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Dec 31, 2023

OppFi Q4 2023 Earnings Report

OppFi exceeded earnings guidance and provided outlook for continued profitable growth in 2024.

Key Takeaways

OppFi reported a 10.7% year-over-year increase in total revenue for Q4 2023, reaching $132.9 million. Net income for the quarter was $1.9 million, and adjusted net income was $8.9 million. The annualized net charge-off rate as a percentage of total revenue improved by 12.9 percentage points year-over-year to 46.4%.

Total revenue increased 10.7% year over year to $132.9 million for fourth quarter of 2023

Net income of $1.9 million for fourth quarter of 2023

Adjusted net income of $8.9 million for fourth quarter of 2023

Annualized net charge o rate as a percentage of total revenue improved by 12.9 percentage points year over year to 46.4% for fourth quarter of 2023

Total Revenue
$65.8M
Previous year: $120M
-45.2%
EPS
$0.1
Previous year: -$0.19
-152.6%
Auto-approval rate
73%
Previous year: 68%
+7.4%
Net charge-offs vs revenue
46%
Previous year: 71%
-35.2%
Gross Profit
$62.8M
Cash and Equivalents
$73.9M
Previous year: $49.7M
+48.9%
Total Assets
$602M
Previous year: $580M
+3.7%

OppFi

OppFi

Forward Guidance

OppFi provided full-year 2024 guidance with total revenue expected to be between $510 million and $530 million and adjusted net income between $46 million and $49 million. Adjusted EPS is expected to be between $0.53 and $0.57.