HWM vs. SOFI
HWM (Howmet Aerospace Inc.) and SOFI (SoFi Technologies, Inc.) are both stocks. HWM operates in Aerospace & Defense (Industrials), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, HWM returned 50.00%/yr vs -5.84%/yr for SOFI. At a 0.34 correlation, their price movements are largely independent.
Performance
HWM vs. SOFI - Performance Comparison
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Returns By Period
In the year-to-date period, HWM achieves a 29.23% return, which is significantly higher than SOFI's -36.67% return.
HWM
- 1D
- 0.03%
- 1M
- -3.09%
- YTD
- 29.23%
- 6M
- 33.60%
- 1Y
- 54.66%
- 3Y*
- 79.69%
- 5Y*
- 50.00%
- 10Y*
- 33.28%
SOFI
- 1D
- -0.54%
- 1M
- 3.50%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
HWM vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HWM Howmet Aerospace Inc. | 29.23% | 87.95% | 102.71% | 37.84% | 24.16% | 11.67% | 16.02% |
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
Correlation
The correlation between HWM and SOFI is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.34 |
Fundamentals
HWM:
$106.66B
SOFI:
$22.85B
HWM:
$4.31
SOFI:
$0.44
HWM:
61.42
SOFI:
37.35
HWM:
12.42
SOFI:
4.55
HWM:
19.32
SOFI:
2.11
HWM:
$8.62B
SOFI:
$4.73B
HWM:
$2.81B
SOFI:
$3.39B
HWM:
$2.66B
SOFI:
$1.40B
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Return for Risk
HWM vs. SOFI — Risk / Return Rank
HWM
SOFI
HWM vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Howmet Aerospace Inc. (HWM) 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.
| HWM | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.55 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.08 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 0.21 | +3.24 |
| Martin ratioReturn relative to average drawdown | 9.77 | 0.39 | +9.38 |
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Drawdowns
HWM vs. SOFI - Drawdown Comparison
The maximum HWM drawdown since its inception was -88.30%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for HWM and SOFI.
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Drawdown Indicators
| HWM | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.30% | -83.32% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.89% | -52.96% | +37.07% |
Max Drawdown (3Y)Largest decline over 3 years | -19.41% | -52.96% | +33.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.61% | -81.54% | +59.93% |
Max Drawdown (10Y)Largest decline over 10 years | -64.81% | — | — |
Current DrawdownCurrent decline from peak | -3.26% | -48.53% | +45.27% |
Average DrawdownAverage peak-to-trough decline | -31.00% | -51.20% | +20.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 28.88% | -23.27% |
Volatility
HWM vs. SOFI - Volatility Comparison
The current volatility for Howmet Aerospace Inc. (HWM) is 11.03%, while SoFi Technologies, Inc. (SOFI) has a volatility of 17.35%. This indicates that HWM 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
| HWM | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.03% | 17.35% | -6.32% |
Volatility (6M)Calculated over the trailing 6-month period | 25.03% | 38.57% | -13.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.46% | 56.54% | -25.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.20% | 66.69% | -34.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.82% | 71.92% | -32.10% |
Dividends
HWM vs. SOFI - Dividend Comparison
HWM's dividend yield for the trailing twelve months is around 0.18%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWM Howmet Aerospace Inc. | 0.18% | 0.21% | 0.24% | 0.31% | 0.25% | 0.13% | 0.05% | 0.39% | 1.42% | 0.88% | 40.49% | 1.22% |
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
HWM vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between Howmet Aerospace 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.
Total Revenue: Total amount of money received from sales and other business activities
HWM vs. SOFI - Profitability Comparison
HWM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a gross profit of 854.00M and revenue of 2.31B. Therefore, the gross margin over that period was 36.9%.
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%.
HWM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported an operating income of 734.00M and revenue of 2.31B, resulting in an operating margin of 31.7%.
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%.
HWM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a net income of 580.00M and revenue of 2.31B, resulting in a net margin of 25.1%.
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
HWM and SOFI have a correlation of 0.25, 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 HWM (11.03%). In terms of maximum drawdown, HWM dropped -88.30% vs SOFI's -83.32%.
HWM currently has the higher Sharpe Ratio (1.75 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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