Everest Group, Ltd. (EG) vs SoFi Technologies, Inc. (SOFI)
A side-by-side comparison of Everest Group, Ltd. and SoFi Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 30, 2026. Differences are shown without an overall score or investment verdict.
EG
Everest Group, Ltd.
$385.75Financial ServicesDelayed quote: Jul 30, 2026, 9:30 AM EDT
SOFI
SoFi Technologies, Inc.
$15.41Financial ServicesDelayed quote: Jul 30, 2026, 9:30 AM EDT
Total return — EG vs SOFI
growth of $100 · dividends reinvested · last 6yEG +90.2%SOFI +45.5%EG compounded faster
EG SOFI
EG vs SOFI: by the numbers
- •SOFI is the larger company ($19.76B vs $15.26B market cap).
- •EG trades at the lower trailing earnings multiple (8.39 vs 31.77 P/E), one valuation lens rather than an overall verdict.
- •SOFI converts more revenue to profit (16.80% vs 11.45% net margin).
- •SOFI grew revenue faster over the past five years (37.80% vs 8.34% CAGR).
- •EG pays a dividend (2.03% yield), while SOFI has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | EG | SOFI |
|---|---|---|
| P/E ratio | 8.39 | 31.77 |
| Forward P/E | 7.51 | 25.55 |
| P/S ratio | 0.95 | 4.39 |
| P/B ratio | 1.03 | 1.88 |
| PEG ratio | 0.47 | N/A |
Profitability
| Metric | EG | SOFI |
|---|---|---|
| Gross margin | 22.94% | 81.35% |
| Operating margin | 9.73% | 14.76% |
| Net margin | 11.45% | 16.80% |
| ROE | 12.40% | 7.20% |
| ROIC | 8.05% | 3.79% |
Dividends
| Metric | EG | SOFI |
|---|---|---|
| Dividend yield | 2.03% | N/A |
| Payout ratio | 21.13% | N/A |
Growth (annualized)
| Metric | EG | SOFI |
|---|---|---|
| Revenue CAGR (5Y) | 8.34% | 37.80% |
| EPS CAGR (5Y) | 24.21% | N/A |
| Total return CAGR (5Y) | 12.14% | -0.45% |
Frequently asked
- Which has the lower trailing P/E, EG or SOFI?
- EG has the lower trailing P/E: EG trades at 8.39 and SOFI at 31.77. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, EG or SOFI?
- Over the past five years, SOFI grew revenue faster — EG at a 8.34% CAGR versus SOFI at 37.80%.
- Does EG or SOFI pay a bigger dividend?
- EG pays a dividend (2.03% yield), while SOFI has no payments in the available dividend history.
- Is EG or SOFI more profitable?
- SOFI runs the higher net margin — EG at 11.45% versus SOFI at 16.80%.
- How have EG and SOFI total returns compared?
- Over the past 5 years, EG delivered 10.10% and SOFI delivered -0.45% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Everest P/E ratioSoFi Technologies P/E ratioEverest dividend yieldSoFi Technologies dividend yieldEverest ROESoFi Technologies ROEEverest operating marginSoFi Technologies operating marginEverest revenue growthSoFi Technologies revenue growthEverest free cash flowSoFi Technologies free cash flow
Everest & SoFi Technologies appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 30, 2026.