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Investor Presentaiton

Financial Outlook 4Q 2023 Preliminary Results Net Interest Margin (FY | Exit Rate) Other Revenue FY 2024 3.25% 3.30% | 3.40% - 3.50% Incl. ~5 bps impact from pending sale of Ally Lending and Card curtailments ↑ 5-10% Average Earning Assets Net Charge Offs (Consolidated | Retail Auto) Adj. Noninterest Expense (1) (Controllable (2) | Total OPEX) Tax Rate (3) Flat YoY 1.4-1.5% |~1.9% ↓more than 1% | ↑ less than 1% YoY 18% Remain confident in medium term outlook 4% NIM, $6 EPS, mid-teens ROTCE (1) Non-GAAP financial measures. See pages 35-37 for definitions. (2) Defined as total operating expenses excluding FDIC fees and certain insurance expenses (losses and commissions). (3) Assumes statutory U.S. Federal tax rate of 21% ally do it right. 27
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