Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of payday lender DFC Global (Nasdaq: DLLR) were ringing up gains today as investors pushed the stock up as much as 16% after the company reported fiscal fourth quarter results.

So what: The first challenge for investors today may have been making sure they were reading about the right company -- DFC Global is the new name for Dollar Financial. Once that was figured out, though, it was smooth sailing.

For the fiscal fourth quarter, DFC reported $234 million in total revenue, up from $164 million in the June quarter of last year. The results were driven by a big jump in consumer lending fees and pawn services. On the bottom line, the company -- after adjusting for accounting changes and one-time gains -- earned $0.46 per share, a year-over-year gain of 64%. Wall Street analysts were looking for $0.41 in per-share earnings on $221 million in revenue.

Now what: But wait, it gets better! For fiscal 2012, DFC's management team sees more opportunity ahead. Both acquisitions and organic growth are expected to play a part in the expansion. For the full year, the company has projected revenue "in excess of $1 billion" and adjusted earnings per share of $2 to $2.15. Both targets top analysts' current estimates.

With a stock price that's just 10.5 times management's 2012 earnings target, this could be a stock worth a closer look -- big price spike or not.

Want to keep up to date on DFC Global? Add it to your watchlist.