OppFi SPAC Presentation Deck
Trading Comparables - Attractive Financial Profile
2020E -
2022P
Revenue
CAGR
2020E -
2022P
EBITDA
CAGR
39
OppFi Katapult!
43%
36%
⁰⁰⁰01
affirm
Average: 50%
79%
Average: 52%
94%
92%
N/A
2
Point of Sale Lenders
sezzle afterpay
77%
N/A
54%
113%
Progressive
Leasing
13%
8%
REPAY
19%
22%*
PayPal
20%
23%
Source: Company Filings, Wall Street Research. Market data as of 2/5/21
Note: Projections represent mean Thomson consensus estimates
1. Adj. EBITDA pro forma for fair market value accounting. 2021P and 2022P Adj. EBITDA include anticipated recurring public company costs
2. Forward estimates for Affirm unavailable at time of presentation. CAGRs shown using Revenue and EBITDA values for the period fiscal year ended 6/30/19 through 9/30/20
Upstart
Average: 42%
47%
Average: 7%
46%
Lemonade
Consumer Disruptors
SoFi
38%
metromile
61%
.N/A........ ..N/A...
55%
Root
Insurance Co
67%
N/A......... .N/A
ROCKET
(19%)
(32%)
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