Pathward Financial Results Presentation Deck slide image

Pathward Financial Results Presentation Deck

Overview of Loan Portfolio Business Line Structured Finance 32 ($ in millions) Commercial Finance Consumer Finance Tax Services Corporate Guaranteed portion of US govt SBA/USDA loans Unguaranteed portion of US govt SBA/USDA loans Paycheck Protection Program (PPP) loans Renewable energy debt financing¹ (term lending only) Other Equipment Finance Large ticket Small ticket Other Working Capital Specialty Finance Tax preparer loans Refund advance loans Total Lending Portfolio (HFI) Pathward Financial, Inc. (Nasdaq: CASH) | Quarterly Investor Presentation Balance Sheet Category SBA/USDA SBA/USDA SBA/USDA Term lending Term lending TOTAL Lease financing Term lending Lease financing Term lending Lease financing TOTAL Asset-based lending Factoring TOTAL Insurance premium finance Other commercial finance TOTAL Consumer finance TOTAL Tax services Tax services TOTAL Warehouse finance TOTAL 4Q22 194.9 150.8 13.5 153.9 353.5 866.6 187.6 340.0 14.2 242.9 8.9 793.6 351.7 372.6 724.3 479.8 159.4 639.2 169.7 169.7 0.2 8.9 9.1 326.9 326.9 3,529.3 3Q23 250.5 169.1 2.8 141.6 380.0 944.0 187.8 526.3 8.3 205.9 5.9 934.2 373.2 351.1 724.3 666.3 172.0 838.3 200.1 200.1 47.2 47.2 380.4 380.4 4,068.5 4Q23 339.9 182.3 2.6 144.5 446.4 1,115.7 171.7 528.5 6.5 188.8 5.1 900.6 382.4 358.3 740.7 800.1 166.1 966.2 254.4 254.4 0.1 5.1 5.2 MRQ Yield 5.80% 7.45% 12.90% 8.29% 9.05% (1.32%) 376.9 376.9 9.15% 4,359.7 8.33% ¹Total renewable energy debt financing outstanding was $517.5 million as of 4Q23. The majority of these balances are in the term lending and rental equipment balance sheet categories. % of Total 25% 21% 17% 22% 6% 0% 9% 100% pathward
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