SOFI vs. NBIS
SOFI (SoFi Technologies, Inc.) and NBIS (Nebius Group N.V.) are both stocks. SOFI operates in Credit Services (Financial Services), while NBIS operates in Internet Content & Information (Communication Services). Over the past year, SOFI returned 11.28% vs 362.13% for NBIS. At a 0.38 correlation, their price movements are largely independent.
Performance
SOFI vs. NBIS - Performance Comparison
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Returns By Period
In the year-to-date period, SOFI achieves a -36.67% return, which is significantly lower than NBIS's 177.59% return.
SOFI
- 1D
- -0.54%
- 1M
- 8.30%
- YTD
- -36.67%
- 6M
- -39.22%
- 1Y
- 11.28%
- 3Y*
- 20.23%
- 5Y*
- -5.84%
- 10Y*
- —
NBIS
- 1D
- 4.55%
- 1M
- 12.10%
- YTD
- 177.59%
- 6M
- 164.98%
- 1Y
- 362.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOFI vs. NBIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SOFI SoFi Technologies, Inc. | -36.67% | 70.00% | 56.03% |
NBIS Nebius Group N.V. | 177.59% | 202.18% | 46.25% |
Correlation
The correlation between SOFI and NBIS is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2024 | 0.38 |
Fundamentals
SOFI:
$22.85B
NBIS:
$71.79B
SOFI:
$0.44
NBIS:
$3.17
SOFI:
37.35
NBIS:
73.19
SOFI:
4.55
NBIS:
69.73
SOFI:
2.11
NBIS:
9.91
SOFI:
$4.73B
NBIS:
$877.90M
SOFI:
$3.39B
NBIS:
$420.60M
SOFI:
$1.40B
NBIS:
-$52.78M
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Return for Risk
SOFI vs. NBIS — Risk / Return Rank
SOFI
NBIS
SOFI vs. NBIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Technologies, Inc. (SOFI) and Nebius Group N.V. (NBIS). 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.
| SOFI | NBIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.09 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.42 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 8.03 | -7.81 |
| Martin ratioReturn relative to average drawdown | 0.39 | 18.34 | -17.95 |
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Drawdowns
SOFI vs. NBIS - Drawdown Comparison
The maximum SOFI drawdown since its inception was -83.32%, which is greater than NBIS's maximum drawdown of -58.27%. Use the drawdown chart below to compare losses from any high point for SOFI and NBIS.
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Drawdown Indicators
| SOFI | NBIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.32% | -58.27% | -25.05% |
Max Drawdown (1Y)Largest decline over 1 year | -52.96% | -45.47% | -7.49% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -81.54% | — | — |
Current DrawdownCurrent decline from peak | -48.53% | -12.15% | -36.38% |
Average DrawdownAverage peak-to-trough decline | -51.20% | -18.94% | -32.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.88% | 19.86% | +9.02% |
Volatility
SOFI vs. NBIS - Volatility Comparison
The current volatility for SoFi Technologies, Inc. (SOFI) is 17.35%, while Nebius Group N.V. (NBIS) has a volatility of 30.23%. This indicates that SOFI experiences smaller price fluctuations and is considered to be less risky than NBIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOFI | NBIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.35% | 30.23% | -12.88% |
Volatility (6M)Calculated over the trailing 6-month period | 38.57% | 71.43% | -32.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.54% | 104.41% | -47.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.69% | 110.20% | -43.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.92% | 110.20% | -38.28% |
Dividends
SOFI vs. NBIS - Dividend Comparison
Neither SOFI nor NBIS has paid dividends to shareholders.
Financials
SOFI vs. NBIS - Financials Comparison
This section allows you to compare key financial metrics between SoFi Technologies, Inc. and Nebius Group N.V.. 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
Frequently Asked Questions
SOFI and NBIS have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBIS has higher volatility (30.23%) compared to SOFI (17.35%). In terms of maximum drawdown, SOFI dropped -83.32% vs NBIS's -58.27%.
NBIS currently has the higher Sharpe Ratio (3.50 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.
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