Jefferson Capital, Inc. (JCAP): A Bear Case Theory

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. Headquarte ...