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Side-by-side financial comparison of SoFi Technologies, Inc. (SOFI) and Taylor Morrison Home Corp (TMHC). Click either name above to swap in a different company.
Taylor Morrison Home Corp is the larger business by last-quarter revenue ($1.4B vs $1.1B, roughly 1.3× SoFi Technologies, Inc.). SoFi Technologies, Inc. runs the higher net margin — 15.2% vs 7.1%, a 8.0% gap on every dollar of revenue. On growth, SoFi Technologies, Inc. posted the faster year-over-year revenue change (42.6% vs -26.8%). Over the past eight quarters, SoFi Technologies, Inc.'s revenue compounded faster (35.6% CAGR vs -16.5%).
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.
Taylor Morrison is one of the largest home building companies in the United States. Its corporate headquarters are in Scottsdale, Arizona. The company formed when Taylor Woodrow and Morrison Homes joined forces in July 2007. Taylor Morrison operates in Arizona, California, Colorado, Georgia, Florida, North Carolina, South Carolina, Nevada, Indiana, and Texas, building mid-to-upscale housing, as well as first-time and mid-market homes.
SOFI vs TMHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.4B |
| Net Profit | $166.7M | $98.6M |
| Gross Margin | — | 21.0% |
| Operating Margin | — | — |
| Net Margin | 15.2% | 7.1% |
| Revenue YoY | 42.6% | -26.8% |
| Net Profit YoY | 897.2% | -53.8% |
| EPS (diluted) | $0.12 | $1.12 |
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 | $1.4B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $961.6M | $2.1B | ||
| Q2 25 | $854.9M | $2.0B | ||
| Q1 25 | $771.8M | $1.9B | ||
| Q4 24 | $734.1M | $2.4B | ||
| Q3 24 | $697.1M | $2.1B | ||
| Q2 24 | $598.6M | $2.0B |
| Q1 26 | $166.7M | $98.6M | ||
| Q4 25 | $173.5M | $174.0M | ||
| Q3 25 | $139.4M | $201.4M | ||
| Q2 25 | $97.3M | $193.6M | ||
| Q1 25 | $71.1M | $213.5M | ||
| Q4 24 | $332.5M | $242.5M | ||
| Q3 24 | $60.7M | $251.1M | ||
| Q2 24 | $17.4M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | 84.2% | 22.0% | ||
| Q3 25 | 83.2% | 22.7% | ||
| Q2 25 | 82.4% | 23.0% | ||
| Q1 25 | 82.4% | 24.4% | ||
| Q4 24 | 82.5% | 23.9% | ||
| Q3 24 | 82.3% | 25.0% | ||
| Q2 24 | 81.7% | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | 18.1% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 9.2% | — | ||
| Q2 24 | 2.6% | — |
| Q1 26 | 15.2% | 7.1% | ||
| Q4 25 | 16.9% | 8.3% | ||
| Q3 25 | 14.5% | 9.6% | ||
| Q2 25 | 11.4% | 9.5% | ||
| Q1 25 | 9.2% | 11.3% | ||
| Q4 24 | 45.3% | 10.3% | ||
| Q3 24 | 8.7% | 11.8% | ||
| Q2 24 | 2.9% | 10.0% |
| Q1 26 | $0.12 | $1.12 | ||
| Q4 25 | $0.14 | $1.77 | ||
| Q3 25 | $0.11 | $2.01 | ||
| Q2 25 | $0.08 | $1.92 | ||
| Q1 25 | $0.06 | $2.07 | ||
| Q4 24 | $0.31 | $2.29 | ||
| Q3 24 | $0.05 | $2.37 | ||
| Q2 24 | $0.01 | $1.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.4B | $652.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.8B | $6.2B |
| Total Assets | $53.7B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.4B | $652.9M | ||
| Q4 25 | $4.9B | $850.0M | ||
| Q3 25 | $3.2B | $370.6M | ||
| Q2 25 | $2.1B | $130.2M | ||
| Q1 25 | $2.1B | $377.8M | ||
| Q4 24 | $2.5B | $487.2M | ||
| Q3 24 | $2.4B | $256.4M | ||
| Q2 24 | $2.3B | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | $10.8B | $6.2B | ||
| Q4 25 | $10.5B | $6.3B | ||
| Q3 25 | $8.8B | $6.2B | ||
| Q2 25 | $6.9B | $6.1B | ||
| Q1 25 | $6.7B | $6.0B | ||
| Q4 24 | $6.5B | $5.9B | ||
| Q3 24 | $6.1B | $5.7B | ||
| Q2 24 | $5.9B | $5.5B |
| Q1 26 | $53.7B | $9.8B | ||
| Q4 25 | $50.7B | $9.8B | ||
| Q3 25 | $45.3B | $9.6B | ||
| Q2 25 | $41.1B | $9.5B | ||
| Q1 25 | $37.7B | $9.4B | ||
| Q4 24 | $36.3B | $9.3B | ||
| Q3 24 | $34.4B | $9.3B | ||
| Q2 24 | $32.6B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
