Presale Report  ·  Data as of 2025-01-22

Santander Drive Auto Receivables Trust 2025-1 Auto Loan subprime FINAL · CLOSED 2025-01-22

Notes
$2,132.9MM
Pool
$2,248.8MM
Reserve
1.00%
AAA Sub
36.4%
Sponsor: Santander Consumer USA Inc  ·  Servicer: Santander Bank, N.A.  ·  Trustee: Services LLC

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalMoody'sFitch
Class A-1181.68.1%86.8%0.112026-01-15P-1F1+
Class A-2674.730.0%56.8%+53 bps0.592027-08-15AaaAAA
Class A-3456.920.3%36.4%+55 bps1.562029-01-15AaaAAA
Class B254.111.3%25.1%+63 bps2.362031-03-15AaaAA
Class C213.69.5%15.6%+75 bps2.972031-03-15Aa2A
Class D248.511.1%4.6%+110 bps3.722031-03-15Baa3BBB
Class E103.44.6%0.0%4.422032-05-15NRBB

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 61.6%.

Transaction Parties

SponsorSantander Consumer USA Inc
ServicerSantander Bank, N.A.
Depositor / TransferorSantander Drive Auto Receivables LLC
Indenture TrusteeWilmington Trust, National Association (“
Owner TrusteeCiticorp Trust Delaware, National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersRBC Capital Markets, Deutsche Bank Securities, CastleOak Securities

Issuer Track Record

SDART 2025-1SDART 2024-5SDART 2024-4SDART 2024-3SDART 2024-2SDART 2024-1
Collateral (pool at cut-off)
Closing date2025-01-222024-10-292024-08-212024-06-202024-04-242024-01-18
Pool balance$2,248.8MM$1,878.4MM$1,989.0MM$1,960.1MM$1,768.8MM$1,731.8MM
WA Credit Score605−1604604606606606
WA APR17.71%−0.78pp18.57%18.54%18.38%18.49%17.63%
WA original term mo71.6+0.372.0 mo71.3 mo71.2 mo71.0 mo71.8 mo
% new vehicles30.7%29.2%30.4%28.0%30.4%31.1%
Reserve %1.00%1.00%1.00%1.00%1.00%1.00%
Geo top-3TX 17.2%
CA 10.7%
FL 8.2%
TX 17.8%
FL 10.0%
CA 9.9%
TX 15.9%
FL 11.8%
CA 8.9%
TX 15.8%
FL 13.4%
CA 8.6%
TX 16.8%
FL 12.9%
CA 8.0%
TX 14.4%
FL 11.2%
CA 8.9%
Structure (at issuance)
AAA spread+53 bps−12bps+57 bps+65 bps+68 bps+60 bps+72 bps
AAA % of pool50.3%−0.6pp47.4%51.8%50.9%51.2%47.4%
Subordination below AAA36.4%+4.2pp32.5%31.7%32.4%32.3%29.7%
OC (initial)5.15%9.50%8.95%9.00%9.00%9.50%
OC target10.15%13.75%13.95%14.00%14.60%15.20%
OC floor2.00%2.00%2.00%2.00%2.00%2.00%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches766666

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

SDART 2025-1EART 2024-5DRIVE 2024-2CMXS 2024-A
Collateral (pool at cut-off)
Closing date2025-01-222024-09-302024-09-252024-06-26
Pool balance$2,248.8MM$976.3MM$2,191.8MM$666.7MM
WA Credit Score605+4601586603
WA APR17.71%−1.23pp18.94%19.84%16.06%
WA original term mo71.6−0.075.0 mo71.7 mo68.5 mo
% new vehicles30.7%31.7%0.0%
Reserve %1.00%1.00%1.00%6.25%
Geo top-3TX 17.2%
CA 10.7%
FL 8.2%
TX 16.4%
CA 11.0%
FL 8.1%
TX 20.6%
FL 12.7%
CA 7.6%
CA 15.2%
TX 14.4%
FL 9.4%
Structure (at issuance)
AAA spread+53 bps−13bps+60 bps+73 bps
AAA % of pool50.3%+12.1pp29.9%38.2%54.5%
Subordination below AAA36.4%+6.2pp54.3%30.3%22.8%
OC (initial)5.15%5.65%22.00%6.25%
OC target10.15%11.85%26.75%14.35%
OC floor2.00%1.50%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 (41 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 — SDART vs. subprime peers3.8%7.5%11.3%15.0%M0M12M24M36M48Seasoning (months from cut-off)CNLSDART 2024-5SDART 2024-4SDART 2024-3SDART 2024-2subprime peers medianPeer IQR (fixed cohort, n=22)
Portfolio 60+ DQ — SDART vs. peers (calendar time)2.89%5.78%8.67%11.57%2022-012022-092023-062024-032024-12Calendar date60+ DQ rateSDARTCMXSDRIVEEART

Santander Consumer USA Inc — ticker SDART. Peer tier: subprime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.