Specialty Finance / Lending

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

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
DXDynex Capital, Inc.Average Earning AssetsFY2026-Q1+115.5%+35.5%
RKTRocket Companies, Inc.Closed loan origination volumeFY2026-Q2+68.7%+17.8%
DAVEDave Inc.New member acquisitionFY2026-Q2+31.7%+0.8%
BETRBetter Home & Finance Holding CompanyFunded Loan VolumeFY2026-Q2+38.9%+25.0%
NLYAnnaly Capital Management, Inc.Agency Hedge RatioFY2026-Q2+5.0 pts-6.0 pts
SOFISoFi Technologies, Inc.Financial Services productsFY2026-Q2+43.2%+35.2%
IBKRInteractive Brokers Group, Inc.Customer equityFY2026-Q2+40.0%+33.7%
SYFSynchrony FinancialAverage active accountsFY2026-Q2+0.3%-4.1%
RPRXRoyalty Pharma plcTotal Royalty ReceiptsFY2026-Q2+14.3%+11.1%
NNINelnet, Inc.Loan servicing volumeFY2026-Q2+0.6%-1.5%
AFRMAffirm Holdings, Inc.Active ConsumersFY2026-Q3+22.4%+21.0%
BFHBread Financial Holdings, Inc.Payment rateFY2025-Q2+0.4 pts-0.6 pts
AGNCAGNC Investment Corp.Annualized Net Interest Spread and To-Be-Announced Dollar Roll IncomeFY2026-Q2-0.0 pts-0.7 pts
OMFOneMain Holdings, Inc.Managed receivablesFY2026-Q2+6.7%+6.3%
PLBCPlumas BancorpPortfolio average yieldFY2026-Q1+0.3 pts+0.1 pts
LCLendingClub CorporationLendingClub Net Interest MarginFY2026-Q1+0.3 pts+0.2 pts
HTGCHercules Capital, Inc.Assets Under ManagementFY2026-Q2+15.1%+15.2%
ENVAEnova International, Inc.Total originationsFY2026-Q2+27.8%+28.6%
GATXGATX CorporationRail North America Renewal Success RateFY2026-Q2-1.6 pts+0.1 pts
HASIHA Sustainable Infrastructure Capital, Inc.Balance sheet portfolioFY2026-Q2+14.1%+15.9%
CTOSCustom Truck One Source, Inc.Rental Fleet UtilizationFY2026-Q2+4.0 pts+5.9 pts
MGRCMcGrath RentCorpGross Margin on Sales (Mobile Modular)FY2026-Q1-1.0 pts+1.0 pts
ECPGEncore Capital Group, Inc.Collections yieldFY2026-Q2+0.8 pts+2.9 pts
HOODRobinhood Markets, Inc.Ending Funded CustomersFY2026-Q2+7.2%+9.5%
SLMSLM CorporationCosigner rateFY2026-Q2+0.0 pts+4.0 pts
PFSIPennyMac Financial Services, Inc.Total Servicing Portfolio Unpaid Principal BalanceFY2026-Q2+4.5%+10.6%
PRAAPRA Group, Inc.Total Cash CollectionsFY2026-Q2+4.2%+13.2%
FSKFS KKR Capital Corp.Total Investments at Fair ValueFY2026-Q1-13.0%-0.9%
UWMCUWM Holdings CorporationLoan Origination VolumeFY2026-Q2+0.0%+18.2%
OTFBlue Owl Technology Finance Corp.Number of Portfolio CompaniesFY2026-Q2+11.4%+30.5%
RMRegional Management Corp.Total originationsFY2026-Q2-1.3%+19.8%
KPLTKatapult Holdings, Inc.Gross originationsFY2026-Q2+4.7%+30.4%
UPSTUpstart Holdings, Inc.Transaction Volume, DollarsFY2026-Q1+60.6%+92.5%
ONITOnity Group Inc.Reverse Owned Mortgage Servicing Rights Average Unpaid Principal BalanceFY2025-Q4+0.0%+37.5%
JCAPJefferson Capital, Inc. Common StockCollectionsFY2026-Q2+17.7%+85.4%
WRLDWorld Acceptance CorporationGross loan origination balances—new customersFY2027-Q1-40.1%+30.8%

Where they use the same metric

  • Adjusted earnings before interest, taxes, depreciation and amortization — reported by 10 of 77
  • Net interest margin — reported by 4 of 77
  • Total originations — reported by 3 of 77
  • Total Platform Portfolio — reported by 3 of 77
  • Adjusted diluted earnings per share — reported by 3 of 77

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.

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