WallStSmart

OneMain Holdings Inc (OMF)vsVisa Inc. Class A (V)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Visa Inc. Class A generates 1292% more annual revenue ($41.39B vs $2.97B). V leads profitability with a 50.2% profit margin vs 26.3%. OMF appears more attractively valued with a PEG of 0.61. OMF earns a higher WallStSmart Score of 85/100 (A).

OMF

Exceptional Buy

85

out of 100

Grade: A

Growth: 7.3Profit: 8.0Value: 10.0Quality: 6.5
Piotroski: 5/9

V

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 10.0Value: 9.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OMFUndervalued (+80.5%)

Margin of Safety

+80.5%

Fair Value

$307.01

Current Price

$53.08

$253.93 discount

UndervaluedFair: $307.01Overvalued
VUndervalued (+17.4%)

Margin of Safety

+17.4%

Fair Value

$369.26

Current Price

$304.91

$64.35 discount

UndervaluedFair: $369.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMF6 strengths · Avg: 9.3/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Operating MarginProfitability
33.7%10/10

Strong operational efficiency at 33.7%

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

PEG RatioValuation
0.618/10

Growing faster than its price suggests

V5 strengths · Avg: 9.6/10
Market CapQuality
$585.66B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
53.9%10/10

Every $100 of equity generates 54 in profit

Profit MarginProfitability
50.2%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
68.3%10/10

Strong operational efficiency at 68.3%

Free Cash FlowQuality
$6.40B8/10

Generating 6.4B in free cash flow

Areas to Watch

OMF0 concerns · Avg: 0/10

No major concerns identified

V4 concerns · Avg: 4.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Price/BookValuation
15.2x4/10

Trading at 15.2x book value

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : OMF

The strongest argument for OMF centers on P/E Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 26.3% and operating margin at 33.7%. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : V

The strongest argument for V centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 50.2% and operating margin at 68.3%. Revenue growth of 14.6% demonstrates continued momentum.

Bear Case : OMF

No major red flags identified for OMF, but monitor valuation.

Bear Case : V

The primary concerns for V are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

OMF carries more volatility with a beta of 1.29 — expect wider price swings.

V is growing revenue faster at 14.6% — sustainability is the question.

V generates stronger free cash flow (6.4B), providing more financial flexibility.

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

Bottom Line

OMF scores higher overall (85/100 vs 68/100), backed by strong 26.3% margins and 12.2% revenue growth. V offers better value entry with a 17.4% margin of safety. Both earn "Exceptional 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.

OneMain Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

OneMain Holdings, Inc., a financial services holding company, is in the consumer finance and insurance businesses. The company is headquartered in Evansville, Indiana.

Visa Inc. Class A

FINANCIAL SERVICES · CREDIT SERVICES · USA

Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards. Visa is one of the world's most valuable companies.

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