SoFi Technologies, Inc. (SOFI) vs W. R. Berkley Corporation (WRB)

WRB leads on 9 of 12 compared metrics.

A side-by-side comparison of SoFi Technologies, Inc. and W. R. Berkley Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 15, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — SOFI vs WRB

growth of $100 · last 6y
SOFI +58.2%WRB +135.8%WRB compounded faster
100200300Start $100202120222023202420252026$158$236
SOFI WRB

SOFI vs WRB: by the numbers

  • WRB is the larger company ($25.42B vs $21.27B market cap).
  • WRB trades at the lower earnings multiple (14.46 vs 37.47 P/E).
  • WRB converts more revenue to profit (12.64% vs 11.22% net margin).
  • SOFI grew revenue faster over the past five years (43.20% vs 11.95% CAGR).
  • WRB pays a dividend (2.72% yield) while SOFI does not currently pay one.

Which is better, SOFI or WRB?

Metric tally: SOFI 3 · WRB 9

It depends on what you're optimizing for:

ValueWRB(lower P/E)
GrowthSOFI(faster 5Y revenue CAGR)
QualityWRB(higher ROIC)

Metrics side by side

Valuation

MetricSOFIWRB
P/E ratio37.4714.46
Forward P/E27.7814.58
P/S ratio4.441.82
P/B ratio2.112.77
PEG ratio7.63

Profitability

MetricSOFIWRB
Gross margin76.02%26.14%
Operating margin12.56%16.24%
Net margin11.22%12.64%
ROE5.34%19.27%
ROIC0.95%10.42%

Dividends

MetricSOFIWRB
Dividend yield2.72%
Payout ratio41.52%

Growth (annualized)

MetricSOFIWRB
Revenue CAGR (5Y)43.20%11.95%
EPS CAGR (5Y)-15.53%28.88%
Total return CAGR (5Y)-5.84%17.46%

Frequently asked

Which is better, SOFI or WRB?
It depends on your goal. value: WRB (lower P/E); growth: SOFI (faster 5Y revenue CAGR); quality: WRB (higher ROIC). Across all compared metrics, WRB leads 9 to 3.
Is SOFI or WRB cheaper?
On trailing earnings, WRB is cheaper: SOFI trades at a 37.47 P/E and WRB at 14.46.
Which has grown faster, SOFI or WRB?
Over the past five years, SOFI grew revenue faster — SOFI at a 43.20% CAGR versus WRB at 11.95%.
Does SOFI or WRB pay a bigger dividend?
WRB pays a dividend (2.72% yield) while SOFI does not currently pay one.
Is SOFI or WRB more profitable?
WRB runs the higher net margin — SOFI at 11.22% versus WRB at 12.64%.
Which has been the better investment, SOFI or WRB?
Over the past 5-year, WRB delivered the higher annualized total return — SOFI at -5.84% versus WRB at 17.34%. 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 June 15, 2026.