SoFi Technologies (SOFI) Invested Capital (2019 - 2026)
SoFi Technologies (SOFI) posted quarterly Invested Capital of $12.6 billion for Q1 2026, up 29.83% year-over-year from $9.7 billion in Q1 2025, and up 2.6% on a QoQ basis from $12.3 billion in Q4 2025.
SoFi Technologies (SOFI) Invested Capital (2019 - 2026) Analysis & Trends
SoFi Technologies (SOFI) has reported Invested Capital for 8 consecutive years, with $12.6 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Invested Capital rose 29.83% year-over-year to $12.6 billion; the TTM figure through Mar 2026 stood at $12.6 billion (up 29.83% YoY), while the FY2025 annual figure was $12.3 billion, up 27.94% from the prior year.
- Invested Capital came in at $12.6 billion for Q1 2026 at SoFi Technologies, up from $12.3 billion in the prior quarter.
- The five-year high for Invested Capital was $12.6 billion in Q1 2026, with the low at $8.7 billion in Q1 2024.
- Average Invested Capital over 5 years is $10.5 billion, with a median of $10.5 billion recorded in 2023.
- Across the five-year window, Invested Capital soared 3548.63% in 2022 and retreated 23.28% in 2024, its largest moves.
- Year by year, Invested Capital stood at $10.7 billion in 2022, then declined by 2.11% to $10.5 billion in 2023, then declined by 8.12% to $9.6 billion in 2024, then rose by 27.94% to $12.3 billion in 2025, then gained by 2.6% to $12.6 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $12.6 billion, $12.3 billion, and $11.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 587.74 Bn | 575.34 Bn | - | 59.66 Bn |
| 2 | Mastercard | 465.55 Bn | 455.34 Bn | - | 8.47 Bn |
| 3 | American Express | 238.39 Bn | 184.35 Bn | 17.43 Bn | 92.75 Bn |
| 4 | PayPal Holdings | 40.24 Bn | 30.89 Bn | 7.84 Bn | 30.90 Bn |
| 5 | Affirm Holdings | 28.27 Bn | 26.55 Bn | 261.64 Mn | 3.78 Bn |
| 6 | SoFi Technologies | 23.54 Bn | 20.13 Bn | 929.25 Mn | 12.63 Bn |
| 7 | Ally Financial | 14.34 Bn | 13.89 Bn | 1.98 Bn | 32.96 Bn |
| 8 | Credit Acceptance | 7.51 Bn | 7.49 Bn | 562.70 Mn | 1.52 Bn |
| 9 | FinVolution | 6.22 Bn | 4.97 Bn | 311.24 Mn | 2.39 Bn |
| 10 | Sezzle | 5.91 Bn | 5.79 Bn | - | 196.72 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 12.63 Bn |
| Dec 31, 2025 | 12.30 Bn |
| Sep 30, 2025 | 11.49 Bn |
| Jun 30, 2025 | 10.80 Bn |
| Mar 31, 2025 | 9.72 Bn |
| Dec 31, 2024 | 9.62 Bn |
| Sep 30, 2024 | 9.30 Bn |
| Jun 30, 2024 | 9.01 Bn |
| Mar 31, 2024 | 8.72 Bn |
| Dec 31, 2023 | 10.47 Bn |
| Sep 30, 2023 | 11.29 Bn |
| Jun 30, 2023 | 11.74 Bn |
| Mar 31, 2023 | 11.36 Bn |
| Dec 31, 2022 | 10.69 Bn |
| Sep 30, 2022 | 9.75 Bn |
| Jun 30, 2022 | 8.91 Bn |
| Mar 31, 2022 | 10.13 Bn |
| Dec 31, 2021 | 8.33 Bn |
| Sep 30, 2021 | 7.02 Bn |
| Jun 30, 2021 | 6.53 Bn |