Annual ROE
5.66%2.60%-31.48%
Summary
- Current Value
- As of today, SOFI annual ROE is 5.66%, down -31.48% on
- Historical Performance
- SOFI annual ROE is up +190.27% over the past 3 years, up +14250.00% over the past 5 years
- All-Time High Comparison
- SOFI annual ROE is currently -31.48% below its historical high of 8.26% set on
- 3-Year Low Comparison
- SOFI annual ROE is +190.27% above its 3-year low of -6.27% reached on an earlier date
- Sector Comparison
- SOFI annual ROE is higher than 36.76% of companies in Financial Services sector
ROE Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 5.66% | -31.5% | +190.3% | +10000.0% | – | |
| Quarterly ROE | 6.12% | -25.7% | +202.2% | +159.2% | +205.0% | |
| Price | $18.90 | +51.8% | +182.9% | +6.7% | – | |
| PE Ratio | 49.75 | +52.8% | – | – | – | |
| 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 Shareholders Equity | $10.49B | +60.8% | +89.7% | +1248.8% | – | |
| Annual ROA | 1.11% | -26.0% | +148.9% | +5650.0% | – |
ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 8.26% | -31.5% | |
| 5Y | 8.26% | -31.5% | |
| All | 8.26% | -31.5% |
ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | -6.27% | N/A | +190.3% |
| 5Y | -17.68% | +132.0% | |
| All | -17.68% | +132.0% |
ROE History
| Year | Value | Change |
|---|---|---|
| 5.66% | -31.5% | |
| 8.26% | +252.1% | |
| -5.43% | +13.4% | |
| -6.27% | +64.5% |
| Year | Value | Change |
|---|---|---|
| -17.68% | >-9,900.0% | |
| -0.04% | +99.7% | |
| -12.22% | +11.8% | |
| -13.85% | - |
FAQ
What is the current annual ROE of SOFI?
As of today, SOFI annual ROE is 5.66%
What is 1-year change in SOFI annual ROE?
SOFI annual ROE is down -31.48% year-over-year
What is 3-year change in SOFI annual ROE?
SOFI annual ROE is up +190.27% over the past 3 years
How far is SOFI annual ROE from its all-time high?
SOFI annual ROE is currently -31.48% below its historical high of 8.26% set on December 31, 2024
How does SOFI annual ROE rank versus sector peers?
SOFI annual ROE is higher than 36.76% 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
Quarterly ROE
6.12%3.04%-33.19%
Summary
- Current Value
- As of today, SOFI quarterly ROE is 6.12%, down -33.19% on
- Historical Performance
- SOFI quarterly ROE is down -25.73% year-over-year, up +202.17% over the past 3 years
- All-Time High Comparison
- SOFI quarterly ROE is currently -33.19% below its historical high of 9.16% set on
- 3-Year Low Comparison
- SOFI quarterly ROE is +186.69% above its 3-year low of -7.06% reached on
- Sector Comparison
- SOFI quarterly ROE is higher than 44.87% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 6.12% | -33.2% | -25.7% | +202.2% | +159.2% | |
| Annual ROE | 5.66% | – | -31.5% | +190.3% | +10000.0% | |
| Price | $18.90 | -32.0% | +51.8% | +182.9% | +6.7% | |
| PE Ratio | 49.75 | -1.2% | +52.8% | – | – | |
| Quarterly Revenue | $1.34B | +5.3% | +32.5% | +140.4% | +100.0% | |
| Quarterly Net Income | $173.55M | +24.5% | -47.8% | +533.8% | +10000.0% | |
| Quarterly Shareholders Equity | $10.49B | +19.5% | +60.8% | +89.7% | +1248.8% | |
| Quarterly ROA | 1.14% | -30.5% | -24.5% | +149.1% | +131.0% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 9.16% | -33.2% | |
| 3Y | 9.16% | -33.2% | |
| 5Y | 9.16% | -33.2% | |
| All | 9.16% | -33.2% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 6.12% | at low | |
| 3Y | -7.06% | +186.7% | |
| 5Y | -15.29% | +140.0% | |
| All | -21.05% | +129.1% |
Quarterly ROE History
FAQ
What is the current quarterly ROE of SOFI?
As of today, SOFI quarterly ROE is 6.12%
What is SOFI quarterly ROE most recent change?
SOFI quarterly ROE was down -33.19% on December 31, 2025
What is 1-year change in SOFI quarterly ROE?
SOFI quarterly ROE is down -25.73% year-over-year
How far is SOFI quarterly ROE from its all-time high?
SOFI quarterly ROE is currently -33.19% below its historical high of 9.16% set on September 30, 2025
How does SOFI quarterly ROE rank versus sector peers?
SOFI quarterly ROE is higher than 44.87% of companies in Financial Services sector
When is SOFI next earnings release?
The next earnings release for SOFI is on
ROE Formula
ROE = Net Income
Shareholders Equity × 100%
Shareholders Equity × 100%
Data Sources & References
- SOFI Official Website www.sofi.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1818874/000181887426000008/0001818874-26-000008-index.htm
- 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