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RIVN vs. SOFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RIVN vs. SOFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rivian Automotive, Inc. (RIVN) and SoFi Technologies, Inc. (SOFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RIVN achieves a -14.97% return, which is significantly higher than SOFI's -36.67% return.


RIVN

1D
7.85%
1M
17.45%
YTD
-14.97%
6M
-9.01%
1Y
20.49%
3Y*
3.20%
5Y*
10Y*

SOFI

1D
-0.54%
1M
8.30%
YTD
-36.67%
6M
-39.22%
1Y
11.28%
3Y*
20.23%
5Y*
-5.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIVN vs. SOFI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RIVN
Rivian Automotive, Inc.
-14.97%48.20%-43.31%27.29%-82.23%-2.87%
SOFI
SoFi Technologies, Inc.
-36.67%70.00%54.77%115.84%-70.84%-28.59%

Correlation

The correlation between RIVN and SOFI is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2021

0.52

The correlation between RIVN and SOFI shifts across timeframes, from 0.37 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RIVN:

$20.93B

SOFI:

$22.85B

EPS

RIVN:

-$2.90

SOFI:

$0.44

PS Ratio

RIVN:

3.68

SOFI:

4.55

PB Ratio

RIVN:

4.73

SOFI:

2.11

Total Revenue (TTM)

RIVN:

$5.53B

SOFI:

$4.73B

Gross Profit (TTM)

RIVN:

$57.00M

SOFI:

$3.39B

EBITDA (TTM)

RIVN:

-$3.18B

SOFI:

$1.40B

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Return for Risk

RIVN vs. SOFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIVN
RIVN Risk / Return Rank: 5555
Overall Rank
RIVN Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
RIVN Sortino Ratio Rank: 5858
Sortino Ratio Rank
RIVN Omega Ratio Rank: 5454
Omega Ratio Rank
RIVN Calmar Ratio Rank: 5454
Calmar Ratio Rank
RIVN Martin Ratio Rank: 5454
Martin Ratio Rank

SOFI
SOFI Risk / Return Rank: 4848
Overall Rank
SOFI Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SOFI Sortino Ratio Rank: 4848
Sortino Ratio Rank
SOFI Omega Ratio Rank: 4747
Omega Ratio Rank
SOFI Calmar Ratio Rank: 4848
Calmar Ratio Rank
SOFI Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIVN vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rivian Automotive, Inc. (RIVN) 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.


RIVNSOFIDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.39

Omega ratioGain probability vs. loss probability

1.12

1.08

+0.04

Calmar ratioReturn relative to maximum drawdown

0.48

0.21

+0.27

Martin ratioReturn relative to average drawdown

0.95

0.39

+0.56

RIVN vs. SOFI - Sharpe Ratio Comparison

The current RIVN Sharpe Ratio is 0.31, which is higher than the SOFI Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of RIVN 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.


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Drawdowns

RIVN vs. SOFI - Drawdown Comparison

The maximum RIVN drawdown since its inception was -95.12%, which is greater than SOFI's maximum drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for RIVN and SOFI.


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Drawdown Indicators


RIVNSOFIDifference

Max Drawdown

Largest peak-to-trough decline

-95.12%

-83.32%

-11.80%

Max Drawdown (1Y)

Largest decline over 1 year

-42.54%

-52.96%

+10.42%

Max Drawdown (3Y)

Largest decline over 3 years

-69.61%

-52.96%

-16.65%

Max Drawdown (5Y)

Largest decline over 5 years

-81.54%

Current Drawdown

Current decline from peak

-90.26%

-48.53%

-41.73%

Average Drawdown

Average peak-to-trough decline

-86.33%

-51.20%

-35.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.62%

28.88%

-7.26%

Volatility

RIVN vs. SOFI - Volatility Comparison

Rivian Automotive, Inc. (RIVN) has a higher volatility of 22.66% compared to SoFi Technologies, Inc. (SOFI) at 17.35%. This indicates that RIVN'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


RIVNSOFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.66%

17.35%

+5.31%

Volatility (6M)

Calculated over the trailing 6-month period

49.82%

38.57%

+11.25%

Volatility (1Y)

Calculated over the trailing 1-year period

65.46%

56.54%

+8.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

77.55%

66.69%

+10.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.55%

71.92%

+5.63%

Dividends

RIVN vs. SOFI - Dividend Comparison

Neither RIVN nor SOFI has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

RIVN vs. SOFI - Financials Comparison

This section allows you to compare key financial metrics between Rivian Automotive, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20222023202420252026
1.38B
1.00B
(RIVN) Total Revenue
(SOFI) Total Revenue
Values in USD except per share items

RIVN vs. SOFI - Profitability Comparison

The chart below illustrates the profitability comparison between Rivian Automotive, Inc. and SoFi Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20222023202420252026
8.6%
87.9%
Portfolio components
RIVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rivian Automotive, Inc. reported a gross profit of 119.00M and revenue of 1.38B. Therefore, the gross margin over that period was 8.6%.

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%.

RIVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rivian Automotive, Inc. reported an operating income of -881.00M and revenue of 1.38B, resulting in an operating margin of -63.8%.

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%.

RIVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rivian Automotive, Inc. reported a net income of -416.00M and revenue of 1.38B, resulting in a net margin of -30.1%.

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


RIVN and SOFI have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RIVN has higher volatility (22.66%) compared to SOFI (17.35%). In terms of maximum drawdown, RIVN dropped -95.12% vs SOFI's -83.32%.

RIVN currently has the higher Sharpe Ratio (0.31 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.

Portfolio Optimizer

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