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AAMI vs LC

AAMI
Acadian Asset Management Inc.
NEUTRAL
Price
$55.19
Market Cap
$1.98B
Sector
Financial Services
AI Confidence
72%
LC
LendingClub Corporation
NEUTRAL
Price
$16.87
Market Cap
$1.95B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
AAMI
23.49
LC
11.25
Forward P/E
AAMI
12.52
LC
7.31
P/B Ratio
AAMI
101.45
LC
1.3
P/S Ratio
AAMI
3.53
LC
1.42
EV/EBITDA
AAMI
14.62
LC
3.87

Profitability

Gross Margin
AAMI
43.89%
LC
39.19%
Operating Margin
AAMI
18.31%
LC
45.16%
Profit Margin
AAMI
15.7%
LC
12.8%
ROE
AAMI
205.58%
LC
12.16%
ROA
AAMI
13.31%
LC
1.29%

Growth

Revenue Growth
AAMI
17.1%
LC
12.5%
Earnings Growth
AAMI
-6.7%
LC
340.0%

Financial Health

Debt/Equity
AAMI
3.03
LC
--
Current Ratio
AAMI
1.53
LC
--
Quick Ratio
AAMI
1.42
LC
--

Dividends

Dividend Yield
AAMI
0.07%
LC
--
Payout Ratio
AAMI
1.69%
LC
0.0%

AI Verdict

AAMI NEUTRAL

The Advanced Deterministic Scorecard shows a Piotroski F-Score of 5/9, indicating stable financial health, while the Altman Z-Score is unavailable, limiting distress risk assessment. The company trades at a significant premium to its Graham Number of $5.36, with a current price of $55.19, though growth-based intrinsic value suggests $16.45. Strong revenue growth (17.10% YoY) and consistent earnings beats are offset by high leverage (Debt/Equity: 3.03) and declining recent earnings growth (YoY: -6.70%). Insider selling and a bearish technical trend further temper optimism.

Strengths
Consistent quarterly earnings beats with an average surprise of 10.22% over the last four quarters
Strong revenue growth of 17.10% year-over-year, outpacing sector average in profitability despite lower growth
High profitability margins: gross margin at 43.89%, operating margin at 18.31%, and profit margin at 15.70%
Risks
High Debt/Equity ratio of 3.03, well above sector average of 1.73, increasing financial risk
Negative year-over-year earnings growth of -6.70% and declining Q/Q earnings growth of -10.70%
Current price ($55.19) is over 10x the Graham Number ($5.36), suggesting extreme overvaluation on a defensive basis
LC NEUTRAL

LendingClub (LC) presents a stark contradiction between explosive growth and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While the stock is significantly undervalued relative to its Graham Number ($20.95) and Intrinsic Value ($44.25), this value is offset by a bearish technical trend and consistent insider selling. The company's ability to deliver massive YoY earnings growth (340%) and consistent EPS beats is impressive, but the underlying financial health metrics suggest systemic fragility. Consequently, LC is a high-risk speculative value play rather than a stable investment.

Strengths
Exceptional YoY Earnings Growth of 340%
Strong earnings track record with 3/4 beats in the last 4 quarters
Significant undervaluation relative to Graham Number ($20.95) and Intrinsic Value ($44.25)
Risks
Critical fundamental weakness indicated by a Piotroski F-Score of 2/9
Bearish insider sentiment with 7 sell transactions and 0 buys in 6 months
Technical trend is completely bearish (0/100)

Compare Another Pair

AAMI vs LC: Head-to-Head Comparison

This page compares Acadian Asset Management Inc. (AAMI) and LendingClub Corporation (LC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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