SoFi Technologies, Inc. (SOFI) vs W. R. Berkley Corporation (WRB)
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 August 4, 2026. Differences are shown without an overall score or investment verdict.
SOFI
SoFi Technologies, Inc.
$18.20Financial ServicesDelayed quote: Aug 4, 2026, 9:50 AM EDT
WRB
W. R. Berkley Corporation
$70.72Financial ServicesDelayed quote: Aug 4, 2026, 9:50 AM EDT
Total return — SOFI vs WRB
growth of $100 · dividends reinvested · last 6ySOFI +72.0%WRB +186.0%WRB compounded faster
SOFI WRB
SOFI vs WRB: by the numbers
- •WRB is the larger company ($26.33B vs $23.34B market cap).
- •WRB trades at the lower trailing earnings multiple (14.80 vs 37.56 P/E), one valuation lens rather than an overall verdict.
- •SOFI converts more revenue to profit (11.40% vs 10.71% net margin).
- •SOFI grew revenue faster over the past five years (42.36% vs 15.38% CAGR).
- •WRB pays a dividend (2.59% yield), while SOFI has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | SOFI | WRB |
|---|---|---|
| P/E ratio | 37.56 | 14.80 |
| Forward P/E | 30.26 | 14.89 |
| P/S ratio | 4.37 | 1.57 |
| P/B ratio | 2.20 | 2.77 |
| PEG ratio | N/A | 7.63 |
Profitability
| Metric | SOFI | WRB |
|---|---|---|
| Gross margin | 76.46% | 19.81% |
| Operating margin | 13.22% | 13.69% |
| Net margin | 11.40% | 10.71% |
| ROE | 5.74% | 18.89% |
| ROIC | 3.79% | 10.42% |
Dividends
| Metric | SOFI | WRB |
|---|---|---|
| Dividend yield | N/A | 2.59% |
| Payout ratio | N/A | 41.74% |
Growth (annualized)
| Metric | SOFI | WRB |
|---|---|---|
| Revenue CAGR (5Y) | 42.36% | 15.38% |
| EPS CAGR (5Y) | N/A | 28.88% |
| Total return CAGR (5Y) | 3.60% | 20.41% |
Frequently asked
- Which has the lower trailing P/E, SOFI or WRB?
- WRB has the lower trailing P/E: SOFI trades at 37.56 and WRB at 14.80. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, SOFI or WRB?
- Over the past five years, SOFI grew revenue faster — SOFI at a 42.36% CAGR versus WRB at 15.38%.
- Does SOFI or WRB pay a bigger dividend?
- WRB pays a dividend (2.59% yield), while SOFI has no payments in the available dividend history.
- Is SOFI or WRB more profitable?
- SOFI runs the higher net margin — SOFI at 11.40% versus WRB at 10.71%.
- How have SOFI and WRB total returns compared?
- Over the past 5 years, SOFI delivered 3.60% and WRB delivered 17.83% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
SoFi Technologies P/E ratioW. R. Berkley P/E ratioSoFi Technologies dividend yieldW. R. Berkley dividend yieldSoFi Technologies ROEW. R. Berkley ROESoFi Technologies operating marginW. R. Berkley operating marginSoFi Technologies revenue growthW. R. Berkley revenue growthSoFi Technologies free cash flowW. R. Berkley free cash flow
SoFi Technologies & W. R. Berkley 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 August 4, 2026.