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.

Compare

Total returnEG vs SOFI

growth of $100 · dividends reinvested · last 6y
EG +90.2%SOFI +45.5%EG compounded faster
100200300Start $100202120222023202420252026$190$146
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

MetricEGSOFI
P/E ratio8.3931.77
Forward P/E7.5125.55
P/S ratio0.954.39
P/B ratio1.031.88
PEG ratio0.47N/A

Profitability

MetricEGSOFI
Gross margin22.94%81.35%
Operating margin9.73%14.76%
Net margin11.45%16.80%
ROE12.40%7.20%
ROIC8.05%3.79%

Dividends

MetricEGSOFI
Dividend yield2.03%N/A
Payout ratio21.13%N/A

Growth (annualized)

MetricEGSOFI
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.

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.