Enova International, Inc. ENVA operates in credit categories where underwriting and servicing discipline matter as much as ...

In 2025, Capital One Financial Corporation’s COF credit quality reflected both ongoing stress and some stabilization across its major lending portfolios. Early in the year, the company experienced ...

ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial ...

Ping An Bank, or PAB, has been transforming into a retail-focused bank. While we believe it has yet to earn a moat, we’re positive about its transformation, given its ability to leverage its parent’s ...

CEO David Nelson highlighted a 35% year-over-year increase in first-quarter earnings, noting that credit quality remains excellent with no problem loans. He also mentioned a $0.25 per share dividend ...

Ares Management Corp. sees credit quality holding up even as the Federal Reserve is poised to cut interest rates as soon as next month. “Credit performance is getting better going into the cut cycle, ...

OppFi’s OPFI total net originations rose by 12.5% year over year during the third quarter of 2025. This metric improved 5.2% from the preceding quarter. This trajectory led toward improving the top ...

Management expects deal activity to remain active, asset turnover to pick up, and spreads to stay attractive relative to traditional fixed income. Marshall indicated, “We expect to see deal activity ...