WallStSmart

Jefferson Capital, Inc. Common Stock (JCAP)vsMastercard Inc (MA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mastercard Inc generates 5327% more annual revenue ($33.94B vs $625.35M). MA leads profitability with a 45.9% profit margin vs 25.8%. JCAP trades at a lower P/E of 3.7x. MA earns a higher WallStSmart Score of 70/100 (B).

JCAP

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 6.7Quality: 5.5
Piotroski: 5/9Altman Z: 1.20

MA

Strong Buy

70

out of 100

Grade: B

Growth: 8.0Profit: 10.0Value: 4.3Quality: 5.5
Piotroski: 6/9Altman Z: 4.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JCAP5 strengths · Avg: 9.4/10
P/E RatioValuation
3.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
36.4%10/10

Every $100 of equity generates 36 in profit

Operating MarginProfitability
47.3%10/10

Strong operational efficiency at 47.3%

Profit MarginProfitability
25.8%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

MA6 strengths · Avg: 9.7/10
Market CapQuality
$480.32B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
231.6%10/10

Every $100 of equity generates 232 in profit

Profit MarginProfitability
45.9%10/10

Keeps 46 of every $100 in revenue as profit

Operating MarginProfitability
60.8%10/10

Strong operational efficiency at 60.8%

Altman Z-ScoreHealth
4.0810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

Areas to Watch

JCAP4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.19B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Debt/EquityHealth
3.251/10

Elevated debt levels

MA4 concerns · Avg: 2.8/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
31.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
74.2x2/10

Trading at 74.2x book value

Debt/EquityHealth
2.821/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : JCAP

The strongest argument for JCAP centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 25.8% and operating margin at 47.3%. Revenue growth of 11.9% demonstrates continued momentum.

Bull Case : MA

The strongest argument for MA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.9% and operating margin at 60.8%. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : JCAP

The primary concerns for JCAP are EPS Growth, Market Cap, Altman Z-Score. Debt-to-equity of 3.25 is elevated, increasing financial risk.

Bear Case : MA

The primary concerns for MA are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.82 is elevated, increasing financial risk.

Key Dynamics to Monitor

JCAP profiles as a mature stock while MA is a growth play — different risk/reward profiles.

MA is growing revenue faster at 15.8% — sustainability is the question.

MA generates stronger free cash flow (2.8B), providing more financial flexibility.

Monitor CREDIT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MA scores higher overall (70/100 vs 67/100), backed by strong 45.9% margins and 15.8% revenue growth. Both earn "Strong Buy" and "Strong 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.

Jefferson Capital, Inc. Common Stock

FINANCIAL SERVICES · CREDIT SERVICES · USA

Jernigan Capital is a real estate investment trust listed on the New York Stock Exchange (NYSE: JCAP) that provides debt and equity capital to private developers, owners and operators of storage facilities with a view to eventual freehold ownership of the facilities financed by the Company.

Mastercard Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

Mastercard Incorporated is an American multinational financial services corporation headquartered in the Mastercard International Global Headquarters in Purchase, New York. The Global Operations Headquarters is located in O'Fallon, Missouri, a municipality of St. Charles County, Missouri. Throughout the world, its principal business is to process payments between the banks of merchants and the card-issuing banks or credit unions of the purchasers who use the Mastercard brand debit, credit and prepaid cards to make purchases. Mastercard Worldwide has been a publicly traded company since 2006.

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