NYSE$ENVA

Enova International Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Enova reported strong Q4 2024 results, with revenue and earnings per share increasing significantly year-over-year.

Enova International reported a strong fourth quarter in 2024, marked by a 25% increase in total revenue to $730 million and an 83% increase in net income to $64 million, or $2.30 per diluted share. Adjusted earnings per share rose by 43% to $2.61. The company's portfolio expanded to nearly $4 billion, driven by strength in both SMB and consumer businesses.

  • Total revenue increased by 25% to $730 million compared to Q4 2023.
  • Diluted earnings per share increased 104% to $2.30, and adjusted earnings per share increased 43% to $2.61 compared to Q4 2023.
  • Net revenue margin was 57%, consistent with 56% in Q4 2023.
  • Loans and finance receivables increased 20% year over year to $4.0 billion.

Headline financials

Total Revenue

$730M

Previous: $584M+25.0%
EPS (adj)

$2.61

Previous: $1.83+42.6%
Net charge-off ratio

8.9%

No prior period
Net revenue margin

57.0%

Previous: 56.0%+1.8%
30+ days delinquency ratio

7.5%

No prior period
Adjusted EBITDA

$174M

No prior period
Total combined loans and finance receivables

$3.99B

No prior period
Capital Expenditures

-$10.2M

Previous: -$11.8M+13.8%
Net Income

$63.7M

Previous: $35M+82.0%
Operating Income

$155M

Previous: $97.5M+59.1%

Revenue & EPS history

Enova · Revenue · Quarterly

$730M

Q4 2024+25%vs Q4 2023
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 believes it has significant momentum heading into 2025 and are confident in their ability to continue meeting customer needs while creating value for shareholders.

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 2024

Historical avgQ4 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro