WallStSmart

Atlanticus Holdings Corp Preferred (ATLCP)vsAmerican Express Company (AXP)

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Smart Verdict

WallStSmart Research — data-driven comparison

American Express Company generates 11920% more annual revenue ($66.97B vs $557.17M). ATLCP leads profitability with a 21.9% profit margin vs 16.2%. ATLCP trades at a lower P/E of 3.1x. AXP earns a higher WallStSmart Score of 66/100 (B-).

ATLCP

Buy

53

out of 100

Grade: C-

Growth: 9.3Profit: 7.5Value: 8.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.45

AXP

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 10.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ATLCPUndervalued (+92.5%)

Margin of Safety

+92.5%

Fair Value

$328.14

Current Price

$22.87

$305.27 discount

UndervaluedFair: $328.14Overvalued
AXPUndervalued (+41.4%)

Margin of Safety

+41.4%

Fair Value

$512.74

Current Price

$300.24

$212.50 discount

UndervaluedFair: $512.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATLCP6 strengths · Avg: 9.2/10
P/E RatioValuation
3.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
50.1%10/10

Revenue surging 50.1% year-over-year

Profit MarginProfitability
21.9%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

AXP3 strengths · Avg: 9.3/10
Market CapQuality
$208.03B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Free Cash FlowQuality
$2.35B8/10

Generating 2.3B in free cash flow

Areas to Watch

ATLCP3 concerns · Avg: 2.0/10
Market CapQuality
$619.02M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

Debt/EquityHealth
9.631/10

Elevated debt levels

AXP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

Debt/EquityHealth
1.733/10

Elevated debt levels

Altman Z-ScoreHealth
0.132/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ATLCP

The strongest argument for ATLCP centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 21.9% and operating margin at 26.3%. Revenue growth of 50.1% demonstrates continued momentum.

Bull Case : AXP

The strongest argument for AXP centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 17.5%. Revenue growth of 10.6% demonstrates continued momentum.

Bear Case : ATLCP

The primary concerns for ATLCP are Market Cap, Altman Z-Score, Debt/Equity. Debt-to-equity of 9.63 is elevated, increasing financial risk.

Bear Case : AXP

The primary concerns for AXP are PEG Ratio, Debt/Equity, Altman Z-Score. Debt-to-equity of 1.73 is elevated, increasing financial risk.

Key Dynamics to Monitor

ATLCP profiles as a growth stock while AXP is a mature play — different risk/reward profiles.

ATLCP carries more volatility with a beta of 1.94 — expect wider price swings.

ATLCP is growing revenue faster at 50.1% — sustainability is the question.

AXP generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

AXP scores higher overall (66/100 vs 53/100), backed by strong 16.2% margins and 10.6% revenue growth. ATLCP offers better value entry with a 92.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Atlanticus Holdings Corp Preferred

FINANCIAL SERVICES · CREDIT SERVICES · USA

Atlanticus Holdings Corp Preferred (ATLCP) is a prominent entity in the financial services sector, focused on providing innovative credit solutions and consumer finance offerings through its parent company, Atlanticus Holdings Corporation. Leveraging advanced technology and data-driven analytics, ATLCP works to enhance access to credit for underserved consumers, effectively filling the gaps left by traditional lending practices. The company's diverse lending platforms and strategic partnerships bolster its investment portfolio and strengthen its position within the alternative finance market. With a commitment to responsible lending and financial inclusivity, Atlanticus aims to create sustainable value for both its investors and the consumers it serves.

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American Express Company

FINANCIAL SERVICES · CREDIT SERVICES · USA

The American Express Company is a multinational financial services corporation headquartered at 200 Vesey Street in the Battery Park City neighborhood of Lower Manhattan in New York City.

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