COMP <GO>
SOFI vs BRK-B // ENTERPRISE SCALE & MARKET CAP
SoFi Technologies Inc. Common Stock (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: SOFI 4
— BRK-B 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-B
LAST: $16.76 (-4.83%) • MKT CAP: $22.74B
market-cap
$22.74B
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
market-cap
$1.16T
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SOFI VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SOFI | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 1.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.10% | 11.47% | -9.37 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 56.8x | 9.7x | +47.12 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -16.58% | 2.09% | -18.67 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 75.00% | 27.80% | +47.20 | SOFI | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 22.30% | +45.70 | SOFI | /net-margins <GO> |
| Revenue Growth (YoY) | 23.10% | 3.93% | +19.17 | SOFI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.51 | 2.85 | -2.34 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 4/9 | -1.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 3.55% | +3.75 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.0 | 66.8 | -9.85 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.61 | +0.52 | SOFI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 39.7x | 24.3x | +15.36 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $22.74B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SOFI REV | BRK-B REV | SOFI GROSS % | BRK-B GROSS % | SOFI FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $619.4M | $371.44B | 1.7% | — | -$3.77B | $25.04B |
| FY 2024 | $503.1M | $371.43B | 8.2% | — | -$1.14B | $11.62B |
| FY 2023 | $421.5M | $364.48B | 44.0% | — | -$7.25B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SOFI // BETA 1.13
BRK-B // BETA 0.61