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SOFI · SoFi Technologies, Inc. · Metrics

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$14.62 -0.16 (-1.05%) At close · Oct 23
Russell 1000 member Rebalance outlook locked
Market Cap
$18.88B
Shares
1.29B
Volume · Oct 23 38.9M Avg daily vol (3M) 50.48M

SOFI metrics

93 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$14.62
Market cap
$18.88B

Price action

20 metrics
Price change (1W)
+0.4%
Price change (30D)
-11.7%
Price change (3M)
-11.2%
Price change (6M)
-20.7%
Price change (YTD)
-44.2%
Price change (1Y)
-48.0%
Trailing year
Price change (5Y)
-29.0%
52-week high
$32.21
52-week low
$14.22
Change from 52-week high
-54.6%
Change from 52-week low
+2.8%
Annualized volatility
55.3%
Annualized volatility (3M)
52.1%
Beta
2.7
RSI (14D)
38.3
Price vs SMA 50
-12.7%
Price vs SMA 200
-19.0%
Avg volume (3M)
50.48M
Relative volume
0.8
Average dollar volume
$848.25M

Company

3 metrics
Sector
Financial Services
Industry
Credit Services
Shares outstanding
1.29B

Valuation

12 metrics
P / E (TTM)
29.8
Trailing earnings · reciprocal yield 3.4%
PEG ratio
0.6
EV / revenue
4.5×
reciprocal yield 22.4%
EV / EBITDA
—
EV / EBIT
—
P / sales
4.4×
reciprocal yield 22.6%
P / book
1.7
reciprocal yield 58.1%
FCF yield
-46.1%
TTM · current market cap
Buyback yield
0.0%
P / FCF
—
P / operating cash flow
—
Earnings yield
3.3%

Historical valuation

8 metrics
P / E historical average (3Y)
43.5×
reciprocal yield 2.3%
P / E historical average (5Y)
43.5×
reciprocal yield 2.3%
EV / revenue historical average (3Y)
5.8×
reciprocal yield 17.3%
EV / revenue historical average (5Y)
6.0×
reciprocal yield 16.6%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
—
Trailing 12 months
Payout ratio
—
Shareholder yield
0.0%
Dividend / share (TTM)
—
Dividend growth YoY
—
Dividend growth streak
—
Last ex-dividend
—

Earnings calendar

2 metrics
Next earnings
2026-10-27
Last earnings
2026-07-29

Profitability

9 metrics
Gross margin
83.9%
Operating margin
—
Trailing 12 months
Net margin
14.8%
Gross profit (TTM)
$3.61B
Operating profit (TTM)
—
Net income (TTM)
$636.26M
Trailing 12 months
Diluted EPS (TTM)
$0.49
FCF margin
-204.2%
Effective tax rate
13.8%

Per share

11 metrics
Revenue per diluted share (TTM)
$3.21
Gross profit per diluted share (TTM)
$2.69
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$0.47
Operating cash flow per diluted share (TTM)
$-6.31
Free cash flow per diluted share (TTM)
$-6.52
Capital expenditures per diluted share (TTM)
$0.22
R&D per diluted share (TTM)
$0.54
Stock compensation per diluted share (TTM)
$0.21
Book value per share
$8.26

Growth

11 metrics
Revenue growth YoY
+42.5%
Year over year
Net income growth YoY
+61.0%
Revenue (TTM)
$4.31B
Trailing 12 months
EPS growth YoY
+50.0%
Shares change YoY
+14.3%
Year over year · more shares
Revenue CAGR (3Y)
+31.9%
Revenue CAGR (5Y)
+44.9%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
5.7%
Return on assets
1.0%
Debt / equity
0.3
Current ratio
0.2
EBITDA (TTM)
—
Free cash flow (TTM)
−$8.79B
Quick ratio
0.2
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
−$174.31M
Latest balance sheet
Cash & equivalents
$3.13B
Total assets
$60.95B
Total debt
$3.30B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
−$8.50B
Capital expenditures (TTM)
$290.50M
R&D (TTM)
$718.93M
SG&A (TTM)
—
Stock compensation (TTM)
$283.92M
R&D / revenue
16.7%
Stock compensation / revenue
6.6%

Ownership (13F)

9 metrics
13F filers
948
13F filer change QoQ
-4
Institutional ownership
71.2%
Conviction holders (share of 13F filers)
0.9%
Crowding (high-turnover and private-fund holders)
8.2%
Private-fund adviser ownership
5.6%
Active holders' share change QoQ
-21.7%
Holder tenure
12.7
Price vs estimated holder cost
+9.6%

Ownership (registered funds)

1 metrics
Index-fund ownership
12.6%

Short interest

3 metrics
Short interest
16.6%
Latest settlement · 4.2 days to cover
Days to cover
4.2d
Short-squeeze score
82 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$852,629
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 1818874 CUSIP 83406F102 13F (30d) 241 filings 224 filers Visit website Investor relations