SOFI vs. KTOS
SOFI (SoFi Technologies, Inc.) and KTOS (Kratos Defense & Security Solutions, Inc.) are both stocks. SOFI operates in Credit Services (Financial Services), while KTOS operates in Aerospace & Defense (Industrials). Over the past 5 years, SOFI returned -6.19%/yr vs 16.85%/yr for KTOS. At a 0.40 correlation, their price movements are largely independent.
Performance
SOFI vs. KTOS - Performance Comparison
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Returns By Period
In the year-to-date period, SOFI achieves a -36.97% return, which is significantly lower than KTOS's -23.95% return.
SOFI
- 1D
- 2.93%
- 1M
- 4.76%
- YTD
- -36.97%
- 6M
- -40.24%
- 1Y
- 15.87%
- 3Y*
- 26.35%
- 5Y*
- -6.19%
- 10Y*
- —
KTOS
- 1D
- -1.35%
- 1M
- -0.28%
- YTD
- -23.95%
- 6M
- -25.06%
- 1Y
- 42.65%
- 3Y*
- 59.41%
- 5Y*
- 16.85%
- 10Y*
- 30.73%
SOFI vs. KTOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOFI SoFi Technologies, Inc. | -36.97% | 70.00% | 54.77% | 115.84% | -70.84% | 27.09% | 18.70% |
KTOS Kratos Defense & Security Solutions, Inc. | -23.95% | 187.76% | 30.01% | 96.61% | -46.80% | -29.27% | 29.57% |
Correlation
The correlation between SOFI and KTOS is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2020 | 0.40 |
Fundamentals
SOFI:
$22.74B
KTOS:
$10.36B
SOFI:
$0.44
KTOS:
$0.17
SOFI:
37.17
KTOS:
335.24
SOFI:
4.53
KTOS:
6.96
SOFI:
2.10
KTOS:
3.04
SOFI:
$4.73B
KTOS:
$1.42B
SOFI:
$3.39B
KTOS:
$259.40M
SOFI:
$1.40B
KTOS:
$78.30M
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Return for Risk
SOFI vs. KTOS — Risk / Return Rank
SOFI
KTOS
SOFI vs. KTOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and Kratos Defense & Security Solutions, Inc. (KTOS). 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.
| SOFI | KTOS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.15 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.71 | -0.41 |
| Martin ratioReturn relative to average drawdown | 0.56 | 1.47 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SOFI | KTOS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.60 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.32 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | -0.14 | +0.26 |
Drawdowns
SOFI vs. KTOS - Drawdown Comparison
The maximum SOFI drawdown since its inception was -83.32%, smaller than the maximum KTOS drawdown of -99.81%. Use the drawdown chart below to compare losses from any high point for SOFI and KTOS.
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Drawdown Indicators
| SOFI | KTOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.32% | -99.81% | +16.49% |
Max Drawdown (1Y)Largest decline over 1 year | -52.96% | -60.15% | +7.19% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -60.15% | +7.19% |
Max Drawdown (5Y)Largest decline over 5 years | -81.54% | -69.39% | -12.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -72.74% | — |
Current DrawdownCurrent decline from peak | -48.77% | -96.34% | +47.57% |
Average DrawdownAverage peak-to-trough decline | -51.23% | -95.94% | +44.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.21% | 29.04% | -0.83% |
Volatility
SOFI vs. KTOS - Volatility Comparison
The current volatility for SoFi Technologies, Inc. (SOFI) is 17.24%, while Kratos Defense & Security Solutions, Inc. (KTOS) has a volatility of 23.93%. This indicates that SOFI experiences smaller price fluctuations and is considered to be less risky than KTOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOFI | KTOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.24% | 23.93% | -6.69% |
Volatility (6M)Calculated over the trailing 6-month period | 38.62% | 56.47% | -17.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.53% | 71.96% | -15.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.71% | 52.22% | +14.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.97% | 50.78% | +21.19% |
Dividends
SOFI vs. KTOS - Dividend Comparison
Neither SOFI nor KTOS has paid dividends to shareholders.
Financials
SOFI vs. KTOS - Financials Comparison
This section allows you to compare key financial metrics between SoFi Technologies, Inc. and Kratos Defense & Security Solutions, 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
SOFI vs. KTOS - Profitability Comparison
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%.
KTOS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported a gross profit of 34.70M and revenue of 371.00M. Therefore, the gross margin over that period was 9.4%.
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%.
KTOS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported an operating income of 4.70M and revenue of 371.00M, resulting in an operating margin of 1.3%.
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%.
KTOS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported a net income of 11.90M and revenue of 371.00M, resulting in a net margin of 3.2%.
Frequently Asked Questions
SOFI and KTOS have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KTOS has higher volatility (23.93%) compared to SOFI (17.24%). In terms of maximum drawdown, SOFI dropped -83.32% vs KTOS's -99.81%.
KTOS currently has the higher Sharpe Ratio (0.60 vs 0.28), 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.
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