Jefferson Capital, Inc. (JCAP): A Bear Case Theory [Yahoo! Finance]
Jefferson Capital, Inc. (JCAP)
Last jefferson capital, inc. earnings: 2/26 04:05 pm
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US:NYSE Investor Relations:
investors.jernigancapital.com
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Source: Yahoo! Finance
We came across a bearish thesis on Jefferson Capital, Inc. on The Illiquid Edge's Substack. In this article, we will summarize the bears' thesis on JCAP. Jefferson Capital, Inc.'s share was trading at $22.07 as of February 11th. JCAP's trailing P/E was 9.26 according to Yahoo Finance. Janus Henderson (JHG)'s Acquisition is a "Great Move," Says Jim Cramer Jefferson Capital (NASDAQ: JCAP) is a newly public, private-equity-controlled purchaser of charged-off consumer debt that IPO'd in June 2025. Headquartered in Minnesota and majority owned (67%) by J.C. Flowers, the company buys defaulted loan portfolios at roughly 5–6% of face value and historically targets a 2x gross recovery multiple through settlements, payment plans, and legal collections. While Jefferson Capital screens attractively at a roughly 20% levered free cash flow yield and has delivered 39% YoY operating income growth, a deeper look at the underlying unit economics suggests the business is less compelling than hea
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JCAP
News
- Jefferson Capital to Announce Fourth Quarter and Full Year 2025 Results [Yahoo! Finance]Yahoo! Finance
- Jefferson Capital to Announce Fourth Quarter and Full Year 2025 ResultsGlobeNewswire
- Jefferson Capital Announces Pricing of Secondary Public Offering and Concurrent Share Repurchase [Yahoo! Finance]Yahoo! Finance
- Jefferson Capital Announces Pricing of Secondary Public Offering and Concurrent Share RepurchaseGlobeNewswire
- Jefferson Capital Announces Launch of Secondary Public Offering and Concurrent Share Repurchase [Yahoo! Finance]Yahoo! Finance
JCAP
Earnings
- 11/13/25 - Beat
JCAP
Sec Filings
- 1/16/26 - Form SCHEDULE
- 1/14/26 - Form 4
- 1/13/26 - Form 4
- JCAP's page on the SEC website