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Dave Inc./DE

DAVE

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Financial Statements

Values in Millions ($)
2026-06-30
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
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Assets
Assets Current
Marketable Securities Current
--0000000112
Notes And Loans Receivable Net Current
23227929726822619517616612810511397
Prepaid Taxes
------000001
Prepaid Expense And Other Assets Current
24251826181616141413811
Assets Current
519480437386346299282255230218277278
Property Plant And Equipment Net
000111111111
Operating Lease Right Of Use Asset
000000111111
Finite Lived Intangible Assets Net
141414141414141414131313
Restricted Cash Noncurrent
222222222211
Deferred Income Tax Assets Net
34343430--0-----
Other Assets Noncurrent
000000000000
Liabilities And Stockhold…
Liabilities Current
Accrued Liabilities Current
171315151717171711151314
Operating Lease Liability Current
000000000000
Loss Contingency Accrual Carrying Value Current
10881677771137
Accrued Income Taxes Current
012----------
Other Liabilities Current
1498544444444
Liabilities Current
123124114443635353726292635
Operating Lease Liability Noncurrent
000000000010
Convertible Debt Noncurrent
193193----------
Other Liabilities Noncurrent
554543333300
Stockholders Equity
Preferred Stock Value
000---0---00
Additional Paid In Capital
351334353346339330335325311303297290
Treasury Stock Common Value
-251-232-44-32-7-70-----
Accumulated Other Comprehensive Income Loss Net Of…
00000000001-1
Retained Earnings Accumulated Deficit
10810143-23-115-124-152-169-170-176-210-210
Stockholders Equity
2082043532912171991831561421278779
Liabilities And Stockholders Equity
571531487433364316299272247236294294
Variable Interest Entity Primary Beneficiary
-1031-2136-46-12-648380
Preferred Stock Par Or Stated Value Per Share
000000000000
Preferred Stock Shares Authorized
101010101010101010101010
Preferred Stock Shares Issued
000000000000
Preferred Stock Shares Outstanding
000000000000
Allowance For Notes And Loans Receivable Current
413838403320232120172020
Cash And Cash Equivalents At Carrying Value
21013381506247503549564244
Available For Sale Securities Debt Securities Curr…
43434142414140404043113125
Long Term Investments
--0000000000
Assets
571531487433364316299272247236294294
Accounts Payable Current
778886799959
Lines Of Credit Current
757575---0-----
Long Term Debt Noncurrent
--0757575757575757575
Liabilities
363327135142146116116116105108207215

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
20267.11%32.18%52.69%---------
202531.49%63.45%37.90%8.72%11.21%26.80%-6.96%-2.28%-22.26%-12.09%37.96%14.80%
2024-13.84%-42.07%-31.26%20.47%34.76%24.13%46.45%43.11%52.58%-6.45%2.82%118.32%
2023---22.90%-5.34%-20.00%5.27%42.60%150.43%3.17%21.44%17.14%

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Performance and Valuation Metrics

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Metrics
2026-06-30
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
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Liquidity Ratios
Current Ratio
4.22
3.86
3.83
8.69
9.51
8.59
8.05
6.81
8.67
7.47
10.81
7.98
Quick Ratio
4.03
3.66
3.67
8.11
9.02
8.13
7.59
6.43
8.16
7.00
10.50
7.68
Working Capital
396.17M
355.28M
322.70M
341.58M
309.96M
264.01M
247.21M
217.25M
203.05M
189.09M
251.28M
243.49M
Leverage & Debt
Debt to Equity
1.75
1.60
0.38
0.49
0.67
0.58
0.63
0.75
0.74
0.85
2.38
2.72
Interest Coverage TTM
29.59
30.13
24.86
17.92
9.68
8.54
8.55
5.83
4.02
1.28
-3.11
-4.89
Debt Ratio
0.64
0.62
0.28
0.33
0.40
0.37
0.39
0.43
0.43
0.46
0.70
0.73
Efficiency & Turnover
Asset Turnover TTM
1.38
1.43
1.41
1.39
1.42
1.38
1.17
1.13
1.08
1.01
0.84
0.78
Per Share Metrics
Diluted EPS TTM
16.27
15.62
13.53
10.10
3.79
3.58
4.19
2.96
2.12
-0.02
-4.07
-5.87
Free Cash Flow Per Share TTM
22.78
24.30
21.67
14.34
10.98
11.56
9.97
7.82
6.21
4.79
2.77
1.11
Dividend Per Share TTM
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Margin Metrics
Gross Profit Margin TTM
98.87%
98.84%
98.73%
98.54%
98.30%
98.03%
97.70%
97.20%
96.57%
95.95%
95.46%
95.14%
Operating Profit Margin TTM
32.24%
33.79%
30.32%
24.69%
14.71%
14.89%
17.39%
13.51%
10.34%
1.12%
-18.68%
-28.62%
Net Profit Margin TTM
34.59%
37.21%
35.34%
29.87%
12.73%
13.75%
16.67%
12.92%
9.82%
-0.09%
-18.73%
-28.57%
Growth Metrics
Net Revenue Growth (1Y)
48.63%
58.52%
59.67%
53.84%
47.97%
39.31%
33.96%
30.00%
23.68%
23.77%
26.49%
31.84%
Net Income Growth (1Y)
303.88%
329.02%
238.44%
255.74%
91.89%
-21,161.04%
-219.28%
-158.77%
-127.19%
-99.77%
-62.36%
-34.70%
EPS Growth (1Y)
324.39%
319.17%
217.04%
234.11%
78.27%
-19,707.23%
-213.70%
-155.61%
-126.03%
-99.78%
-63.46%
-36.11%
Valuation Metrics
P/E TTM
21.29
10.40
15.11
18.28
65.08
20.69
18.81
12.25
13.10
-1,822.72
-2.06
-1.06
P/B TTM
22.80
11.48
8.39
9.21
16.53
5.44
5.94
3.24
2.65
3.56
1.15
0.94
P/S TTM
7.36
3.87
5.34
5.46
8.28
2.84
3.14
1.58
1.29
1.66
0.39
0.30
Market Cap
4.74B
2.34B
2.96B
2.68B
3.59B
1.09B
1.09B
505.07M
376.22M
453.86M
100.07M
74.15M
Enterprise Value
4.80B
2.47B
2.95B
2.71B
3.60B
1.11B
1.11B
543.46M
401.07M
471.79M
131.99M
104.35M
Calculated Values
Free Cash Flow TTM
289.75M
326.50M
289.71M
192.96M
146.74M
151.75M
124.88M
98.81M
77.15M
58.59M
33.07M
13.31M
Net Debt
56.68M
132.61M
-7.36M
23.27M
11.47M
26.34M
25.28M
38.40M
24.85M
17.93M
31.92M
30.20M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-05Sale
Owner: Preston, Dan
Title: -
Shares: 275
Price/Share: $259.83
Value: $71,453.25
Shares Owned: 5,191
Relationship: Director
Ownership: Direct
2026-06-02Sale
Owner: Beilman, Kyle
Title: CFO and COO and Secretary
Shares: 4,122
Price/Share: $276.12
Value: $1,138,166.64
Shares Owned: 196,155
Relationship: Officer
Ownership: Direct
2026-06-02Sale
Owner: Wilk, Jason
Title: Chief Executive Officer
Shares: 8,474
Price/Share: $276.35
Value: $2,341,789.90
Shares Owned: 299,950
Relationship: Director,Officer
Ownership: Direct
2026-03-06Sale
Owner: Mitchell, Andrea
Title: -
Shares: 15,000
Price/Share: $210.92
Value: $3,163,800.00
Shares Owned: 6,509
Relationship: Director
Ownership: Direct
2026-02-02Sale
Owner: Pope, Michael W
Title: -
Shares: 544
Price/Share: $162.00
Value: $88,128.00
Shares Owned: 5,831
Relationship: Director
Ownership: Direct

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Institutional Ownership

No data available for chart
2026-03-31
77.37%
Inst. Shares: 10,393,909
Shares Outstanding: 13,434,862
2025-12-31
76.26%
Inst. Shares: 10,192,909
Shares Outstanding: 13,366,072

Dave Inc./DE (DAVE) — SEC Financial Statements & Analysis

Dave Inc./DE (DAVE) is a finance services company. Dave Inc./DE trades on Nasdaq as: DAVE, DAVEW. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), Dave Inc./DE reported a 48.63% year-over-year revenue growth, a Gross Profit Margin of 98.87% (TTM), a Debt-to-Equity ratio of 1.75x, a Price-to-Sales (P/S) ratio of 7.36x (TTM), a Price-to-Book (P/B) ratio of 22.80x (TTM), at a market cap of $4.74B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y
48.63%
Gross Profit Margin TTM
98.87%
Debt To Equity
1.75x
P/S TTM
7.36x
P/B TTM
22.80x
Market Cap
$4.74B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Dave Inc./DE in?

Dave Inc./DE (DAVE) operates in the Finance Services industry.

What is DAVE's market cap?

Dave Inc./DE (DAVE) has a market capitalization of $4.74B as of 2026-06-30.

What is DAVE's P/E ratio?

Dave Inc./DE (DAVE)'s trailing twelve month P/E ratio is 21.29x as of 2026-06-30.

What exchange does DAVE trade on?

Dave Inc./DE (DAVE) trades on the Nasdaq.

Wall Street's data.
Main Street's price.