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BULL vs. SOFI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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BULL vs. SOFI - Yearly Performance Comparison


2026 (YTD)2025
BULL
Webull Corp
-38.22%-35.36%
SOFI
SoFi Technologies, Inc.
-39.34%148.86%

Fundamentals

Market Cap

BULL:

$2.51B

SOFI:

$21.38B

EPS

BULL:

$0.05

SOFI:

$0.38

PE Ratio

BULL:

94.41

SOFI:

42.03

PS Ratio

BULL:

4.10

SOFI:

4.64

PB Ratio

BULL:

2.47

SOFI:

2.04

Total Revenue (TTM)

BULL:

$571.00M

SOFI:

$4.36B

Gross Profit (TTM)

BULL:

$442.25M

SOFI:

$2.56B

EBITDA (TTM)

BULL:

$49.41M

SOFI:

$818.24M

Returns By Period

The year-to-date returns for both stocks are quite close, with BULL having a -38.22% return and SOFI slightly lower at -39.34%.


BULL

1D
3.67%
1M
-17.38%
YTD
-38.22%
6M
-67.55%
1Y
3Y*
5Y*
10Y*

SOFI

1D
4.82%
1M
-10.59%
YTD
-39.34%
6M
-39.89%
1Y
36.54%
3Y*
37.79%
5Y*
-1.66%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BULL vs. SOFI — Risk / Return Rank

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

BULL

SOFI
SOFI Risk / Return Rank: 6060
Overall Rank
SOFI Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SOFI Sortino Ratio Rank: 6262
Sortino Ratio Rank
SOFI Omega Ratio Rank: 5959
Omega Ratio Rank
SOFI Calmar Ratio Rank: 5757
Calmar Ratio Rank
SOFI Martin Ratio Rank: 6060
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.

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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BULL vs. SOFI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BULLSOFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.16

0.11

-0.27

Correlation

The correlation between BULL and SOFI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BULL vs. SOFI - Dividend Comparison

Neither BULL nor SOFI has paid dividends to shareholders.


Tickers have no history of dividend payments

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.


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Drawdown Indicators


BULLSOFIDifference

Max Drawdown

Largest peak-to-trough decline

-92.64%

-83.32%

-9.32%

Max Drawdown (1Y)

Largest decline over 1 year

-52.96%

Max Drawdown (5Y)

Largest decline over 5 years

-82.00%

Current Drawdown

Current decline from peak

-92.37%

-50.70%

-41.67%

Average Drawdown

Average peak-to-trough decline

-81.44%

-51.35%

-30.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.57%

Volatility

BULL vs. SOFI - Volatility Comparison


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Volatility by Period


BULLSOFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.57%

Volatility (6M)

Calculated over the trailing 6-month period

42.01%

Volatility (1Y)

Calculated over the trailing 1-year period

393.13%

59.89%

+333.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

393.13%

67.12%

+326.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

393.13%

72.33%

+320.80%

Financials

BULL vs. SOFI - Financials Comparison

This section allows you to compare key financial metrics between Webull Corp and SoFi Technologies, 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


0.00200.00M400.00M600.00M800.00M1.00B1.20BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
165.20M
927.42M
(BULL) Total Revenue
(SOFI) Total Revenue
Values in USD except per share items

BULL vs. SOFI - Profitability Comparison

The chart below illustrates the profitability comparison between Webull Corp and SoFi Technologies, 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%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
78.8%
0
Portfolio components
BULL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Webull Corp reported a gross profit of 130.10M and revenue of 165.20M. Therefore, the gross margin over that period was 78.8%.

SOFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SoFi Technologies, Inc. reported a gross profit of 0.00 and revenue of 927.42M. Therefore, the gross margin over that period was 0.0%.

BULL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Webull Corp reported an operating income of 17.20M and revenue of 165.20M, resulting in an operating margin of 10.4%.

SOFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SoFi Technologies, Inc. reported an operating income of 0.00 and revenue of 927.42M, resulting in an operating margin of 0.0%.

BULL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Webull Corp reported a net income of 3.04M and revenue of 165.20M, resulting in a net margin of 1.8%.

SOFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SoFi Technologies, Inc. reported a net income of 173.55M and revenue of 927.42M, resulting in a net margin of 18.7%.