WallStSmart

SoFi Technologies Inc. (SOFI)vsVisa Inc. Class A (V)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Visa Inc. Class A generates 942% more annual revenue ($44.49B vs $4.27B). V leads profitability with a 50.8% profit margin vs 14.9%. SOFI appears more attractively valued with a PEG of 0.66. SOFI earns a higher WallStSmart Score of 70/100 (B).

SOFI

Strong Buy

70

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.43

V

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 10.0Value: 4.3Quality: 5.0
Piotroski: 4/9Altman Z: 1.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SOFI4 strengths · Avg: 8.5/10
Revenue GrowthGrowth
42.6%10/10

Revenue surging 42.6% year-over-year

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.4%8/10

Earnings expanding 40.4% YoY

V5 strengths · Avg: 9.6/10
Market CapQuality
$691.65B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
64.2%10/10

Every $100 of equity generates 64 in profit

Profit MarginProfitability
50.8%10/10

Keeps 51 of every $100 in revenue as profit

Operating MarginProfitability
66.1%10/10

Strong operational efficiency at 66.1%

Free Cash FlowQuality
$6.14B8/10

Generating 6.1B in free cash flow

Areas to Watch

SOFI4 concerns · Avg: 2.8/10
P/E RatioValuation
36.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Free Cash FlowQuality
$-3.99B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.432/10

Distress zone — elevated risk

V4 concerns · Avg: 4.0/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
19.6x4/10

Trading at 19.6x book value

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SOFI

The strongest argument for SOFI centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 42.6% demonstrates continued momentum. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bull Case : V

The strongest argument for V centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 50.8% and operating margin at 66.1%. Revenue growth of 14.4% demonstrates continued momentum.

Bear Case : SOFI

The primary concerns for SOFI are P/E Ratio, Return on Equity, Free Cash Flow.

Bear Case : V

The primary concerns for V are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

SOFI profiles as a growth stock while V is a mature play — different risk/reward profiles.

SOFI carries more volatility with a beta of 2.21 — expect wider price swings.

SOFI is growing revenue faster at 42.6% — sustainability is the question.

V generates stronger free cash flow (6.1B), providing more financial flexibility.

Bottom Line

SOFI scores higher overall (70/100 vs 68/100) and 42.6% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

SoFi Technologies Inc.

FINANCIAL SERVICES · CREDIT SERVICES · USA

SoFi Technologies, Inc. provides digital financial services. The company is headquartered in San Francisco, California.

Visit Website →

Visa Inc. Class A

FINANCIAL SERVICES · CREDIT SERVICES · USA

Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards. Visa is one of the world's most valuable companies.

Visit Website →

Want to dig deeper into these stocks?