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ECPG vs. OPFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ECPG vs. OPFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Encore Capital Group, Inc. (ECPG) and OppFi Inc. (OPFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ECPG achieves a 43.53% return, which is significantly higher than OPFI's -23.52% return.


ECPG

1D
-0.10%
1M
-6.23%
YTD
43.53%
6M
49.27%
1Y
103.31%
3Y*
18.73%
5Y*
10.49%
10Y*
11.49%

OPFI

1D
-4.31%
1M
-17.27%
YTD
-23.52%
6M
-21.18%
1Y
-39.12%
3Y*
60.29%
5Y*
-3.30%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ECPG vs. OPFI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ECPG
Encore Capital Group, Inc.
43.53%13.77%-5.87%5.86%-22.81%59.46%19.96%
OPFI
OppFi Inc.
-23.52%40.87%56.02%149.76%-54.85%-55.40%3.35%

Correlation

The correlation between ECPG and OPFI is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.28

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

0.20

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2020

0.19

The correlation between ECPG and OPFI shifts across timeframes, from 0.19 (all time) to 0.37 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ECPG:

$1.74B

OPFI:

$689.56M

EPS

ECPG:

$12.85

OPFI:

$1.59

PE Ratio

ECPG:

6.07

OPFI:

5.02

PEG Ratio

ECPG:

0.23

OPFI:

4.63

PS Ratio

ECPG:

0.97

OPFI:

0.61

PB Ratio

ECPG:

1.68

OPFI:

9.11

Total Revenue (TTM)

ECPG:

$1.85B

OPFI:

$544.08M

Gross Profit (TTM)

ECPG:

$1.38B

OPFI:

$523.64M

EBITDA (TTM)

ECPG:

$510.14M

OPFI:

$148.42M

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Return for Risk

ECPG vs. OPFI — Risk / Return Rank

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

ECPG
ECPG Risk / Return Rank: 9494
Overall Rank
ECPG Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ECPG Sortino Ratio Rank: 9393
Sortino Ratio Rank
ECPG Omega Ratio Rank: 9191
Omega Ratio Rank
ECPG Calmar Ratio Rank: 9696
Calmar Ratio Rank
ECPG Martin Ratio Rank: 9696
Martin Ratio Rank

OPFI
OPFI Risk / Return Rank: 1010
Overall Rank
OPFI Sharpe Ratio Rank: 77
Sharpe Ratio Rank
OPFI Sortino Ratio Rank: 99
Sortino Ratio Rank
OPFI Omega Ratio Rank: 1111
Omega Ratio Rank
OPFI Calmar Ratio Rank: 1010
Calmar Ratio Rank
OPFI Martin Ratio Rank: 1313
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.

ECPG vs. OPFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Encore Capital Group, Inc. (ECPG) and OppFi Inc. (OPFI). 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.


ECPGOPFIDifference
Sharpe ratioReturn per unit of total volatility

+3.88

Sortino ratioReturn per unit of downside risk

+4.87

Omega ratioGain probability vs. loss probability

1.46

0.87

+0.60

Calmar ratioReturn relative to maximum drawdown

8.22

-0.81

+9.03

Martin ratioReturn relative to average drawdown

23.12

-1.22

+24.34

ECPG vs. OPFI - Sharpe Ratio Comparison

The current ECPG Sharpe Ratio is 3.02, which is higher than the OPFI Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of ECPG and OPFI, 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


ECPGOPFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.02

-0.86

+3.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

-0.05

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

-0.04

+0.15

Drawdowns

ECPG vs. OPFI - Drawdown Comparison

The maximum ECPG drawdown since its inception was -97.86%, which is greater than OPFI's maximum drawdown of -84.60%. Use the drawdown chart below to compare losses from any high point for ECPG and OPFI.


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Drawdown Indicators


ECPGOPFIDifference

Max Drawdown

Largest peak-to-trough decline

-97.86%

-84.60%

-13.26%

Max Drawdown (1Y)

Largest decline over 1 year

-12.63%

-48.53%

+35.90%

Max Drawdown (3Y)

Largest decline over 3 years

-49.94%

-54.20%

+4.26%

Max Drawdown (5Y)

Largest decline over 5 years

-62.54%

-84.46%

+21.92%

Max Drawdown (10Y)

Largest decline over 10 years

-65.70%

Current Drawdown

Current decline from peak

-7.58%

-51.28%

+43.70%

Average Drawdown

Average peak-to-trough decline

-37.58%

-51.38%

+13.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.48%

32.15%

-27.67%

Volatility

ECPG vs. OPFI - Volatility Comparison

The current volatility for Encore Capital Group, Inc. (ECPG) is 7.37%, while OppFi Inc. (OPFI) has a volatility of 10.47%. This indicates that ECPG experiences smaller price fluctuations and is considered to be less risky than OPFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ECPGOPFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.37%

10.47%

-3.10%

Volatility (6M)

Calculated over the trailing 6-month period

20.23%

25.40%

-5.17%

Volatility (1Y)

Calculated over the trailing 1-year period

34.48%

45.68%

-11.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.78%

67.32%

-29.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.44%

64.21%

-15.77%

Dividends

ECPG vs. OPFI - Dividend Comparison

Neither ECPG nor OPFI has paid dividends to shareholders.


PositionTTM20252024
ECPG
Encore Capital Group, Inc.
0.00%0.00%0.00%
OPFI
OppFi Inc.
0.00%2.39%1.57%

Financials

ECPG vs. OPFI - Financials Comparison

This section allows you to compare key financial metrics between Encore Capital Group, Inc. and OppFi 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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
475.41M
87.30M
(ECPG) Total Revenue
(OPFI) Total Revenue
Values in USD except per share items

ECPG vs. OPFI - Profitability Comparison

The chart below illustrates the profitability comparison between Encore Capital Group, Inc. and OppFi Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
75.9%
82.7%
Portfolio components
ECPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Encore Capital Group, Inc. reported a gross profit of 360.87M and revenue of 475.41M. Therefore, the gross margin over that period was 75.9%.

OPFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a gross profit of 72.17M and revenue of 87.30M. Therefore, the gross margin over that period was 82.7%.

ECPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Encore Capital Group, Inc. reported an operating income of 183.99M and revenue of 475.41M, resulting in an operating margin of 38.7%.

OPFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported an operating income of 35.36M and revenue of 87.30M, resulting in an operating margin of 40.5%.

ECPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Encore Capital Group, Inc. reported a net income of 86.24M and revenue of 475.41M, resulting in a net margin of 18.1%.

OPFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a net income of 28.40M and revenue of 87.30M, resulting in a net margin of 32.5%.


Frequently Asked Questions


ECPG and OPFI have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OPFI has higher volatility (10.47%) compared to ECPG (7.37%). In terms of maximum drawdown, ECPG dropped -97.86% vs OPFI's -84.60%.

ECPG currently has the higher Sharpe Ratio (3.02 vs -0.86), 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.

Portfolio Optimizer

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