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NEW SOFI Stock 2026 Valuation (NOT WHAT YOU THINK)

SOFI's core business has seen some fundamental changes with the introduction of the loan platform business. And the uncertain macro environment we find ourselves in due to the Tariffs will also affect the multiple that the company is trading at. Therefore it is important for us to reassess the business in light of these new pieces of information to understand its valuation in 2025 and 2026. So in this video we are going to address the valuation question from two different angles, first we are using SOFI's incremental margin to project out their EPS and compare this with core business metrics like member growth to understand how the business needs to progress in the months ahead and then apply a more conservative multiple on the earnings due to the uncertain macro and the tech platform revenue only being recognised in 2026. 00:00 Introduction 00:41 A different approach to SOFI's valuation 03:23 SOFI EPS using Incremental Margins 06:39 Important assumptions for valuation 15:00 How Tech Platform Reaccelerates 18:56 SOFI's 2025 AND 2026 Valuation