.37 % 21.93 % 37.29 % 37.29 %
Receivables Turnover TTM - 5.05 7.23 - 17.02 17.02
Payables Turnover TTM 0.21 16.65 8.67 0.95 37.8 37.8
Inventory Turnover TTM - - - - - -
Fixed Asset Turnover TTM 8871.03 % 938.76 % 1359.15 % 1357.52 % 1009.71 % 1009.71 %
Asset Turnover TTM 33.35 % 38.88 % 58.8 % 26.01 % 8.71 % 8.71 %
Operating Cash Flow Per Share TTM 33.01 12.12 18.67 18.76 44.16 44.16
Free Cash Flow Per Share TTM 32.59 11.4 18.05 15.9 40.98 40.98
Cash Per Share TTM 2178.13 % 990.24 % 1031.61 % 8426.65 % 14199.24 % 14199.24 %
Operating Cash Flow Sales Ratio TTM 41.09 % 60.38 % 56.06 % 17.04 % 34.2 % 34.2 %
Free Cash Flow Operating Cash Flow Ratio TTM 98.74 % 94.03 % 96.67 % 84.73 % 92.79 % 92.79 %
Cash Flow Coverage Ratios TTM 17.84 % 93.42 % 89.37 % 21.93 % 37.29 % 37.29 %
Price To Free Cash Flows Ratio TTM 1.77 29.99 30.52 19.84 7.4 7.4
Price To Operating Cash Flows Ratio TTM 1.75 28.34 29.86 16.86 4.77 4.77
Price Cash Flow Ratio TTM 1.75 28.34 29.86 16.86 4.77 4.77
Income Statement (TTM)
ATLC V MA AXP COF-PJ COF-PK
Revenue $1.31B $35.93B $28.17B $74.2B $53.94B $53.94B
Gross Profit $1.26B $28.88B $21.49B $60.76B $27.4B $27.4B
Gross Profit Ratio 96.17% 80.4% 76.31% 81.89% 50.79% 50.79%
EBITDA $0.3B $25.59B $16.8B $14.57B $9.15B $9.15B
Net Income $0.11B $19.74B $12.87B $10.13B $4.75B $4.75B
EPS Diluted 4.77 9.73 13.89 14.02 11.59 11.59
Balance Sheet (MRQ)
ATLC V MA AXP COF-PJ COF-PK
Long Term Debt $2.51B $20.84B $17.48B $49.72B $44.99B $44.99B
Total Liabilities $2.69B $55.37B $41.57B $241.2B $429.36B $429.36B
Total Equity $0.58B $39.14B $6.52B $30.26B $60.78B $60.78B
Total Investments $2.71B $5.75B $1.94B $210.32B $394.73B $394.73B
Total Debt $2.51B $20.84B $18.23B $51.09B $45.55B $45.55B
Total Assets $3.27B $94.51B $48.08B $271.46B $490.14B $490.14B
Cash Flow Statement (TTM)
ATLC V MA AXP COF-PJ COF-PK
Net Income $0.11B $19.74B $12.87B $10.13B $4.75B $4.75B
Inventory $0B $0B $0B $0B $0B $0B
Dividends Paid $-0.03B $-4.22B $-2.45B $-2B $-1.16B $-1.16B
Operating Cash Flow $0.47B $19.95B $14.78B $14.05B $18.16B $18.16B
Capital Expenditure $-0B $-1.26B $-0.47B $-1.91B $-1.2B $-1.2B
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ETFs With Exposure to ATLC
Ticker ETF Name Weight Percentage Price
IWM iShares Russell 2000 ETF 0.01063 244.37
VTI Vanguard Total Stock Market Index Fund 0.00053 326.892
SCHB Schwab U.S. Broad Market ETF 0.000479329 25.605
ITOT iShares Core S&P Total U.S. Stock Market ETF 0 145.13
PFF iShares Preferred and Income Securities ETF 0.0805 31.35
SCHA Schwab U.S. Small-Cap ETF 0.00779847 27.76
VFH Vanguard Financials Index Fund 0.005 128.2
FNCL Fidelity MSCI Financials Index ETF 0.00402495 74.57
IWN iShares Russell 2000 Value ETF 0.02009 176.2
IWO iShares Russell 2000 Growth ETF 0.00124 327.275
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.013 44.895
VXF Vanguard Extended Market Index Fund 0.00408 209.655
HDG ProShares Hedge Replication ETF 0.00165568 51.0811
UWM ProShares Ultra Russell2000 0.00767777 47.07
PFFD Global X U.S. Preferred ETF 0.14 19.285
VTHR Vanguard Russell 3000 Index Fund 0.00064 293.03
IWC iShares Micro-Cap ETF 0.06737 153.98
DWAS Invesco DWA SmallCap Momentum ETF 0.292 94.595
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.0015 240.45
URTY ProShares UltraPro Russell2000 0.00594743 54.03
VTWV Vanguard Russell 2000 Value Index Fund 0.02432 155.195
EES WisdomTree U.S. SmallCap Earnings Fund 0.09473 54.225
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.08 66.1625
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.02 51.03
FDM First Trust Dow Jones Select MicroCap Index Fund 0.23 73.375
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0.02 74.25
ISCB iShares Morningstar Small-Cap ETF 0.00572 63.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.00684 54.95
ISCV iShares Morningstar Small-Cap Value ETF 0.00617 65.62
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.03 81.94
JSML Janus Henderson Small Cap Growth Alpha ETF 0.08 73.84
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.017 43.525
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.005 31.9152
PKW Invesco BuyBack Achievers ETF 0.02 130.06
PSC Principal U.S. Small-Cap Multi-Factor ETF 0.0381526 56.0094
SMLF iShares MSCI USA Small-Cap Multifactor ETF 0.02 73.49
VFLQ Vanguard U.S. Liquidity Factor ETF 0.02 99.7611
VFMO Vanguard U.S. Momentum Factor ETF 0.02 195.5
VFQY Vanguard U.S. Quality Factor ETF 0.17 148.11
VTWG Vanguard Russell 2000 Growth Index Fund 0.00134 239.16
VTWO Vanguard Russell 2000 Index Fund 0.01262 98.77
XSC.TO iShares Conservative Short Term Strategic Fixed Income ETF 0.01 18
XSE.TO iShares Conservative Strategic Fixed Income ETF 0 18
XSI.TO iShares Short Term Strategic Fixed Income ETF 0.01 17.13
XSU.TO iShares U.S. Small Cap Index ETF (CAD-Hedged) 0.01 45.36
PZW.TO Invesco FTSE RAFI Global Small-Mid ETF 0.0069 40.36
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0.00068 109.42
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0.00068 109.4
VBAIX Vanguard Balanced Index Fund Institutional Shares 0.00032 51.93
VBIAX Vanguard Balanced Index Fund Admiral Shares 0.00032 51.92
VBINX Vanguard Balanced Index Fund Investor Shares 0.00032 51.93
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.009614 74.68
RYLD Global X Russell 2000 Covered Call ETF 0 15.27
AVUV Avantis U.S. Small Cap Value ETF 0.03 97.5
AVUS Avantis U.S. Equity ETF 0 107.63
DFAU Dimensional US Core Equity Market ETF 0.0003956 45.475
DFUS Dimensional U.S. Equity ETF 0.00028733 72.135
DFAT Dimensional U.S. Targeted Value ETF 0.0416336 56.71
DFAS Dimensional U.S. Small Cap ETF 0.0201791 67.43
DFAC Dimensional U.S. Core Equity 2 ETF 0.00471194 38.17
VTSAX Vanguard Total Stock Market Index Fund 0.00053 156.59
VFAIX Vanguard Financials Index Fund 0.005 63.58
SIFI Harbor Scientific Alpha Income ETF 0.279141 44.2392
NTKI Nationwide Russell 2000 Risk-Managed Income ETF 0 19.0104
CUS1.L iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) 0.00416 42942.5
HYUS.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02499 4.7975
R2US.L SPDR Russell 2000 US Small Cap UCITS ETF 0.01347 71.18
SDHA.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.04619 7.009
SDHG.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.04619 66.925
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0.00408 155.49
VITSX Vanguard Total Stock Market Index Fund 0.00053 156.62
SIHY Harbor Scientific Alpha High-Yield ETF 0.268805 45.87
XHYF BondBloxx US High Yield Financial & REIT Sector ETF 0.19 37.6
DFSV Dimensional US Small Cap Value ETF 0.00006972 31.193
DFUV Dimensional US Marketwide Value ETF 0.00104918 44.09
USSC.L SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.007054 73.92
XRS2.F Xtrackers Russell 2000 UCITS ETF 0.0109553 318.35
SDHY.L iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.04619 89.3
SC0K.DE Invesco Russell 2000 UCITS ETF 0.0102 107.78
DFSU Dimensional US Sustainability Core 1 ETF 0.00386571 42.015
XB BondBloxx B Rated USD High Yield Corporate Bond ETF 0.09 39.45
IS3K.DE iShares $ Short Duration High Yield Corp Bond UCITS ETF 0.04619 77.194
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.000235959 15.86
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0.00408 155.5
CUSS.L iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.00416 572.2
RTYS.L Invesco Russell 2000 UCITS ETF 0.0107 124.67
SXRG.DE iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.00416 494.6
VEXPX Vanguard Explorer Fd 0 117.69
XRSG.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0109553 27129
XRSU.L Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF 0.0109553 361.74
ZPRR.DE SPDR Russell 2000 US Small Cap UCITS ETF 0.01347 61.49
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.007054 63.97
R2SC.L SPDR Russell 2000 US Small Cap UCITS ETF 0.01347 53.35
XRS2.DE Xtrackers Russell 2000 UCITS ETF 0.0109553 313.45
USFM.L UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.00098 2812
SWSSX Schwab Small-Cap Index Fund-Select Shares 0.00459132 38.78
USUE.DE UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.00098 36.115
FDLS Inspire Fidelis Multi Factor ETF 1.14788 34.04
JKK iShares Morningstar Small-Cap Growth ETF 0.00684 307.42
JKJ iShares Morningstar Small-Cap ETF 0.00572 231.193
AVSC Avantis U.S. Small Cap Equity ETF 0.03 56.43
JKL iShares Morningstar Small-Cap Value ETF 0.00617 172.726
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 0.03 46.46
HYSD.L iShares Broad $ High Yield Corp Bond UCITS ETF 0.02499 5.0035
FVI First Trust Total US Market AlphaDEX ETF 0.06 8
SCYB Schwab High Yield Bond ETF 0.0275841 26.43
VTS.AX Vanguard US Total Market Shares Index ETF 0.00053 499.58
VISM.AX Vanguard MSCI International Small Companies Index ETF 0.00311 72.86
DCOR Dimensional ETF Trust 0.00434807 71.23
VEMPX Vanguard Extended Market Index InstlPlus 0.00408 383.72
CSUSS.MI iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.00416 493.1
HYUS.SW iShares Broad $ High Yield Corp Bond UCITS ETF 0.02499 4.8164
USFMDN.MX UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF 0.00098 382
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0.00053 293.8
QSML WisdomTree U.S. SmallCap Quality Growth Fund 0.10163 27.6759
RSSL Global X Funds 0.01 95.945
EBIT Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 0.127246 32.3263
DXUV Dimensional ETF Trust 0.00917604 57.638
WSML iShares MSCI World Small-Cap ETF 0.00545 30.185
LITL Simplify Exchange Traded Funds 0.507691 27.48
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