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Added to YB: 2025-06-30

Pitch date: 2025-06-27

SOFI [neutral]

SoFi Technologies, Inc.

+53.86%

current return

Author Info

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Company Info

SoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong.

Market Cap

$34.2B

Pitch Price

$17.73

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

52.26

EV/Sales

N/A

Sector

Consumer Finance

Category

growth

Show full summary:
Q1 2025 Earnings Review: Up and to the Right - SoFi Technologies, Inc.

SOFI (earnings update): Topped 10.9M members (+789k net new) with stable $300 CAC. PL originations $5.53B, now 58% market share vs LC/UPST. Strong ecosystem driving repeat customers. $1.88B new deposits, reached 90% loan funding target. Credit quality improving despite lending revenue miss. FS revenue hit $303.1M, Tech Platform disappoints. $71M GAAP profit, 39% QoQ EBITDA margin. LPB take rate expanding to 4.69%.

Read full article (9 min)