Added to YB: 2025-07-16
Pitch date: 2025-07-14
SOFI [bullish]
SoFi Technologies, Inc.
+21.53%
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
$21.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
52.26
EV/Sales
N/A
Sector
Consumer Finance
Category
growth
SoFi's Not Chasing Robinhood: It's a Billion-Dollar Genius Move
SOFI: Misunderstood as trading platform competitor when true focus is Loan Platform Business (LPB), delivering $300M+ annualized revenue at 50%+ margins. LPB grew to $1.5B originations in 3 quarters vs competitors, targeting passive investors (90% TAM) not active traders. $162.4M LPB revenue in 3Q vs $83.2M brokerage in 15Q.
Read full article (7 min)