NYSE$ENVA

Enova International Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Enova's Q4 2022 earnings were reported, showing revenue growth and strong profitability.

Enova International reported a 34% increase in revenue to $486 million compared to Q4 2021. Diluted earnings per share were $1.56, and adjusted earnings per share were $1.76. The company's originations increased by 9% year-over-year, and receivables increased by 46% from year-end 2021.

  • Total revenue increased 34% year-over-year to $486 million.
  • Diluted earnings per share were $1.56, and adjusted earnings per share were $1.76.
  • Total company originations were $1.2 billion, a 9% increase year-over-year.
  • Total receivables increased 46% from year-end 2021 to $2.9 billion.

Headline financials

Total Revenue

$486M

Previous: $364M+33.7%
EPS (adj)

$1.76

Previous: $1.61+9.3%
Net revenue margin

59.4%

Previous: 77.2%-23.1%
Net Income

$50.9M

Previous: $48.7M+4.6%
Operating Income

$105M

Previous: $80.7M+30.5%
Gross Profit

$290M

Previous: $261M+11.0%
Cash & Equivalents

$100M

Previous: $165M-39.5%
Total Assets

$3.78B

Previous: $2.76B+36.9%
Stock-Based Comp

$5.99M

Previous: $5.11M+17.3%

Revenue & EPS history

Enova · Revenue · Quarterly

$486M

Q4 2022+33.7%vs Q4 2021
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Enova · $203M total across 1 segment · Q3 2020

  • Company owned revenue
    $203M-21.5%

Forward guidance

Enova will leverage its diversified, flexible online-only business model, nimble machine learning powered credit risk management capabilities, and solid balance sheet to support its customers while continuing to manage the business to produce sustainable and profitable growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+2.6%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+4.9%

Avg return

30 days after

59%

30 / 51 earnings

Positive

+30.7%

Q1 2018

Best reaction

-20.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-0.5%-7.0%
Q4 2025+0.3%+9.3%-11.8%
Q3 2025+10.1%+6.4%+8.9%
Q2 2025-2.8%-2.2%+4.6%
Q1 2025-7.8%-6.0%-6.9%
Q4 2024+1.6%+0.7%-19.0%
Q3 2024+2.3%-0.7%+18.4%
Q2 2024+5.5%+11.3%+12.1%
Q1 2024+3.8%+3.3%-3.7%
Q4 2023-7.7%-8.5%+7.2%
Q3 2023-20.9%-12.9%-11.4%
Q2 2023-1.2%-3.7%-11.0%
Q1 2023-14.3%-9.6%-4.6%
Q4 2022+14.9%+13.1%+10.8%
Q3 2022+15.9%+18.8%+23.7%
Q2 2022+2.1%-1.2%+6.7%
Q1 2022-0.4%-11.6%-16.8%
Q4 2021+5.7%+17.7%-0.3%
Q3 2021+4.5%+12.7%+25.3%
Q2 2021+2.6%-0.2%+4.5%
Q1 2021-4.1%-2.2%+6.1%
Q4 2020+16.4%+20.1%+45.9%
Q3 2020-1.1%-9.4%+30.8%
Q2 2020+11.9%+17.4%+25.4%
Q1 2020+21.8%-6.9%-2.7%
Q4 2019+10.8%-13.4%-20.5%
Q3 2019+8.5%+13.6%+7.4%
Q2 2019+11.6%+20.4%+6.9%
Q1 2019+17.8%+6.6%-11.4%
Q4 2018+2.8%+2.8%+7.6%
Q3 2018+7.8%+10.5%-3.1%
Q2 2018-15.8%-17.1%-5.3%
Q1 2018+30.7%+34.5%+44.8%
Q4 2017+13.1%+9.8%+22.6%
Q3 2017+3.1%+3.8%+4.5%
Q2 2017-7.3%-11.4%-27.4%
Q1 2017-3.1%+0.7%-8.5%
Q4 2016+6.7%+2.5%-2.1%
Q3 2016+6.2%+3.4%+33.1%
Q2 2016-1.0%+0.3%+11.8%
Q1 2016-2.6%
Q4 2015-2.3%
Q3 2015-8.3%
Q2 2015-8.7%
Q1 2014-2.6%
Q1 2015+2.6%
Q2 2014+5.7%
Q4 2012+5.7%
Q4 2014+5.7%
Q3 2014-5.2%
Q4 2013-5.2%
Q3 2013
Q2 2013
Q1 2013
Q4 2011
Q3 2011
Q4 2010
Q3 2010

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