Sofi Technologies Stock Performance
| SOFI Stock | USD 16.21 1.02 6.71% |
On a scale of 0 to 100, SoFi Technologies holds a performance score of 5. The entity has a beta of 1.36, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, SoFi Technologies will likely underperform. Please check SoFi Technologies' total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to make a quick decision on whether SoFi Technologies' existing price patterns will revert.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in SoFi Technologies are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly uncertain technical and fundamental indicators, SoFi Technologies demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 6.71 | Five Day Return 11.18 | Year To Date Return 14.72 | Ten Year Return 54.68 | All Time Return 54.68 |
1 | SoFi Technologies Cramer Highlights Anthony Notos Major Turnaround | 01/29/2025 |
2 | SoFi Technologies Stock Price Down 4.1 percent Heres Why | 02/06/2025 |
3 | Where Will SoFi Be in 5 Years | 02/07/2025 |
4 | SoFi Plus Premium Membership Now Offers 1,000 in Annual Value | 02/11/2025 |
5 | Clarity Capital Partners LLC Sells 31,764 Shares of SoFi Technologies, Inc. | 02/13/2025 |
6 | SoFi Announces Monthly Distributions on THTA | 02/14/2025 |
| Begin Period Cash Flow | 3.6 B |
SoFi |
SoFi Technologies Relative Risk vs. Return Landscape
If you would invest 1,467 in SoFi Technologies on November 20, 2024 and sell it today you would earn a total of 154.00 from holding SoFi Technologies or generate 10.5% return on investment over 90 days. SoFi Technologies is currently generating 0.2344% in daily expected returns and assumes 3.6214% risk (volatility on return distribution) over the 90 days horizon. In different words, 32% of stocks are less volatile than SoFi, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
SoFi Technologies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SoFi Technologies' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SoFi Technologies, and traders can use it to determine the average amount a SoFi Technologies' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0647
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 3.62 actual daily | 32 68% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average SoFi Technologies is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SoFi Technologies by adding it to a well-diversified portfolio.
SoFi Technologies Fundamentals Growth
SoFi Stock prices reflect investors' perceptions of the future prospects and financial health of SoFi Technologies, and SoFi Technologies fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SoFi Stock performance.
| Return On Equity | 0.0826 | ||||
| Return On Asset | 0.015 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 18.41 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Price To Book | 2.72 X | ||||
| Price To Sales | 6.72 X | ||||
| Revenue | 2.81 B | ||||
| Gross Profit | 2.18 B | ||||
| EBITDA | (300.33 M) | ||||
| Net Income | 498.67 M | ||||
| Cash And Equivalents | 935.16 M | ||||
| Cash Per Share | 1.01 X | ||||
| Total Debt | 3.09 B | ||||
| Debt To Equity | 0.86 % | ||||
| Current Ratio | 2.24 X | ||||
| Book Value Per Share | 5.96 X | ||||
| Cash Flow From Operations | (1.12 B) | ||||
| Earnings Per Share | 0.39 X | ||||
| Market Capitalization | 17.76 B | ||||
| Total Asset | 36.25 B | ||||
| Retained Earnings | (1.31 B) | ||||
About SoFi Technologies Performance
By evaluating SoFi Technologies' fundamental ratios, stakeholders can gain valuable insights into SoFi Technologies' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SoFi Technologies has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SoFi Technologies has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about SoFi Technologies performance evaluation
Checking the ongoing alerts about SoFi Technologies for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SoFi Technologies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SoFi Technologies had very high historical volatility over the last 90 days | |
| SoFi Technologies is unlikely to experience financial distress in the next 2 years | |
| SoFi Technologies currently holds about 935.16 M in cash with (1.12 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.01. | |
| Latest headline from globenewswire.com: SoFi Announces Monthly Distributions on THTA |
- Analyzing SoFi Technologies' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether SoFi Technologies' stock is overvalued or undervalued compared to its peers.
- Examining SoFi Technologies' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating SoFi Technologies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of SoFi Technologies' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SoFi Technologies' stock. These opinions can provide insight into SoFi Technologies' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SoFi Stock analysis
When running SoFi Technologies' price analysis, check to measure SoFi Technologies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SoFi Technologies is operating at the current time. Most of SoFi Technologies' value examination focuses on studying past and present price action to predict the probability of SoFi Technologies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SoFi Technologies' price. Additionally, you may evaluate how the addition of SoFi Technologies to your portfolios can decrease your overall portfolio volatility.
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