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Side-by-side financial comparison of ESAB Corp (ESAB) and SoFi Technologies, Inc. (SOFI). Click either name above to swap in a different company.
SoFi Technologies, Inc. is the larger business by last-quarter revenue ($1.1B vs $745.6M, roughly 1.5× ESAB Corp). SoFi Technologies, Inc. runs the higher net margin — 15.2% vs 6.6%, a 8.5% gap on every dollar of revenue. On growth, SoFi Technologies, Inc. posted the faster year-over-year revenue change (42.6% vs 9.9%). Over the past eight quarters, SoFi Technologies, Inc.'s revenue compounded faster (35.6% CAGR vs 4.0%).
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
SoFi Technologies, Inc. is an American financial technology company. Founded in 2011 by Stanford University students, it operates as a nationally chartered online bank and is a technology provider to other financial institutions. SoFi is the largest U.S. based online lender, and has 13.7 million customers as of 2025.
ESAB vs SOFI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $745.6M | $1.1B |
| Net Profit | $49.2M | $166.7M |
| Gross Margin | 36.9% | — |
| Operating Margin | 12.1% | — |
| Net Margin | 6.6% | 15.2% |
| Revenue YoY | 9.9% | 42.6% |
| Net Profit YoY | -29.3% | 897.2% |
| EPS (diluted) | $0.78 | $0.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $745.6M | $1.1B | ||
| Q4 25 | $727.8M | $1.0B | ||
| Q3 25 | $715.6M | $961.6M | ||
| Q2 25 | $678.1M | $854.9M | ||
| Q1 25 | — | $771.8M | ||
| Q4 24 | $670.8M | $734.1M | ||
| Q3 24 | $673.3M | $697.1M | ||
| Q2 24 | $707.1M | $598.6M |
| Q1 26 | $49.2M | $166.7M | ||
| Q4 25 | $54.8M | $173.5M | ||
| Q3 25 | $66.9M | $139.4M | ||
| Q2 25 | $67.4M | $97.3M | ||
| Q1 25 | — | $71.1M | ||
| Q4 24 | $53.7M | $332.5M | ||
| Q3 24 | $68.2M | $60.7M | ||
| Q2 24 | $82.9M | $17.4M |
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 84.2% | ||
| Q3 25 | 37.2% | 83.2% | ||
| Q2 25 | 37.6% | 82.4% | ||
| Q1 25 | — | 82.4% | ||
| Q4 24 | 38.5% | 82.5% | ||
| Q3 24 | 37.7% | 82.3% | ||
| Q2 24 | 38.2% | 81.7% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | 18.1% | ||
| Q3 25 | 15.2% | 15.4% | ||
| Q2 25 | 16.2% | 13.1% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | 16.6% | 8.2% | ||
| Q3 24 | 15.7% | 9.2% | ||
| Q2 24 | 16.9% | 2.6% |
| Q1 26 | 6.6% | 15.2% | ||
| Q4 25 | 7.5% | 16.9% | ||
| Q3 25 | 9.3% | 14.5% | ||
| Q2 25 | 9.9% | 11.4% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | 8.0% | 45.3% | ||
| Q3 24 | 10.1% | 8.7% | ||
| Q2 24 | 11.7% | 2.9% |
| Q1 26 | $0.78 | $0.12 | ||
| Q4 25 | $0.90 | $0.14 | ||
| Q3 25 | $1.09 | $0.11 | ||
| Q2 25 | $1.10 | $0.08 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | $0.87 | $0.31 | ||
| Q3 24 | $1.11 | $0.05 | ||
| Q2 24 | $1.35 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $3.4B |
| Total DebtLower is stronger | $2.0B | — |
| Stockholders' EquityBook value | $2.2B | $10.8B |
| Total Assets | $5.6B | $53.7B |
| Debt / EquityLower = less leverage | 0.91× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.0B | $3.4B | ||
| Q4 25 | $218.2M | $4.9B | ||
| Q3 25 | $258.2M | $3.2B | ||
| Q2 25 | $291.3M | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $249.4M | $2.5B | ||
| Q3 24 | $253.7M | $2.4B | ||
| Q2 24 | $228.5M | $2.3B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $2.2B | $10.8B | ||
| Q4 25 | $2.1B | $10.5B | ||
| Q3 25 | $2.1B | $8.8B | ||
| Q2 25 | $1.9B | $6.9B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $1.8B | $6.5B | ||
| Q3 24 | $1.8B | $6.1B | ||
| Q2 24 | $1.7B | $5.9B |
| Q1 26 | $5.6B | $53.7B | ||
| Q4 25 | $4.9B | $50.7B | ||
| Q3 25 | $4.4B | $45.3B | ||
| Q2 25 | $4.2B | $41.1B | ||
| Q1 25 | — | $37.7B | ||
| Q4 24 | $4.0B | $36.3B | ||
| Q3 24 | $4.1B | $34.4B | ||
| Q2 24 | $4.0B | $32.6B |
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $46.9M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $-3.7B | ||
| Q3 25 | $46.6M | $-1.3B | ||
| Q2 25 | $35.4M | $-1.5B | ||
| Q1 25 | — | $21.5M | ||
| Q4 24 | $126.9M | $-1.1B | ||
| Q3 24 | $101.0M | $-1.2B | ||
| Q2 24 | $83.0M | $-484.4M |
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $-4.0B | ||
| Q3 25 | $37.4M | $-1.4B | ||
| Q2 25 | $28.1M | $-1.5B | ||
| Q1 25 | — | $-31.1M | ||
| Q4 24 | $102.2M | $-1.3B | ||
| Q3 24 | $90.4M | $-1.2B | ||
| Q2 24 | $74.0M | $-521.1M |
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | -388.8% | ||
| Q3 25 | 5.2% | -142.0% | ||
| Q2 25 | 4.1% | -179.0% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | 15.2% | -173.5% | ||
| Q3 24 | 13.4% | -174.6% | ||
| Q2 24 | 10.5% | -87.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 23.7% | ||
| Q3 25 | 1.3% | 6.2% | ||
| Q2 25 | 1.1% | 7.4% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | 3.7% | 21.0% | ||
| Q3 24 | 1.6% | 6.2% | ||
| Q2 24 | 1.3% | 6.1% |
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | -21.56× | ||
| Q3 25 | 0.70× | -9.37× | ||
| Q2 25 | 0.53× | -15.08× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 2.36× | -3.37× | ||
| Q3 24 | 1.48× | -19.32× | ||
| Q2 24 | 1.00× | -27.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESAB
Segment breakdown not available.
SOFI
| Loans and securitizations | $932.2M | 85% |
| Loan origination, sales, securitizations and servicing | $142.2M | 13% |
| Corporate borrowings | $10.7M | 1% |
| Securitizations and warehouses | $10.1M | 1% |
