WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Visa Inc. Class A generates 1055% more annual revenue ($41.39B vs $3.58B). V leads profitability with a 50.2% profit margin vs 13.4%. SOFI appears more attractively valued with a PEG of 1.36. V earns a higher WallStSmart Score of 68/100 (B-).

SOFI

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.45

V

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 10.0Value: 9.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SOFISignificantly Overvalued (-609.1%)

Margin of Safety

-609.1%

Fair Value

$2.65

Current Price

$17.18

$14.53 premium

UndervaluedFair: $2.65Overvalued
VUndervalued (+18.7%)

Margin of Safety

+18.7%

Fair Value

$368.57

Current Price

$299.02

$69.55 discount

UndervaluedFair: $368.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SOFI3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
40.2%10/10

Revenue surging 40.2% year-over-year

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

V5 strengths · Avg: 9.6/10
Market CapQuality
$597.90B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
53.9%10/10

Every $100 of equity generates 54 in profit

Profit MarginProfitability
50.2%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
68.3%10/10

Strong operational efficiency at 68.3%

Free Cash FlowQuality
$6.40B8/10

Generating 6.4B in free cash flow

Areas to Watch

SOFI4 concerns · Avg: 2.3/10
Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-57.0%2/10

Earnings declined 57.0%

Free Cash FlowQuality
$-1.06B2/10

Negative free cash flow — burning cash

V4 concerns · Avg: 4.0/10
PEG RatioValuation
1.704/10

Expensive relative to growth rate

P/E RatioValuation
29.1x4/10

Moderate valuation

Price/BookValuation
14.9x4/10

Trading at 14.9x 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, Debt/Equity, Price/Book. Revenue growth of 40.2% demonstrates continued momentum. PEG of 1.36 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 50.2% and operating margin at 68.3%. Revenue growth of 14.6% demonstrates continued momentum.

Bear Case : SOFI

The primary concerns for SOFI are Return on Equity, P/E Ratio, EPS Growth. A P/E of 45.2x leaves little room for execution misses.

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 2.26 — expect wider price swings.

SOFI is growing revenue faster at 40.2% — sustainability is the question.

V generates stronger free cash flow (6.4B), providing more financial flexibility.

Bottom Line

V scores higher overall (68/100 vs 58/100), backed by strong 50.2% margins and 14.6% 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.

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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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.

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