EPR vs. SOFI
EPR (EPR Properties) and SOFI (SoFi Technologies, Inc.) are both stocks. EPR operates in REIT - Retail (Real Estate), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, EPR returned 9.64%/yr vs -5.84%/yr for SOFI. At a 0.30 correlation, their price movements are largely independent.
Performance
EPR vs. SOFI - Performance Comparison
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Returns By Period
In the year-to-date period, EPR achieves a 23.29% return, which is significantly higher than SOFI's -36.67% return.
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
SOFI
- 1D
- -0.54%
- 1M
- 3.50%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
EPR vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -14.47% |
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
Correlation
The correlation between EPR and SOFI is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.30 |
Over the past year, the correlation between EPR and SOFI has dropped to 0.06 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.
Fundamentals
EPR:
$4.58B
SOFI:
$22.85B
EPR:
$3.55
SOFI:
$0.44
EPR:
16.86
SOFI:
37.35
EPR:
6.54
SOFI:
4.55
EPR:
1.98
SOFI:
2.11
EPR:
$700.22M
SOFI:
$4.73B
EPR:
$568.77M
SOFI:
$3.39B
EPR:
$582.57M
SOFI:
$1.40B
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Return for Risk
EPR vs. SOFI — Risk / Return Rank
EPR
SOFI
EPR vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EPR Properties (EPR) 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.
| EPR | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.21 | +0.36 |
| Martin ratioReturn relative to average drawdown | 1.15 | 0.39 | +0.76 |
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Drawdowns
EPR vs. SOFI - Drawdown Comparison
The maximum EPR drawdown since its inception was -82.02%, roughly equal to the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for EPR and SOFI.
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Drawdown Indicators
| EPR | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.02% | -83.32% | +1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -52.96% | +33.45% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -52.96% | +33.45% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -81.54% | +45.91% |
Max Drawdown (10Y)Largest decline over 10 years | -82.02% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -48.53% | +48.53% |
Average DrawdownAverage peak-to-trough decline | -16.58% | -51.20% | +34.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 28.88% | -19.07% |
Volatility
EPR vs. SOFI - Volatility Comparison
The current volatility for EPR Properties (EPR) is 5.14%, while SoFi Technologies, Inc. (SOFI) has a volatility of 17.35%. This indicates that EPR 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.
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Volatility by Period
| EPR | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 17.35% | -12.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 38.57% | -22.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.44% | 56.54% | -34.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 66.69% | -40.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.44% | 71.92% | -29.48% |
Dividends
EPR vs. SOFI - Dividend Comparison
EPR's dividend yield for the trailing twelve months is around 5.99%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
SOFI SoFi Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EPR vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between EPR Properties 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.
Total Revenue: Total amount of money received from sales and other business activities
EPR vs. SOFI - Profitability Comparison
EPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a gross profit of 180.96M and revenue of 181.25M. Therefore, the gross margin over that period was 99.8%.
SOFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SoFi Technologies, Inc. reported a gross profit of 880.26M and revenue of 1.00B. Therefore, the gross margin over that period was 87.9%.
EPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported an operating income of 100.62M and revenue of 181.25M, resulting in an operating margin of 55.5%.
SOFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SoFi Technologies, Inc. reported an operating income of 159.46M and revenue of 1.00B, resulting in an operating margin of 15.9%.
EPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EPR Properties reported a net income of 62.61M and revenue of 181.25M, resulting in a net margin of 34.5%.
SOFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SoFi Technologies, Inc. reported a net income of 166.73M and revenue of 1.00B, resulting in a net margin of 16.7%.
Frequently Asked Questions
EPR and SOFI have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOFI has higher volatility (17.35%) compared to EPR (5.14%). In terms of maximum drawdown, EPR dropped -82.02% vs SOFI's -83.32%.
EPR currently has the higher Sharpe Ratio (0.50 vs 0.20), 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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