SoFi Technologies, Inc.
Financial ServicesNASDAQ:SOFI · NASDAQ Global Select
-$0.09 today
Vol 49.41M · Avg 67.56M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
4.6%
avg -4.7%
ROIC
1.0%
avg -1.9%
ROA
1.0%
avg -1.6%
Analysis
ROE is currently the strongest return metric at 4.6% versus its period average of -4.7%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Anthony J. Noto | Chief Executive Officer & Director | $4.97M | — | 57 | $11.95M | 0.93% |
Christopher Lapointe | Chief Financial Officer | $1.17M | — | 42 | $1.78M | 0.14% |
Arun Pinto | Chief Risk Officer | $1.14M | — | 47 | $188,872.00 | 0.01% |
Jeremy Rishel | Chief Technology Officer | $1.12M | — | 53 | $839,639.97 | 0.07% |
Kelli Keough | Executive Vice President of Group Business Unit Leader for Spend, Invest, Protect & Save | $1.10M | — | 56 | $323,247.00 | 0.03% |
Stephen Simcock | Advisor | $819,614.00 | — | 62 | $235,833.00 | 0.02% |
Eric J. Schuppenhauer | Executive Vice President & Group Business Unit Leader of Borrow | $569,260.00 | — | 54 | $294,604.81 | 0.02% |
George Thompson Hutton | Independent Non Executive Chairman | $177,500.00 | — | 70 | $0.00 | <0.01% |
Robert Steven Lavet | General Counsel | — | — | 77 | $65,422.00 | <0.01% |
Tom Karinshak | EVP & Head of Global Operations | — | — | — | — | — |
William F. Tanona | Senior Vice President of Corporate Development & Strategic Partnerships | — | — | 53 | $1,191.00 | <0.01% |
Paulina Gutierrez | Investor Relations | — | — | — | — | — |
Diane Tucker | Senior Vice President of Global Operations | — | — | — | — | — |
Lauren Stafford Webb | Chief Marketing Officer | — | — | 40 | $315,675.00 | 0.02% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
6
$2.21M
Sells
18
$13.56M
Net Sentiment
$11.35M
Net selling
Most Active
Keough Kelli
12 transactions
1–10 of 24
Analysis
Insiders reported 6 buys worth $2.21M and 18 sells worth $13.56M over the last 12 months. That adds up to net selling of $11.35M. Keough Kelli was the most active insider with 12 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A4 analysts |
| Revenue | N/A | N/A | +21.9% | +28.6% (8yr)4 analysts |
| Net Income | N/A | N/A | N/A | N/A4 analysts |
| EBIT | N/A | N/A | N/A | N/A4 analysts |
Analysis
Recent growth has been strongest in Revenue at +21.9% over three years. Forward estimates point to Revenue at +28.6% (8yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Morgan Stanley
NYSE:MS
$337.60B
The Charles Schwab Corporation
NYSE:SCHW
$158.44B
State Street Corporation
NYSE:STT
$46.39B
Ares Management Corporation
NYSE:ARES
$44.30B
Sun Life Financial Inc.
NYSE:SLF
$42.46B
Banco Bradesco S.A.
NYSE:BBD
$37.02B
Huntington Bancshares Incorporated
NASDAQ:HBAN
$35.52B
Arch Capital Group Ltd.
NASDAQ:ACGL
$32.03B
Raymond James Financial, Inc.
NYSE:RJF
$30.09B
Synchrony Financial
NYSE:SYF
$24.68B
Who manages SOFI?
SoFi Technologies, Inc. (SOFI) lists 14 active executives. The top listed executive is Robert Steven Lavet, General Counsel.
Are SOFI insiders buying or selling?
Recent insider activity shows net selling of $100.10M.
Explore More
Continue the stock analysis
Jump to another research area for this company.