Presale Report  ·  Data as of 2024-11-05

CarMax Auto Owner Trust 2024-4 Auto Loan prime FINAL · CLOSED 2024-11-05

Notes
$1,400.0MM
Pool
$1,417.7MM
Reserve
1.25%
AAA Sub
3.6%
Sponsor: CarMax Business Services, LLC  ·  Servicer: CarMax Business Services, LLC  ·  Trustee: U.S. Bank Trust Company, National Association

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&P
Class A-1219.715.5%83.3%4.73% fxd2025-09-15A-1+
Class A-2a355.925.1%58.2%4.67% fxd2027-12-15AAA
Class A-2b165.011.6%46.5%+45 bps SOFR2027-12-15AAA
Class A-3520.936.7%9.8%4.60% fxd2029-10-15AAA
Class A-488.96.3%3.5%4.64% fxd2030-04-15AAA
Class B14.21.0%2.5%4.82% fxd2030-05-15AA+
Class C17.71.2%1.2%4.97% fxd2030-06-17AA-
Class D17.71.2%0.0%5.36% fxd2031-08-15A+

Transaction Parties

SponsorCarMax Business Services, LLC
ServicerCarMax Business Services, LLC
Depositor / Transferor
Indenture TrusteeU.S. Bank Trust Company, National Association
Owner TrusteeWilmington Trust, National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBofA Securities, RBC Capital Markets, SMBC Nikko Securities, Mizuho Securities, MUFG Securities Americas, Scotia Capital

Issuer Track Record

CAOT 2024-4CAOT 2024-3CAOT 2024-2CAOT 2024-1CAOT 2023-4CAOT 2023-3
Collateral (pool at cut-off)
Closing date2024-11-052024-07-302024-04-242024-01-242023-10-182023-07-26
Pool balance$1,417.7MM$1,414.1MM$1,612.1MM$1,565.7MM$1,519.0MM$1,522.8MM
WA Credit Score758+39758721719718717
WA APR9.66%−1.05pp9.54%11.01%10.90%10.71%10.38%
WA original term mo66.2+0.866.0 mo65.8 mo65.4 mo65.4 mo65.4 mo
% new vehicles0.0%0.0%0.0%0.0%0.0%0.0%
Reserve %1.25%1.25%0.75%1.00%1.25%1.50%
Geo top-3CA 16.7%
TX 11.1%
FL 7.3%
CA 17.4%
TX 10.7%
FL 8.0%
CA 16.2%
TX 11.1%
FL 8.2%
CA 16.4%
TX 11.3%
FL 8.1%
CA 16.9%
TX 11.5%
FL 8.3%
CA 16.8%
TX 11.8%
FL 8.8%
Structure (at issuance)
AAA spread+45 bps−15bps+47 bps+58 bps+62 bps+80 bps+60 bps
AAA % of pool79.8%+6.5pp76.5%71.9%73.4%73.3%70.5%
Subordination below AAA3.5%−4.5pp3.8%8.2%8.0%8.2%8.0%
OC (initial)1.25%1.00%0.75%1.00%1.25%1.50%
OC target1.25%1.25%0.75%1.00%1.25%1.50%
OC floor1.25%1.25%0.75%1.00%1.25%1.50%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches888888

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Peer Set

CAOT 2024-4HAROT 2024-4NAROT 2024-BTAOT 2024-DHART 2024-CGMCAR 2024-4
Collateral (pool at cut-off)
Closing date2024-11-052024-10-242024-10-232024-10-172024-10-162024-10-16
Pool balance$1,417.7MM$2,159.2MM$1,397.8MM$1,841.9MM$1,859.5MM$1,346.6MM
WA Credit Score758−12768783770769782
WA APR9.66%+3.83pp4.88%4.62%5.96%5.97%5.83%
WA original term mo66.2−0.461.2 mo65.4 mo68.0 mo69.0 mo
% new vehicles0.0%86.2%10.0%90.0%96.7%87.7%
Reserve %1.25%0.25%0.25%0.25%0.25%0.24%
Geo top-3CA 16.7%
TX 11.1%
FL 7.3%
CA 17.5%
TX 9.9%
FL 6.9%
TX 17.1%
FL 8.8%
CA 6.2%
TX 17.3%
CA 15.6%
PA 4.5%
TX 12.7%
FL 10.6%
CA 8.9%
TX 15.3%
FL 7.2%
MI 5.3%
Structure (at issuance)
AAA spread+45 bps+5bps+45 bps+38 bps+39 bps+40 bps+40 bps
AAA % of pool79.8%+7.0pp73.4%67.6%73.7%69.8%72.8%
Subordination below AAA3.5%+1.9pp0.0%0.0%2.4%4.6%1.6%
OC (initial)1.25%4.00%0.85%3.00%1.50%
OC target1.25%4.00%0.85%3.00%2.00%
OC floor1.25%4.00%0.85%3.00%2.00%
YSOCn.a.5.38%6.85%4.99%4.98%3.04%
Tranches845676

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Historical Performance Context

Anchor expectations in empirical base rates from the sponsor's prior series and FICO-tier peer set.

Left: per-series cumulative NET loss at matched seasoning 10-D (10-D servicer distribution reports). IQR band uses a fixed cohort of all peer series with ≥18 months of data (217 series across 22 issuers). Right: portfolio-level 60+ DQ rate aggregated across all active deals per issuer (calendar time, last 3 years), from ABS-EE loan-level data ABS-EE.

CNL by seasoning — CAOT vs. prime peers0.3%0.6%1.0%1.3%M0M12M24M36M48Seasoning (months from cut-off)CNLCAOT 2024-3CAOT 2024-2CAOT 2024-1CAOT 2023-4prime peers medianPeer IQR (fixed cohort, n=131)
Portfolio 60+ DQ — CAOT vs. peers (calendar time)0.53%1.07%1.60%2.14%2021-112022-072023-042024-012024-10Calendar date60+ DQ rateCAOTAARTBMWOTCOPAR

CarMax Business Services, LLC — ticker CAOT. Peer tier: prime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.