Annual Book Value
$6.53B$1.29B+24.65%
Summary
- Current Value
- As of today, SOFI annual book value is $6.53B, up +24.65% on
- Historical Performance
- SOFI annual book value is up +49.07% over the past 3 years, and up +2024.47% over the past 5 years
- All-Time High Comparison
- SOFI annual book value is currently at its all-time high
- 3-Year Low Comparison
- SOFI annual book value is +25.29% above its 3-year low of $5.21B reached on an earlier date
- Sector Comparison
- SOFI annual book value is higher than 90.96% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $6.53B | +24.6% | +49.1% | +2024.5% | – | |
| Quarterly Book Value | $8.78B | +43.4% | +69.5% | +10000.0% | +2689.5% | |
| Price | $26.27 | +49.3% | +363.2% | +21.3% | – | |
| Annual Total Assets | $36.25B | +20.5% | +295.1% | +397.3% | – | |
| Annual Total Liabilities | $29.73B | +21.2% | +563.7% | +472.9% | – | |
| PB Ratio | 3.61 | +22.4% | +253.9% | +61.2% | – | |
| Annual Shareholders Equity | $6.53B | +17.5% | +38.9% | +210.6% | – | |
| Market Cap | $32B | +64.4% | +498.1% | +1717.3% | – |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $6.53B | at high | |
| 5Y | $6.53B | at high | |
| All | $6.53B | at high |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $5.21B | N/A | +25.3% |
| 5Y | $777.72M | N/A | +739.0% |
| All | -$339.06M | +2024.5% |
Book Value History
| Year | Value | Change |
|---|---|---|
| $6.53B | +24.7% | |
| $5.23B | +0.5% | |
| $5.21B | +19.0% | |
| $4.38B | +462.8% |
| Year | Value | Change |
|---|---|---|
| $777.72M | +329.4% | |
| -$339.06M | -395.5% | |
| -$68.42M | - |
FAQ
What is the current annual book value of SOFI?
As of today, SOFI annual book value is $6.53B
What is 1-year change in SOFI annual book value?
SOFI annual book value is up +24.65% year-over-year
What is 3-year change in SOFI annual book value?
SOFI annual book value is up +49.07% over the past 3 years
How far is SOFI annual book value from its all-time high?
SOFI annual book value is currently at its all-time high
How does SOFI annual book value rank versus sector peers?
SOFI annual book value is higher than 90.96% of companies in Financial Services sector
When is SOFI next annual earnings release?
The next annual earnings release for SOFI is on
Quarterly Book Value
$8.78B$1.92B+27.98%
Summary
- Current Value
- As of today, SOFI quarterly book value is $8.78B, up +27.98% on
- Historical Performance
- SOFI quarterly book value is up +43.43% year-over-year, and up +69.46% over the past 3 years
- All-Time High Comparison
- SOFI quarterly book value is currently at its all-time high
- 3-Year Low Comparison
- SOFI quarterly book value is +73.74% above its 3-year low of $5.05B reached on
- Sector Comparison
- SOFI quarterly book value is higher than 91.88% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $8.78B | +28.0% | +43.4% | +69.5% | +10000.0% | |
| Annual Book Value | $6.53B | – | +24.6% | +49.1% | +2024.5% | |
| Price | $26.27 | -3.4% | +49.3% | +363.2% | +21.3% | |
| Quarterly Total Assets | $45.29B | +10.2% | +31.7% | +186.0% | +10000.0% | |
| Quarterly Total Liabilities | $36.51B | +6.6% | +29.2% | +253.3% | +10000.0% | |
| PB Ratio | 3.61 | -3.2% | +22.4% | +253.9% | +61.2% | |
| Quarterly Shareholders Equity | $8.78B | +28.0% | +43.4% | +59.6% | +10000.0% | |
| Market Cap | $32B | -3.3% | +64.4% | +498.1% | +1717.3% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $8.78B | at high | |
| 3Y | $8.78B | at high | |
| 5Y | $8.78B | at high | |
| All | $8.78B | at high |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $6.53B | N/A | +34.6% |
| 3Y | $5.05B | +73.7% | |
| 5Y | $618.04M | +1320.6% | |
| All | -$339.06M | +2689.5% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of SOFI?
As of today, SOFI quarterly book value is $8.78B
What is SOFI quarterly book value most recent change?
SOFI quarterly book value was up +27.98% on September 30, 2025
What is 1-year change in SOFI quarterly book value?
SOFI quarterly book value is up +43.43% year-over-year
How far is SOFI quarterly book value from its all-time high?
SOFI quarterly book value is currently at its all-time high
How does SOFI quarterly book value rank versus sector peers?
SOFI quarterly book value is higher than 91.88% of companies in Financial Services sector
When is SOFI next earnings release?
The next earnings release for SOFI is on
Book Value Formula
Book Value = Total Assets − Total Liabilities
Data Sources & References
- SOFI Official Website www.sofi.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1818874/000181887425000204/0001818874-25-000204-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1818874/000181887425000016/0001818874-25-000016-index.htm
- SOFI Profile on Yahoo Finance finance.yahoo.com/quote/SOFI
- SOFI Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/sofi