WallStSmart

LM Funding America Inc (LMFA)vsCharles Schwab Corp (SCHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 321195% more annual revenue ($24.80B vs $7.72M). SCHW leads profitability with a 38.0% profit margin vs 0.0%. SCHW earns a higher WallStSmart Score of 75/100 (B+).

LMFA

Avoid

35

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 5.0Quality: 5.0

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 5.7Quality: 8.3
Piotroski: 6/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LMFA1 strengths · Avg: 10.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
38.0%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$160.57B9/10

Large-cap with strong market position

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

EPS GrowthGrowth
38.6%8/10

Earnings expanding 38.6% YoY

Areas to Watch

LMFA4 concerns · Avg: 2.5/10
Market CapQuality
$3.95M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-84.0%2/10

ROE of -84.0% — below average capital efficiency

EPS GrowthGrowth
-89.4%2/10

Earnings declined 89.4%

SCHW1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-921.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LMFA

The strongest argument for LMFA centers on Price/Book.

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : LMFA

The primary concerns for LMFA are Market Cap, Profit Margin, Return on Equity.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow.

Key Dynamics to Monitor

LMFA profiles as a value stock while SCHW is a growth play — different risk/reward profiles.

LMFA carries more volatility with a beta of 2.43 — expect wider price swings.

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

LMFA generates stronger free cash flow (-6M), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (75/100 vs 35/100), backed by strong 38.0% margins and 15.8% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

LM Funding America Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

LM Funding America, Inc., through its subsidiary, LM Funding, LLC, is a specialized finance company. The company is headquartered in Tampa, Florida.

Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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