Annual ROA
1.11%0.39%-26.00%
Summary
- Current Value
- As of today, SOFI annual ROA is 1.11%, down -26.00% on
- Historical Performance
- SOFI annual ROA is up +148.90% over the past 3 years, up +5650.00% over the past 5 years
- All-Time High Comparison
- SOFI annual ROA is currently -26.00% below its historical high of 1.50% set on
- 3-Year Low Comparison
- SOFI annual ROA is +148.90% above its 3-year low of -2.27% reached on an earlier date
- Sector Comparison
- SOFI annual ROA is higher than 41.37% of companies in Financial Services sector
ROA Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROA | 1.11% | -26.0% | +148.9% | +5650.0% | – | |
| Quarterly ROA | 1.26% | -18.2% | +222.3% | +112.9% | +175.0% | |
| Price | $18.29 | -21.5% | +110.7% | +22.0% | – | |
| PE Ratio | 38.57 | -17.9% | – | – | – | |
| Annual Revenue | $4.77B | +26.6% | +170.6% | +100.0% | +478.4% | |
| Annual Net Income | $481.32M | -3.5% | +250.2% | +10000.0% | +867.0% | |
| Annual Total Assets | $50.66B | +39.8% | +166.5% | +6184.8% | – | |
| Annual ROE | 5.66% | -31.5% | +190.3% | +10000.0% | – |
ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 1.50% | -26.0% | |
| 5Y | 1.50% | -26.0% | |
| All | 1.50% | -26.0% |
ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | -2.27% | N/A | +148.9% |
| 5Y | -9.70% | +111.4% | |
| All | -9.70% | +111.4% |
ROA History
| Year | Value | Change |
|---|---|---|
| 1.11% | -26.0% | |
| 1.50% | +222.0% | |
| -1.23% | +45.8% | |
| -2.27% | +76.6% |
| Year | Value | Change |
|---|---|---|
| -9.70% | >-9,900.0% | |
| -0.02% | +99.3% | |
| -3.03% | -2.7% | |
| -2.95% | - |
FAQ
- What is the current annual ROA of SOFI?
- As of today, SOFI annual ROA is 1.11%
- What is 1-year change in SOFI annual ROA?
- SOFI annual ROA is down -26.00% year-over-year
- What is 3-year change in SOFI annual ROA?
- SOFI annual ROA is up +148.90% over the past 3 years
- How far is SOFI annual ROA from its all-time high?
- SOFI annual ROA is currently -26.00% below its historical high of 1.50% set on December 31, 2024
- How does SOFI annual ROA rank versus sector peers?
- SOFI annual ROA is higher than 41.37% of companies in Financial Services sector
- When is SOFI next annual earnings release?
- As of today, the next annual earnings release for SOFI has not been scheduled
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Quarterly ROA
1.26%0.00%0.00%
Summary
- Current Value
- As of today, SOFI quarterly ROA is 1.26%, unchanged on
- Historical Performance
- SOFI quarterly ROA is down -18.18% year-over-year, up +222.33% over the past 3 years
- All-Time High Comparison
- SOFI quarterly ROA is currently -23.17% below its historical high of 1.64% set on
- 3-Year Low Comparison
- SOFI quarterly ROA is +172.00% above its 3-year low of -1.75% reached on
- Sector Comparison
- SOFI quarterly ROA is higher than 47.20% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 1.26% | 0.0% | -18.2% | +222.3% | +112.9% | |
| Annual ROA | 1.11% | – | -26.0% | +148.9% | +5650.0% | |
| Price | $18.29 | +14.2% | -21.5% | +110.7% | +22.0% | |
| PE Ratio | 38.57 | +6.1% | -17.9% | – | – | |
| Quarterly Revenue | $1.57B | +11.6% | +39.1% | +132.1% | +505.7% | |
| Quarterly Net Income | $156.59M | -6.1% | +61.0% | +429.3% | +194.7% | |
| Quarterly Total Assets | $60.95B | +13.5% | +48.3% | +138.4% | +696.4% | |
| Quarterly ROE | 6.63% | +0.3% | -24.2% | +286.8% | +143.4% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 1.64% | -23.2% | |
| 3Y | 1.64% | -23.2% | |
| 5Y | 1.64% | -23.2% | |
| All | 1.64% | -23.2% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 1.14% | +10.5% | |
| 3Y | -1.75% | +172.0% | |
| 5Y | -9.77% | N/A | +112.9% |
| All | -9.90% | +112.7% |
Quarterly ROA History
FAQ
- What is the current quarterly ROA of SOFI?
- As of today, SOFI quarterly ROA is 1.26%
- What is SOFI quarterly ROA most recent change?
- SOFI quarterly ROA remained unchanged on June 30, 2026
- What is 1-year change in SOFI quarterly ROA?
- SOFI quarterly ROA is down -18.18% year-over-year
- How far is SOFI quarterly ROA from its all-time high?
- SOFI quarterly ROA is currently -23.17% below its historical high of 1.64% set on September 30, 2025
- How does SOFI quarterly ROA rank versus sector peers?
- SOFI quarterly ROA is higher than 47.20% of companies in Financial Services sector
- When is SOFI next earnings release?
- The next earnings release for SOFI is on
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Data Sources & References
- SOFI Official Website www.sofi.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1818874/000181887426000008/0001818874-26-000008-index.htm
- SOFI Profile on Yahoo Finance finance.yahoo.com/quote/SOFI
- SOFI Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/sofi