Financial Services

SoFi Technologies, Inc. (SOFI)

$17.74
-4.52%
$23.4B
Market Cap
40.5
P/E Ratio
2.13
Beta
Dividend Yield
Piotroski 2/9Altman Z 0.4 Distress

Quantitative Summary

Deterministic

SOFI trades at 40.5x earnings — a 111% premium to its sector average of 19.2x — without a dominant ROIC-WACC spread. Below-average fundamentals indicated by Piotroski score of 2/9; Altman Z of 0.4 falls in the academic distress zone.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

Valuation Context

40.5x
SOFI P/E
19.2x
Sector Avg
27.3x
5Y Avg P/E
+111%
vs Sector

Currently trading 52% above its 5-year average P/E of 27.3x.

Price Chart with Moving Averages

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SMA 50 SMA 200

Quant Health Deep Dive

2/9
Piotroski F-Score
Weak — below-average operational and profitability metrics
0.4
Altman Z-Score
Distress Zone — below 1.8 threshold per academic model. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.

Profitability & Value Creation

13.3%
Net Margin
17.6%
WACC
+38.3%
Revenue Growth (YoY)
-3.5%
Earnings Growth (YoY)
-4.0B
Free Cash Flow

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

13.3%
Net Profit Margin
NI ÷ Revenue
×
0.07x
Asset Turnover
Revenue ÷ Assets
×
4.83x
Equity Multiplier
Assets ÷ Equity
=
4.6%
Return on Equity
⚠️ High equity multiplier — ROE is being amplified by leverage, not operational excellence.

Balance Sheet Health

3.83x
Debt / Equity
-23.37%
FCF Yield

Insider Activity (Last 90 Days)

Net Insider Flow
-$2M
Net Selling
4
Buy Transactions
5
Sale Transactions
2026-03-20KEOUGH KELLI ALLENSold 7/8 qtrsSale$165,066
2026-03-18RISHEL JEREMY DYLANSold 8/8 qtrsSale$2M
2026-03-17NOTO ANTHONY J.Buy$500,516
2026-03-16NOTO ANTHONY J.Other459,848 shares
2026-03-16LAVET ROBERT SOther36,057 shares

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $0.03
Act: $0.06
+93.9%
Q3
✓ Beat
Est: $0.06
Act: $0.09
+44.7%
Q2
✓ Beat
Est: $0.08
Act: $0.10
+23.0%
Q1
✓ Beat
Est: $0.11
Act: $0.12
+8.7%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Risk Profile

67.0%
Annual Volatility
0.93
Sharpe (1Y)
0.82
Sharpe (3Y)
-53.0%
Max Drawdown (3Y)
-82.0%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fundamentals

23.4
Forward P/E
1.06
PEG Ratio
2.16
Price/Book
67M
Avg Volume
$32.73
52W High
$13.09
52W Low
24%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$1.6B
Tracked Passive Exposure
8
ETFs Holding SOFI
0.07%
Avg Weight in ETFs
$2.5T
Total ETF AUM

When investors buy or sell ETFs like ARKF or VBK, the fund manager is mechanically forced to buy or sell SOFI shares regardless of SoFi Technologies, Inc.'s individual fundamentals. We estimate $1.6B of passive capital is structurally linked to SOFI through 8 tracked ETFs. Index rebalances and ETF creation/redemption cycles can create noticeable volume spikes unrelated to company news.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in SoFi Technologies, Inc. to visualize passive redemption contagion across ETFs and collateral stocks.

SOFI Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
SOFIEpicenterVTIETFVBETFVXFETFSHOPLow RiskTSLALow RiskCOINLow RiskHOODHigh RiskCRCLHigh Risk
SOFI Price Drop (%)0

If SoFi Technologies, Inc. (SOFI) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies SHOPIFY INC - CLASS A (SHOP) as the most exposed collateral stock, sharing 2 ETFs with SOFI. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 13 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

SOFI Ownership Dynamics

Passive funds hold 1 in every 12 SOFI shares, reducing daily market volatility.

Ticker
SOFI
Total Shares
1.3B
ETF Lock-Up
8.4%
Display Mode
Total Float Impact
8.4%Locked Float

SoFi Technologies, Inc. (SOFI) exerts measurable gravity on the passive index market, currently representing 3.5% of the ARKF (ARKF) and 0.6% of the VBK (VBK). Across 14 tracked ETFs, approximately 108M shares (8.4% of float) are held by passive funds and rarely trade on the open market. As passive ownership grows, index inclusion changes may increasingly drive price discovery.

Float lock-up computed from 14 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

SOFI Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
SOFI
PRICE
$17.74
FLOOR (POC)
$26.35
STRENGTH
Medium
$14$15$168%$178%$186%$17.74$188%$19$20$216%$22$23$24$25$26POC 10%$279%$28$29$30$31$32
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for SoFi Technologies, Inc. over the past year sits near $26.35 (10% of 252-day volume). The current price of $17.74 sits 32.7% below the POC — suggesting potential mean-reversion upside if institutional demand reasserts at this level.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-1483,495$15.31$1.3M
2026-05-1313,873$15.90$220,580.7
2026-05-1232,077$16.26$521,572.02
2026-05-11105$15.75$1,653.75
2026-05-081,397$16.00$22,352
2026-05-0443,893$16.43$721,161.99
2026-05-012,246,403$16.10$36.2M
2026-04-302,448,140$15.53$38.0M
2026-04-2712,578$18.44$231,938.32
2026-04-22459,123$18.83$8.6M
2026-04-2112,448$19.50$242,736
2026-04-2011,078$19.43$215,245.54
2026-04-17220$19.03$4,186.6
2026-04-15174$17.91$3,116.34
2026-04-132,200$16.22$35,684
2026-04-102,621$16.27$42,643.67
2026-04-062,350$15.85$37,247.5
2026-04-022,217$15.63$34,651.71
2026-03-3032,897$15.23$501,021.31
2026-03-2743,092$15.87$683,870.04
2026-03-2532,761$16.70$547,108.7
2026-03-2335$16.90$591.5
2026-03-1965,067$17.18$1.1M
2026-03-18567$17.37$9,848.79
2026-03-17266$17.63$4,689.58
2026-03-12300$18.53$5,559
2026-03-10196,719$18.79$3.7M
2026-03-0942,277$18.90$799,035.3
2026-03-02275,716$17.76$4.9M
2026-02-2358,531$19.02$1.1M

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
HOOD0.5830.700Moderate
COIN0.5380.625Moderate
GS0.5330.509Moderate
CVNA0.5250.573Moderate
MS0.5090.514Moderate
C0.5090.543Moderate
TRMB0.5070.524Moderate
COF0.4990.459Moderate
BK0.4990.518Moderate

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare SOFI to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.