Pathward Financial Results Presentation Deck slide image

Pathward Financial Results Presentation Deck

DIVERSIFIED EARNING ASSET PORTFOLIO ($ in thousands) COMMERCIAL FINANCE Term lending Asset-based lending Factoring Lease financing Insurance premium finance SBA/USDA¹ Other commercial finance CONSUMER FINANCE Consumer credit programs Other consumer finance TAX SERVICES WAREHOUSE FINANCE NATIONAL LENDING COMMUNITY BANKING TOTAL GROSS LOANS & LEASES HFI TOTAL GROSS LOANS & LEASES HFS CASH & INVESTMENTS TOTAL EARNING ASSETS RENTAL EQUIPMENT, NET At the Quarter Ended March 31, 2021 2Q21 2,505,922 891,414 248,735 277,612 308,169 344,841 331,917 103,234 235,664 104,842 130,822 225,921 332,456 3,299,963 348,065 3,648,028 67,635 5,207,223 8,922,886 211,397 March 31, 2020 2Q20 2,026,347 725,581 250,211 285,495 238,788 332,800 92,000 101,472 258,439 113,544 144,895 95,936 333,829 2,714,551 896,234 3,610,785 13,610 1,416,095 5,040,490 200,837 Y/Y A 24% 23% (1)% (3)% 29% 4% 261% 2% (9)% (8)% (10)% 135% 0% 22% (61)% 1% 397% 268% 77% 5% QUARTERLY AVERAGE EARNING ASSET MIX % in charts represent % of total interest earning assets 43% 23% ASPIRATIONAL TARGETS LOANS & LEASES Commercial >55% MAR 2021 $9.77 billion INTEREST EARNING ASSETS 25% 10% 15% 3% MAR 2020 $5.70 billion INTEREST EARNING ASSETS 35% 19% INVESTMENTS Community Bank 0% ¹ Includes balances of $208.6 million in Paycheck Protection Program loans at March 31, 2021. QUARTERLY INVESTOR UPDATE | SECOND QUARTER FISCAL YEAR 2021 | NASDAQ: CASH 8 4% 6% 74% 42% CASH & FED FUNDS Consumer & Warehouse <15%
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