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 40.66% of companies in Financial Services sector
ROE Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 5.66% | -31.5% | +190.3% | +10000.0% | – | |
| Quarterly ROE | 6.63% | -24.2% | +286.8% | +143.4% | +213.7% | |
| 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 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 40.66% 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
ROE Formula
ROE = Net Income
Shareholders Equity × 100%
Shareholders Equity × 100%
Quarterly ROE
6.63%0.02%+0.30%
Summary
- Current Value
- As of today, SOFI quarterly ROE is 6.63%, up +0.30% on
- Historical Performance
- SOFI quarterly ROE is down -24.23% year-over-year, up +286.76% over the past 3 years
- All-Time High Comparison
- SOFI quarterly ROE is currently -27.62% below its historical high of 9.16% set on
- 3-Year Low Comparison
- SOFI quarterly ROE is +193.91% above its 3-year low of -7.06% reached on
- Sector Comparison
- SOFI quarterly ROE is higher than 53.94% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 6.63% | +0.3% | -24.2% | +286.8% | +143.4% | |
| Annual ROE | 5.66% | – | -31.5% | +190.3% | +10000.0% | |
| 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 Shareholders Equity | $11.08B | +2.5% | +61.5% | +98.6% | +144.6% | |
| Quarterly ROA | 1.26% | 0.0% | -18.2% | +222.3% | +112.9% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 9.16% | -27.6% | |
| 3Y | 9.16% | -27.6% | |
| 5Y | 9.16% | -27.6% | |
| All | 9.16% | -27.6% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 6.12% | +8.3% | |
| 3Y | -7.06% | +193.9% | |
| 5Y | -15.29% | N/A | +143.4% |
| All | -21.05% | +131.5% |
Quarterly ROE History
FAQ
- What is the current quarterly ROE of SOFI?
- As of today, SOFI quarterly ROE is 6.63%
- What is SOFI quarterly ROE most recent change?
- SOFI quarterly ROE was up +0.30% on June 30, 2026
- What is 1-year change in SOFI quarterly ROE?
- SOFI quarterly ROE is down -24.23% year-over-year
- How far is SOFI quarterly ROE from its all-time high?
- SOFI quarterly ROE is currently -27.62% 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 53.94% 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 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