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

Correlation

The correlation between SOFI and OPFI is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

SOFI vs. OPFI - Performance Comparison

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

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Key characteristics

Daily Std Dev

SOFI:

60.42%

OPFI:

98.20%

Max Drawdown

SOFI:

-83.32%

OPFI:

-1.62%

Current Drawdown

SOFI:

-48.88%

OPFI:

0.00%

Fundamentals

Market Cap

SOFI:

$14.57B

OPFI:

$1.28B

EPS

SOFI:

$0.43

OPFI:

$0.36

PE Ratio

SOFI:

30.65

OPFI:

32.33

PS Ratio

SOFI:

5.26

OPFI:

4.19

PB Ratio

SOFI:

2.18

OPFI:

8.52

Total Revenue (TTM)

SOFI:

$2.77B

OPFI:

$398.62M

Gross Profit (TTM)

SOFI:

$2.70B

OPFI:

$320.87M

EBITDA (TTM)

SOFI:

$339.41M

OPFI:

$193.53M

Returns By Period


SOFI

YTD

-14.42%

1M

23.06%

6M

1.31%

1Y

89.91%

5Y*

N/A

10Y*

N/A

OPFI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SOFI vs. OPFI — 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 8686
Overall Rank
The Sharpe Ratio Rank of SOFI is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of SOFI is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SOFI is 8383
Omega Ratio Rank
The Calmar Ratio Rank of SOFI is 8484
Calmar Ratio Rank
The Martin Ratio Rank of SOFI is 8787
Martin Ratio Rank

OPFI
The Risk-Adjusted Performance Rank of OPFI is 9898
Overall Rank
The Sharpe Ratio Rank of OPFI is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of OPFI is 9898
Sortino Ratio Rank
The Omega Ratio Rank of OPFI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of OPFI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of OPFI is 9898
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. OPFI - Risk-Adjusted Performance Comparison

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



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Dividends

SOFI vs. OPFI - Dividend Comparison

Neither SOFI nor OPFI has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SOFI vs. OPFI - Drawdown Comparison

The maximum SOFI drawdown since its inception was -83.32%, which is greater than OPFI's maximum drawdown of -1.62%. Use the drawdown chart below to compare losses from any high point for SOFI and OPFI. For additional features, visit the drawdowns tool.


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Volatility

SOFI vs. OPFI - Volatility Comparison


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Financials

SOFI vs. OPFI - Financials Comparison

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


0.00200.00M400.00M600.00M800.00M20212022202320242025
763.81M
135.72M
(SOFI) Total Revenue
(OPFI) Total Revenue
Values in USD except per share items

SOFI vs. OPFI - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
90.3%
81.2%
(SOFI) Gross Margin
(OPFI) Gross Margin
SOFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a gross profit of 689.84M and revenue of 763.81M. Therefore, the gross margin over that period was 90.3%.

OPFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, OppFi Inc. reported a gross profit of 110.25M and revenue of 135.72M. Therefore, the gross margin over that period was 81.2%.

SOFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported an operating income of 213.03M and revenue of 763.81M, resulting in an operating margin of 27.9%.

OPFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, OppFi Inc. reported an operating income of 24.67M and revenue of 135.72M, resulting in an operating margin of 18.2%.

SOFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a net income of 71.12M and revenue of 763.81M, resulting in a net margin of 9.3%.

OPFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, OppFi Inc. reported a net income of -5.61M and revenue of 135.72M, resulting in a net margin of -4.1%.