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Affirm Holdings, Inc. (AFRM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS00827B1061
CUSIP00827B106
SectorTechnology
IndustryInformation Technology Services

Highlights

Market Cap$9.77B
EPS-$2.22
PE Ratio38.56
Revenue (TTM)$2.11B
Gross Profit (TTM)$1.01B
EBITDA (TTM)-$547.99M
Year Range$12.10 - $52.48
Target Price$36.72
Short %14.41%
Short Ratio6.08

Share Price Chart


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Compare to other instruments

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Affirm Holdings, Inc.

Popular comparisons: AFRM vs. SPY, AFRM vs. QQQ, AFRM vs. PYPL, AFRM vs. SQ, AFRM vs. TSLA, AFRM vs. SHOP, AFRM vs. SMCI, AFRM vs. AAPL, AFRM vs. VOO, AFRM vs. ROKU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Affirm Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-20.00%0.00%20.00%40.00%December2024FebruaryMarchAprilMay
-36.08%
39.26%
AFRM (Affirm Holdings, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Affirm Holdings, Inc. had a return of -36.26% year-to-date (YTD) and 137.99% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-36.26%11.05%
1 month1.29%4.86%
6 months27.63%17.50%
1 year137.99%27.37%
5 years (annualized)N/A13.14%
10 years (annualized)N/A10.90%

Monthly Returns

The table below presents the monthly returns of AFRM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-17.56%-7.38%-0.69%-14.44%-36.26%
202367.43%-15.87%-17.25%-12.51%50.71%3.16%26.48%7.32%2.21%-17.21%95.40%42.81%408.17%
2022-38.32%-34.70%10.61%-37.99%-0.70%-36.63%48.62%-12.70%-19.93%6.98%-30.64%-30.53%-90.69%
2021103.24%-6.56%-24.01%-0.31%-13.74%10.75%-16.38%71.06%23.66%36.41%-22.04%-18.01%111.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AFRM is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AFRM is 8686
AFRM (Affirm Holdings, Inc.)
The Sharpe Ratio Rank of AFRM is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of AFRM is 8585Sortino Ratio Rank
The Omega Ratio Rank of AFRM is 8282Omega Ratio Rank
The Calmar Ratio Rank of AFRM is 8989Calmar Ratio Rank
The Martin Ratio Rank of AFRM is 8686Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Affirm Holdings, Inc. (AFRM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AFRM
Sharpe ratio
The chart of Sharpe ratio for AFRM, currently valued at 1.77, compared to the broader market-2.00-1.000.001.002.003.004.001.77
Sortino ratio
The chart of Sortino ratio for AFRM, currently valued at 2.46, compared to the broader market-4.00-2.000.002.004.006.002.46
Omega ratio
The chart of Omega ratio for AFRM, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for AFRM, currently valued at 1.66, compared to the broader market0.002.004.006.001.66
Martin ratio
The chart of Martin ratio for AFRM, currently valued at 7.17, compared to the broader market-10.000.0010.0020.0030.007.17
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-4.00-2.000.002.004.006.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.03, compared to the broader market0.002.004.006.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market-10.000.0010.0020.0030.009.57

Sharpe Ratio

The current Affirm Holdings, Inc. Sharpe ratio is 1.77. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Affirm Holdings, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00December2024FebruaryMarchAprilMay
1.77
2.49
AFRM (Affirm Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Affirm Holdings, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-81.41%
-0.21%
AFRM (Affirm Holdings, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Affirm Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Affirm Holdings, Inc. was 94.71%, occurring on Dec 27, 2022. The portfolio has not yet recovered.

The current Affirm Holdings, Inc. drawdown is 81.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.71%Nov 5, 2021286Dec 27, 2022
-65.45%Feb 12, 202163May 13, 2021103Oct 8, 2021166
-17.12%Jan 25, 20214Jan 28, 20217Feb 8, 202111
-9.22%Jan 19, 20212Jan 20, 20212Jan 22, 20214
-6.11%Oct 19, 20212Oct 20, 20213Oct 25, 20215

Volatility

Volatility Chart

The current Affirm Holdings, Inc. volatility is 22.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%December2024FebruaryMarchAprilMay
22.30%
3.40%
AFRM (Affirm Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Affirm Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items