BRK-A

Berkshire Hathaway Inc.

There isn't enough reported data to score BRK-A yet.

SOFI

SoFi Technologies, Inc.

70
Fundamentals75/ 100
Valuation71/ 100
Upside potential80/ 100
Risk potential20/ 100

SOFI's fundamentals are strong and it looks cheap: trading at 28x earnings, below its usual 43x. Analysts expect strong earnings growth.

BRK-A Fundamentals

MetricStatus
Healthy
Healthy
N/A
N/A

BRK-A's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BRK-A.

SOFI Fundamentals

MetricStatus
Strong
Healthy
N/A
N/A

SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.

BRK-A PE Valuation

CHEAPFAIREXPENSIVE28x55x83x110x
CHEAPFAIREXPENSIVE28x55x83x110x
LevelPEPriceVs current
Cheap8xN/AN/A
Fair13xN/AN/A
Current16x$885,660—
Expensive21xN/AN/A

Historical ranges are pointers, not guarantees.

BRK-A's PE is 16x, but its earnings don't support one, so it isn't a reliable read right now.

SOFI PE Valuation

CHEAPFAIREXPENSIVE39x78x116x155x
CHEAPFAIREXPENSIVE39x78x116x155x
LevelPEPriceVs current
Forward19x$15.63—
Current28x$15.63—
Cheap33x$18.24+17%
Fair43x$23.82+52%
Expensive53x$29.74+90%

Historical ranges are pointers, not guarantees.

SOFI's PE is in its cheap range at 28x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.

BRK-A Forward outlook

MetricOutlook
--
Stable
Growth
Stable
Limited
High

Analysts expect BRK-A's revenue to grow, with its earnings and profitability holding steady.

SOFI Forward outlook

MetricOutlook
Strongly improving
Strong growth
Strong growth
Strongly improving
Limited
Moderate

SOFI has the edge over BRK-A on the outlook, with more favorable earnings and profitability expectations.

BRK-A Risk to reward

ScenarioChangePrice
UpsideUnknown—
DownsideUnknown—

Calculated from the latest close: $885,660.00 on Nov 12.

There is not enough scenario data to compare BRK-A and SOFI's risk to reward.

SOFI Risk to reward

ScenarioChangePrice
Upside+79%$27.97
Downside-20%$12.51

Calculated from the latest close: $15.63 on Nov 12.

There is not enough scenario data to compare BRK-A and SOFI's risk to reward.

BRK-A Earnings Per Share

BRK-A and SOFI do not have enough comparable growth data to identify a winner.

SOFI Earnings Per Share

Q4 2023: $-0.36Q1 2024: $-0.29Q2 2024: $-0.22Q3 2024: $0.12Q4 2024: $0.39Q1 2025: $0.43Q2 2025: $0.50Q3 2025: $0.56Q4 2025: $0.39Q1 2026: $0.45Q2 2026: $0.49Q3 2026: $0.56Forward: $0.82
Q4 2023: $-0.36Q1 2024: $-0.29Q2 2024: $-0.22Q3 2024: $0.12Q4 2024: $0.39Q1 2025: $0.43Q2 2025: $0.50Q3 2025: $0.56Q4 2025: $0.39Q1 2026: $0.45Q2 2026: $0.49Q3 2026: $0.56Forward: $0.82
QuarterTTM EPSYoY
Forward$0.82+47%
Q3 2026$0.560%
Q2 2026$0.49-2%
Q1 2026$0.45+4.7%
Q4 2025$0.390%
Q3 2025$0.56+367%
Q2 2025$0.50+$0.72
Q1 2025$0.43+$0.72
Q4 2024$0.39+$0.75

SOFI earned $0.56 per share over the past year, about the same as the year before.

BRK-A Quarterly Revenue

Q4 2023: $93.4BQ1 2024: $89.9BQ2 2024: $93.7BQ3 2024: $93BQ4 2024: $94.9BQ1 2025: $89.7BQ2 2025: $92.5BQ3 2025: $95BQ4 2025: $94.2BQ1 2026: $93.7BQ2 2026: $102BQ3 2026: $106B
Q4 2023: $93.4BQ1 2024: $89.9BQ2 2024: $93.7BQ3 2024: $93BQ4 2024: $94.9BQ1 2025: $89.7BQ2 2025: $92.5BQ3 2025: $95BQ4 2025: $94.2BQ1 2026: $93.7BQ2 2026: $102BQ3 2026: $106B
QuarterRevenueYoY
Q3 2026$105.6B+11%
Q2 2026$101.8B+10%
Q1 2026$93.7B+4.4%
Q4 2025$94.2B-0.7%
Q3 2025$95B+2.1%
Q2 2025$92.5B-1.2%
Q1 2025$89.7B-0.2%
Q4 2024$94.9B+1.6%

BRK-A's revenue has picked up after two years of holding roughly level: $106B last quarter, up 11% from the same quarter a year ago.

SOFI Quarterly Revenue

Q4 2023: $615MQ1 2024: $645MQ2 2024: $599MQ3 2024: $697MQ4 2024: $734MQ1 2025: $772MQ2 2025: $855MQ3 2025: $962MQ4 2025: $1BQ1 2026: $1.1BQ2 2026: $1.2BQ3 2026: $1.4B
Q4 2023: $615MQ1 2024: $645MQ2 2024: $599MQ3 2024: $697MQ4 2024: $734MQ1 2025: $772MQ2 2025: $855MQ3 2025: $962MQ4 2025: $1BQ1 2026: $1.1BQ2 2026: $1.2BQ3 2026: $1.4B
QuarterRevenueYoY
Q3 2026$1.4B+44%
Q2 2026$1.2B+43%
Q1 2026$1.1B+43%
Q4 2025$1B+40%
Q3 2025$961.6M+38%
Q2 2025$854.9M+43%
Q1 2025$771.8M+20%
Q4 2024$734.1M+19%

SOFI has the edge over BRK-A on sales, with more consistent year-over-year improvement.

BRK-A Free Cash Flow

Q4 2023: $8.7BQ1 2024: $6.2BQ2 2024: $9.1BQ3 2024: −$2.9BQ4 2024: −$726MQ1 2025: $6.6BQ2 2025: $5.2BQ3 2025: $8.2BQ4 2025: $5BQ1 2026: $5.5BQ2 2026: $5.6BQ3 2026: $6.8B
Q4 2023: $8.7BQ1 2024: $6.2BQ2 2024: $9.1BQ3 2024: −$2.9BQ4 2024: −$726MQ1 2025: $6.6BQ2 2025: $5.2BQ3 2025: $8.2BQ4 2025: $5BQ1 2026: $5.5BQ2 2026: $5.6BQ3 2026: $6.8B
QuarterFree cash flowYoY
Q3 2026$6.8B-18%
Q2 2026$5.6B+6.6%
Q1 2026$5.5B-18%
Q4 2025$5B+$5.7B
Q3 2025$8.2B+$11.1B
Q2 2025$5.2B-42%
Q1 2025$6.6B+7.3%
Q4 2024-$726M-108%

BRK-A has the edge over SOFI on cash generation, producing positive trailing cash flow while its opponent burns cash.

SOFI Free Cash Flow

Q4 2023: −$282MQ1 2024: $706MQ2 2024: −$521MQ3 2024: −$1.2BQ4 2024: −$242MQ1 2025: −$31MQ2 2025: −$1.5BQ3 2025: −$1.4BQ4 2025: −$1.1BQ1 2026: −$2.4BQ2 2026: −$4BQ3 2026: −$3.1B
Q4 2023: −$282MQ1 2024: $706MQ2 2024: −$521MQ3 2024: −$1.2BQ4 2024: −$242MQ1 2025: −$31MQ2 2025: −$1.5BQ3 2025: −$1.4BQ4 2025: −$1.1BQ1 2026: −$2.4BQ2 2026: −$4BQ3 2026: −$3.1B
QuarterFree cash flowYoY
Q3 2026-$3.1B-$1.7B
Q2 2026-$4B-$2.5B
Q1 2026-$2.4B-$2.4B
Q4 2025-$1.1B-$815.2M
Q3 2025-$1.4B-$149M
Q2 2025-$1.5B-$1B
Q1 2025-$31.1M-104%
Q4 2024-$242.4M+$39.9M

SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.

BRK-A Total Shares

Q4 2023: 1.3BQ1 2024: 1.3BQ2 2024: 1.3BQ3 2024: 1.3BQ4 2024: 1.3BQ1 2025: 1.3BQ2 2025: 1.4BQ3 2025: 1.4BQ4 2025: 1.4BQ1 2026: 1.4BQ2 2026: 1.4BQ3 2026: 1.4B
Q4 2023: 1.3BQ1 2024: 1.3BQ2 2024: 1.3BQ3 2024: 1.3BQ4 2024: 1.3BQ1 2025: 1.3BQ2 2025: 1.4BQ3 2025: 1.4BQ4 2025: 1.4BQ1 2026: 1.4BQ2 2026: 1.4BQ3 2026: 1.4B
PeriodChange %Net change
Quarterly-0.3%-4.2M shares
1 year+2.3%+30.9M shares
3 years+7.3%+95.3M shares
5 years+7.7%+100M shares
Available history+0.9%+12.9M shares

BRK-A has the edge over SOFI on shareholder dilution, with a more favorable share count trend.

SOFI Total Shares

Q4 2023: 945MQ1 2024: 1BQ2 2024: 1.1BQ3 2024: 1.1BQ4 2024: 1.1BQ1 2025: 1.2BQ2 2025: 1.2BQ3 2025: 1.3BQ4 2025: 1.3BQ1 2026: 1.4BQ2 2026: 1.4BQ3 2026: 1.4B
Q4 2023: 945MQ1 2024: 1BQ2 2024: 1.1BQ3 2024: 1.1BQ4 2024: 1.1BQ1 2025: 1.2BQ2 2025: 1.2BQ3 2025: 1.3BQ4 2025: 1.3BQ1 2026: 1.4BQ2 2026: 1.4BQ3 2026: 1.4B
PeriodChange %Net change
Quarterly+0.4%+5.8M shares
1 year+5.2%+66.8M shares
3 years+43%+407M shares
5 years+272%+993M shares

SOFI has 1.4B diluted shares, up 5.2% from a year ago.

BRK-A Net Leverage

Q4 2023: -0.7xQ1 2024: -0.6xQ2 2024: -0.7xQ3 2024: -0.6xQ4 2024: -0.7xQ1 2025: -0.6xQ2 2025: -1.5xQ3 2025: -1.1xQ4 2025: -0.8xQ1 2026: -0.9xQ2 2026: -0.6xQ3 2026: -0.6x
Q4 2023: -0.7xQ1 2024: -0.6xQ2 2024: -0.7xQ3 2024: -0.6xQ4 2024: -0.7xQ1 2025: -0.6xQ2 2025: -1.5xQ3 2025: -1.1xQ4 2025: -0.8xQ1 2026: -0.9xQ2 2026: -0.6xQ3 2026: -0.6x
QuarterNet LeverageStatus
Q3 2026-0.6xNet Cash
Q2 2026-0.6xNet Cash
Q1 2026-0.9xNet Cash
Q4 2025-0.8xNet Cash
Q3 2025-1.1xNet Cash
Q2 2025-1.5xNet Cash
Q1 2025-0.6xNet Cash
Q4 2024-0.7xNet Cash

BRK-A has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like BRK-A.

SOFI Net Leverage

Q1 2024: -109.4xQ2 2024: -23.8xQ3 2024: -5.5xQ4 2024: -5.8xQ1 2025: -4.9xQ2 2025: -4.0xQ3 2025: -5.2xQ4 2025: -6.5xQ1 2026: -3.8xQ2 2026: -3.1xQ3 2026: -2.4x
Q1 2024: -109.4xQ2 2024: -23.8xQ3 2024: -5.5xQ4 2024: -5.8xQ1 2025: -4.9xQ2 2025: -4.0xQ3 2025: -5.2xQ4 2025: -6.5xQ1 2026: -3.8xQ2 2026: -3.1xQ3 2026: -2.4x
QuarterNet LeverageStatus
Q3 2026-2.4xNet Cash
Q2 2026-3.1xNet Cash
Q1 2026-3.8xNet Cash
Q4 2025-6.5xNet Cash
Q3 2025-5.2xNet Cash
Q2 2025-4.0xNet Cash
Q1 2025-4.9xNet Cash
Q4 2024-5.8xNet Cash

SOFI has the edge over BRK-A on leverage, with a lower net debt burden relative to earnings.

BRK-A Weekly Momentum

MetricValueStatus
RSI79.2Overbought
Stochastic88.9Overbought

BRK-A's weekly RSI is 79 (overbought) and its Stochastic is 89 (overbought).

SOFI Weekly Momentum

MetricValueStatus
RSI43.1Neutral
Stochastic41.5Neutral

SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).

BRK-A PE vs Financial Services Sector

MetricBRK-ASector medianRelative
PE16x13x25% above
PE %766313 pts above

BRK-A has the edge over SOFI on valuation relative to its sector.

SOFI PE vs Financial Services Sector

MetricSOFISector medianRelative
PE28x13x114% above
PE %26159 pts below

SOFI is trading at 28x earnings, a 114% premium to the Financial Services sector's median of 13x.

BRK-A Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$807,132.29.7% above
20 week MA$776,603.914% above
50 week MA$750,366.718% above
100 week MA$744,239.419% above
200 week MA$660,359.834% above

BRK-A has the edge over SOFI on trend strength, trading above more of its moving averages.

SOFI Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$15.70.7% below
20 week MA$17.07.8% below
50 week MA$18.917% below
100 week MA$18.917% below
200 week MA$13.516% above

SOFI has fallen below most of its moving averages, though it's still 16% above its 200-week average.

BRK-A Yearly ROI

YearStart priceEnd priceROI
2020$338,920.0$340,262.0+0.4%
2021$340,262.0$444,654.0+31%
2022$444,654.0$463,400.0+4.2%
2023$463,400.0$542,625.0+17%
2024$542,625.0$684,908.5+26%
2025$684,908.5$747,000.0+9.1%
2026 YTD$747,000.0$885,660.0+19%

BRK-A has the edge over SOFI on returns for 2026, with the stronger performance.

SOFI Yearly ROI

YearStart priceEnd priceROI
2020$10.4$12.4+19%
2021$12.4$15.1+22%
2022$15.1$4.61-69%
2023$4.61$9.95+116%
2024$9.95$16.0+61%
2025$16.0$27.1+69%
2026 YTD$27.1$15.6-42%

SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.

Give your agent the market.

Get API key