WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 1523% more annual revenue ($63.42B vs $3.91B). RY leads profitability with a 33.1% profit margin vs 14.8%. SOFI appears more attractively valued with a PEG of 0.99. SOFI earns a higher WallStSmart Score of 73/100 (B).

RY

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.0

SOFI

Strong Buy

73

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: 0.45

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RY6 strengths · Avg: 9.3/10
Market CapQuality
$250.25B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.2%10/10

Strong operational efficiency at 46.2%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

SOFI5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
42.5%10/10

Revenue surging 42.5% year-over-year

EPS GrowthGrowth
99.1%10/10

Earnings expanding 99.1% YoY

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

RY1 concerns · Avg: 4.0/10
PEG RatioValuation
2.304/10

Expensive relative to growth rate

SOFI4 concerns · Avg: 2.8/10
P/E RatioValuation
34.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — below average capital efficiency

Free Cash FlowQuality
$-1.06B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.452/10

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 33.1% and operating margin at 46.2%.

Bull Case : SOFI

The strongest argument for SOFI centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 42.5% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

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 2.25 — expect wider price swings.

SOFI is growing revenue faster at 42.5% — sustainability is the question.

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

Bottom Line

SOFI scores higher overall (73/100 vs 68/100) and 42.5% 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.

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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