Consumer, small-business, and specialty lenders whose economics are driven by owning or funding credit assets rather than by a broad branch deposit franchise, advisory fee pool, or asset-management mandate. Includes credit-card issuers, private-label card lenders, auto lenders, BNPL lenders, marketplace / personal lenders, student-loan servicers and holders, mortgage insurers, neobanks with materi
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| UWMC | UWM Holdings Corporation | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q1 | +178.4% | -43.0% |
| BETR | Better Home & Finance Holding Company | Funded Loan Volume | FY2026-Q1 | +88.9% | +31.3% |
| PLBC | Plumas Bancorp | Net interest income | FY2026-Q1 | +35.4% | +6.4% |
| RITM | Rithm Capital Corp. | Origination Funded Production Volume | FY2026-Q1 | +31.4% | +9.3% |
| SOFI | SoFi Technologies, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q1 | +61.7% | +45.5% |
| FCFS | FirstCash Holdings, Inc | US Pawn | FY2026-Q2 | +17.3% | +8.7% |
| ENVA | Enova International, Inc. | Combined loan and finance receivables | FY2026-Q2 | +27.9% | +19.4% |
| AGNC | AGNC Investment Corp. | Tangible Net Book Value Per Common Share | FY2026-Q1 | +1.6% | -6.7% |
| RPRX | Royalty Pharma plc | Adjusted EBITDA (non-GAAP) | FY2026-Q1 | +20.5% | +12.5% |
| IBKR | Interactive Brokers Group, Inc. | Commission revenue | FY2026-Q2 | +30.4% | +27.1% |
| DX | Dynex Capital, Inc. | Leverage Including To-Be-Announced Securities at Cost | FY2026-Q1 | +1.2% | -0.7% |
| HTGC | Hercules Capital, Inc. | GAAP Effective Portfolio Yield | FY2026-Q1 | -0.2 pts | -1.9 pts |
| AFRM | Affirm Holdings, Inc. | Active Consumers | FY2026-Q3 | +22.4% | +21.0% |
| HASI | HA Sustainable Infrastructure Capital, Inc. | Total Managed Assets | FY2026-Q1 | +13.1% | +12.4% |
| KPLT | Katapult Holdings, Inc. | Lease Merchandise Charge Write-Offs as a Percentage of Revenue | FY2026-Q1 | +0.2 pts | +0.6 pts |
| SLM | SLM Corporation | SLM Corporation Net interest margin | FY2026-Q1 | +0.0 pts | -0.2 pts |
| LC | LendingClub Corporation | LendingClub Net Interest Margin | FY2026-Q1 | +0.3 pts | +0.2 pts |
| GATX | GATX Corporation | Rail North America Segment Profit | FY2026-Q2 | +22.7% | +22.6% |
| BFH | Bread Financial Holdings, Inc. | Delinquency Rate | FY2026-Q1 | -0.3 pts | -0.3 pts |
| NNI | Nelnet, Inc. | Education Technology Services and Payments Revenue | FY2026-Q2 | +0.6% | +1.1% |
| KMX | CarMax, Inc. | Provision for loan losses | FY2026-Q2 | +26.3% | +25.4% |
| UPST | Upstart Holdings, Inc. | Contribution Margin | FY2026-Q1 | -5.0 pts | -4.0 pts |
| CTOS | Custom Truck One Source, Inc. | Rental Fleet Utilization | FY2026-Q2 | +4.0 pts | +5.9 pts |
| PRG | PROG Holdings, Inc. | Lease revenues and fees | FY2026-Q2 | -3.5% | -0.1% |
| MGRC | McGrath RentCorp | Adjusted Earnings Before Interest Taxes Depreciation and Amortization | FY2026-Q1 | -0.5% | +3.3% |
| WRLD | World Acceptance Corporation | Net Charge-Offs as a Percentage of Average Net Loans Receivable | FY2027-Q1 | -1.2 pts | +3.0 pts |
| OMF | OneMain Holdings, Inc. | Managed receivables | FY2026-Q1 | +6.1% | +11.8% |
| PFSI | PennyMac Financial Services, Inc. | Total Servicing Portfolio Unpaid Principal Balance | FY2026-Q2 | +4.5% | +10.6% |
| TREE | LendingTree, Inc. | Consumer Segment Revenue | FY2026-Q2 | -3.5% | +11.8% |
| FSK | FS KKR Capital Corp. | Adjusted Net Investment Income per Share | FY2026-Q1 | -36.9% | -11.0% |
| PRAA | PRA Group, Inc. | Portfolio Purchases Total | FY2026-Q1 | -24.3% | +18.7% |
| HOOD | Robinhood Markets, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2026-Q2 | +35.0% | +82.4% |
| JCAP | Jefferson Capital, Inc. Common Stock | Collections | FY2026-Q2 | +17.7% | +85.4% |
| ALLY | Ally Financial Inc. | Average Earning Assets | FY2026-Q2 | +5.8% | |
| AN | AutoNation, Inc. | Auto loans receivable, net | FY2025-Q4 | ||
| ATLC | Atlanticus Holdings Corporation | Total Managed Receivables | FY2026-Q1 | +148.1% | |
| AXP | American Express Company | Net interest income | FY2026-Q1 | ||
| BLNE | Beeline Holdings, Inc. | Total Loan Originations | FY2026-Q1 | ||
| CACC | Credit Acceptance Corporation | Adjusted Net Income | FY2026-Q2 | +29.1% | |
| DAVE | Dave Inc. | Adjusted EBITDA | FY2025-Q4 |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.