Presale Report  ·  Data as of 2025-01-29

Exeter Automobile Receivables Trust 2025-1 Auto Loan subprime FINAL · CLOSED 2025-01-29

Notes
$1,355.7MM
Pool
$1,449.1MM
Reserve
1.00%
AAA Sub
53.5%
Sponsor: Exeter Finance LLC  ·  Servicer: Exeter Finance LLC  ·  Trustee: The indenture trustee is Citibank, N.A

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalMoody'sFitch
Class A-1143.09.9%83.7%+22 bps0.142026-02-17P-1F1+
Class A-2266.818.4%65.3%+46 bps0.592027-09-15AaaAAA
Class A-3170.611.8%53.5%+50 bps1.252028-08-15AaaAAA
Class B227.515.7%37.8%+68 bps1.912029-08-15AaaAA
Class C185.512.8%25.0%+83 bps2.662031-05-15Aa2A
Class D199.313.8%11.2%+120 bps3.482031-05-15Baa2BBB
Class E163.011.2%0.0%+320 bps4.402032-09-15NRBB-

Split-rated at the AAA level: Class B (Moody's Aaa / Fitch AA). Per the convention that all rating agencies must concur, this tranche is treated as the lower rating and excluded from AAA % of pool. On a most-favorable-agency basis (rated AAA by any agency), AAA % of pool would be 45.9%.

Transaction Parties

SponsorExeter Finance LLC
ServicerExeter Finance LLC
Depositor / TransferorEFCAR, LLC
Indenture TrusteeCitibank, N.A
Owner TrusteeWilmington Trust Company
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersJ.P. Morgan Securities, Deutsche Bank Securities, BNP Paribas Securities, Wells Fargo Securities, Citigroup Global Markets

Issuer Track Record

EART 2025-1EART 2024-5EART 2024-4EART 2024-3EART 2024-2EART 2024-1
Collateral (pool at cut-off)
Closing date2025-01-292024-09-302024-07-302024-05-282024-04-052024-01-31
Pool balance$1,449.1MM$976.3MM$925.3MM$869.8MM$859.3MM$702.3MM
WA Credit Score602+7601599591592595
WA APR18.89%−2.40pp18.94%20.25%21.76%21.29%21.48%
WA original term mo75.0+1.075.0 mo75.0 mo74.0 mo74.0 mo74.0 mo
% new vehicles
Reserve %1.00%1.00%1.00%1.00%1.00%1.00%
Geo top-3TX 16.9%
CA 10.8%
FL 8.4%
TX 16.4%
CA 11.0%
FL 8.1%
TX 15.7%
CA 10.3%
FL 8.1%
TX 15.4%
CA 9.6%
FL 8.0%
TX 15.7%
CA 9.3%
FL 8.3%
TX 14.8%
CA 10.1%
FL 8.7%
Structure (at issuance)
AAA spread+46 bps−4bps+55 bps+56 bps+44 bps+45 bps
AAA % of pool30.2%−2.0pp29.9%34.1%33.3%22.5%32.2%
Subordination below AAA53.5%+0.3pp54.3%51.4%50.5%60.1%53.2%
OC (initial)6.45%5.65%6.00%6.25%7.55%5.65%
OC target12.00%11.85%15.75%15.25%17.55%12.65%
OC floor1.50%1.50%1.50%1.50%1.50%1.50%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches777777

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

EART 2025-1SDART 2025-1DRIVE 2024-2CMXS 2024-A
Collateral (pool at cut-off)
Closing date2025-01-292025-01-222024-09-252024-06-26
Pool balance$1,449.1MM$2,248.8MM$2,191.8MM$666.7MM
WA Credit Score602−1605586603
WA APR18.89%+1.18pp17.71%19.84%16.06%
WA original term mo75.0+3.471.6 mo71.7 mo68.5 mo
% new vehicles30.7%31.7%0.0%
Reserve %1.00%1.00%1.00%6.25%
Geo top-3TX 16.9%
CA 10.8%
FL 8.4%
TX 17.2%
CA 10.7%
FL 8.2%
TX 20.6%
FL 12.7%
CA 7.6%
CA 15.2%
TX 14.4%
FL 9.4%
Structure (at issuance)
AAA spread+46 bps−14bps+53 bps+60 bps+73 bps
AAA % of pool30.2%−20.1pp50.3%38.2%54.5%
Subordination below AAA53.5%+23.2pp36.4%30.3%22.8%
OC (initial)6.45%5.15%22.00%6.25%
OC target12.00%10.15%26.75%14.35%
OC floor1.50%2.00%3.50%0.50%
YSOCn.a.n.a.n.a.n.a.
Tranches7767

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 (57 series across 3 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 — EART vs. subprime peers3.0%6.0%9.0%12.0%M0M12M24M36M48Seasoning (months from cut-off)CNLEART 2024-5EART 2024-4EART 2024-3EART 2024-2subprime peers medianPeer IQR (fixed cohort, n=36)
Portfolio 60+ DQ — EART vs. peers (calendar time)2.89%5.78%8.67%11.57%2022-012022-092023-062024-032024-12Calendar date60+ DQ rateEARTCMXSDRIVESDART

Exeter Finance LLC — ticker EART. Peer tier: subprime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.