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HOOD vs. SOFI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HOOD and SOFI is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

HOOD vs. SOFI - Performance Comparison

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

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Key characteristics

Sharpe Ratio

HOOD:

3.58

SOFI:

1.68

Sortino Ratio

HOOD:

3.21

SOFI:

2.24

Omega Ratio

HOOD:

1.44

SOFI:

1.28

Calmar Ratio

HOOD:

3.40

SOFI:

1.36

Martin Ratio

HOOD:

14.63

SOFI:

5.98

Ulcer Index

HOOD:

17.88%

SOFI:

17.13%

Daily Std Dev

HOOD:

76.61%

SOFI:

60.72%

Max Drawdown

HOOD:

-90.21%

SOFI:

-83.32%

Current Drawdown

HOOD:

-11.11%

SOFI:

-44.57%

Fundamentals

Market Cap

HOOD:

$50.68B

SOFI:

$15.52B

EPS

HOOD:

$1.75

SOFI:

$0.43

PE Ratio

HOOD:

32.82

SOFI:

32.65

PS Ratio

HOOD:

15.55

SOFI:

5.60

PB Ratio

HOOD:

5.55

SOFI:

2.15

Total Revenue (TTM)

HOOD:

$3.26B

SOFI:

$2.77B

Gross Profit (TTM)

HOOD:

$2.18B

SOFI:

$2.70B

EBITDA (TTM)

HOOD:

$1.35B

SOFI:

$339.41M

Returns By Period

In the year-to-date period, HOOD achieves a 67.93% return, which is significantly higher than SOFI's -7.21% return.


HOOD

YTD

67.93%

1M

43.25%

6M

89.61%

1Y

270.46%

5Y*

N/A

10Y*

N/A

SOFI

YTD

-7.21%

1M

33.43%

6M

3.40%

1Y

100.98%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

HOOD vs. SOFI — Risk-Adjusted Performance Rank

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

HOOD
The Risk-Adjusted Performance Rank of HOOD is 9797
Overall Rank
The Sharpe Ratio Rank of HOOD is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of HOOD is 9696
Sortino Ratio Rank
The Omega Ratio Rank of HOOD is 9595
Omega Ratio Rank
The Calmar Ratio Rank of HOOD is 9797
Calmar Ratio Rank
The Martin Ratio Rank of HOOD is 9898
Martin Ratio Rank

SOFI
The Risk-Adjusted Performance Rank of SOFI is 8989
Overall Rank
The Sharpe Ratio Rank of SOFI is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of SOFI is 8989
Sortino Ratio Rank
The Omega Ratio Rank of SOFI is 8686
Omega Ratio Rank
The Calmar Ratio Rank of SOFI is 8888
Calmar Ratio Rank
The Martin Ratio Rank of SOFI is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HOOD vs. SOFI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Robinhood Markets, Inc. (HOOD) 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.


The current HOOD Sharpe Ratio is 3.58, which is higher than the SOFI Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of HOOD and SOFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

HOOD vs. SOFI - Dividend Comparison

Neither HOOD nor SOFI has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HOOD vs. SOFI - Drawdown Comparison

The maximum HOOD drawdown since its inception was -90.21%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for HOOD and SOFI. For additional features, visit the drawdowns tool.


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Volatility

HOOD vs. SOFI - Volatility Comparison

Robinhood Markets, Inc. (HOOD) has a higher volatility of 19.53% compared to SoFi Technologies, Inc. (SOFI) at 13.38%. This indicates that HOOD's price experiences larger fluctuations and is considered to be riskier than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HOOD vs. SOFI - Financials Comparison

This section allows you to compare key financial metrics between Robinhood Markets, Inc. 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


0.00200.00M400.00M600.00M800.00M1.00B20212022202320242025
927.00M
763.81M
(HOOD) Total Revenue
(SOFI) Total Revenue
Values in USD except per share items

HOOD vs. SOFI - Profitability Comparison

The chart below illustrates the profitability comparison between Robinhood Markets, Inc. 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

-50.0%0.0%50.0%100.0%20212022202320242025
31.3%
90.3%
(HOOD) Gross Margin
(SOFI) Gross Margin
HOOD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Robinhood Markets, Inc. reported a gross profit of 290.00M and revenue of 927.00M. Therefore, the gross margin over that period was 31.3%.

SOFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a gross profit of 689.84M and revenue of 763.81M. Therefore, the gross margin over that period was 90.3%.

HOOD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Robinhood Markets, Inc. reported an operating income of 370.00M and revenue of 927.00M, resulting in an operating margin of 39.9%.

SOFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported an operating income of 213.03M and revenue of 763.81M, resulting in an operating margin of 27.9%.

HOOD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Robinhood Markets, Inc. reported a net income of 336.00M and revenue of 927.00M, resulting in a net margin of 36.3%.

SOFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a net income of 71.12M and revenue of 763.81M, resulting in a net margin of 9.3%.