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Ally Financial Inc.
ALLY · NYSEFinancials
The economic chain
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Raw inputs
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Fundingdeposits & capital inRules &oversightthe refereesInstitutionsbanks & money managersProducts &serviceswhat they sellMarkets &distributionwhere it changes handsBorrowers &investorswho pays & savesDEPAlly Bank depositorsABSSecuritization & wholesale fundingI&SInvestors & shareholdersFRFederal ReserveF·C·FDIC · CFPB · Utah DFIALLYAlly FinancialCOFCapital OneSYFSynchrony FinancialCALCaptive auto lendersAL&LAuto loans & leasesD&FIDealer & F&I insuranceOD&SOnline deposits & savingsCFCorporate financeAIBAlly Invest brokerageDLRAuto dealershipsAA&WAlly.com app & websiteYOUCar buyers & saversBIZMiddle-market companies
Company details
Market cap
$12B
P/E ratio
21×
Div yield
3.2%
EPS (TTM)
$1.80
Net income
$668M
Total net revenue
$8.2B
Retail deposits
$143B
Total assets
$192B
In plain English
Ally is the old General Motors financing arm (GMAC) reborn in 2010 as a branchless digital bank. It is the largest all-digital US bank by retail deposits (~$143B) and one of the biggest auto lenders — it buys the loans car buyers take out at ~22,000 dealerships, funds them cheaply with online savings deposits, and pockets the spread. It has been shedding non-core lines (point-of-sale lending, credit cards, direct mortgage) to focus on auto finance, insurance, corporate finance and deposits.
In simple terms
In simple terms
Money flows in as online savings deposits, gets lent out as car loans that people take at the dealership, and comes back as loan repayments plus interest. Ally is the bank in the middle that never had branches — it runs the whole thing through an app.
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Risk read
Elevated
SteadierMore speculative
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