SOFI:NSD-SoFi Technologies Inc. (USD)

COMMON STOCK | Credit Services |

Last Closing

USD 12.31

Change

+0.40 (+3.36)%

Market Cap

USD 12.35B

Volume

0.06B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-02 )

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ETFs Containing SOFI

BIDS 8.58 % 0.00 %

N/A

N/A
SOFX Defiance Daily Target 2X .. 8.04 % 0.00 %

-2.98 (-27.16%)

N/A
MEME 4.00 % 0.00 %

N/A

N/A
WOSC:SW SPDR® MSCI World Small C.. 0.20 % 0.00 %

-6.37 (-27.16%)

USD 1.06B
VISM:AU Vanguard MSCI Internation.. 0.19 % 0.00 %

-0.69 (-27.16%)

USD 0.29B
ARKF ARK Fintech Innovation ET.. 0.00 % 0.00 %

-2.87 (-27.16%)

USD 0.97B
ZPRS:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-5.22 (-27.16%)

USD 0.83B
IUSN:XETRA iShares MSCI World Small .. 0.00 % 0.00 %

-0.38 (-27.16%)

N/A
ZPRS:XETRA SPDR MSCI World Small Cap.. 0.00 % 0.00 %

-5.70 (-27.16%)

N/A
SPAK 0.00 % 0.00 %

N/A

N/A
BUZZ VanEck Social Sentiment E.. 0.00 % 0.00 %

-1.63 (-27.16%)

USD 0.05B
ISCG iShares Morningstar Small.. 0.00 % 0.00 %

-2.87 (-27.16%)

USD 0.61B

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -20.06% 20% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.06% 20% F 32% F
Trailing 12 Months  
Capital Gain 63.26% 79% B- 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.26% 79% B- 92% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.07% 34% F 55% F
Dividend Return 5.07% 34% F 51% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 48.33% 62% D 38% F
Risk Adjusted Return 10.48% 28% F 44% F
Market Capitalization 12.35B 96% N/A 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.