OPRX vs. SOFI

Last updated Aug 4, 2026

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 -35.23%/yr vs 1.93%/yr for SOFI. Their 0.39 correlation means their historical movements had little consistent relationship.

Performance

OPRX vs. SOFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OptimizeRx Corporation (OPRX) 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, OPRX achieves a -46.57% return, which is significantly lower than SOFI's -31.13% return.

OPRX

• 1D: 8.26%
• 1M: 5.82%
• 6M: -40.02%
• YTD: -46.57%
• 1Y: -47.60%
• 3Y*: -21.69%
• 5Y*: -35.23%
• 10Y*: 19.11%
• ALL TIME*: 15.58%

SOFI

• 1D: 10.55%
• 1M: -1.15%
• 6M: -18.34%
• YTD: -31.13%
• 1Y: -15.07%
• 3Y*: 23.81%
• 5Y*: 1.93%
• 10Y*: —
• ALL TIME*: 9.10%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OPRX OptimizeRx Corporation	$1.23M	$1.56M	$2.27M
SOFI SoFi Technologies, Inc.	$1.51B	$1.50B	$1.36B

OPRX vs. SOFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
OPRX OptimizeRx Corporation	-46.57%	152.26%	-66.04%	-14.82%	-72.95%	99.33%	23.90%
SOFI SoFi Technologies, Inc.	-31.13%	70.00%	54.77%	115.84%	-70.84%	27.09%	13.09%

Correlation

The correlation between OPRX and SOFI is 0.38, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.38
Correlation (3Y) Balances recent behavior with more history.	0.32
Correlation (5Y) Shows whether the relationship held over a longer period.	0.41
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020	0.39

Fundamentals

Market Cap OPRX : $122.91M SOFI : $23.13B
EPS OPRX : $0.36 SOFI : $0.54
PE Ratio OPRX : 18.26 SOFI : 33.14
PS Ratio OPRX : 1.16 SOFI : 5.00
PB Ratio OPRX : 0.95 SOFI : 2.22
Total Revenue (TTM) OPRX : $107.35M SOFI : $4.85B
Gross Profit (TTM) OPRX : $70.86M SOFI : $3.97B
EBITDA (TTM) OPRX : $16.55M SOFI : $756.79M

Return for Risk

OPRX vs. SOFI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OPRX

OPRX Risk / Return Rank: 19
OPRX Sharpe Ratio Rank: 16
OPRX Sortino Ratio Rank: 18
OPRX Omega Ratio Rank: 19
OPRX Calmar Ratio Rank: 21
OPRX Martin Ratio Rank: 24

SOFI

SOFI Risk / Return Rank: 34
SOFI Sharpe Ratio Rank: 32
SOFI Sortino Ratio Rank: 33
SOFI Omega Ratio Rank: 33
SOFI Calmar Ratio Rank: 34
SOFI Martin Ratio Rank: 36

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

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.

	OPRX	SOFI	Difference
Sharpe ratio: Return per unit of total volatility	-0.61	-0.26	-0.35
Sortino ratio: Return per unit of downside risk	-0.64	0.00	-0.65
Omega ratio: Gain probability vs. loss probability	0.92	1.00	-0.08
Calmar ratio: Return relative to maximum drawdown	-0.60	-0.29	-0.32
Martin ratio: Return relative to average drawdown	-0.90	-0.45	-0.45

OPRX vs. SOFI - Sharpe Ratio Comparison

The current OPRX Sharpe Ratio is -0.61, which is lower than the SOFI Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of OPRX 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

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.

Drawdown Indicators

	OPRX	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	-99.32%	-83.32%	-16.00%
Max Drawdown (1Y) Largest decline over 1 year	-79.06%	-52.96%	-26.10%
Max Drawdown (3Y) Largest decline over 3 years	-79.06%	-52.96%	-26.10%
Max Drawdown (5Y) Largest decline over 5 years	-96.10%	-81.54%	-14.56%
Max Drawdown (10Y) Largest decline over 10 years	-96.10%	—	—
Current Drawdown Current decline from peak	-93.32%	-44.02%	-49.30%
Average Drawdown Average peak-to-trough decline	-60.80%	-51.07%	-9.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	52.94%	33.40%	+19.54%

Volatility

OPRX vs. SOFI - Volatility Comparison

The current volatility for OptimizeRx Corporation (OPRX) is 12.53%, while SoFi Technologies, Inc. (SOFI) has a volatility of 20.01%. This indicates that OPRX 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

	OPRX	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.53%	20.01%	-7.48%
Volatility (6M) Calculated over the trailing 6-month period	53.79%	40.48%	+13.31%
Volatility (1Y) Calculated over the trailing 1-year period	78.35%	57.35%	+21.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	76.15%	66.64%	+9.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	114.65%	71.63%	+43.02%

Dividends

OPRX vs. SOFI - Dividend Comparison

Neither OPRX nor SOFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both OPRX and SOFI in my portfolio?

OPRX and SOFI have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OPRX or SOFI?

SOFI has higher volatility (20.01%) compared to OPRX (12.53%). In terms of maximum drawdown, OPRX dropped -99.32% vs SOFI's -83.32%.

Which has better risk-adjusted returns?

SOFI currently has the higher Sharpe Ratio (-0.26 vs -0.61), 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.