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First Cash Financial Services (FCFS)
NASDAQ:FCFS
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FirstCash (FCFS) AI Stock Analysis

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FCFS

FirstCash

(NASDAQ:FCFS)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
$221.00
▲(13.30% Upside)
Action:Reiterated
Date:07/30/26
FCFS scores well on fundamentals, led by strong profitability and free-cash-flow generation, but the overall score is held back by a more levered balance sheet and weaker near-term technical trend (trading below the 20/50/100-day averages). Valuation appears reasonable but not cheap at ~23.6x earnings with a modest ~0.83% yield, while corporate actions (buybacks/dividend and the Ramsdens acquisition) add a positive catalyst tilt.
Positive Factors
Cash Generation
Consistent, high operating and free cash flow—FCF near 0.9x net income with ~8% FCF growth—provides durable internal funding for reinvestment, dividends, buybacks and M&A. Strong cash conversion supports financial resilience and strategic flexibility over the medium term.
Negative Factors
Rising Leverage
Higher debt-to-equity indicates increasing reliance on external funding. Elevated leverage raises interest expense sensitivity and reduces financial flexibility, making the company more vulnerable to slower growth or credit stress and constraining capital allocation during downturns.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Generation
Consistent, high operating and free cash flow—FCF near 0.9x net income with ~8% FCF growth—provides durable internal funding for reinvestment, dividends, buybacks and M&A. Strong cash conversion supports financial resilience and strategic flexibility over the medium term.
Read all positive factors

FirstCash (FCFS) vs. SPDR S&P 500 ETF (SPY)

FirstCash Business Overview & Revenue Model

Company Description
FirstCash Holdings, Inc., along with its affiliates, oversees a widespread network of retail pawn shops throughout the United States, Mexico, and other parts of Latin America. These establishments provide monetary loans against a diverse range of ...
How the Company Makes Money
FirstCash makes money mainly through two interconnected activities within its pawn operations: (1) pawn service charges/fees and (2) retail merchandise sales. In a pawn transaction, a customer pledges an item of personal property as collateral and...

FirstCash Financial Statement Overview

Summary
Strong profitability and cash generation support the score (TTM ~49% gross margin, ~16% EBIT margin, ~9% net margin; operating cash flow ~$673M and free cash flow ~$596M with ~8% FCF growth and ~0.90x FCF-to-net income). The main offset is a more levered balance sheet (debt-to-equity ~1.16, rising vs prior years), and revenue growth has moderated versus the 2022 surge.
Income Statement
82
Very Positive
Balance Sheet
66
Positive
Cash Flow
79
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue4.12B3.66B3.39B3.15B2.73B1.70B
Gross Profit2.02B1.89B1.63B1.51B1.26B919.15M
EBITDA1.18B999.78M986.25M906.71M851.67M257.62M
Net Income388.15M330.38M258.81M219.30M253.50M124.91M
Balance Sheet
Total Assets5.49B5.30B4.48B4.29B3.90B3.84B
Cash, Cash Equivalents and Short-Term Investments172.30M125.20M175.09M127.02M117.33M120.05M
Total Debt2.70B2.82B2.05B1.92B1.67B1.59B
Total Liabilities3.16B3.02B2.42B2.29B2.03B2.03B
Stockholders Equity2.32B2.28B2.05B2.00B1.88B1.81B
Cash Flow
Free Cash Flow596.25M531.04M471.71M355.99M433.72M181.28M
Operating Cash Flow672.85M585.94M539.96M416.14M469.31M223.30M
Investing Cash Flow-905.98M-828.04M-441.59M-462.33M-336.44M-744.64M
Financing Cash Flow289.41M176.41M-38.19M51.31M-139.27M576.99M

FirstCash Risk Analysis

FirstCash disclosed 36 risk factors in its most recent earnings report. FirstCash reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

FirstCash Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$6.09B17.4325.76%17.65%43.92%
70
Outperform
$1.79B12.4613.94%22.81%47.41%
69
Neutral
$8.77B23.5517.07%0.86%21.61%34.84%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
66
Neutral
$7.27B9.2223.07%7.01%6.93%
64
Neutral
$1.71B12.1519.36%1.24%4.52%-29.04%
62
Neutral
$864.79M22.0311.00%4.36%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FCFS
FirstCash
204.01
74.21
57.17%
PRG
PROG Holdings
42.96
12.87
42.77%
EZPW
EZCORP
29.77
15.80
113.10%
WRLD
World Acceptance
179.81
25.45
16.49%
OMF
OneMain Holdings
62.58
10.10
19.25%
ENVA
Enova International
254.14
153.58
152.72%

FirstCash Corporate Events

Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresM&A TransactionsPrivate Placements and Financing
FirstCash Reports Record Quarter and Boosts Shareholder Returns
Positive
Jul 23, 2026
On July 23, 2026, FirstCash reported record results for the quarter and six months ended June 30, 2026, with second-quarter revenue up 29% and combined pawn segment revenues up 44% year-on-year, driven by robust pawn demand and a 63% surge in cons...
Business Operations and StrategyExecutive/Board Changes
FirstCash announces CEO transition and leadership changes
Neutral
Jul 22, 2026
On July 22, 2026, FirstCash Holdings, Inc. announced a planned leadership transition under which longtime Chief Executive Officer and Vice Chairman Rick Wessel will become Executive Chairman of the Board and step down as CEO effective January 1, 2...
Business Operations and StrategyDividendsFinancial DisclosuresM&A Transactions
FirstCash to Acquire Ramsdens in All-Cash Deal
Positive
Jun 23, 2026
On June 23, 2026, FirstCash announced a recommended all-cash acquisition of U.K.-listed Ramsdens Holdings, valuing the target’s equity at about £206 million, including an interim dividend, with Ramsdens shareholders to receive 600 pence...
Business Operations and StrategyShareholder Meetings
FirstCash completes reincorporation from Delaware to Texas
Neutral
Jun 19, 2026
FirstCash Holdings, Inc. completed its previously approved reincorporation from Delaware to Texas on June 18, 2026, after stockholders voted in favor of the move at the June 9, 2026 annual meeting. At the effective time, the company’s govern...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
FirstCash Shareholders Endorse Directors and Texas Reincorporation
Positive
Jun 9, 2026
At its June 9, 2026 annual meeting, FirstCash Holdings, Inc. reported a high stockholder turnout, with more than 95% of eligible shares represented, and secured three-year board terms for director nominees Daniel E. Berce, Mikel D. Faulkner and Ra...
Business Operations and StrategyFinancial Disclosures
FirstCash Highlights Strong Profit Growth in New Presentation
Positive
May 12, 2026
FirstCash Holdings, Inc. has released a new investor presentation dated May 2026 on its corporate website, detailing the company’s performance and outlook. The materials highlight that, for the trailing twelve months ended March 31, 2026, re...
Private Placements and Financing
FirstCash Completes $750 Million Senior Notes Offering
Positive
May 1, 2026
On May 1, 2026, FirstCash Holdings, Inc. closed a privately placed $750 million offering of 6.125% senior unsecured notes due May 1, 2034, issued by its wholly owned subsidiary FirstCash, Inc. The notes, guaranteed by the parent and key domestic s...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 30, 2026