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Strong Long Term Fundamental Strength with a 47.47% CAGR growth in Operating Profits
Healthy long term growth as Net Sales has grown by an annual rate of 71.25% and Operating profit at 47.47%
With a growth in Net Profit of 458.85%, the company declared Very Positive results in Jun 25
With ROE of 7.21%, it has a fair valuation with a 2.36 Price to Book Value
High Institutional Holdings at 55.1%
Total Returns (Price + Dividend) 
SoFi Technologies, Inc. for the last several years.
Risk Adjusted Returns v/s 
News
Is SoFi Technologies, Inc. overvalued or undervalued?
As of 28 November 2025, the valuation grade for SoFi Technologies, Inc. moved from expensive to fair. The company is currently fairly valued based on its financial metrics. Key ratios include a P/E ratio of 33, an EV to EBITDA of 22.25, and a PEG ratio of 0.06, which suggests strong growth potential relative to its price. In comparison to peers, Synchrony Financial is rated very attractive with a P/E of 15.06, while AerCap Holdings NV is also rated fair with a P/E of 11.71. This indicates that SoFi Technologies, Inc. is priced higher than its peers, despite its fair valuation status. Notably, SoFi has outperformed the S&P 500 significantly over the past three years, with a return of 567.87% compared to the S&P 500's 72.78%, reinforcing its growth potential in the finance sector....
Read MoreIs SoFi Technologies, Inc. overvalued or undervalued?
As of 28 November 2025, the valuation grade for SoFi Technologies, Inc. moved from expensive to fair. Based on the current metrics, the company appears to be fairly valued. Key ratios include a P/E ratio of 33, an EV to EBITDA of 22.25, and a PEG ratio of 0.06, indicating a strong growth potential relative to its price. In comparison to its peers, Synchrony Financial is rated very attractive with a P/E of 15.06, while AerCap Holdings NV is also rated fair with a P/E of 11.71. SoFi's performance has been notable, with a year-to-date return of 92.99% compared to the S&P 500's 16.45%, reinforcing its strong market position despite a recent dip in the one-month return....
Read MoreIs SoFi Technologies, Inc. overvalued or undervalued?
As of 14 November 2025, the valuation grade for SoFi Technologies, Inc. moved from expensive to fair. Based on the current metrics, the company appears to be fairly valued. Key ratios include a P/E ratio of 33, an EV to EBITDA of 22.25, and a PEG ratio of 0.06, indicating potential growth relative to its price. In comparison to peers, SoFi's P/E ratio of 54.79 is significantly higher than Synchrony Financial's 15.06 and AerCap Holdings NV's 11.71, suggesting that while SoFi is currently valued fairly, it may still be perceived as expensive relative to its peers. Despite recent stock performance showing a decline over the past week and month, SoFi has outperformed the S&P 500 year-to-date and over the past year, with returns of 75.58% and 101.79%, respectively, reinforcing a positive outlook on its growth potential....
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Shareholding Snapshot : Mar 2025
Shareholding Compare (%holding) 
Domestic Funds
Held in 56 Schemes (15.83%)
Held by 189 Foreign Institutions (8.55%)
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY
YoY Growth in quarter ended Jun 2025 is 31.25% vs 27.14% in Jun 2024
YoY Growth in quarter ended Jun 2025 is 459.20% vs 136.63% in Jun 2024
Annual Results Snapshot (Consolidated) - Dec'24
YoY Growth in year ended Dec 2024 is 29.33% vs 65.20% in Dec 2023
YoY Growth in year ended Dec 2024 is 265.85% vs 6.15% in Dec 2023






