Sofi Technologies Stock Analysis

SOFI
 Stock
  

USD 4.58  0.02  0.44%   

The current drop in stock price created some momentum for stockholders as it was traded today as low as 4.52 and as high as 4.59 per share. The company directors and management have failed to build on market volatilities in October. However, diversifying your overall positions with Sofi Technologies may protect your principal portfolio during upcoming market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 4.37. This high volatility is attributed to the latest market swings and not-so-good earnings reports for some of the Sofi Technologies partners.
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The Sofi Technologies stock analysis report makes it easy to digest most publicly released information about Sofi Technologies and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Sofi Technologies Stock analysis module also helps to analyze the Sofi Technologies price relationship with some important fundamental indicators such as market cap and management efficiency.

Sofi Technologies Stock Analysis Notes

About 35.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.82. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sofi Technologies recorded a loss per share of 0.65. The entity had not issued any dividends in recent years. SoFi Technologies, Inc. provides digital financial services. The company was founded in 2011 and is headquartered in San Francisco, California. Sofi Technologies operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 2500 people. To find out more about Sofi Technologies contact the company at 855 456 7634 or learn more at https://www.sofi.com.

Sofi Technologies Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Sofi Technologies' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Sofi Technologies or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Sofi Technologies generated a negative expected return over the last 90 days
Sofi Technologies has high historical volatility and very poor performance
Sofi Technologies has high likelihood to experience some financial distress in the next 2 years
The company reported the previous year's revenue of 1.36 B. Net Loss for the year was (431.84 M) with profit before overhead, payroll, taxes, and interest of 720.32 M.
Sofi Technologies currently holds about 935.16 M in cash with (6.07 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.01.
Latest headline from news.google.com: 3 Fintech Stocks to Sell Amid This Market Turmoil - InvestorPlace

Sofi Technologies Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Sofi Technologies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sofi Technologies backward and forwards among themselves. Sofi Technologies' institutional investor refers to the entity that pools money to purchase Sofi Technologies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zurcher Kantonalbank Zurich CantonalbankCommon Shares72.1 K380 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares119.5 K1.9 M
Zullo Investment Group IncCommon Shares22.3 K117 K
Zullo Investment Group IncCommon Shares21.9 K207 K
Zullo Investment Group IncCommon Shares14.8 K234 K
Zions Bancorporation NaCommon Shares24.9 K131 K
Zions Bancorporation NaCommon Shares410K
Zazove Associates LlcWarrants140 K874 K
Xr Securities LlcCall Options15.8 KK
Xr Securities LlcPut Options10.5 K46 K
Note, although Sofi Technologies' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Sofi Technologies Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 3.68 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Sofi Technologies's market, we take the total number of its shares issued and multiply it by Sofi Technologies's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Sofi Technologies Profitablity

Sofi Technologies' profitability indicators refer to fundamental financial ratios that showcase Sofi Technologies' ability to generate income relative to its revenue or operating costs. If, let's say, Sofi Technologies is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Sofi Technologies' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Sofi Technologies' profitability requires more research than a typical breakdown of Sofi Technologies' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of (28.81) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (27.17) %, which suggests for every $100 dollars of sales, it generated a net operating loss of -0.27.

Management Efficiency

The entity has return on total asset (ROA) of (3.27) % which means that it has lost $3.27 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of (7.64) %, meaning that it created substantial loss on money invested by shareholders. Sofi Technologies management efficiency ratios could be used to measure how well sofi technologies manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 30th of November, Sofi Technologies has the risk adjusted performance of (0.11), and Coefficient Of Variation of (1,144). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sofi Technologies, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for Sofi Technologies, which can be compared to its competition. Please validate Sofi Technologies information ratio, as well as the relationship between the value at risk and expected short fall to decide if Sofi Technologies is priced more or less accurately, providing market reflects its prevalent price of 4.58 per share. Given that Sofi Technologies has jensen alpha of (0.50), we advise you to double-check Sofi Technologies's current market performance to make sure the company can sustain itself at a future point.

Sofi Technologies Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Sofi Technologies middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Sofi Technologies. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Sofi Technologies Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sofi Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sofi Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sofi Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
White Derek J over two weeks ago via Macroaxis 
Payment of 23092 shares by White Derek J of Sofi Technologies subject to Rule 16b-3
Noto Anthony over two months ago via Macroaxis 
Exercise or conversion by Noto Anthony of 101663 shares of Sofi Technologies subject to Rule 16b-3
Borton Chad M over two months ago via Macroaxis 
Acquisition by Borton Chad M of 819941 shares of Sofi Technologies subject to Rule 16b-3
Lapointe Christopher over two months ago via Macroaxis 
Exercise or conversion by Lapointe Christopher of 108616 shares of Sofi Technologies subject to Rule 16b-3
Noto Anthony over three months ago via Macroaxis 
Exercise or conversion by Noto Anthony of 101663 shares of Sofi Technologies subject to Rule 16b-3
Softbank Group Corp over three months ago via Macroaxis 
Sale by Softbank Group Corp of 6683133 shares of Sofi Technologies
Rishel Jeremy over three months ago via Macroaxis 
Acquisition by Rishel Jeremy of 3742837 shares of Sofi Technologies subject to Rule 16b-3
Noto Anthony over three months ago via Macroaxis 
Exercise or conversion by Noto Anthony of 101663 shares of Sofi Technologies subject to Rule 16b-3
Ruzwana Bashir over three months ago via Macroaxis 
Exercise or conversion by Ruzwana Bashir of 15714 shares of Sofi Technologies subject to Rule 16b-3
Noto Anthony over three months ago via Macroaxis 
Purchase by Noto Anthony of 46500 shares of Sofi Technologies
Noto Anthony over three months ago via Macroaxis 
Purchase by Noto Anthony of 33455 shares of Sofi Technologies
Noto Anthony over three months ago via Macroaxis 
Purchase by Noto Anthony of 16907 shares of Sofi Technologies

Sofi Technologies Predictive Daily Indicators

Sofi Technologies intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sofi Technologies stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Sofi Technologies Forecast Models

Sofi Technologies time-series forecasting models is one of many Sofi Technologies' stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sofi Technologies' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Sofi Technologies Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Sofi Technologies prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Sofi Technologies shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Sofi Technologies. By using and applying Sofi Technologies Stock analysis, traders can create a robust methodology for identifying Sofi Technologies entry and exit points for their positions.
SoFi Technologies, Inc. provides digital financial services. The company was founded in 2011 and is headquartered in San Francisco, California. Sofi Technologies operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 2500 people.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Sofi Technologies to your portfolios without increasing risk or reducing expected return.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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Additionally, take a look at World Market Map. Note that the Sofi Technologies information on this page should be used as a complementary analysis to other Sofi Technologies' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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When running Sofi Technologies price analysis, check to measure Sofi Technologies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sofi Technologies is operating at the current time. Most of Sofi Technologies' value examination focuses on studying past and present price action to predict the probability of Sofi Technologies' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sofi Technologies' price. Additionally, you may evaluate how the addition of Sofi Technologies to your portfolios can decrease your overall portfolio volatility.
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Is Sofi Technologies' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sofi Technologies. If investors know Sofi Technologies will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sofi Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Market Capitalization
3.6 B
Quarterly Revenue Growth YOY
0.51
Return On Assets
(0.0327) 
Return On Equity
(0.08) 
The market value of Sofi Technologies is measured differently than its book value, which is the value of Sofi Technologies that is recorded on the company's balance sheet. Investors also form their own opinion of Sofi Technologies' value that differs from its market value or its book value, called intrinsic value, which is Sofi Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sofi Technologies' market value can be influenced by many factors that don't directly affect Sofi Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sofi Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine Sofi Technologies value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sofi Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.