BULL vs. SOFI

Last updated Aug 1, 2026

BULL (Webull Corp) and SOFI (SoFi Technologies, Inc.) are both stocks. BULL operates in Software - Application (Technology), while SOFI operates in Credit Services (Financial Services). Over the past year, BULL returned -47.04% vs -23.17% for SOFI. Their 0.39 correlation means their historical movements had little consistent relationship.

Performance

BULL vs. SOFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Webull Corp (BULL) and SoFi Technologies, Inc. (SOFI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BULL achieves a -9.14% return, which is significantly higher than SOFI's -37.70% return.

BULL

• 1D: -1.26%
• 1M: -1.53%
• 6M: 0.43%
• YTD: -9.14%
• 1Y: -47.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: -31.72%

SOFI

• 1D: -0.97%
• 1M: -10.58%
• 6M: -28.50%
• YTD: -37.70%
• 1Y: -23.17%
• 3Y*: 16.37%
• 5Y*: 1.10%
• 10Y*: —
• ALL TIME*: 7.20%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BULL Webull Corp	$66.73M	$66.49M	$80.22M
SOFI SoFi Technologies, Inc.	$1.50B	$1.50B	$1.35B

BULL vs. SOFI - Yearly Performance Comparison

	2026 (YTD)	2025
BULL Webull Corp	-9.14%	-33.13%
SOFI SoFi Technologies, Inc.	-37.70%	129.85%

Correlation

The correlation between BULL and SOFI is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.52
Correlation (All Time) Calculated using the full available price history since Apr 10, 2025	0.39

The correlation between BULL and SOFI shifts across timeframes, from 0.39 (all time) to 0.52 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BULL : $3.75B SOFI : $20.92B
EPS BULL : -$0.02 SOFI : $0.54
PS Ratio BULL : 5.97 SOFI : 4.52
PB Ratio BULL : 3.65 SOFI : 2.01
Total Revenue (TTM) BULL : $613.56M SOFI : $4.85B
Gross Profit (TTM) BULL : $469.66M SOFI : $3.97B
EBITDA (TTM) BULL : $16.01M SOFI : $756.79M

Return for Risk

BULL vs. SOFI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BULL

BULL Risk / Return Rank: 14
BULL Sharpe Ratio Rank: 8
BULL Sortino Ratio Rank: 9
BULL Omega Ratio Rank: 12
BULL Calmar Ratio Rank: 17
BULL Martin Ratio Rank: 22

SOFI

SOFI Risk / Return Rank: 25
SOFI Sharpe Ratio Rank: 22
SOFI Sortino Ratio Rank: 24
SOFI Omega Ratio Rank: 25
SOFI Calmar Ratio Rank: 25
SOFI Martin Ratio Rank: 27

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BULL vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Webull Corp (BULL) and SoFi Technologies, Inc. (SOFI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BULL	SOFI	Difference
Sharpe ratio: Return per unit of total volatility	-0.84	-0.49	-0.35
Sortino ratio: Return per unit of downside risk	-1.24	-0.39	-0.85
Omega ratio: Gain probability vs. loss probability	0.87	0.95	-0.09
Calmar ratio: Return relative to maximum drawdown	-0.71	-0.53	-0.18
Martin ratio: Return relative to average drawdown	-1.03	-0.84	-0.19

BULL vs. SOFI - Sharpe Ratio Comparison

The current BULL Sharpe Ratio is -0.84, which is lower than the SOFI Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of BULL and SOFI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BULL vs. SOFI - Drawdown Comparison

The maximum BULL drawdown since its inception was -92.64%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for BULL and SOFI.

Drawdown Indicators

	BULL	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	-92.64%	-83.32%	-9.32%
Max Drawdown (1Y) Largest decline over 1 year	-71.07%	-52.96%	-18.11%
Max Drawdown (3Y) Largest decline over 3 years	—	-52.96%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-81.54%	—
Current Drawdown Current decline from peak	-88.78%	-49.36%	-39.42%
Average Drawdown Average peak-to-trough decline	-83.21%	-51.07%	-32.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	49.01%	33.29%	+15.72%

Volatility

BULL vs. SOFI - Volatility Comparison

The current volatility for Webull Corp (BULL) is 13.64%, while SoFi Technologies, Inc. (SOFI) has a volatility of 16.98%. This indicates that BULL experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BULL	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.64%	16.98%	-3.34%
Volatility (6M) Calculated over the trailing 6-month period	45.42%	39.65%	+5.77%
Volatility (1Y) Calculated over the trailing 1-year period	59.73%	56.66%	+3.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	339.71%	66.48%	+273.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	339.71%	71.52%	+268.19%

Dividends

BULL vs. SOFI - Dividend Comparison

Neither BULL nor SOFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both BULL and SOFI in my portfolio?

BULL and SOFI have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BULL or SOFI?

SOFI has higher volatility (16.98%) compared to BULL (13.64%). In terms of maximum drawdown, BULL dropped -92.64% vs SOFI's -83.32%.

Which has better risk-adjusted returns?

SOFI currently has the higher Sharpe Ratio (-0.49 vs -0.84), 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.