LPRO
Open Lending Corp

Open Lending CorpLPRO

Financial Services · Credit Services
3.14USD
+0.00%
Sep 25, 2026
LPRO overview ready
Automated underwriting and risk analytics with default-protection insurance
Open Lending is a direct lending-enablement provider: its Lenders Protection platform combines automated underwriting and loan-level risk/pricing analytics with default-protection insurance arranged through third-party insurers for banks, credit unions and other auto lenders.
Narrative is still early
Exposed to the Auto Credit Availability and Risk Management narrative through Data-Driven Nonprime Auto Credit Underwriting — enabling supplier.
Price Action not measured
Fair valuation
The price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.
Fundamentals under pressure
Ev / ebitda is weak.
Primary risk
Decline in automotive loan origination volumes.
Market Aug 7Price action Sep 24Research Aug 21

Conviction Level

NarrativeHeat—ThemeHeat5.0PriceAction—Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Not enough price history for a trend read.

Key Financials

Market Cap
$371.5M
Avg Volume (60D)
1.4M
60 sessions
Revenue Growth YoY
-16.0%
Latest quarter
Gross Margin
+77.2%
Operating Margin
-3.1%
Trailing twelve months
Free Cash Flow Yield
+2.0%
P/E
N/M
EV / EBITDA
56.4x
EV / Sales
3.2x
Market metrics as of Sep 14, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; peers is the dissenting view. The published stance is held at fair because operating losses behind the low multiple.
Open Lending Corp has a Fair valuation stance because the price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced. It trades at 3.2x revenue, broadly in line with what the business currently supports.

Company Research

Thesis
Open Lending is a direct lending-enablement provider: its Lenders Protection platform combines automated underwriting and loan-level risk/pricing analytics with default-protection insurance arranged through third-party insurers for banks, credit unions and other auto lenders.
Opportunity
Limited opportunity
Automotive lenders' use of automated risk models, granular pricing, portfolio analytics and credit-risk mitigation to originate profitably beyond prime borrowers while controlling loss volatility.
Key risk
Decline in automotive loan origination volumes.

Narrative & Theme

Auto Credit Availability and Risk Management
Part of Data-Driven Nonprime Auto Credit Underwriting, with strong fit.
This is a genuine but niche, unpromoted finance narrative rather than a fit with any current active infrastructure, defense, energy, cybersecurity, semiconductor or metabolic-care narrative.
Narrative HeatNeutral4.7 / 10
This reading is no longer current (last measured 2026-09-11). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral5.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Financial Services · Credit Services
What they do

Open Lending Corp provides cloud-based lending enablement and risk analytics solutions to automotive lenders, enabling automated loan analytics and credit default insurance issuance.

How it earns

The company generates revenue primarily through subscription and transactional fees for its lending platform and analytics services.

Products & services
Lenders Protection Platform (LPP)
Loan analytics
Risk-based loan pricing
Risk modeling
Automated decision technology
Customers & end markets
Credit unions
Regional banks
Finance companies
Captive finance companies of automakers
Market position

Niche provider specializing in automotive lending risk analytics and insurance enablement.

Demand drivers
Medium cyclicality

Automotive lending demand and credit markets fluctuate with economic cycles affecting loan origination volumes.