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ALKT vs. AFRM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALKT vs. AFRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alkami Technology, Inc. (ALKT) and Affirm Holdings, Inc. (AFRM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALKT achieves a -31.30% return, which is significantly lower than AFRM's -12.05% return.


ALKT

1D
-0.25%
1M
-11.80%
YTD
-31.30%
6M
-25.76%
1Y
-47.96%
3Y*
1.07%
5Y*
-13.07%
10Y*

AFRM

1D
2.91%
1M
2.27%
YTD
-12.05%
6M
-3.89%
1Y
11.10%
3Y*
55.56%
5Y*
1.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALKT vs. AFRM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ALKT
Alkami Technology, Inc.
-31.30%-37.10%51.26%66.21%-27.27%-53.35%
AFRM
Affirm Holdings, Inc.
-12.05%22.22%23.93%408.17%-90.38%46.31%

Correlation

The correlation between ALKT and AFRM is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2021

0.46

Over the past year, the correlation between ALKT and AFRM has dropped to 0.23 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

ALKT:

$1.69B

AFRM:

$22.79B

EPS

ALKT:

-$0.48

AFRM:

$1.10

PS Ratio

ALKT:

3.51

AFRM:

7.10

PB Ratio

ALKT:

4.55

AFRM:

6.02

Total Revenue (TTM)

ALKT:

$471.94M

AFRM:

$3.20B

Gross Profit (TTM)

ALKT:

$272.71M

AFRM:

$2.00B

EBITDA (TTM)

ALKT:

-$17.46M

AFRM:

$908.84M

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Return for Risk

ALKT vs. AFRM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALKT
ALKT Risk / Return Rank: 77
Overall Rank
ALKT Sharpe Ratio Rank: 66
Sharpe Ratio Rank
ALKT Sortino Ratio Rank: 88
Sortino Ratio Rank
ALKT Omega Ratio Rank: 99
Omega Ratio Rank
ALKT Calmar Ratio Rank: 44
Calmar Ratio Rank
ALKT Martin Ratio Rank: 77
Martin Ratio Rank

AFRM
AFRM Risk / Return Rank: 4848
Overall Rank
AFRM Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
AFRM Sortino Ratio Rank: 4949
Sortino Ratio Rank
AFRM Omega Ratio Rank: 4646
Omega Ratio Rank
AFRM Calmar Ratio Rank: 4747
Calmar Ratio Rank
AFRM Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALKT vs. AFRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alkami Technology, Inc. (ALKT) and Affirm Holdings, Inc. (AFRM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ALKTAFRMDifference
Sharpe ratioReturn per unit of total volatility

-1.13

Sortino ratioReturn per unit of downside risk

-2.02

Omega ratioGain probability vs. loss probability

0.84

1.08

-0.24

Calmar ratioReturn relative to maximum drawdown

-0.95

0.21

-1.16

Martin ratioReturn relative to average drawdown

-1.45

0.42

-1.86

ALKT vs. AFRM - Sharpe Ratio Comparison

The current ALKT Sharpe Ratio is -0.95, which is lower than the AFRM Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of ALKT and AFRM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ALKTAFRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

0.18

-1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

0.02

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.36

-0.07

-0.29

Drawdowns

ALKT vs. AFRM - Drawdown Comparison

The maximum ALKT drawdown since its inception was -79.03%, smaller than the maximum AFRM drawdown of -94.71%. Use the drawdown chart below to compare losses from any high point for ALKT and AFRM.


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Drawdown Indicators


ALKTAFRMDifference

Max Drawdown

Largest peak-to-trough decline

-79.03%

-94.71%

+15.68%

Max Drawdown (1Y)

Largest decline over 1 year

-50.50%

-53.86%

+3.36%

Max Drawdown (3Y)

Largest decline over 3 years

-63.88%

-55.85%

-8.03%

Max Drawdown (5Y)

Largest decline over 5 years

-73.50%

-94.71%

+21.21%

Current Drawdown

Current decline from peak

-66.76%

-61.16%

-5.60%

Average Drawdown

Average peak-to-trough decline

-52.41%

-68.72%

+16.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.16%

26.80%

+6.36%

Volatility

ALKT vs. AFRM - Volatility Comparison

The current volatility for Alkami Technology, Inc. (ALKT) is 13.93%, while Affirm Holdings, Inc. (AFRM) has a volatility of 17.96%. This indicates that ALKT experiences smaller price fluctuations and is considered to be less risky than AFRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALKTAFRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.93%

17.96%

-4.03%

Volatility (6M)

Calculated over the trailing 6-month period

37.49%

43.45%

-5.96%

Volatility (1Y)

Calculated over the trailing 1-year period

50.76%

60.85%

-10.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.13%

96.31%

-48.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.72%

95.55%

-46.83%

Dividends

ALKT vs. AFRM - Dividend Comparison

Neither ALKT nor AFRM has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ALKT vs. AFRM - Financials Comparison

This section allows you to compare key financial metrics between Alkami Technology, Inc. and Affirm Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
126.14M
268.03M
(ALKT) Total Revenue
(AFRM) Total Revenue
Values in USD except per share items

ALKT vs. AFRM - Profitability Comparison

The chart below illustrates the profitability comparison between Alkami Technology, Inc. and Affirm Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
58.6%
0
Portfolio components
ALKT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alkami Technology, Inc. reported a gross profit of 73.87M and revenue of 126.14M. Therefore, the gross margin over that period was 58.6%.

AFRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Affirm Holdings, Inc. reported a gross profit of 0.00 and revenue of 268.03M. Therefore, the gross margin over that period was 0.0%.

ALKT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alkami Technology, Inc. reported an operating income of -5.71M and revenue of 126.14M, resulting in an operating margin of -4.5%.

AFRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Affirm Holdings, Inc. reported an operating income of 88.43M and revenue of 268.03M, resulting in an operating margin of 33.0%.

ALKT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alkami Technology, Inc. reported a net income of -9.96M and revenue of 126.14M, resulting in a net margin of -7.9%.

AFRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Affirm Holdings, Inc. reported a net income of 102.90M and revenue of 268.03M, resulting in a net margin of 38.4%.


Frequently Asked Questions


ALKT and AFRM have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AFRM has higher volatility (17.96%) compared to ALKT (13.93%). In terms of maximum drawdown, ALKT dropped -79.03% vs AFRM's -94.71%.

AFRM currently has the higher Sharpe Ratio (0.18 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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