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SOFI vs. HOOD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SOFI and HOOD is 0.64, 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.


-0.50.00.51.00.6

Performance

SOFI vs. HOOD - Performance Comparison

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

0.00%50.00%100.00%150.00%AugustSeptemberOctoberNovemberDecember2025
140.90%
118.64%
SOFI
HOOD

Key characteristics

Sharpe Ratio

SOFI:

2.48

HOOD:

5.97

Sortino Ratio

SOFI:

2.93

HOOD:

4.64

Omega Ratio

SOFI:

1.38

HOOD:

1.63

Calmar Ratio

SOFI:

1.88

HOOD:

4.34

Martin Ratio

SOFI:

8.07

HOOD:

36.39

Ulcer Index

SOFI:

17.53%

HOOD:

10.13%

Daily Std Dev

SOFI:

57.17%

HOOD:

61.90%

Max Drawdown

SOFI:

-83.32%

HOOD:

-90.21%

Current Drawdown

SOFI:

-30.57%

HOOD:

-28.97%

Fundamentals

Market Cap

SOFI:

$19.42B

HOOD:

$44.20B

EPS

SOFI:

$0.12

HOOD:

$0.58

PE Ratio

SOFI:

149.17

HOOD:

86.21

Total Revenue (TTM)

SOFI:

$1.92B

HOOD:

$1.96B

Gross Profit (TTM)

SOFI:

$1.92B

HOOD:

$1.82B

EBITDA (TTM)

SOFI:

$254.67M

HOOD:

$571.00M

Returns By Period

In the year-to-date period, SOFI achieves a 16.23% return, which is significantly lower than HOOD's 34.19% return.


SOFI

YTD

16.23%

1M

16.61%

6M

140.92%

1Y

126.01%

5Y*

N/A

10Y*

N/A

HOOD

YTD

34.19%

1M

30.45%

6M

118.63%

1Y

354.96%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SOFI vs. HOOD — Risk-Adjusted Performance Rank

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

SOFI
The Risk-Adjusted Performance Rank of SOFI is 9090
Overall Rank
The Sharpe Ratio Rank of SOFI is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of SOFI is 9191
Sortino Ratio Rank
The Omega Ratio Rank of SOFI is 8989
Omega Ratio Rank
The Calmar Ratio Rank of SOFI is 8989
Calmar Ratio Rank
The Martin Ratio Rank of SOFI is 8888
Martin Ratio Rank

HOOD
The Risk-Adjusted Performance Rank of HOOD is 9898
Overall Rank
The Sharpe Ratio Rank of HOOD is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of HOOD is 9898
Sortino Ratio Rank
The Omega Ratio Rank of HOOD is 9797
Omega Ratio Rank
The Calmar Ratio Rank of HOOD is 9797
Calmar Ratio Rank
The Martin Ratio Rank of HOOD is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SOFI vs. HOOD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and Robinhood Markets, Inc. (HOOD). 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.


Sharpe ratio
The chart of Sharpe ratio for SOFI, currently valued at 2.48, compared to the broader market-2.000.002.004.002.485.97
The chart of Sortino ratio for SOFI, currently valued at 2.93, compared to the broader market-4.00-2.000.002.004.006.002.934.64
The chart of Omega ratio for SOFI, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.63
The chart of Calmar ratio for SOFI, currently valued at 1.94, compared to the broader market0.002.004.006.001.944.34
The chart of Martin ratio for SOFI, currently valued at 8.07, compared to the broader market0.0010.0020.0030.008.0736.39
SOFI
HOOD

The current SOFI Sharpe Ratio is 2.48, which is lower than the HOOD Sharpe Ratio of 5.97. The chart below compares the historical Sharpe Ratios of SOFI and HOOD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.006.00AugustSeptemberOctoberNovemberDecember2025
2.48
5.97
SOFI
HOOD

Dividends

SOFI vs. HOOD - Dividend Comparison

Neither SOFI nor HOOD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SOFI vs. HOOD - Drawdown Comparison

The maximum SOFI drawdown since its inception was -83.32%, smaller than the maximum HOOD drawdown of -90.21%. Use the drawdown chart below to compare losses from any high point for SOFI and HOOD. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%AugustSeptemberOctoberNovemberDecember2025
-23.14%
-28.97%
SOFI
HOOD

Volatility

SOFI vs. HOOD - Volatility Comparison

SoFi Technologies, Inc. (SOFI) and Robinhood Markets, Inc. (HOOD) have volatilities of 20.52% and 21.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
20.52%
21.21%
SOFI
HOOD

Financials

SOFI vs. HOOD - Financials Comparison

This section allows you to compare key financial metrics between SoFi Technologies, Inc. and Robinhood Markets, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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