SoFi Technologies, Inc. (SOFI)
Company Info
| ISIN | US83406F1021 |
|---|---|
| Sector | Financial Services |
| Industry | Credit Services |
| IPO Date | Nov 30, 2020 |
Highlights
| Market Cap | $15.00B |
|---|---|
| EPS (TTM) | $0.12 |
| PE Ratio | 115.17 |
| Total Revenue (TTM) | $2.58B |
| Gross Profit (TTM) | $1.66B |
| EBITDA (TTM) | $545.74M |
| Year Range | $6.01 - $14.44 |
| Target Price | $9.71 |
| Short % | 15.75% |
| Short Ratio | 2.87 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: SOFI vs. NU, SOFI vs. VOO, SOFI vs. SPY, SOFI vs. HOOD, SOFI vs. JEPI, SOFI vs. BAC, SOFI vs. TSLA, SOFI vs. BRK-B, SOFI vs. FNGU, SOFI vs. SCHF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SoFi Technologies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SoFi Technologies, Inc. had a return of 36.98% year-to-date (YTD) and 103.13% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 36.98% | 23.08% |
| 1 month | 35.76% | 0.48% |
| 6 months | 87.23% | 10.70% |
| 1 year | 103.13% | 30.22% |
| 5 years (annualized) | N/A | 13.50% |
| 10 years (annualized) | N/A | 11.11% |
Monthly Returns
The table below presents the monthly returns of SOFI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -21.31% | 14.69% | -18.71% | -7.12% | 1.77% | -4.20% | 14.07% | 5.97% | -1.63% | 42.11% | 36.98% | ||
| 2023 | 50.33% | -4.76% | -8.03% | 2.64% | 11.40% | 20.17% | 37.29% | -24.37% | -7.74% | -5.51% | -3.44% | 36.49% | 115.84% |
| 2022 | -21.06% | -8.25% | -17.47% | -35.24% | 22.22% | -29.55% | 19.73% | -6.18% | -17.57% | 11.48% | -11.21% | -4.55% | -70.84% |
| 2021 | 102.09% | -26.69% | -6.95% | -0.87% | 18.53% | -4.86% | -19.46% | -8.16% | 11.99% | 26.51% | -14.39% | -8.08% | 27.09% |
| 2020 | 18.70% | 18.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SOFI is 77, placing it in the top 23% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the SoFi Technologies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SoFi Technologies, Inc. was 83.32%, occurring on Dec 7, 2022. The portfolio has not yet recovered.
The current SoFi Technologies, Inc. drawdown is 47.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.32% | Feb 2, 2021 | 467 | Dec 7, 2022 | — | — | — |
| -19.52% | Jan 20, 2021 | 6 | Jan 27, 2021 | 2 | Jan 29, 2021 | 8 |
| -4.27% | Dec 29, 2020 | 6 | Jan 6, 2021 | 1 | Jan 7, 2021 | 7 |
| -3.61% | Jan 8, 2021 | 3 | Jan 12, 2021 | 2 | Jan 14, 2021 | 5 |
| -1.79% | Dec 2, 2020 | 3 | Dec 4, 2020 | 1 | Dec 7, 2020 | 4 |
Volatility
Volatility Chart
The current SoFi Technologies, Inc. volatility is 17.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for SoFi Technologies, Inc..
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Income Statement
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