| HAVE REPORTED |
 |
Ticker |
Company |
2009 |
Surprise |
Estimates |
| Growth |
vs Industry (39%) |
$MM |
$/Share |
$MM |
$/Share |
% |
$MM |
$/Share |
PE |
|
V |
VISA INC |
19% |
B 19 |
( 52%) |
$ 2,538,946 |
$ 3.13 |
$ 186,568 |
$ 0.23 |
+8% |
$ 2,352,379 |
$ 2.90 |
62.2X |
|
AXP |
AMERICAN EXPRESS CO |
( 38%) |
F 40 |
<100% |
$ 1,716,480 |
$ 1.44 |
$ 238,400 |
$ 0.20 |
+16% |
$ 1,478,080 |
$ 1.24 |
60.7X |
|
MA |
MASTERCARD INCORPORATED |
26% |
B 17 |
( 34%) |
$ 1,476,589 |
$ 11.38 |
$ 120,670 |
$ 0.93 |
+9% |
$ 1,355,919 |
$ 10.45 |
54.7X |
|
WU |
WESTERN UNION COMPANY |
( 3%) |
C 22 |
<100% |
$ 885,900 |
$ 1.28 |
$ 41,527 |
$ 0.06 |
+5% |
$ 844,373 |
$ 1.22 |
13.5X |
|
COF |
CAPITAL ONE FINANCIAL CORP |
( 52%) |
F 44 |
<100% |
$ 598,430 |
$ 1.03 |
$ 691,390 |
$ 1.19 |
+744% |
$ -92,960 |
$ -0.16 |
( - ) |
|
SLM |
SLM CORP |
( 10%) |
C 26 |
<100% |
$ 445,932 |
$ 0.95 |
$ 98,574 |
$ 0.21 |
+28% |
$ 347,357 |
$ 0.74 |
30.8X |
|
FIS |
FIDELITY NATIONAL INFORMATION SERVICES |
( 12%) |
C 28 |
<100% |
$ 311,746 |
$ 1.63 |
$ 15,300 |
$ 0.08 |
+5% |
$ 296,445 |
$ 1.55 |
29.1X |
|
LPS |
LENDER PROCESSING SERVICES INC |
156% |
A 2 |
>100% |
$ 298,944 |
$ 3.12 |
$ 27,786 |
$ 0.29 |
+10% |
$ 271,157 |
$ 2.83 |
11.7X |
|
EFX |
EQUIFAX INC |
( 6%) |
C 24 |
<100% |
$ 294,677 |
$ 2.33 |
$ 13,912 |
$ 0.11 |
+5% |
$ 280,766 |
$ 2.22 |
27.6X |
|
TSS |
TOTAL SYSTEM SERVICES INC |
( 14%) |
D 30 |
<100% |
$ 222,818 |
$ 1.13 |
$ -5,916 |
$ -0.03 |
-3% |
$ 228,733 |
$ 1.16 |
20.4X |
|
NNI |
NELNET INC |
124% |
A 5 |
>100% |
$ 179,933 |
$ 3.61 |
$ 48,348 |
$ 0.97 |
+37% |
$ 131,586 |
$ 2.64 |
14.6X |
|
PHH |
PHH CORP |
148% |
A 4 |
>100% |
$ 109,550 |
$ 2.00 |
$ 21,910 |
$ 0.40 |
+25% |
$ 87,640 |
$ 1.60 |
12.6X |
|
AYR |
AIRCASTLE LIMITED |
( 32%) |
D 37 |
<100% |
$ 104,589 |
$ 1.32 |
$ 6,339 |
$ 0.08 |
+7% |
$ 98,250 |
$ 1.24 |
12.9X |
|
NFP |
NATIONAL FINANCIAL PARTNERS CORP |
( 10%) |
C 27 |
<100% |
$ 93,824 |
$ 2.28 |
$ 15,226 |
$ 0.37 |
+19% |
$ 78,598 |
$ 1.91 |
13.2X |
|
GMT |
GATX CORP |
( 50%) |
F 42 |
<100% |
$ 79,753 |
$ 1.73 |
$ -2,305 |
$ -0.05 |
-3% |
$ 82,058 |
$ 1.78 |
28.9X |
|
FLY |
FLY LEASING LTD |
81% |
A 7 |
>100% |
$ 75,094 |
$ 2.48 |
$ 18,168 |
$ 0.60 |
+32% |
$ 56,926 |
$ 1.88 |
8.6X |
|
EZPW |
EZCORP INC |
22% |
B 18 |
( 43%) |
$ 72,731 |
$ 1.59 |
$ 4,574 |
$ 0.10 |
+7% |
$ 68,157 |
$ 1.49 |
12.7X |
|
WRLD |
WORLD ACCEPTANCE CORP |
8% |
C 20 |
( 79%) |
$ 69,464 |
$ 4.28 |
$ 13,471 |
$ 0.83 |
+24% |
$ 55,994 |
$ 3.45 |
25.9X |
|
UEPS |
NET 1 UEPS TECHNOLOGIES INC |
( 8%) |
C 25 |
<100% |
$ 68,067 |
$ 1.50 |
$ 2,723 |
$ 0.06 |
+4% |
$ 65,344 |
$ 1.44 |
5.1X |
|
EEFT |
EURONET WORLDWIDE INC |
2% |
C 21 |
( 94%) |
$ 65,169 |
$ 1.28 |
$ 6,619 |
$ 0.13 |
+11% |
$ 58,550 |
$ 1.15 |
27.4X |
|
DFS |
DISCOVER FINANCIAL SERVICES |
( 91%) |
F 48 |
<100% |
$ 50,478 |
$ 0.10 |
$ 212,006 |
$ 0.42 |
+131% |
$ -161,528 |
$ -0.32 |
( - ) |
|
PRAA |
PORTFOLIO RECOVERY ASSOCIATES INC |
( 3%) |
C 23 |
<100% |
$ 44,023 |
$ 2.87 |
$ -1,687 |
$ -0.11 |
-4% |
$ 45,710 |
$ 2.98 |
49.4X |
|
FCFS |
FIRST CASH FINANCIAL SERVICES INC |
29% |
B 16 |
( 26%) |
$ 41,546 |
$ 1.42 |
$ 1,170 |
$ 0.04 |
+3% |
$ 40,376 |
$ 1.38 |
39.2X |
|
FIF |
FINANCIAL FEDERAL CORP |
( 12%) |
C 29 |
<100% |
$ 41,143 |
$ 1.59 |
$ 518 |
$ 0.02 |
+1% |
$ 40,625 |
$ 1.57 |
15.8X |
|
ECPG |
ENCORE CAPITAL GROUP INC |
61% |
B 10 |
55% |
$ 29,747 |
$ 1.29 |
$ 6,687 |
$ 0.29 |
+29% |
$ 23,060 |
$ 1.00 |
34.0X |
|
DM |
DOLAN COMPANY |
59% |
B 11 |
50% |
$ 29,399 |
$ 0.97 |
$ 9,395 |
$ 0.31 |
+47% |
$ 20,003 |
$ 0.66 |
2.4X |
|
HPY |
HEARTLAND PAYMENT SYSTEMS INC |
( 29%) |
D 35 |
<100% |
$ 28,843 |
$ 0.77 |
$ -6,368 |
$ -0.17 |
-18% |
$ 35,211 |
$ 0.94 |
33.2X |
|
FSC |
FIFTH STREET FINANCE CORP |
92% |
A 6 |
>100% |
$ 26,006 |
$ 1.15 |
$ -452 |
$ -0.02 |
-2% |
$ 26,459 |
$ 1.17 |
9.2X |
|
CATM |
CARDTRONICS INC |
181% |
A 1 |
>100% |
$ 23,906 |
$ 0.59 |
$ 9,319 |
$ 0.23 |
+64% |
$ 14,587 |
$ 0.36 |
79.9X |
|
QCCO |
QC HOLDINGS INC |
36% |
B 15 |
( 10%) |
$ 20,610 |
$ 1.18 |
$ 4,367 |
$ 0.25 |
+27% |
$ 16,243 |
$ 0.93 |
3.2X |
|
MAIN |
MAIN STREET CAPITAL CORPORATION |
( 18%) |
D 32 |
<100% |
$ 17,118 |
$ 0.92 |
$ 372 |
$ 0.02 |
+2% |
$ 16,746 |
$ 0.90 |
33.0X |
|
CAP |
CAI INTERNATIONAL INC |
( 38%) |
D 39 |
<100% |
$ 14,334 |
$ 0.80 |
$ 2,508 |
$ 0.14 |
+21% |
$ 11,825 |
$ 0.66 |
38.7X |
|
MCGC |
MCG CAPITAL CORP |
( 78%) |
F 45 |
<100% |
$ 13,611 |
$ 0.18 |
$ -31,760 |
$ -0.42 |
-70% |
$ 45,371 |
$ 0.60 |
8.6X |
|
FCFC |
FIRSTCITY FINANCIAL CORP |
153% |
A 3 |
>100% |
$ 11,700 |
$ 1.19 |
$ 9,635 |
$ 0.98 |
+467% |
$ 2,065 |
$ 0.21 |
47.6X |
|
ELRC |
ELECTRO RENT CORP |
( 35%) |
D 38 |
<100% |
$ 10,195 |
$ 0.42 |
$ 728 |
$ 0.03 |
+8% |
$ 9,467 |
$ 0.39 |
45.2X |
|
ASFI |
ASTA FUNDING INC |
( 24%) |
D 34 |
<100% |
$ 10,133 |
$ 0.71 |
$ 37,964 |
$ 2.66 |
+136% |
$ -27,830 |
$ -1.95 |
( - ) |
|
TAXI |
MEDALLION FINANCIAL CORP |
( 41%) |
F 41 |
<100% |
$ 8,959 |
$ 0.51 |
$ -2,108 |
$ -0.12 |
-19% |
$ 11,067 |
$ 0.63 |
24.8X |
|
ACY |
AEROCENTURY CORP |
42% |
B 13 |
6% |
$ 5,817 |
$ 3.62 |
$ 1,687 |
$ 1.05 |
+41% |
$ 4,130 |
$ 2.57 |
8.2X |
|
AACC |
ASSET ACCEPTANCE CAPITAL CORP |
( 79%) |
F 46 |
<100% |
$ 3,974 |
$ 0.13 |
$ -6,115 |
$ -0.20 |
-61% |
$ 10,089 |
$ 0.33 |
20.3X |
|
MRLN |
MARLIN BUSINESS SERVICES CORP |
( 51%) |
F 43 |
<100% |
$ 2,271 |
$ 0.18 |
$ 252 |
$ 0.02 |
+13% |
$ 2,018 |
$ 0.16 |
>100X |
|
WSFS |
WSFS FINANCIAL CORP |
( 88%) |
F 47 |
<100% |
$ 1,795 |
$ 0.29 |
$ -3,096 |
$ -0.50 |
-63% |
$ 4,891 |
$ 0.79 |
63.0X |
|
GFN |
GENERAL FINANCE CORPORATION |
( 17%) |
D 31 |
<100% |
$ 891 |
$ 0.05 |
$ 891 |
$ 0.05 |
n/a |
$ 0 |
$ 0.00 |
n/a |
|
TREE |
TREE.COM INC |
( 32%) |
D 36 |
<100% |
$ -11,228 |
$ -1.04 |
$ -5,398 |
$ -0.50 |
-93% |
$ -5,830 |
$ -0.54 |
( - ) |
|
NEWS |
NEWSTAR FINANCIAL INC |
( 249%) |
F 51 |
<100% |
$ -40,307 |
$ -0.82 |
$ -8,356 |
$ -0.17 |
-26% |
$ -31,951 |
$ -0.65 |
( - ) |
|
CPSS |
CONSUMER PORTFOLIO SERVICES |
( 132%) |
F 49 |
<100% |
$ -58,647 |
$ -3.13 |
$ -53,963 |
$ -2.88 |
-1,152% |
$ -4,684 |
$ -0.25 |
( - ) |
|
MGI |
MONEYGRAM INTERNATIONAL INC |
45% |
B 12 |
15% |
$ -184,856 |
$ -2.24 |
$ -165,050 |
$ -2.00 |
-833% |
$ -19,806 |
$ -0.24 |
( - ) |
|
FMD |
FIRST MARBLEHEAD CORP |
41% |
B 14 |
4% |
$ -281,788 |
$ -2.85 |
$ -131,501 |
$ -1.33 |
-88% |
$ -150,287 |
$ -1.52 |
( - ) |
|
SFI |
ISTAR FINANCIAL INC |
( 179%) |
F 50 |
<100% |
$ -626,819 |
$ -7.37 |
$ -38,273 |
$ -0.45 |
-7% |
$ -588,546 |
$ -6.92 |
( - ) |
|
CSE |
CAPITALSOURCE INC |
( 258%) |
F 52 |
<100% |
$ -756,007 |
$ -2.34 |
$ -432,927 |
$ -1.34 |
-134% |
$ -323,080 |
$ -1.00 |
( - ) |
| 49 Reported Totals: |
8,185,486 |
|
973,732 |
|
13.5 |
7,211,754 |
|