Credit Services

SOFI Technologies, Inc.: stock analysis

Updated on September 4, 2024

STOCKSTOBUYNOW.WIKI

offers a range of financial services, including loans, banking, investment management, and insurance.

SoFi Technologies, Inc., a San Francisco-based fintech company,

short introduction

The initial goal of founding this company was straightforward yet ambitious:

to tackle the burdensome student loan crisis in the U.S. by offering more affordable and flexible refinancing options.

acquisitions

Over the years, SoFi has evolved from its roots in student loan refinancing into a multifaceted financial powerhouse.

• 8 Limited;

• Galileo;

• Golden Pacific;

• Technisys;

• Wyndham.

The company expanded into personal loans, mortgages, and credit cards, becoming a comprehensive financial services provider.

BUSINESS SEGMENTS:

1. Lending;

2. Technology Platform;

3. Financial Services.

1.57

2.12

0.98

0.56

SALES (B):

2020

2021

2022

2023

2019

0.44

NET LOSS (B):

-0.3

-0.32

-0.48

-0.22

-0.24

This appeals to millennials and Gen Z, who favor digital-first financial solutions over traditional banking.

The rise of digital banking and the increasing adoption of mobile financial services play to SoFi's strengths.

7.54

MEMBERS (M):

Q4 2023

Q3 2023

Q2 2023

Q1 2023

Q4 2022

Q3 2022

6.95

6.24

5.65

5.22

4.74

5Y:

-40.84%

ALL:

past performance

-40.84%

Despite that, SoFi's stock price has declined since inception, reflecting the rapidly evolving fintech industry's opportunities and challenges.

risks:

1. Business, financial and operational risks;

2. market and interest rate risks;

3. strategic and new products risks;

4. credit market risks;

5. funding and liquidity risks; etc.

SoFi’s leadership is spearheaded by CEO Anthony Noto, a former COO of Twitter and a Goldman Sachs managing director.

governance

The company's solid corporate governance features a board with expertise in technology, finance, and regulatory affairs.

1.42

3.08

0.49

0.87

CASH & CE (B):

2020

2021

2022

2023

RETAINED EARNINGS:

0

0

0

0

The team increased cash reserves, and the mrq debt-to-equity ratio is now at 0.54. However, it did nothing to retain some earnings.

40.42

DIVIDENDS (M):

2020

2021

2022

2023

PURCHASES OF COMMON STOCK (K):

40

526

0

0

The company pays dividends to Series 1 preferred shareholders and has even purchased common stock at times.

40.42

40.42

40.53

-5.74

ROE (%):

2020

2021

2022

2023

ROA (%):

-2.62

-5.27

-1.68

-1

As for efficiency, it's hard to judge because both ROE and ROA are negative due to the company's losses.

-6.15

-11.05

0

trailing 

47.54

P/FCF:

Now let's check if SoFi's stock is undervalued by examining its price-to-free cash flow ratio, which is above the credit services industry average of 12.44.

The second is the price-to-sales ratio, which is currently a bit lower than the industry average of 4.32 but exceeds the typical value investor threshold of 2.

P/s

2.35

trailing 

1.35

The third metric, SoFi's price-to-book ratio, isn't the highest in the credit services industry, like Mastercard's 60.29, but it still exceeds the preferred threshold of 1.

mrq

pB

The last metric, the intrinsic value of SoFi, indicates a margin of safety of 26% and 49% in the base and best cases, respectively.

(base case):

$10.14

(best case):

$14.60

“Investors looking to gain some exposure to the banking sector should seriously consider this fintech stock.”

Analysts' perspectives

#1

“SoFi Technologies stock has received a consensus rating of hold. ... is based on 21 buy ratings, 27 hold ratings, and 10 sell ratings.”

#2

stock  forecast

According to Finviz.com, SoFi Technologies, Inc.'s EPS is expected to be $0.25 next year, while its ttm EPS is currently $-0.23.

2025: $10.08 

2040: $36.08

In conclusion, the company's stock looks like a buy with good future potential. However, I suggest waiting until its financial history becomes more established.