META vs. SOFI
META (Meta Platforms, Inc.) and SOFI (SoFi Technologies, Inc.) are both stocks. META operates in Internet Content & Information (Communication Services), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, META returned 13.48%/yr vs 0.54%/yr for SOFI. At a 0.42 correlation, their price movements are largely independent.
Performance
META vs. SOFI - Performance Comparison
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Returns By Period
In the year-to-date period, META achieves a -1.98% return, which is significantly higher than SOFI's -35.03% return.
META
- 1D
- -0.02%
- 1M
- 11.89%
- 6M
- 4.31%
- YTD
- -1.98%
- 1Y
- -8.00%
- 3Y*
- 30.34%
- 5Y*
- 13.48%
- 10Y*
- 18.34%
- ALL TIME*
- 21.33%
SOFI
- 1D
- -1.56%
- 1M
- -5.03%
- 6M
- -34.90%
- YTD
- -35.03%
- 1Y
- -22.01%
- 3Y*
- 21.73%
- 5Y*
- 0.54%
- 10Y*
- —
- ALL TIME*
- 8.04%
META vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
META Meta Platforms, Inc. | -1.98% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | -1.67% |
SOFI SoFi Technologies, Inc. | -35.03% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
Correlation
The correlation between META and SOFI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.42 |
Fundamentals
META:
$1.64T
SOFI:
$21.82B
META:
$27.47
SOFI:
$0.43
META:
23.51
SOFI:
39.46
META:
7.72
SOFI:
4.81
META:
6.80
SOFI:
2.17
META:
$214.96B
SOFI:
$4.73B
META:
$176.14B
SOFI:
$3.39B
META:
$106.31B
SOFI:
$1.40B
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Return for Risk
META vs. SOFI — Risk / Return Rank
META
SOFI
META vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meta Platforms, Inc. (META) 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.
| META | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.97 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | -0.42 | +0.18 |
| Martin ratioReturn relative to average drawdown | -0.45 | -0.69 | +0.23 |
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Drawdowns
META vs. SOFI - Drawdown Comparison
The maximum META drawdown since its inception was -76.74%, smaller than the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for META and SOFI.
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Drawdown Indicators
| META | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.74% | -83.32% | +6.58% |
Max Drawdown (1Y)Largest decline over 1 year | -33.30% | -52.96% | +19.66% |
Max Drawdown (3Y)Largest decline over 3 years | -34.15% | -52.96% | +18.81% |
Max Drawdown (5Y)Largest decline over 5 years | -76.74% | -81.54% | +4.80% |
Max Drawdown (10Y)Largest decline over 10 years | -76.74% | — | — |
Current DrawdownCurrent decline from peak | -17.98% | -47.19% | +29.21% |
Average DrawdownAverage peak-to-trough decline | -15.88% | -51.09% | +35.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.63% | 32.01% | -14.38% |
Volatility
META vs. SOFI - Volatility Comparison
Meta Platforms, Inc. (META) has a higher volatility of 14.95% compared to SoFi Technologies, Inc. (SOFI) at 12.55%. This indicates that META'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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Volatility by Period
| META | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.95% | 12.55% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 31.08% | 37.54% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.77% | 55.75% | -16.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.59% | 66.44% | -21.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.00% | 71.52% | -32.52% |
Dividends
META vs. SOFI - Dividend Comparison
META's dividend yield for the trailing twelve months is around 0.33%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
META Meta Platforms, Inc. | 0.33% | 0.32% | 0.34% |
SOFI SoFi Technologies, Inc. | 0.00% | 0.00% | 0.00% |
Financials
META vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between Meta Platforms, 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
META vs. SOFI - Profitability Comparison
META - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.
SOFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
META - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.
SOFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, SoFi Technologies, Inc. reported an operating income of 159.46M and revenue of 1.00B, resulting in an operating margin of 15.9%.
META - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.
SOFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
META and SOFI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (14.95%) compared to SOFI (12.55%). In terms of maximum drawdown, META dropped -76.74% vs SOFI's -83.32%.
META currently has the higher Sharpe Ratio (-0.21 vs -0.40), 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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