EdgarLookup

Oportun Financial Corp — Financial Data

Annual figures from SEC EDGAR XBRL filings (10-K)

These figures are extracted directly from XBRL-tagged financial statements that Oportun Financial Corp filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.

Overview All Filings Annual Quarterly Insiders
2.6%
Profit Margin
Net income ÷ revenue
0.8%
Return on Assets
Net income ÷ assets
7.35x
Debt-to-Equity
Total liabilities ÷ equity
-4.5%
Revenue Growth
Year over year

Revenue

Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $956.69M Feb 27, 2026
FY2025 Dec 31, 2024 $1.00B Feb 27, 2026
FY2024 Dec 31, 2023 $1.06B Feb 20, 2025
FY2023 Dec 31, 2022 $952.55M Mar 15, 2024
FY2022 Dec 31, 2021 $626.78M Mar 14, 2023
FY2021 Dec 31, 2020 $583.73M Mar 1, 2022
FY2020 Dec 31, 2019 $600.15M Feb 23, 2021
FY2019 Dec 31, 2018 $497.58M Feb 28, 2020
FY2019 Dec 31, 2017 $360.95M Feb 28, 2020

Revenue

Revenue recognized from contracts with customers under ASC 606, excluding taxes collected on behalf of government authorities. This is the primary revenue concept for many companies.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $19.47M Feb 27, 2026
FY2025 Dec 31, 2024 $22.67M Feb 27, 2026
FY2024 Dec 31, 2023 $25.57M Feb 20, 2025
FY2023 Dec 31, 2022 $31.19M Mar 15, 2024
FY2022 Dec 31, 2021 $813.0K Mar 14, 2023

Net Income

The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $25.25M Feb 27, 2026
FY2025 Dec 31, 2024 ($78.68M) Feb 27, 2026
FY2024 Dec 31, 2023 ($179.95M) Feb 20, 2025
FY2023 Dec 31, 2022 ($77.74M) Mar 15, 2024
FY2022 Dec 31, 2021 $47.41M Mar 14, 2023
FY2021 Dec 31, 2020 ($45.08M) Mar 1, 2022
FY2020 Dec 31, 2019 $61.60M Feb 23, 2021
FY2019 Dec 31, 2018 $123.39M Feb 28, 2020
FY2019 Dec 31, 2017 ($10.21M) Feb 28, 2020

SG&A Expense

Selling, general, and administrative expenses — the overhead costs of running the business, including salaries, marketing, legal fees, and corporate office costs. Excludes COGS and R&D.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $33.98M Feb 27, 2026
FY2025 Dec 31, 2024 $53.22M Feb 27, 2026
FY2024 Dec 31, 2023 $72.39M Feb 20, 2025
FY2023 Dec 31, 2022 $58.84M Mar 15, 2024
FY2022 Dec 31, 2021 $37.48M Mar 14, 2023
FY2021 Dec 31, 2020 $20.47M Mar 1, 2022
FY2020 Dec 31, 2019 $15.39M Feb 23, 2021
FY2019 Dec 31, 2018 $10.83M Feb 28, 2020
FY2019 Dec 31, 2017 $16.86M Feb 28, 2020

Operating Cash Flow

Cash generated from core business operations — a more reliable measure of financial health than net income because it strips out non-cash items like depreciation and one-time charges.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $413.41M Feb 27, 2026
FY2025 Dec 31, 2024 $393.52M Feb 27, 2026
FY2024 Dec 31, 2023 $392.77M Feb 20, 2025
FY2023 Dec 31, 2022 $247.88M Mar 15, 2024
FY2022 Dec 31, 2021 $163.45M Mar 14, 2023
FY2021 Dec 31, 2020 $152.87M Mar 1, 2022
FY2020 Dec 31, 2019 $218.37M Feb 23, 2021
FY2019 Dec 31, 2018 $138.37M Feb 28, 2020
FY2019 Dec 31, 2017 $139.12M Feb 28, 2020

Capital Expenditures (Capex)

Cash spent on acquiring or upgrading physical assets — property, equipment, and infrastructure. High capex businesses include manufacturing, telecom, and energy companies.

Fiscal Year Period End Value Filed
FY2022 Dec 31, 2022 $6.00M Mar 14, 2023
FY2022 Dec 31, 2021 $12.30M Mar 14, 2023
FY2021 Dec 31, 2020 $4.83M Mar 1, 2022
FY2020 Dec 31, 2019 $8.88M Feb 23, 2021
FY2019 Dec 31, 2018 $14.56M Feb 28, 2020
FY2019 Dec 31, 2017 $8.55M Feb 28, 2020

Total Assets

The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $3.26B Feb 27, 2026
FY2025 Dec 31, 2024 $3.23B Feb 27, 2026
FY2024 Dec 31, 2023 $3.41B Feb 20, 2025
FY2023 Dec 31, 2022 $3.61B Mar 15, 2024
FY2022 Dec 31, 2021 $2.95B Mar 14, 2023
FY2021 Dec 31, 2020 $2.01B Mar 1, 2022
FY2020 Dec 31, 2019 $2.20B Feb 23, 2021
FY2019 Dec 31, 2018 $1.74B Feb 28, 2020

Total Liabilities

All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $2.87B Feb 27, 2026
FY2025 Dec 31, 2024 $2.87B Feb 27, 2026
FY2024 Dec 31, 2023 $3.01B Feb 20, 2025
FY2023 Dec 31, 2022 $3.07B Mar 15, 2024
FY2022 Dec 31, 2021 $2.34B Mar 14, 2023
FY2021 Dec 31, 2020 $1.54B Mar 1, 2022
FY2020 Dec 31, 2019 $1.71B Feb 23, 2021
FY2019 Dec 31, 2018 $1.39B Feb 28, 2020

Stockholders Equity

The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $390.08M Feb 27, 2026
FY2025 Dec 31, 2024 $353.81M Feb 27, 2026
FY2025 Dec 31, 2023 $404.40M Feb 27, 2026
FY2024 Dec 31, 2022 $547.60M Feb 20, 2025
FY2023 Dec 31, 2021 $603.88M Mar 15, 2024
FY2021 Dec 31, 2020 $466.63M Mar 1, 2022
FY2020 Dec 31, 2019 $488.77M Feb 23, 2021
FY2019 Dec 31, 2018 $346.55M Feb 28, 2020

Goodwill

An intangible asset representing the premium paid above fair value when acquiring another company. A large goodwill balance signals a history of acquisitions at premium prices.

Fiscal Year Period End Value Filed
FY2022 Dec 31, 2022 $0 Mar 14, 2023
FY2022 Dec 31, 2021 $104.01M Mar 14, 2023
FY2021 Dec 31, 2020 $0 Mar 1, 2022

Retained Earnings

Cumulative net income kept by the company rather than distributed as dividends. A growing retained earnings balance indicates consistent profitability; a deficit indicates cumulative losses.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 ($227.29M) Feb 27, 2026
FY2025 Dec 31, 2024 ($252.53M) Feb 27, 2026
FY2024 Dec 31, 2023 ($173.85M) Feb 20, 2025
FY2023 Dec 31, 2022 $6.10M Mar 15, 2024
FY2022 Dec 31, 2021 $83.85M Mar 14, 2023
FY2021 Dec 31, 2020 $36.43M Mar 1, 2022
FY2020 Dec 31, 2019 $76.68M Feb 23, 2021
FY2019 Dec 31, 2018 $52.66M Feb 28, 2020

Cash & Equivalents

Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $105.53M Feb 27, 2026
FY2025 Dec 31, 2024 $59.97M Feb 27, 2026
FY2024 Dec 31, 2023 $91.19M Feb 20, 2025
FY2023 Dec 31, 2022 $98.82M Mar 15, 2024
FY2022 Dec 31, 2021 $130.96M Mar 14, 2023
FY2021 Dec 31, 2020 $136.19M Mar 1, 2022
FY2020 Dec 31, 2019 $72.18M Feb 23, 2021
FY2019 Dec 31, 2018 $70.48M Feb 28, 2020
FY2019 Dec 31, 2017 $48.35M Feb 28, 2020

EPS (Basic)

Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 0 Feb 27, 2026
FY2025 Dec 31, 2024 (1) Feb 27, 2026
FY2024 Dec 31, 2023 (4) Feb 20, 2025
FY2023 Dec 31, 2022 (2) Mar 15, 2024
FY2022 Dec 31, 2021 1 Mar 14, 2023
FY2021 Dec 31, 2020 (1) Mar 1, 2022
FY2020 Dec 31, 2019 0 Feb 23, 2021
FY2019 Dec 31, 2018 6 Feb 28, 2020
FY2019 Dec 31, 2017 (4) Feb 28, 2020

EPS (Diluted)

Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 0 Feb 27, 2026
FY2025 Dec 31, 2024 (1) Feb 27, 2026
FY2024 Dec 31, 2023 (4) Feb 20, 2025
FY2023 Dec 31, 2022 (2) Mar 15, 2024
FY2022 Dec 31, 2021 1 Mar 14, 2023
FY2021 Dec 31, 2020 (1) Mar 1, 2022
FY2020 Dec 31, 2019 0 Feb 23, 2021
FY2019 Dec 31, 2018 4 Feb 28, 2020
FY2019 Dec 31, 2017 (4) Feb 28, 2020

Shares Outstanding

Total common shares issued and held by all shareholders, excluding treasury shares. Combined with market price gives market capitalization.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 44.44M Feb 27, 2026
FY2025 Dec 31, 2024 36.11M Feb 27, 2026
FY2024 Dec 31, 2023 34.47M Feb 20, 2025
FY2023 Dec 31, 2022 33.35M Mar 15, 2024
FY2022 Dec 31, 2021 32.00M Mar 14, 2023
FY2021 Dec 31, 2020 27.68M Mar 1, 2022
FY2020 Dec 31, 2019 27.00M Feb 23, 2021
FY2019 Dec 31, 2018 2.94M Feb 28, 2020