BRW
Saba Capital Income & Opportunities Fund
There isn't enough reported data to score BRW yet.
SOFI
SoFi Technologies, Inc.
SOFI's fundamentals are strong and it looks cheap: trading at 28x earnings, below its usual 43x. Analysts expect strong earnings growth.
BRW Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| N/A | |
| N/A |
BRW's profitability is currently healthy. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like BRW.
SOFI Fundamentals
| Metric | Status |
|---|---|
| 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.
BRW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.4x | $5.71 | — |
| Cheap | 8x | $6.15 | +7.8% |
| Fair | 19x | $14.66 | +157% |
| Expensive | 64x | $49.43 | +766% |
Historical ranges are pointers, not guarantees.
BRW's PE is 7.4x, but its earnings don't support one, so it isn't a reliable read right now.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI has the edge over BRW in the historical PE scenario, which offers more potential upside but is not a forecast.
BRW Forward outlook
There aren't enough analyst estimates for BRW to show an outlook.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, with profitability improving.
BRW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2021 | -$0.31 | -321% |
| Q4 2020 | -$0.60 | -314% |
| Q3 2020 | -$0.82 | -686% |
| Q2 2020 | -$1.22 | -521% |
| Q1 2020 | $0.14 | -52% |
| Q4 2019 | $0.28 | -15% |
| Q3 2019 | $0.14 | -75% |
BRW has the stronger earnings trend. Trailing diluted EPS is up 28% for BRW versus SOFI flat.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| 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.
BRW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $6.7M | -31% |
| Q1 2026 | $6.7M | -31% |
| Q4 2023 | $20.8M | +79% |
| Q3 2023 | $7.7M | +318% |
| Q2 2023 | $24.4M | +192% |
| Q1 2023 | $4.6M | +22% |
| Q4 2022 | $11.6M | +208% |
| Q2 2022 | $8.4M | +153% |
SOFI has the stronger quarterly revenue trend. Revenue is down 31% for BRW versus up 44% for SOFI.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 95% | +17 points |
| Q1 2026 | 95% | +17 points |
| Q4 2025 | -83% | N/A |
| Q3 2025 | -83% | -127 points |
| Q2 2025 | 78% | -109 points |
| Q1 2025 | 78% | -39 points |
| Q4 2023 | 44% | +31 points |
| Q3 2023 | 187% | +207 points |
BRW's operating margin was 95% last quarter, up 17 points from the same quarter a year ago.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 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's revenue has grown year over year every quarter since mid-2022: $1.4B last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI's operating margin was 23% last quarter, up 7.5 points from the same quarter a year ago, near the top of its range since 2021.
BRW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$110.7M | -351% |
| Q1 2026 | -$110.7M | -351% |
| Q2 2025 | $44.1M | +$75.6M |
| Q2 2024 | -$31.6M | +$27M |
| Q4 2023 | -$283.8M | -6601% |
| Q3 2023 | -$56.1M | -$38.7M |
| Q2 2023 | -$58.6M | -$46.5M |
| Q1 2023 | $139M | +$159.1M |
SOFI has the stronger cash trend. Its trailing FCF is down 107% versus its history, compared with BRW at down 5,494%.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| 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.
BRW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +22% | +9.4M shares |
| 3 years | -29% | -21.1M shares |
| 5 years | -30% | -22M shares |
| Available history | -30% | -22M shares |
BRW has 52M diluted shares, up 22% from a year ago, despite $10M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q2 2026 | $4.8M |
| Q1 2026 | $4.8M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q2 2024 | — |
| Q4 2023 | — |
BRW spent $10M buying back its own shares over the past year.
SOFI Total Shares
| Period | Change % | 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 the edge over BRW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
BRW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | 4.3x | High |
| Q4 2025 | 3.5x | Elevated |
BRW's net debt is about 4.3 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like BRW.
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SOFI.
BRW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 15.7 | Oversold |
BRW's weekly RSI is 29 (oversold) and its Stochastic is 16 (oversold).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
BRW PE vs Financial Services Sector
| Metric | BRW | Sector median | Relative |
|---|---|---|---|
| PE | 7.4x | 13x | 43% below |
| PE % | 10 | 63 | 53 pts below |
BRW has the edge over SOFI on valuation relative to its sector.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI is trading at 28x earnings, a 114% premium to the Financial Services sector's median of 13x.
BRW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.95 | 4% below |
| 20 week MA | $6.30 | 9.4% below |
| 50 week MA | $6.57 | 13% below |
| 100 week MA | $7.17 | 20% below |
| 200 week MA | $7.39 | 23% below |
BRW is in a downtrend: it's below all five of its weekly moving averages, and 23% below its 200-week average.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has the edge over BRW on trend strength, trading above more of its moving averages.
BRW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.0 | $9.00 | -10% |
| 2021 | $9.00 | $9.14 | +1.6% |
| 2022 | $9.14 | $7.48 | -18% |
| 2023 | $7.48 | $7.71 | +3.1% |
| 2024 | $7.71 | $7.54 | -2.2% |
| 2025 | $7.54 | $6.95 | -7.8% |
| 2026 YTD | $6.95 | $5.71 | -18% |
BRW has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 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.