REGN vs. SOFI
REGN (Regeneron Pharmaceuticals, Inc.) and SOFI (SoFi Technologies, Inc.) are both stocks. REGN operates in Biotechnology (Healthcare), while SOFI operates in Credit Services (Financial Services). Over the past 5 years, REGN returned 3.27%/yr vs -5.84%/yr for SOFI. At a 0.15 correlation, their price movements are largely independent.
Performance
REGN vs. SOFI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, REGN achieves a -20.48% return, which is significantly higher than SOFI's -36.67% return.
REGN
- 1D
- 0.11%
- 1M
- -14.00%
- YTD
- -20.48%
- 6M
- -17.20%
- 1Y
- 16.30%
- 3Y*
- -7.00%
- 5Y*
- 3.27%
- 10Y*
- 5.35%
SOFI
- 1D
- -0.54%
- 1M
- 3.50%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 17.67%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
REGN vs. SOFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
REGN Regeneron Pharmaceuticals, Inc. | -20.48% | 8.96% | -18.90% | 21.73% | 14.25% | 30.72% | -6.02% |
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 13.09% |
Correlation
The correlation between REGN and SOFI is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2020 | 0.15 |
The correlation between REGN and SOFI shifts across timeframes, from 0.06 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
REGN:
$65.93B
SOFI:
$22.85B
REGN:
$41.05
SOFI:
$0.44
REGN:
14.91
SOFI:
37.35
REGN:
4.42
SOFI:
4.55
REGN:
2.10
SOFI:
2.11
REGN:
$14.92B
SOFI:
$4.73B
REGN:
$12.61B
SOFI:
$3.39B
REGN:
$5.74B
SOFI:
$1.40B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
REGN vs. SOFI — Risk / Return Rank
REGN
SOFI
REGN vs. SOFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Regeneron Pharmaceuticals, Inc. (REGN) 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.
| REGN | SOFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.21 | +0.48 |
| Martin ratioReturn relative to average drawdown | 2.16 | 0.39 | +1.77 |
Loading charts...
Drawdowns
REGN vs. SOFI - Drawdown Comparison
The maximum REGN drawdown since its inception was -91.81%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for REGN and SOFI.
Loading charts...
Drawdown Indicators
| REGN | SOFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.81% | -83.32% | -8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -25.85% | -52.96% | +27.11% |
Max Drawdown (3Y)Largest decline over 3 years | -59.69% | -52.96% | -6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -59.69% | -81.54% | +21.85% |
Max Drawdown (10Y)Largest decline over 10 years | -59.69% | — | — |
Current DrawdownCurrent decline from peak | -48.64% | -48.53% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -42.45% | -51.20% | +8.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.33% | 28.88% | -20.55% |
Volatility
REGN vs. SOFI - Volatility Comparison
The current volatility for Regeneron Pharmaceuticals, Inc. (REGN) is 12.77%, while SoFi Technologies, Inc. (SOFI) has a volatility of 17.35%. This indicates that REGN 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.
Loading charts...
Volatility by Period
| REGN | SOFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.77% | 17.35% | -4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 22.14% | 38.57% | -16.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.77% | 56.54% | -23.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.79% | 66.69% | -35.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.17% | 71.92% | -39.75% |
Dividends
REGN vs. SOFI - Dividend Comparison
REGN's dividend yield for the trailing twelve months is around 0.59%, while SOFI has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
REGN Regeneron Pharmaceuticals, Inc. | 0.59% | 0.46% |
SOFI SoFi Technologies, Inc. | 0.00% | 0.00% |
Financials
REGN vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between Regeneron Pharmaceuticals, 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
REGN vs. SOFI - Profitability Comparison
REGN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a gross profit of 2.94B and revenue of 3.61B. Therefore, the gross margin over that period was 81.4%.
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%.
REGN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported an operating income of 642.90M and revenue of 3.61B, resulting in an operating margin of 17.8%.
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%.
REGN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a net income of 727.20M and revenue of 3.61B, resulting in a net margin of 20.2%.
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
REGN and SOFI have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOFI has higher volatility (17.35%) compared to REGN (12.77%). In terms of maximum drawdown, REGN dropped -91.81% vs SOFI's -83.32%.
REGN currently has the higher Sharpe Ratio (0.55 vs 0.20), 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.
Find the right allocation for REGN and SOFI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer