OPRX vs. SOFI
OPRX (OptimizeRx Corporation) and SOFI (SoFi Technologies, Inc.) are both stocks. OPRX operates in Health Information Services (Healthcare), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, OPRX returned -37.33%/yr vs -4.34%/yr for SOFI. At a 0.39 correlation, their price movements are largely independent.
Performance
OPRX vs. SOFI - Performance Comparison
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Returns By Period
In the year-to-date period, OPRX achieves a -59.62% return, which is significantly lower than SOFI's -36.29% return.
OPRX
- 1D
- -6.25%
- 1M
- -26.88%
- YTD
- -59.62%
- 6M
- -65.43%
- 1Y
- -62.56%
- 3Y*
- -30.27%
- 5Y*
- -37.33%
- 10Y*
- 16.13%
SOFI
- 1D
- -5.98%
- 1M
- 2.96%
- YTD
- -36.29%
- 6M
- -42.62%
- 1Y
- 22.11%
- 3Y*
- 33.38%
- 5Y*
- -4.34%
- 10Y*
- —
OPRX vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OPRX OptimizeRx Corporation | -59.62% | 152.26% | -66.04% | -14.82% | -72.95% | 99.33% | 17.94% |
SOFI SoFi Technologies, Inc. | -36.29% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 18.70% |
Correlation
The correlation between OPRX and SOFI is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2020 | 0.39 |
Fundamentals
OPRX:
$92.87M
SOFI:
$22.99B
OPRX:
$0.36
SOFI:
$0.44
OPRX:
13.79
SOFI:
37.58
OPRX:
0.88
SOFI:
4.58
OPRX:
0.72
SOFI:
2.13
OPRX:
$107.35M
SOFI:
$4.73B
OPRX:
$70.86M
SOFI:
$3.39B
OPRX:
$16.55M
SOFI:
$1.40B
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Return for Risk
OPRX vs. SOFI — Risk / Return Rank
OPRX
SOFI
OPRX vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OptimizeRx Corporation (OPRX) 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.
| OPRX | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -2.14 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.11 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 0.42 | -1.23 |
| Martin ratioReturn relative to average drawdown | -1.41 | 0.80 | -2.21 |
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
| OPRX | SOFI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.80 | 0.40 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.49 | -0.07 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.12 | -0.12 |
Drawdowns
OPRX vs. SOFI - Drawdown Comparison
The maximum OPRX drawdown since its inception was -99.32%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for OPRX and SOFI.
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Drawdown Indicators
| OPRX | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.32% | -83.32% | -16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -77.72% | -52.96% | -24.76% |
Max Drawdown (3Y)Largest decline over 3 years | -77.72% | -52.96% | -24.76% |
Max Drawdown (5Y)Largest decline over 5 years | -96.10% | -82.00% | -14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -96.10% | — | — |
Current DrawdownCurrent decline from peak | -94.95% | -48.21% | -46.74% |
Average DrawdownAverage peak-to-trough decline | -60.53% | -51.23% | -9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.32% | 27.71% | +16.61% |
Volatility
OPRX vs. SOFI - Volatility Comparison
OptimizeRx Corporation (OPRX) has a higher volatility of 28.98% compared to SoFi Technologies, Inc. (SOFI) at 15.51%. This indicates that OPRX'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
| OPRX | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.98% | 15.51% | +13.47% |
Volatility (6M)Calculated over the trailing 6-month period | 52.61% | 37.95% | +14.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 78.56% | 56.07% | +22.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 75.83% | 66.96% | +8.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 114.56% | 71.97% | +42.59% |
Dividends
OPRX vs. SOFI - Dividend Comparison
Neither OPRX nor SOFI has paid dividends to shareholders.
Financials
OPRX vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between OptimizeRx Corporation 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
OPRX vs. SOFI - Profitability Comparison
OPRX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OptimizeRx Corporation reported a gross profit of 14.93M and revenue of 19.84M. Therefore, the gross margin over that period was 75.3%.
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%.
OPRX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OptimizeRx Corporation reported an operating income of 396.00K and revenue of 19.84M, resulting in an operating margin of 2.0%.
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%.
OPRX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OptimizeRx Corporation reported a net income of -495.00K and revenue of 19.84M, resulting in a net margin of -2.5%.
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
OPRX and SOFI have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPRX has higher volatility (28.98%) compared to SOFI (15.51%). In terms of maximum drawdown, OPRX dropped -99.32% vs SOFI's -83.32%.
SOFI currently has the higher Sharpe Ratio (0.40 vs -0.80), 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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