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Nasdaq · CIK 0001818874 · FINANCE SERVICES

SoFi Technologies, Inc.

SOFI chart by TradingView
P/E 38.1xP/B 2.2xP/SALES 5.6xEV/EBITDA FCF YIELD -36.27%

PRICE HISTORY

LIVE · NASDAQ
SOFI chart by TradingView
REVENUE FY2025 ENDED DEC 2025
$3.6B
EBITDA
FREE CASH FLOW
$-4.0B
EPS
$0.38
GROSS MARGIN
83.15%
ROIC
Q2 FY26ENDED JUN 2026HOVERDRAG ACROSS ANY CHART TO SCRUB ALL 24 · 24 QUARTERS SHOWNVALUATIONGROWTHPROFITABILITY & RETURNSCASH & CAPITALBALANCE SHEET

VALUATION

what you pay for a unit of the business7 CHARTS

P / E RATIO (TTM)

38.1x
-6%
LATEST · Q2 FY26
38.1xQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
28.6x70.2x

P / SALES (TTM)

5.6x
-40%
LATEST · Q2 FY26
5.6xQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
2.7x14.1x

P / BOOK

2.2x
+32%
LATEST · Q2 FY26
2.2xQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
0.8x3.9x

EV / EBITDA (TTM)

LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

EV / REVENUE (TTM)

-56%
LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
5.3x16.6x

FCF YIELD (TTM)

-36.27%
-28.1pp
LATEST · Q2 FY26
-36.27%Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
-173.89%-7.49%

DIVIDEND YIELD (TTM)

LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

GROWTH

is the business getting bigger5 CHARTS

REVENUE

$1.2B
+960%
LATEST · Q2 FY26
1.2BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

EBITDA (DERIVED)

LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

NET INCOME

$0.2B
+1906%
LATEST · Q2 FY26
0.2BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

EPS (DILUTED)

$0.12
+7%
LATEST · Q2 FY26
0.12Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

REVENUE GROWTH YOY

42.54%
-26.0pp
LATEST · Q2 FY26
42.54%Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
19.29%68.56%

PROFITABILITY & RETURNS

what survives to the bottom, and what it earns on capital4 CHARTS

FCF MARGIN

-327.16%
+115.2pp
LATEST · Q2 FY26
-327.16%Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
-684.87%169.71%

RETURN ON CAPITAL

+2.8pp
LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
-6.41%-3.46%

RETURN ON EQUITY (TTM)

5.74%
+14.7pp
LATEST · Q2 FY26
5.74%Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26
-11.06%8.19%

MARGIN FUNNEL

every line is a share of the same revenue, so they read on one scale — the gaps are what each layer takes out, and net rises above operating when income arrives from outside the business
GROSS MARGIN83.58%
OPERATING MARGIN
NET MARGIN12.85%
FCF MARGIN-327.16%
255.17-1.21-257.58-513.95-770.33GROSSOPERNETFCFQ1 FY20Q2 FY21Q1 FY22Q4 FY22Q3 FY23Q2 FY24Q1 FY25Q4 FY25Q2 FY26

CASH & CAPITAL

where the money actually goes5 CHARTS

FREE CASH FLOW

$-4.0B
$3.1B
LATEST · Q2 FY26
-4.0BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

STOCK-BASED COMP

$0.1B
+226%
LATEST · Q2 FY26
0.1BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

CAPITAL EXPENDITURE

$0.1B
+999%
LATEST · Q2 FY26
0.1BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

SHARES OUTSTANDING

1.35B
+1774%
LATEST · Q2 FY26
1.35BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

DIVIDEND / SHARE

+$0.00
LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

BALANCE SHEET

how much cushion there is3 CHARTS

CASH & EQUIVALENTS

$3.1B
+387%
LATEST · Q2 FY26
3.1BQ1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

TOTAL DEBT

+136%
LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

DEBT / EBITDA (TTM)

LATEST · Q2 FY26
Q1 FY20Q4 FY21Q1 FY23Q2 FY24Q3 FY25Q2 FY26

OWNERSHIP

10 LARGEST HOLDERS · WHO OWNS THE FLOAT
INSTITUTIONS 57.05%INSIDERS 1.42%OTHER / RETAIL 41.53%1,190 INSTITUTIONAL FILERS
HOLDER% HELDSHARESVALUECHANGE
Blackrock Inc.5.42%69.6M$1.28B+0.6%
Vanguard Capital Management LLC4.45%57.1M$1.05BNEW
Vanguard Portfolio Management LLC3.97%51.0M$936.9MNEW
Shaw D.E. & Co., Inc.3.33%42.7M$785.2M+10.3%
UBS Group AG2.84%36.4M$669.3M+136.9%
State Street Corporation2.13%27.3M$502.1M+5.3%
Geode Capital Management, LLC2.03%26.0M$477.6M+9.9%
Morgan Stanley1.66%21.3M$390.7M+59.6%
Jane Street Group, LLC1.40%18.0M$331.2M+86.7%
Qube Research & Technologies Ltd1.31%16.8M$308.8M+391.0%
AS OF 2026-03-31 · MOST RECENT 13F FILINGS
SOURCE → 10-K · 10-Q · 8-K / GUIDANCE · ALL FILINGS
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.