Stock comparison
SoFi Technologies
S&P Global
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SOFI
SoFi Technologies
Market cap
$20.04B
Sector
Financials
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | SOFI | SPGI | Winner |
|---|---|---|---|
| Warren Buffett | 38D | 74C | SPGI |
| Benjamin Graham | 36D | 66B | SPGI |
| Philip Fisher | 56C | 70C | SPGI |
| Peter Lynch | 63C | 68C | SPGI |
| Joel Greenblatt | 44D | 42D | SOFI |
| Charlie Munger | 37D | 70B | SPGI |
| Terry Smith | 35D | 70B | SPGI |
Side-by-side metrics
| Metric | SOFI | SPGI |
|---|---|---|
| Market cap | $20.04B | $123.61B |
| P/E (TTM) | 34.1x | 25.1x |
| EV/EBIT | 34.1x | 20.3x |
| ROIC (TTM) | 1.07% | 9.89% |
| Gross margin | 76.02% | 70.47% |
| Net margin | 11.22% | 30.37% |
| Revenue CAGR 5y | 44.71% | 16.6% |
| EPS CAGR 5y | - | 3.96% |
| Debt / Equity | 0.2x | 0.4x |
| Dividend yield | 0.0% | 0.95% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SOFI leads on
- Revenue CAGR 5y44.71%vs 16.6%+63%
- Debt / Equity0.2xvs 0.4x+60%
- Gross margin76.02%vs 70.47%+7%
SPGI leads on
- Dividend yield0.95%vs 0.0%+100%
- ROIC (TTM)9.89%vs 1.07%+89%
- Market cap$123.61Bvs $20.04B+84%
- Net margin30.37%vs 11.22%+63%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.