KPIs & Operating Metrics(New)
Allowance For Credit LossesAllowance For Credit Losses AnnualAllowance For Credit Losses To Total Loans %Allowance For Credit Losses To Total Loans Annual %Average BalanceAverage Loan BalanceAverage Loan Balance TotalBreakdown Of AssetsCapital Adequacy Ratio Sofi Bank %Capital Adequacy Ratio Sofi Bank Annual %Capital Adequacy Ratio Sofi Technologies %Capital Adequacy Ratio Sofi Technologies Annual %Cet1 Risk Based Capital Ratio Sofi Bank %Cet1 Risk Based Capital Ratio Sofi Bank Annual %Cet1 Risk Based Capital Ratio Sofi Technologies %Cet1 Risk Based Capital Ratio Sofi Technologies Annual %Cet1 Risk Based Capital Sofi BankCet1 Risk Based Capital Sofi Bank AnnualCet1 Risk Based Capital Sofi TechnologiesCet1 Risk Based Capital Sofi Technologies AnnualContribution Profit By SegmentContribution Profit By Segment AnnualContribution Profit Margin By Segment %Contribution Profit Margin By Segment Annual %Deferred RevenueDepositsDeposits AnnualEmployee StatisticsExpenses By Business VerticalFinancial Services ProductsFinancial Services Revenue By Business VerticalFinancial Services Revenue By Business Vertical AnnualFinancial Services Revenue By Business Vertical Annual %Financial Services Revenue By Business Vertical Mix %Galileo AccountsIncome (Loss) Before Income TaxesInterest Earned By Product (Weighted Average) %Interest Income BreakdownInterest Income Breakdown AnnualInterest Income By ProductInterest Margin Breakdown %Interest Margin Breakdown Annual %Interest Margin By Product %Lending ProductsLending Revenue By Business VerticalLending Revenue By Business Vertical AnnualLending Revenue By Business Vertical Annual %Lending Revenue By Business Vertical Mix %Loan Originations By Product Type LendingLoansLoans AnnualLoans By Product Type (Fair Value)Loans To Deposits RatioLoans To Deposits Ratio AnnualMembers CountMembers Count AnnualNet Interest Margin %Net Interest Margin Annual %Non Gaap ProfitabilityNon Gaap Profitability %Non Gaap Profitability AnnualNon Gaap Profitability Annual %Noninterest Expense SegregationNon Interest Income BreakdownNon Interest Income Breakdown AnnualNon Interest Margin Breakdown Annual %Other Revenue By Business VerticalOther Revenue By Business Vertical AnnualOther Revenue By Business Vertical Annual %Other Revenue By Business Vertical Mix %Property, Equipment And Software Breakdown Gross BalanceRevenue By Business VerticalRevenue By Business Vertical %Revenue By Business Vertical AnnualRevenue By Business Vertical Annual %Revenue By Category Non Interest IncomeRevenue By Category Non Interest Income %Revenue By Category Non Interest Income AnnualRevenue By Category Non Interest Income Annual %Revenue By SegmentRevenue By Segment %Revenue By Segment AnnualRevenue By Segment Annual %Revenue From Contracts With Customer Breakdown Financial ServicesRevenue From Contracts With Customer Breakdown Financial Services AnnualRevenue From Contracts With Customer Breakdown Technology PlatformRevenue From Contracts With Customer Breakdown Technology Platform AnnualRevenue From Contracts With Customers By ServicesRevenue From Contracts With Customers By Services AnnualRevenue Mix From Contracts With Customer Breakdown Financial Services %Revenue Mix From Contracts With Customer Breakdown Financial Services Annual %Revenue Mix From Contracts With Customer Breakdown Technology Platform %Revenue Mix From Contracts With Customer Breakdown Technology Platform Annual %Revenue Mix From Contracts With Customers By Services %Revenue Mix From Contracts With Customers By Services Annual %Risk Weighted Assets Sofi BankRisk Weighted Assets Sofi Bank AnnualRisk Weighted Assets Sofi TechnologiesRisk Weighted Assets Sofi Technologies AnnualTechnology Platform Revenue By Business VerticalTechnology Platform Revenue By Business Vertical AnnualTechnology Platform Revenue By Business Vertical Annual %Technology Platform Revenue By Business Vertical Mix %Tier 1 Leverage Ratio Sofi Bank %Tier 1 Leverage Ratio Sofi Bank Annual %Tier 1 Leverage Ratio Sofi Technologies %Tier 1 Leverage Ratio Sofi Technologies Annual %Tier 1 Risk Based Capital Ratio Sofi Bank %Tier 1 Risk Based Capital Ratio Sofi Bank Annual %Tier 1 Risk Based Capital Ratio Sofi Technologies %Tier 1 Risk Based Capital Ratio Sofi Technologies Annual %Tier 1 Risk Based Capital Sofi BankTier 1 Risk Based Capital Sofi Bank AnnualTier 1 Risk Based Capital Sofi TechnologiesTier 1 Risk Based Capital Sofi Technologies AnnualTotal Accounts — Technology Platform SegmentTotal Accounts — Technology Platform Segment AnnualTotal Interest IncomeTotal Interest Income AnnualTotal ProductsTotal Products Company Wide BreakdownTotal Products Financial ServicesTotal Products — Financial Services SegmentTotal Products — Financial Services Segment AnnualTotal Products LendingTotal Products — Lending SegmentTotal Products — Lending Segment Annual
Balance Sheet
Accounts PayablesAccumulated ExpensesAssetsCash & Current InvestmentsCash & EquivalentsCommon EquityCurrent AssetsGoodwillGoodwill & IntangiblesIntangiblesLiabilities and Shareholders EquityLoans - NetLong-Term InvestmentsMinority InterestNon-Current AssetsNon-Current Deffered RevenueNotes PayablesOperating LeasesOther Non-Current AssetsOther Non-Current LiabilitiesPayablesPreferred Stock LiabilitiesPrepaid AssetsProperty, Plant & Equipment (Net)ReceivablesRetained EarningsSecurities - TradableShareholder's EquityTotal Current LiabilitiesTotal LiabilitiesTotal Non-Current LiabilitiesTreasury Shares
Cash Flow Statement
AcquisitionsAmortization of Deferred ChargesAmortization of GoodwillAmortizatization of IntangiblesBeginning Cash BalanceCapital ExpendituresCash from Financing ActivitiesCash from Investing ActivitiesCash from OperationsChange in Accured ExpensesChange in Acquisitions & DivestmentsChange in CashChange in IntangiblesChange in LoansChange in Net LoansDeferred TaxesDepreciation & Amortization (CF)Dividends Paid - CommonExchange Rate EffectFree Cash FlowGains from Investment SecuritiesLong-Term Debt IssuancesLong-Term Debt RepaymentsNet Cash FlowNet IncomeOther financing activitiesShare-based CompensationShares IssuedShares Repurchased
Daily Values
Growth Metrics
EBIT Margin (QoQ)EBIT Margin Growth (1y)EBIT Margin Growth (3y)EBIT Margin Growth (5y)EBITDA Margin (QoQ)EBITDA Margin Growth (1y)EBITDA Margin Growth (3y)EBITDA Margin Growth (5y)EBT Margin (QoQ)EBT Margin Growth (1y)EBT Margin Growth (3y)EBT Margin Growth (5y)Enterprise Value (QoQ)Enterprise Value Growth (1y)Enterprise Value Growth (3y)Enterprise Value Growth (5y)FCF Margin (QoQ)FCF Margin Growth (1y)FCF Margin Growth (3y)FCF Margin Growth (5y)Gross Margin (QoQ)Gross Margin Growth (1y)Gross Margin Growth (3y)Gross Margin Growth (5y)Net Margin (QoQ)Net Margin Growth (1y)Net Margin Growth (3y)Net Margin Growth (5y)Operating Margin (QoQ)Operating Margin Growth (1y)Operating Margin Growth (3y)Operating Margin Growth (5y)Return on Assets (QoQ)Return on Assets Growth (1y)Return on Assets Growth (3y)Return on Equity (QoQ)Return on Equity Growth (1y)Return on Equity Growth (3y)Return on Invested Capital (QoQ)Return on Invested Capital Growth (1y)Return on Invested Capital Growth (3y)Return on Sales (QoQ)Return on Sales Growth (1y)Return on Sales Growth (3y)
Income Statement
Consolidated Net IncomeEBITEBITDAEBTEPS (Basic)EPS (Weighted Average and Diluted)Financial Services FeesIncome from Continuing OperationsIncome towards Parent CompanyInterest & Investment IncomeInterest Expense - DebtInterest Expense - DepositsInterest Expense - OthersInterest ExpensesInterest Income - NetInterest Income - TotalInterest income - InvestmentsInterest income - LoansInvestment Banking IncomeInvestment Gain (Loss)Mortgage BankingNet Income towards Common StockholdersNon-Interest IncomeOperating ExpensesOperating IncomeOther Non-Interest IncomeOther Operating ExpensesProfit After TaxProvisionsResearch & DevelopmentRevenueSelling, General & AdministrativeService ChargesShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsTax Rate
Others
Ratios
Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInterest Coverage RatioInvested CapitalMarket CapitalizationNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned
SoFi Technologies (SOFI) Tax Rate: 2020-2023
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Historic Tax Rate for SoFi Technologies (SOFI) over the last 2 years, with Dec 2023 value amounting to 0.14%.
- SoFi Technologies' Tax Rate rose 130.00% to 6.17% in Q3 2025 from the same period last year, while for Sep 2024 it was 4.66%, marking a year-over-year increase of 400.00%. This contributed to the annual value of 0.14% for FY2023, which is N/A change from last year.
- According to the latest figures from FY2023, SoFi Technologies' Tax Rate is 0.14%, which was down 99.57% from 31.80% recorded in FY2020.
- In the past 5 years, SoFi Technologies' Tax Rate registered a high of 31.80% during FY2020, and its lowest value of 0.14% during FY2023.
- For the 1-year period, SoFi Technologies' Tax Rate averaged around 0.14%, with its median value being 0.14% (2023).
Peer Comparison
Historic Data
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