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SOFI

SOFI

Financial Services · Credit Services

$17.73+3.53%
Mkt Cap: $22.75B

Performance

SOFI (SOFI) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

SOFI (SOFI) operates in the Credit Services space within the Financial Services sector. With a market cap of $22.7B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case5
  • Forward P/E (21.7×) is lower than trailing P/E (39.4×) — analysts expect earnings to improve
  • Revenue grew 43% year-over-year — exceptional top-line expansion
  • Earnings grew 101% YoY — bottom-line is expanding fast
  • Healthy profit margin of 14.8%
  • Price is near its 52-week low — potential entry point with asymmetric upside
Bear Case4
  • P/E of 39.4× is above average — valuation requires continued strong growth to justify
  • High debt-to-equity of 17.72× increases financial risk, especially with elevated interest rates
  • No dividend history — total return depends entirely on price appreciation
  • High beta of 2.15 — this stock is significantly more volatile than the broader market

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

This stock does not pay dividends.

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 28, 2026

42

days

EPS (TTM)

$0.45

P/E (TTM)

39.4

Fwd P/E

21.7

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$22.75B
P/E Ratio39.41
Forward P/E21.72
P/B Ratio
PEG Ratio1.07
EPS (TTM)$0.45

Trading

Open
Day High
Day Low
52W High$32.73
52W Low$14.23
Volume
Avg Volume (3M)67,999,057
Beta2.15

Dividends

Dividend Yield
Annual Rate
Ex-Div Date
Payout Ratio0.00%

Profitability

Profit Margin14.76%
Operating Margin18.28%
ROE6.60%
ROA1.26%
Revenue Growth42.50%
Earnings Growth101.20%

Balance Sheet

Total Revenue$3.91B
Total Debt$1.92B
Debt / Equity17.72
Current Ratio1.12
Free Cash Flow

Fair Value Estimates

Current price: $17.73

Graham Number

√(22.5 × EPS × Book Value)

$9.24

-47.9% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

N/A

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

5/10

63% score

Pays dividends

No dividend history found

Dividend consistency (5Y+)

Uninterrupted dividend payments for at least 5 years

ROE above 10%

6.6%

Return on equity — measures how efficiently capital is used

Positive profit margin

14.8%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+42.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+101.2%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

17.72×

Low financial leverage reduces risk of distress

Current ratio above 1

1.12×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$1.2B/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Financial Services

About SOFI

SoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong. The company operates through three segments: Lending, Technology Platform, and Financial Services. It offers lending and financial services and products that allows its members to borrow, save, spend, invest, and protect money; and personal loans, student loans, home loans, and related services. The company also operates Galileo, a technology platform that offers services to financial and non-financial institution; and Technisys, a cloud-native digital and core banking platform that provides software licenses and associated services, including implementation and maintenance. In addition, it provides SoFi Money offers checking and savings accounts, and cash management products; SoFi Invest, a mobile-first investment platform that offers access to trading and advisory solutions, such as investing and robo-advisory; and SoFI Crypto, a new digital asset trading platform. Further, the company offers SoFi Credit Card that provides cash back rewards on every purchase; Sofi Relay, a personal finance management product that allows to track all of their financial accounts comprising credit score and spending behaviors; SoFi Protect which offers insurance product; SoFi Travel, an application that manages travel search and booking experience; SoFi At Work provides financial benefits to employees, including student loan payments made on their employees' behalf; Lantern Credit, a financial services marketplace platform for seeking alternative products and provide product comparisons; and other lending as a service that offers pre-qualified borrower referrals and offers loans to third-party partner. The company was founded in 2011 and is based in San Francisco, California.

Sector

Financial Services

Industry

Credit Services

Location

San Francisco, United States

Employees

6,100