PTON vs. SOFI
Compare and contrast key facts about Peloton Interactive, Inc. (PTON) and SoFi Technologies, Inc. (SOFI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTON or SOFI.
Correlation
The correlation between PTON and SOFI is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PTON vs. SOFI - Performance Comparison
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Key characteristics
PTON:
0.43
SOFI:
1.45
PTON:
1.53
SOFI:
2.03
PTON:
1.18
SOFI:
1.25
PTON:
0.52
SOFI:
1.15
PTON:
2.15
SOFI:
5.09
PTON:
23.51%
SOFI:
17.03%
PTON:
89.60%
SOFI:
60.42%
PTON:
-98.28%
SOFI:
-83.32%
PTON:
-96.32%
SOFI:
-48.88%
Fundamentals
PTON:
$2.54B
SOFI:
$14.57B
PTON:
-$0.43
SOFI:
$0.43
PTON:
0.97
SOFI:
5.29
PTON:
16.00
SOFI:
2.15
PTON:
$1.90B
SOFI:
$2.77B
PTON:
$920.70M
SOFI:
$2.70B
PTON:
$51.80M
SOFI:
$339.41M
Returns By Period
In the year-to-date period, PTON achieves a -29.20% return, which is significantly lower than SOFI's -14.42% return.
PTON
-29.20%
12.00%
-30.79%
46.32%
-32.22%
N/A
SOFI
-14.42%
25.29%
1.31%
89.91%
N/A
N/A
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Risk-Adjusted Performance
PTON vs. SOFI — Risk-Adjusted Performance Rank
PTON
SOFI
PTON vs. SOFI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Peloton Interactive, Inc. (PTON) 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.
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Dividends
PTON vs. SOFI - Dividend Comparison
Neither PTON nor SOFI has paid dividends to shareholders.
Drawdowns
PTON vs. SOFI - Drawdown Comparison
The maximum PTON drawdown since its inception was -98.28%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for PTON and SOFI. For additional features, visit the drawdowns tool.
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Volatility
PTON vs. SOFI - Volatility Comparison
Peloton Interactive, Inc. (PTON) has a higher volatility of 17.78% compared to SoFi Technologies, Inc. (SOFI) at 15.31%. This indicates that PTON'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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Financials
PTON vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between Peloton Interactive, 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
PTON vs. SOFI - Profitability Comparison
PTON - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Peloton Interactive, Inc. reported a gross profit of 318.30M and revenue of 673.90M. Therefore, the gross margin over that period was 47.2%.
SOFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a gross profit of 689.84M and revenue of 763.81M. Therefore, the gross margin over that period was 90.3%.
PTON - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Peloton Interactive, Inc. reported an operating income of -45.90M and revenue of 673.90M, resulting in an operating margin of -6.8%.
SOFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported an operating income of 213.03M and revenue of 763.81M, resulting in an operating margin of 27.9%.
PTON - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Peloton Interactive, Inc. reported a net income of -92.00M and revenue of 673.90M, resulting in a net margin of -13.7%.
SOFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a net income of 71.12M and revenue of 763.81M, resulting in a net margin of 9.3%.