STRD vs. SOFI

Last updated Jun 16, 2026

STRD (MicroStrategy Incorporated) and SOFI (SoFi Technologies, Inc.) are both stocks. STRD operates in Software - Application (Technology), while SOFI operates in Credit Services (Financial Services). At a 0.20 correlation, their price movements are largely independent.

Performance

STRD vs. SOFI - Performance Comparison

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

Returns By Period

STRD

• 1D: -4.57%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOFI

• 1D: 3.32%
• 1M: 9.74%
• YTD: -34.57%
• 6M: -33.66%
• 1Y: 21.58%
• 3Y*: 25.82%
• 5Y*: -4.73%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. SOFI - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-6.53%
SOFI SoFi Technologies, Inc.	5.94%

Correlation

The correlation between STRD and SOFI is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.20

Fundamentals

Market Cap STRD : $22.78B SOFI : $23.61B
EPS STRD : -$38.95 SOFI : $0.44
PS Ratio STRD : 43.47 SOFI : 4.70
PB Ratio STRD : 0.62 SOFI : 2.18
Total Revenue (TTM) STRD : $490.47M SOFI : $4.73B
Gross Profit (TTM) STRD : $334.08M SOFI : $3.39B
EBITDA (TTM) STRD : $520.73M SOFI : $1.40B

Return for Risk

STRD vs. SOFI — Risk / Return Rank

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

STRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SOFI

SOFI Risk / Return Rank: 53
SOFI Sharpe Ratio Rank: 56
SOFI Sortino Ratio Rank: 53
SOFI Omega Ratio Rank: 51
SOFI Calmar Ratio Rank: 52
SOFI Martin Ratio Rank: 51

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.

STRD vs. SOFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) 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.

	STRD	SOFI	Difference
Sharpe ratio: Return per unit of total volatility	—	0.38	—
Sortino ratio: Return per unit of downside risk	—	0.88	—
Omega ratio: Gain probability vs. loss probability	—	1.11	—
Calmar ratio: Return relative to maximum drawdown	—	0.41	—
Martin ratio: Return relative to average drawdown	—	0.75	—

Drawdowns

STRD vs. SOFI - Drawdown Comparison

The maximum STRD drawdown since its inception was -7.26%, smaller than the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for STRD and SOFI.

Drawdown Indicators

	STRD	SOFI	Difference
Max Drawdown Largest peak-to-trough decline	-7.26%	-83.32%	+76.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-52.96%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-52.96%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-81.54%	—
Current Drawdown Current decline from peak	-6.53%	-46.82%	+40.29%
Average Drawdown Average peak-to-trough decline	-4.51%	-51.20%	+46.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	29.03%	—

Volatility

Volatility by Period

	STRD	SOFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	17.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	38.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	37.84%	56.45%	-18.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.84%	66.69%	-28.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.84%	71.90%	-34.06%

Dividends

STRD vs. SOFI - Dividend Comparison

Neither STRD nor SOFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both STRD and SOFI in my portfolio?

STRD and SOFI have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.