WallStSmart

Royal Bank of Canada (RY)vsSoFi Technologies Inc. (SOFI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 1473% more annual revenue ($67.15B vs $4.27B). RY leads profitability with a 33.9% 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).

RY

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.50

SOFI

Strong Buy

70

out of 100

Grade: B

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RY4 strengths · Avg: 9.5/10
Market CapQuality
$291.55B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
46.4%10/10

Strong operational efficiency at 46.4%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

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
2.1x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.4%8/10

Earnings expanding 40.4% YoY

Areas to Watch

RY4 concerns · Avg: 2.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Free Cash FlowQuality
$-28.67B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

Debt/EquityHealth
2.881/10

Elevated debt levels

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

Comparative Analysis Report

WallStSmart Research

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 46.4%.

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.

Bear Case : RY

The primary concerns for RY are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.88 is elevated, increasing financial risk.

Bear Case : SOFI

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

Key Dynamics to Monitor

RY profiles as a mature stock while SOFI is a growth 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.

SOFI generates stronger free cash flow (-4.0B), providing more financial flexibility.

Bottom Line

SOFI scores higher overall (70/100 vs 63/100) and 42.6% revenue growth. Both earn "Strong Buy" and "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.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

SoFi Technologies Inc.

FINANCIAL SERVICES · CREDIT SERVICES · USA

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

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