SOFI (SOFI)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

SOFI has been placed in the NEUTRAL bucket because there is no valuation data, no buy-zone signal, and the available floor model carries low confidence with zero valid floors.

  • Valuation data is entirely missing (no PE, PB, or PS ratios) so no fundamental anchor is available to assess fair value.
  • The buy-zone signal is absent (buyzone_bucket is null) and no extreme-low flag is raised, meaning there is no price-based trigger to tilt bullish or bearish.
  • Although implied volatility is elevated (IV 65.96%), the floor model shows no valid floors, has low confidence, and warns that the alternative floor method is a fallback, not a reliable hard floor.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

Sign in to set your floor price for SOFI and unlock the buy-zone decision summary.
Sign in

RULES & ALERTS FIRING

Sign in to see which rules are firing on SOFI in your portfolio.
Sign in

VALUATION

Valuation data not yet available for this ticker. Try again in a few minutes.

Floor Engine

Using P/B USD 15.36 Confidence low
PB medium
USD 6.09
P/B reverts to historical 10th-percentile (asset-driven businesses)
Bank/insurance — P/B + ROE model applies, EBIT-based valuation does not

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

Sign in to unlock →

IMPLIED VOLATILITY

CURRENT IV 66.0% HV (30D) 64.0% IV RANK (1Y) 83 HIGH
IV vs HV · last 1 year

Earnings Reactions

SOFI
8 earnings events · last 2 years
Avg Gap%
+1.39%
Avg Day%
-1.42%
Up Hit Rate
62%
Next Earnings · est.
2026-07-28
in 76d
24-07
24-10
25-01
25-04
25-07
25-10
26-01
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-27 AMC 0.12 -4.2% -1.95% -2.13% -14.61%
2026-01-30 BMO 0.12 +8.7% +4.39% -6.36% -14.37%
2025-10-28 BMO 0.10 +23.0% +3.30% +5.53% -2.10%
2025-07-29 BMO 0.09 +44.7% +9.94% +6.57% +2.47%
2025-04-29 BMO 0.06 +93.9% +7.05% +0.53% -3.56%
2025-01-27 BMO 0.05 +36.4% -11.10% -10.27% -14.06%
2024-10-29 BMO 0.05 +15.2% -3.93% -6.43% +2.06%
2024-07-30 BMO 0.02 +60.0% +3.41% +1.23% -12.28%

Is SOFI (SOFI) overvalued right now?

Whether SOFI (SOFI) is overvalued depends on the lens you use: trailing P/E vs its own history, CAPE vs the broader market, earnings yield vs Treasury yields. We surface all three so you don't have to pick one in isolation.

SOFI (SOFI) — what's the SELL PUT risk profile?

Selling cash-secured puts on SOFI (SOFI) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

SOFI (SOFI) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on SOFI (SOFI), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

SOFI (SOFI) — is now a good entry?

Entry timing on SOFI (SOFI) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does SOFI show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show SOFI's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's SOFI page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.