|SOFI Overview
SOFI

SoFi Technologies, Inc.

Other • CIK: 0001818874

Loading...

Market Cap
$29.49B
P/E (TTM)
44.8x
Rev Growth (TTM)
+20.8%
Net Margin (TTM)
109.5%
FCF Yield (TTM)
-10.7%
FCF Margin (TTM)
-542.2%

LATEST EARNINGS

Q4 FY2025
28 days ago
View source
Revenue
$1.03B
+40.0%
Net Income
$173.55M
-47.8%
EPS
$0.13
-55.2%
Net
16.9% -28.4%
  • Record GAAP net revenue of $1.0 billion in Q4 2025, a 40% increase year-over-year.
  • Record adjusted net revenue of $1.0 billion in Q4 2025, up 37% year-over-year.
  • Record adjusted EBITDA of $318 million in Q4 2025, up 60% year-over-year, with a 31% margin.
  • Record member growth of 1.0 million in Q4 2025, reaching 13.7 million total members (up 35% YoY).

Cash Flow Health

Free Cash Flow1/8 positive
TTM$-3.2B
Q3 '25
$-1.4B+11%
Q2 '25
$-1.5B-4820%
FCF Margin
TTM-542.2%
Q3 '25-871.1%+14%
Sector: 4.1%Below Avg
OCF Margin-504.9%
OCF/NI-4.61x
CapEx Coverage-13.5x
FCF Yield-10.7%
FCF Growth (2Y)
Cash Conversion Cycle
0 days
DSO: 0+DIO: 0DPO: 0

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-3.2B
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
P25MedianP75
(med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
Asset Turnover
0.02x
8Q: 0.02x
Leverage (1+D/E)
1.00x
D/E: 0.00x
Asset & CapEx Efficiency
Fixed Asset Turn
2.34x
8Q:2.78x
-204.1%
CapEx/Depreciation
0.97x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$584.6M
$156.8M3.2%
$151.9M8.2%
$140.4M3.6%
$135.5M3.3%
$131.2M8.6%
$120.8M4.5%
$115.6M0.6%
$116.3M
Operating Income
$-2.3B
$-647.1M11.4%
$-580.8M6.4%
$-545.9M2.7%
$-531.8M7.2%
$-496.0M10.0%
$-450.9M5.3%
$-428.0M8.9%
$-393.0M
Net Income
$640.2M
$139.4M43.3%
$97.3M36.8%
$71.1M78.6%
$332.5M447.3%
$60.7M663.7%
$8.0M89.8%
$78.0M106.7%
$37.7M
Operating Cash Flow
$-3.0B
$-1.3B11.0%
$-1.5B6922.2%
$21.5M110.7%
$-200.1M82.9%
$-1.2B142.3%
$-484.4M165.6%
$738.2M397.8%
$-247.9M
Free Cash Flow
$-3.2B
$-1.4B10.8%
$-1.5B4820.5%
$-31.1M87.2%
$-242.4M80.1%
$-1.2B133.5%
$-521.1M173.8%
$706.3M350.2%
$-282.2M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
44.8x
Volatile
8Q: 198.1x-9409%
Valuation Lenses
Earnings
44.8x
vs sector
Cash Flow
-4.6x
EV/FCF vs
Growth-Adj
0.1xPEG
Undervalued for growth
Quality-Adj
P/E per %ROIC
ROIC: –
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$29.49B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
27/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
9.3%
8Q:
Return on Invested Capital (ROIC)
8Q:
vs Sector:0.1%

Earnings Quality

Cash Conversion

-4.61x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin

Capital Efficiency

Invested Capital Turnover

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
70/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
20.8%
OpInc Growth YoY
-30.4%
EPS Growth YoY
366.7%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
Operating
Net
109.5%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-651.8 pts
FCF: -542.2% | Net: 109.5%
FCF margin lags net margin by 651.8 pts

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $3.75B
Interest Coverage
+Net cash position: $3.75B
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis