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FirstCash Holdings, Inc. (FCFS) Stock Analysis

Financial Services

FirstCash Holdings, Inc.

$232.05

+$4.46 (+1.96%)

Last Updated: May 26, 2026

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Analysis

Company Overview

FirstCash Holdings, Inc. operates a network of retail pawn stores across the United States, Mexico, the rest of Latin America, and the United Kingdom, generating revenue through its four distinct segments: U.S. Pawn, Latin America Pawn, U.K. Pawn, and Retail POS Payment Solutions. This entity functions within the Financial Services sector and the Credit Services industry, positioning it as a specialized lender that provides short-term secured loans to consumers and merchants in need of immediate liquidity. The company currently holds a market capitalization of $8.42B and reports trailing twelve-month revenue of $3.66B, though the specific count of employees is listed as N/A in available records. These valuation and revenue figures indicate a significant scale of operations, suggesting that FirstCash Holdings commands a substantial position within the consumer credit and pawnbroking landscape relative to smaller regional competitors.

Financial Health

FirstCash Holdings, Inc. generated revenue of $3.66B over the trailing twelve months, resulting in a net income of $330.38M and an EBITDA of $685.03M, highlighting a substantial gap between top-line revenue and bottom-line profit that reflects the company's cost structure and operating expenses. The company produced free cash flow of $232.38M, which provides a clear indicator of its financial flexibility to fund operations, service debt obligations, or pursue strategic investments without relying solely on external financing. Profitability analysis reveals a gross margin of 59.0%, an operating margin of 17.3%, and a profit margin of 9.0%, where the high gross margin suggests strong pricing power or low cost of goods sold, while the narrower operating and profit margins indicate significant overhead costs or interest expenses impacting the bottom line. On the balance sheet, the company holds $125.20M in cash against total debt of $2.57B, creating a net debt position that is substantial, further evidenced by a debt-to-equity ratio of 112.82% which characterizes a highly leveraged balance sheet rather than a conservative one. Liquidity is supported by a current ratio of 4.55, a high figure that indicates the company possesses ample short-term assets to cover its short-term liabilities, providing a safety buffer for daily operational needs. Return metrics show a Return on Equity of 15.3% and a Return on Assets of 7.3%, figures that reveal management's effectiveness in generating profits from shareholders' equity and total assets, respectively, despite the high leverage inherent in the lending business model.

Valuation Assessment

The stock carries a trailing P/E ratio of 25.69 and a forward P/E of 15.52, where the significant difference between these two metrics implies that the market expects earnings growth to accelerate substantially in the coming year compared to historical performance. The price-to-book ratio stands at 3.69, indicating that the market values the company at a significant premium over its net book value, likely reflecting intangible assets, brand strength, or future growth potential not captured on the balance sheet. Alternative valuation metrics include a price-to-sales ratio of 2.30 and an EV/EBITDA of 15.82, which suggest that investors are willing to pay a moderate multiple for revenue and earnings before interest, taxes, depreciation, and amortization relative to peers in the credit services space. The 52-week trading range spans from a low of $116.09 to a high of $199.60, and without a specific current price provided in the facts, the price action is bounded by this historical volatility range which defines the recent trading context. The stock exhibits a beta of 0.46, a value well below 1.0 that indicates the share price is significantly less volatile than the broader market, offering a degree of stability often sought in defensive financial stocks.

Growth & Income

Growth dynamics are characterized by a revenue growth rate of 19.8% and an earnings growth rate of 27.0%, where the faster expansion of earnings relative to revenue implies improved operational efficiency or margin expansion driving profitability more aggressively than top-line volume growth. Regarding income distribution, the company offers a dividend yield of 0.9% with a payout ratio of 21.6%, a conservative payout level that suggests the dividend is highly sustainable given the robust earnings growth and low payout percentage relative to net income. Since the payout ratio is low, the majority of earnings are retained within the company to fuel internal growth initiatives, capital expenditures, or debt reduction rather than being distributed to shareholders as high dividends. The overall growth and income profile combines moderate dividend income with strong double-digit growth rates, presenting a hybrid investment characteristic that balances current cash returns with potential capital appreciation through earnings expansion.

Peer Comparison

FirstCash Holdings, Inc. (FCFS) operates in the Credit Services industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
FirstCash Holdings, Inc. FCFS $10.17B 29.1
Visa Inc. V $620.88B 28.5
Mastercard Incorporated MA $435.62B 28.6
American Express Company AXP $212.01B 19.4

The Credit Services industry average P/E ratio is 15.9x. FirstCash Holdings, Inc. trades at a P/E of 29.1.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About FirstCash Holdings, Inc.

FirstCash Holdings, Inc., together with its subsidiaries, operates retail pawn stores in the United States, Mexico, rest of Latin America, and the United Kingdom. The company operates through four segments: U.S. Pawn, Latin America Pawn, U.K. Pawn, and Retail POS Payment Solutions segments. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, sporting goods, and musical instruments; and retails merchandise acquired through collateral forfeitures and over-the-counter purchases from customers. The company also provides retail POS payment solutions, which focuses on LTO products and facilitating other retail financing payment options across the network of traditional and e-commerce merchant partners. It serves cash and credit-constrained consumers. The company was formerly known as FirstCash, Inc and changed its name to FirstCash Holdings, Inc. in December 2021. FirstCash Holdings, Inc. was incorporated in 1988 and is headquartered in Fort Worth, Texas.

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Key Statistics

Market Cap
$10.17B
P/E Ratio
29.08
52-Week High
$235.97
52-Week Low
$119.21
Avg Volume
352.00K
Beta
0.53
Dividend Yield
0.72%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States