III vs. SOFI

Last updated Jun 24, 2026

III (Information Services Group, Inc.) and SOFI (SoFi Technologies, Inc.) are both stocks. III operates in Information Technology Services (Technology), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, III returned -2.44%/yr vs -3.69%/yr for SOFI. At a 0.31 correlation, their price movements are largely independent.

Performance

III vs. SOFI - Performance Comparison

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

Returns By Period

In the year-to-date period, III achieves a -28.36% return, which is significantly higher than SOFI's -33.96% return.

III

• 1D: 1.50%
• 1M: -7.83%
• YTD: -28.36%
• 6M: -30.29%
• 1Y: -10.06%
• 3Y*: -6.29%
• 5Y*: -2.44%
• 10Y*: 2.64%

SOFI

• 1D: 1.11%
• 1M: 10.69%
• YTD: -33.96%
• 6M: -36.41%
• 1Y: 12.57%
• 3Y*: 27.82%
• 5Y*: -3.69%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

III vs. SOFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
III Information Services Group, Inc.	-28.36%	79.78%	-25.34%	6.17%	-38.12%	135.39%	2.82%
SOFI SoFi Technologies, Inc.	-33.96%	70.00%	54.77%	115.84%	-70.84%	27.09%	13.09%

Correlation

The correlation between III and SOFI is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.33
Correlation (5Y) Calculated over the trailing 5-year period	0.34
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020	0.31

Fundamentals

Market Cap III : $203.21M SOFI : $23.83B
EPS III : $0.21 SOFI : $0.44
PE Ratio III : 19.28 SOFI : 38.95
PS Ratio III : 0.83 SOFI : 4.75
PB Ratio III : 2.16 SOFI : 2.20
Total Revenue (TTM) III : $246.33M SOFI : $4.73B
Gross Profit (TTM) III : $75.21M SOFI : $3.39B
EBITDA (TTM) III : $22.27M SOFI : $1.40B

Return for Risk

III vs. SOFI — Risk / Return Rank

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

III

III Risk / Return Rank: 32
III Sharpe Ratio Rank: 32
III Sortino Ratio Rank: 30
III Omega Ratio Rank: 30
III Calmar Ratio Rank: 34
III Martin Ratio Rank: 33

SOFI

SOFI Risk / Return Rank: 48
SOFI Sharpe Ratio Rank: 51
SOFI Sortino Ratio Rank: 48
SOFI Omega Ratio Rank: 47
SOFI Calmar Ratio Rank: 48
SOFI Martin Ratio Rank: 48

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.

III vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Information Services Group, Inc. (III) 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.

	III	SOFI	Difference
Sharpe ratio: Return per unit of total volatility	-0.26	0.23	-0.48
Sortino ratio: Return per unit of downside risk	-0.10	0.68	-0.78
Omega ratio: Gain probability vs. loss probability	0.99	1.08	-0.09
Calmar ratio: Return relative to maximum drawdown	-0.27	0.24	-0.51
Martin ratio: Return relative to average drawdown	-0.52	0.42	-0.95

III vs. SOFI - Sharpe Ratio Comparison

The current III Sharpe Ratio is -0.26, which is lower than the SOFI Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of III and SOFI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

III vs. SOFI - Drawdown Comparison

The maximum III drawdown since its inception was -88.55%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for III and SOFI.

Drawdown Indicators

	III	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	-88.55%	-83.32%	-5.23%
Max Drawdown (1Y) Largest decline over 1 year	-37.63%	-52.96%	+15.33%
Max Drawdown (3Y) Largest decline over 3 years	-45.79%	-52.96%	+7.17%
Max Drawdown (5Y) Largest decline over 5 years	-66.71%	-81.54%	+14.83%
Max Drawdown (10Y) Largest decline over 10 years	-69.72%	—	—
Current Drawdown Current decline from peak	-49.45%	-46.32%	-3.13%
Average Drawdown Average peak-to-trough decline	-53.05%	-51.18%	-1.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.31%	29.74%	-10.43%

Volatility

III vs. SOFI - Volatility Comparison

The current volatility for Information Services Group, Inc. (III) is 8.87%, while SoFi Technologies, Inc. (SOFI) has a volatility of 17.56%. This indicates that III 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.

Volatility by Period

	III	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.87%	17.56%	-8.69%
Volatility (6M) Calculated over the trailing 6-month period	27.24%	38.31%	-11.07%
Volatility (1Y) Calculated over the trailing 1-year period	39.71%	55.98%	-16.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	41.14%	66.65%	-25.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.47%	71.83%	-26.36%

Dividends

III vs. SOFI - Dividend Comparison

III's dividend yield for the trailing twelve months is around 4.44%, while SOFI has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
III Information Services Group, Inc.	4.44%	3.11%	5.39%	3.72%	3.26%	1.18%	0.00%	0.00%	0.00%	0.00%	0.00%	3.87%
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

III vs. SOFI - Profitability Comparison

The chart below illustrates the profitability comparison between Information Services Group, Inc. and SoFi Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

III - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported a gross profit of 0.00 and revenue of 61.18M. Therefore, the gross margin over that period was 0.0%.

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%.

III - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported an operating income of 5.02M and revenue of 61.18M, resulting in an operating margin of 8.2%.

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%.

III - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported a net income of 2.72M and revenue of 61.18M, resulting in a net margin of 4.4%.

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

Can I hold both III and SOFI in my portfolio?

III and SOFI have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, III or SOFI?

SOFI has higher volatility (17.56%) compared to III (8.87%). In terms of maximum drawdown, III dropped -88.55% vs SOFI's -83.32%.

Which has better risk-adjusted returns?

SOFI currently has the higher Sharpe Ratio (0.23 vs -0.26), 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.