OPFI vs. DOCU
OPFI (OppFi Inc.) and DOCU (DocuSign, Inc.) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 5 years, OPFI returned -2.24%/yr vs -26.23%/yr for DOCU. At a 0.25 correlation, their price movements are largely independent.
Performance
OPFI vs. DOCU - Performance Comparison
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Returns By Period
In the year-to-date period, OPFI achieves a -19.22% return, which is significantly higher than DOCU's -25.53% return.
OPFI
- 1D
- 5.62%
- 1M
- -13.33%
- YTD
- -19.22%
- 6M
- -17.88%
- 1Y
- -37.36%
- 3Y*
- 64.56%
- 5Y*
- -2.24%
- 10Y*
- —
DOCU
- 1D
- -2.79%
- 1M
- 5.29%
- YTD
- -25.53%
- 6M
- -28.35%
- 1Y
- -45.72%
- 3Y*
- -4.00%
- 5Y*
- -26.23%
- 10Y*
- —
OPFI vs. DOCU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OPFI OppFi Inc. | -19.22% | 40.87% | 56.02% | 149.76% | -54.85% | -55.40% | 3.35% |
DOCU DocuSign, Inc. | -25.53% | -23.95% | 51.29% | 7.27% | -63.61% | -31.48% | 0.32% |
Correlation
The correlation between OPFI and DOCU 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 | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.25 |
Fundamentals
OPFI:
$728.35M
DOCU:
$10.01B
OPFI:
$1.59
DOCU:
$1.53
OPFI:
5.30
DOCU:
33.28
OPFI:
4.89
DOCU:
0.05
OPFI:
0.64
DOCU:
3.19
OPFI:
9.63
DOCU:
5.50
OPFI:
$544.08M
DOCU:
$3.29B
OPFI:
$523.64M
DOCU:
$2.61B
OPFI:
$148.42M
DOCU:
$568.83M
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Return for Risk
OPFI vs. DOCU — Risk / Return Rank
OPFI
DOCU
OPFI vs. DOCU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OppFi Inc. (OPFI) and DocuSign, Inc. (DOCU). 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.
| OPFI | DOCU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 0.83 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.83 | +0.06 |
| Martin ratioReturn relative to average drawdown | -1.16 | -1.32 | +0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPFI | DOCU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | -0.95 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.46 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.06 | -0.08 |
Drawdowns
OPFI vs. DOCU - Drawdown Comparison
The maximum OPFI drawdown since its inception was -84.60%, roughly equal to the maximum DOCU drawdown of -87.57%. Use the drawdown chart below to compare losses from any high point for OPFI and DOCU.
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Drawdown Indicators
| OPFI | DOCU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.60% | -87.57% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -48.53% | -55.06% | +6.53% |
Max Drawdown (3Y)Largest decline over 3 years | -54.20% | -60.98% | +6.78% |
Max Drawdown (5Y)Largest decline over 5 years | -84.46% | -87.57% | +3.11% |
Current DrawdownCurrent decline from peak | -48.54% | -83.57% | +35.03% |
Average DrawdownAverage peak-to-trough decline | -51.38% | -49.82% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.26% | 35.15% | -2.89% |
Volatility
OPFI vs. DOCU - Volatility Comparison
The current volatility for OppFi Inc. (OPFI) is 12.17%, while DocuSign, Inc. (DOCU) has a volatility of 16.00%. This indicates that OPFI experiences smaller price fluctuations and is considered to be less risky than DOCU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPFI | DOCU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.17% | 16.00% | -3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 25.99% | 35.18% | -9.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.05% | 48.10% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 67.36% | 57.80% | +9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.23% | 56.45% | +7.78% |
Dividends
OPFI vs. DOCU - Dividend Comparison
Neither OPFI nor DOCU has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
DOCU DocuSign, Inc. | 0.00% | 0.00% | 0.00% |
OPFI OppFi Inc. | 0.00% | 2.39% | 1.57% |
Financials
OPFI vs. DOCU - Financials Comparison
This section allows you to compare key financial metrics between OppFi Inc. and DocuSign, 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
OPFI vs. DOCU - Profitability Comparison
OPFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a gross profit of 72.17M and revenue of 87.30M. Therefore, the gross margin over that period was 82.7%.
DOCU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported a gross profit of 658.97M and revenue of 830.24M. Therefore, the gross margin over that period was 79.4%.
OPFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported an operating income of 35.36M and revenue of 87.30M, resulting in an operating margin of 40.5%.
DOCU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported an operating income of 111.31M and revenue of 830.24M, resulting in an operating margin of 13.4%.
OPFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a net income of 28.40M and revenue of 87.30M, resulting in a net margin of 32.5%.
DOCU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DocuSign, Inc. reported a net income of 78.20M and revenue of 830.24M, resulting in a net margin of 9.4%.
Frequently Asked Questions
OPFI and DOCU 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.
DOCU has higher volatility (16.00%) compared to OPFI (12.17%). In terms of maximum drawdown, OPFI dropped -84.60% vs DOCU's -87.57%.
OPFI currently has the higher Sharpe Ratio (-0.82 vs -0.95), 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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