NDAQ vs. SOFI: Nasdaq vs. SoFi Stock Comparison

Company Profile

Nasdaq (NDAQ) and SoFi (SOFI) both fall under the Financial Services industry group, but NDAQ is classified in Capital Markets while SOFI is classified in Consumer Finance.

Nasdaq (NDAQ) has more than two decades of public-market history since July 1, 2002, whereas SoFi (SOFI) listed on January 4, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

SoFi (SOFI) carries a highly aggressive beta of 2.22, indicating much higher sensitivity to broad-market moves, whereas Nasdaq (NDAQ) is closer to market-like at 0.94 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Nasdaq (NDAQ) at 17.33% and SoFi (SOFI) at 7.35% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Nasdaq (NDAQ) at 36.06% retains a top-quartile share of revenue as profit, ahead of SoFi (SOFI) at 15.75%, which keeps about the industry-typical share.

Both Nasdaq (NDAQ) at 50.57% and SoFi (SOFI) at 23.19% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

SoFi (SOFI) at 38.32% sits in the top revenue growth quartile, while Nasdaq (NDAQ) at 11.65% is closer to the peer norm — faster top-line expansion for SOFI.

Nasdaq (NDAQ) at 60.10% sits in the top EPS growth quartile, while SoFi (SOFI) at 0.00% is closer to the peer norm — faster per-share earnings growth for NDAQ.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Nasdaq (NDAQ) in Financial Services and SoFi (SOFI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Nasdaq (NDAQ) in Financial Services and SoFi (SOFI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

SoFi (SOFI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Nasdaq (NDAQ) reports a yield of 1.09%, ranking against industry peers normally.

SoFi (SOFI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Nasdaq (NDAQ) reports a payout of 31.69%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Nasdaq (NDAQ) at 29.27 and SoFi (SOFI) at 29.47 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

SoFi (SOFI) at 4.49 prices around its industry’s typical P/S ratio, while Nasdaq (NDAQ) at 10.36 clears its benchmark range — NDAQ looks notably rich on sales.

SoFi (SOFI) at 1.86 is valued about in line with its industry on P/B ratio, while Nasdaq (NDAQ) at 4.99 carries an above-peer premium to book — NDAQ is pricier on assets.

Valuation Metrics