vs
Side-by-side financial comparison of Liberty Energy Inc. (LBRT) 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 $1.0B, roughly 1.1× Liberty Energy Inc.). SoFi Technologies, Inc. runs the higher net margin — 15.2% vs 2.2%, a 12.9% gap on every dollar of revenue. On growth, SoFi Technologies, Inc. posted the faster year-over-year revenue change (42.6% vs 4.5%). Over the past eight quarters, SoFi Technologies, Inc.'s revenue compounded faster (35.6% CAGR vs -6.2%).
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
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.
LBRT vs SOFI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.1B |
| Net Profit | $22.6M | $166.7M |
| Gross Margin | — | — |
| Operating Margin | 2.2% | — |
| Net Margin | 2.2% | 15.2% |
| Revenue YoY | 4.5% | 42.6% |
| Net Profit YoY | 64.8% | 134.4% |
| EPS (diluted) | $0.14 | $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 | $1.0B | $1.1B | ||
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $947.4M | $961.6M | ||
| Q2 25 | $1.0B | $854.9M | ||
| Q1 25 | $977.5M | $771.8M | ||
| Q4 24 | $943.6M | $734.1M | ||
| Q3 24 | $1.1B | $697.1M | ||
| Q2 24 | $1.2B | $598.6M |
| Q1 26 | $22.6M | $166.7M | ||
| Q4 25 | $13.7M | $173.5M | ||
| Q3 25 | $43.1M | $139.4M | ||
| Q2 25 | $71.0M | $97.3M | ||
| Q1 25 | $20.1M | $71.1M | ||
| Q4 24 | $51.9M | $332.5M | ||
| Q3 24 | $73.8M | $60.7M | ||
| Q2 24 | $108.4M | $17.4M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 84.2% | ||
| Q3 25 | 18.7% | 83.2% | ||
| Q2 25 | 22.1% | 82.4% | ||
| Q1 25 | 22.1% | 82.4% | ||
| Q4 24 | 21.4% | 82.5% | ||
| Q3 24 | 26.2% | 82.3% | ||
| Q2 24 | 27.9% | 81.7% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 18.1% | ||
| Q3 25 | -0.3% | 15.4% | ||
| Q2 25 | 3.6% | 13.1% | ||
| Q1 25 | 1.9% | 10.3% | ||
| Q4 24 | 2.6% | 8.2% | ||
| Q3 24 | 9.4% | 9.2% | ||
| Q2 24 | 12.2% | 2.6% |
| Q1 26 | 2.2% | 15.2% | ||
| Q4 25 | 1.3% | 16.9% | ||
| Q3 25 | 4.5% | 14.5% | ||
| Q2 25 | 6.8% | 11.4% | ||
| Q1 25 | 2.1% | 9.2% | ||
| Q4 24 | 5.5% | 45.3% | ||
| Q3 24 | 6.5% | 8.7% | ||
| Q2 24 | 9.3% | 2.9% |
| Q1 26 | $0.14 | $0.12 | ||
| Q4 25 | $0.08 | $0.14 | ||
| Q3 25 | $0.26 | $0.11 | ||
| Q2 25 | $0.43 | $0.08 | ||
| Q1 25 | $0.12 | $0.06 | ||
| Q4 24 | $0.31 | $0.31 | ||
| Q3 24 | $0.44 | $0.05 | ||
| Q2 24 | $0.64 | $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 | $699.1M | $3.4B |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $10.8B |
| Total Assets | $4.4B | $53.7B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | $3.4B | ||
| Q4 25 | $27.6M | $4.9B | ||
| Q3 25 | $13.5M | $3.2B | ||
| Q2 25 | $19.6M | $2.1B | ||
| Q1 25 | $24.1M | $2.1B | ||
| Q4 24 | $20.0M | $2.5B | ||
| Q3 24 | $23.0M | $2.4B | ||
| Q2 24 | $30.0M | $2.3B |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $190.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | $10.8B | ||
| Q4 25 | $2.1B | $10.5B | ||
| Q3 25 | $2.1B | $8.8B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $2.0B | $6.7B | ||
| Q4 24 | $2.0B | $6.5B | ||
| Q3 24 | $2.0B | $6.1B | ||
| Q2 24 | $1.9B | $5.9B |
| Q1 26 | $4.4B | $53.7B | ||
| Q4 25 | $3.6B | $50.7B | ||
| Q3 25 | $3.5B | $45.3B | ||
| Q2 25 | $3.4B | $41.1B | ||
| Q1 25 | $3.4B | $37.7B | ||
| Q4 24 | $3.3B | $36.3B | ||
| Q3 24 | $3.3B | $34.4B | ||
| Q2 24 | $3.2B | $32.6B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
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% |
