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.

Compare

Total returnSOFI vs WRB

growth of $100 · dividends reinvested · last 6y
SOFI +72.0%WRB +186.0%WRB compounded faster
100200300Start $100202120222023202420252026$172$286
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

MetricSOFIWRB
P/E ratio37.5614.80
Forward P/E30.2614.89
P/S ratio4.371.57
P/B ratio2.202.77
PEG ratioN/A7.63

Profitability

MetricSOFIWRB
Gross margin76.46%19.81%
Operating margin13.22%13.69%
Net margin11.40%10.71%
ROE5.74%18.89%
ROIC3.79%10.42%

Dividends

MetricSOFIWRB
Dividend yieldN/A2.59%
Payout ratioN/A41.74%

Growth (annualized)

MetricSOFIWRB
Revenue CAGR (5Y)42.36%15.38%
EPS CAGR (5Y)N/A28.88%
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.

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.