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Side-by-side financial comparison of Noble Corp plc (NE) 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 $764.4M, roughly 1.4× Noble Corp plc). SoFi Technologies, Inc. runs the higher net margin — 15.2% vs 11.3%, a 3.8% gap on every dollar of revenue. On growth, SoFi Technologies, Inc. posted the faster year-over-year revenue change (42.6% vs -17.6%). Over the past eight quarters, SoFi Technologies, Inc.'s revenue compounded faster (35.6% CAGR vs 9.5%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs SOFI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $764.4M | $1.1B |
| Net Profit | $86.6M | $166.7M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | — |
| Net Margin | 11.3% | 15.2% |
| Revenue YoY | -17.6% | 42.6% |
| Net Profit YoY | -10.4% | 897.2% |
| EPS (diluted) | $0.54 | $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 | — | $1.1B | ||
| Q4 25 | $764.4M | $1.0B | ||
| Q3 25 | $798.0M | $961.6M | ||
| Q2 25 | $848.7M | $854.9M | ||
| Q1 25 | $874.5M | $771.8M | ||
| Q4 24 | $927.3M | $734.1M | ||
| Q3 24 | $800.5M | $697.1M | ||
| Q2 24 | $692.8M | $598.6M |
| Q1 26 | — | $166.7M | ||
| Q4 25 | $86.6M | $173.5M | ||
| Q3 25 | $-21.1M | $139.4M | ||
| Q2 25 | $42.9M | $97.3M | ||
| Q1 25 | $108.3M | $71.1M | ||
| Q4 24 | $96.6M | $332.5M | ||
| Q3 24 | $61.2M | $60.7M | ||
| Q2 24 | $195.0M | $17.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 84.2% | ||
| Q3 25 | — | 83.2% | ||
| Q2 25 | — | 82.4% | ||
| Q1 25 | — | 82.4% | ||
| Q4 24 | — | 82.5% | ||
| Q3 24 | — | 82.3% | ||
| Q2 24 | — | 81.7% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 18.1% | ||
| Q3 25 | 6.3% | 15.4% | ||
| Q2 25 | 15.9% | 13.1% | ||
| Q1 25 | 21.4% | 10.3% | ||
| Q4 24 | 18.4% | 8.2% | ||
| Q3 24 | 14.4% | 9.2% | ||
| Q2 24 | 30.3% | 2.6% |
| Q1 26 | — | 15.2% | ||
| Q4 25 | 11.3% | 16.9% | ||
| Q3 25 | -2.6% | 14.5% | ||
| Q2 25 | 5.1% | 11.4% | ||
| Q1 25 | 12.4% | 9.2% | ||
| Q4 24 | 10.4% | 45.3% | ||
| Q3 24 | 7.6% | 8.7% | ||
| Q2 24 | 28.1% | 2.9% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.54 | $0.14 | ||
| Q3 25 | $-0.13 | $0.11 | ||
| Q2 25 | $0.27 | $0.08 | ||
| Q1 25 | $0.67 | $0.06 | ||
| Q4 24 | $0.56 | $0.31 | ||
| Q3 24 | $0.40 | $0.05 | ||
| Q2 24 | $1.34 | $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 | $471.4M | $3.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.5B | $10.8B |
| Total Assets | $7.5B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.4B | ||
| Q4 25 | $471.4M | $4.9B | ||
| Q3 25 | $477.9M | $3.2B | ||
| Q2 25 | $338.2M | $2.1B | ||
| Q1 25 | $303.8M | $2.1B | ||
| Q4 24 | $247.3M | $2.5B | ||
| Q3 24 | $391.9M | $2.4B | ||
| Q2 24 | $162.9M | $2.3B |
| Q1 26 | — | $10.8B | ||
| Q4 25 | $4.5B | $10.5B | ||
| Q3 25 | $4.5B | $8.8B | ||
| Q2 25 | $4.6B | $6.9B | ||
| Q1 25 | $4.7B | $6.7B | ||
| Q4 24 | $4.7B | $6.5B | ||
| Q3 24 | $4.7B | $6.1B | ||
| Q2 24 | $4.0B | $5.9B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.5B | $50.7B | ||
| Q3 25 | $7.6B | $45.3B | ||
| Q2 25 | $7.7B | $41.1B | ||
| Q1 25 | $7.9B | $37.7B | ||
| Q4 24 | $8.0B | $36.3B | ||
| Q3 24 | $8.0B | $34.4B | ||
| Q2 24 | $5.6B | $32.6B |
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 | $187.1M | — |
| Free Cash FlowOCF − Capex | $35.4M | — |
| FCF MarginFCF / Revenue | 4.6% | — |
| Capex IntensityCapex / Revenue | 19.9% | — |
| Cash ConversionOCF / Net Profit | 2.16× | — |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $187.1M | $-3.7B | ||
| Q3 25 | $277.1M | $-1.3B | ||
| Q2 25 | $216.4M | $-1.5B | ||
| Q1 25 | $271.1M | $21.5M | ||
| Q4 24 | $136.2M | $-1.1B | ||
| Q3 24 | $283.8M | $-1.2B | ||
| Q2 24 | $106.8M | $-484.4M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4M | $-4.0B | ||
| Q3 25 | $139.5M | $-1.4B | ||
| Q2 25 | $99.8M | $-1.5B | ||
| Q1 25 | $157.5M | $-31.1M | ||
| Q4 24 | $-4.4M | $-1.3B | ||
| Q3 24 | $156.8M | $-1.2B | ||
| Q2 24 | $-34.3M | $-521.1M |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | -388.8% | ||
| Q3 25 | 17.5% | -142.0% | ||
| Q2 25 | 11.8% | -179.0% | ||
| Q1 25 | 18.0% | -4.0% | ||
| Q4 24 | -0.5% | -173.5% | ||
| Q3 24 | 19.6% | -174.6% | ||
| Q2 24 | -4.9% | -87.0% |
| Q1 26 | — | — | ||
| Q4 25 | 19.9% | 23.7% | ||
| Q3 25 | 17.3% | 6.2% | ||
| Q2 25 | 13.7% | 7.4% | ||
| Q1 25 | 13.0% | 6.8% | ||
| Q4 24 | 15.2% | 21.0% | ||
| Q3 24 | 15.9% | 6.2% | ||
| Q2 24 | 20.4% | 6.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | -21.56× | ||
| Q3 25 | — | -9.37× | ||
| Q2 25 | 5.05× | -15.08× | ||
| Q1 25 | 2.50× | 0.30× | ||
| Q4 24 | 1.41× | -3.37× | ||
| Q3 24 | 4.64× | -19.32× | ||
| Q2 24 | 0.55× | -27.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
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% |