SoFi Technologies (NASDAQ: SOFI) has seen its shares rise 95% over the past year, serving 10.9 million members, nearly double from two years ago. In Q1 2025, the digital bank reported a 33% increase in adjusted net revenue year-over-year, with earnings per share soaring by 200% to $0.06. The company projects full-year adjusted EPS of $0.27 to $0.28, significantly higher than $0.15 in 2024.
Robinhood Markets (NASDAQ: HOOD) experienced a dramatic 246% share price increase over the past year. In Q1, it reported a 50% rise in net revenue, with earnings per share more than doubling to $0.37. The firm boasts 25.8 million funded accounts, with cryptocurrency transactions comprising 43% of total volume, contributing 27% to revenue. Robinhood also aims for international expansion, notably in the Asia Pacific region, and has recently acquired crypto exchange Bitstamp.
Both companies currently trade at forward price-to-earnings ratios near 50. Analysts suggest that SoFi appears better positioned for sustained growth due to its diversified income streams, while Robinhood may face challenges meeting high market expectations following its rapid ascent.
