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Added to YB: 2025-09-09

Pitch date: 2025-09-06

SOFI [neutral]

SoFi Technologies, Inc.

+5.7%

current return

Author Info

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

$25.81

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:
SoFi: The Perfect Middle Ground (Ticker: SOFI)

SOFI (overview - too expensive): Neobank w/ 11.7M members, $29B deposits growing rapidly. Strong competitive position via online-only cost structure, aggressive marketing ($1B budget), competitive rates (3.8% savings APY vs Chase 0.01%). 85-90% revenue from lending. Fair value accounting creates volatility risk. At 13x est 2030 earnings, valuation not attractive for 20% deposit growth assumption.

Read full article (10 min)