Sofi Technologies Stock Performance
| SOFI Stock | USD 13.92 0.44 3.06% |
The entity has a beta of 1.8, 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. At this point, SoFi Technologies has a negative expected return of -0.18%. Please make sure to validate SoFi Technologies' total risk alpha, expected short fall, price action indicator, as well as the relationship between the value at risk and daily balance of power , to decide if SoFi Technologies performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SoFi Technologies has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest uncertain performance, the Stock's technical and fundamental indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
Actual Historical Performance (%)
One Day Return (3.06) | Five Day Return (13.05) | Year To Date Return (1.49) | Ten Year Return 32.82 | All Time Return 32.82 |
1 | SoFi Technologies Cramer Highlights Anthony Notos Major Turnaround | 01/29/2025 |
2 | SoFi Technologies, Inc. Shares Sold by AlphaStar Capital Management LLC | 02/10/2025 |
3 | Prediction 2 Stocks Thatll Be Worth More Than Bank of America 10-15 Years From Now | 02/14/2025 |
4 | Mortgage Market Bottom Why Rocket Companies Could Be a Buy | 02/18/2025 |
5 | SoFi Technologies Inc Trading Down 2.76 percent on Feb 19 | 02/19/2025 |
6 | Galileo Financial Technologies Enables Brands to Offer Co-Brand Debit Rewards Cards | 02/20/2025 |
7 | SoFi Technologies Trading Down 3.8 percent on Insider Selling | 02/24/2025 |
| Begin Period Cash Flow | 3.6 B |
SoFi |
SoFi Technologies Relative Risk vs. Return Landscape
If you would invest 1,612 in SoFi Technologies on November 27, 2024 and sell it today you would lose (220.00) from holding SoFi Technologies or give up 13.65% of portfolio value over 90 days. SoFi Technologies is currently does not generate positive expected returns and assumes 3.7727% risk (volatility on return distribution) over the 90 days horizon. In different words, 33% of stocks are less volatile than SoFi, and 99% 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 = -0.0471
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOFI |
Estimated Market Risk
| 3.77 actual daily | 33 67% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SoFi Technologies is not performing at its full potential. However, 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 SoFi Technologies 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 | 15.9 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Price To Book | 2.34 X | ||||
| Price To Sales | 5.77 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 | 15.26 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 generated a negative expected return over the last 90 days | |
| SoFi Technologies has high historical volatility and very poor performance | |
| 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 thelincolnianonline.com: SoFi Technologies Trading Down 3.8 percent on Insider Selling |
- 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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