Is SoFi's stock math finally broken? See the numbers.

追加: 2026-06-03

[00:00:00]13.7 million members. Let that number sit for a second. That is how many Americans that have downloaded the SoFi app, created an account, and are actively using it to borrow, save, or invest. That is more active users than Schwab had in 2005, more than E-Trade had in 2010, more than most regional banks have today in their entire customer base. See, SoFi grew from 8.1 million members to 13.7 million in just eight quarters. That is 69% growth in Q4 of 2025 alone. The company added over 1 million new members in a single 3-month period. Revenue crossed a billion in a single quarter for the first time ever.

[00:00:38]The stock is consolidated around $16 to $17. Something is wrong with that math, [music] and in this video, I'm going to show you exactly what that is.