FDS vs SOFI: fair value comparison
FactSet Research Systems Inc. and SoFi Technologies, Inc. · Updated 2026-08-31
Both currently screen as undervalued on TickrTrends' Forward Fair Value model. Within Financial Services, SOFI currently sits closer to the top of our discount ranking. FDS carries the stronger quality grade.
| FDS | SOFI | |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Last price | $308.98 | $18.03 |
| 12-month range | $219.94–$368.88 | $15.63–$30.63 |
| Sector rank | #8 of 165 Financial Services | #2 of 165 Financial Services |
| Quality grade | B | C |
| Momentum grade | A | — |
| Leverage | Moderate | Low |
| Margin trend | Contracting | Expanding |
| Revenue growth | Modest | High |
| RSI zone | Neutral | Neutral |
| 50/200-day trend | — | Mixed |
| DCF cross-check | Overvalued | — |
| 52-week position | The upper-middle quarter | The bottom quarter |
Full single-stock breakdowns: FDS fair value analysis · SOFI fair value analysis