(SOFI) SoFi Technologies - Performance 86.7% in 12m
Compare SOFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
13.86%
#39 in Group
Rel. Strength
94.46%
#442 in Universe
Total Return 12m
86.69%
#9 in Group
Total Return 5y
25.76%
#41 in Group
P/E 29.1
87th Percentile in Group
P/E Forward 45.1
93th Percentile in Group
PEG 2.49
78th Percentile in Group
FCF Yield -9.44%
6th Percentile in Group
12m Total Return: SOFI (86.7%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
-1.92% | 43.7% | 183% | 13.2 | 12.7 | 0.35 | 66.9% | 69.2% |
| AXP NYSE American Express |
8.44% | 20.3% | 256% | 18.7 | 17.7 | 1.9 | 73.3% | 7.07% |
| SLM NASDAQ SLM |
18.1% | 49.6% | 347% | 11 | 10 | 0.58 | 33.5% | 34% |
| MFIN NASDAQ Medallion Financial |
7.63% | 24.3% | 403% | 5.83 | - | 0.41 | -27.7% | 5.09% |
| OMF NYSE OneMain Holdings |
9.55% | 3.65% | 313% | 10.1 | 7.74 | 0.61 | -65.0% | -9.17% |
| COF NYSE Capital One Financial |
7.35% | 33.8% | 243% | 15.4 | 11.9 | 1.35 | -64.0% | -15.1% |
| SYF NYSE Synchrony Financial |
10.8% | 23% | 255% | 7.42 | 7.47 | 1.61 | 10.5% | -2.68% |
| CPSS NASDAQ Consumer Portfolio |
- | 7.59% | 234% | 11.5 | 5.01 | 0.33 | -52.9% | - |
Performance Comparison: SOFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SOFI
| Total Return (including Dividends) | SOFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 15.72% | 5.57% | 2.87% |
| 3 Months | -12.89% | -2.66% | -6.42% |
| 12 Months | 86.69% | 21.52% | 9.87% |
| 5 Years | 25.76% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | SOFI | XLF | S&P 500 |
| 1 Month | 84.6% | 93.3% | 89.4% |
| 3 Months | -52.6% | -60.3% | -72% |
| 12 Months | 75.5% | 81.8% | 49.3% |
| 5 Years | -30.6% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #14 | 9.61% | 12.5% |
| 3 Month | #47 | -10.5% | -6.92% |
| 12 Month | #9 | 53.6% | 69.9% |
| 5 Years | #36 | -35.2% | -24.4% |
FAQs
Does SOFI SoFi Technologies outperforms the market?
Yes,
over the last 12 months SOFI made 86.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months SOFI made -12.89%, while XLF made -2.66%.
Over the last 3 months SOFI made -12.89%, while XLF made -2.66%.
Performance Comparison SOFI vs Indeces and Sectors
SOFI vs. Indices SOFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.21% | 12.9% | -1.44% | 76.8% |
| US NASDAQ 100 | QQQ | 3.96% | 11.0% | -1.85% | 75.4% |
| US Dow Jones Industrial 30 | DIA | 3.93% | 14.1% | -0.41% | 80.3% |
| German DAX 40 | DAX | 2.09% | -3.56% | -27.0% | 61.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.55% | 9.45% | -0.67% | 81.1% |
| Hongkong Hang Seng | HSI | 0.69% | -0.49% | -10.9% | 74.6% |
| India NIFTY 50 | INDA | 6.60% | 13.4% | -3.34% | 84.4% |
| Brasil Bovespa | EWZ | 2.16% | 4.19% | -10.7% | 93.2% |
SOFI vs. Sectors SOFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.03% | 12.1% | -7.62% | 66.4% |
| Consumer Discretionary | XLY | 3.29% | 12.2% | 0.75% | 72.6% |
| Consumer Staples | XLP | 4.58% | 13.7% | -8.35% | 79.1% |
| Energy | XLE | 3.23% | 15.6% | 4.56% | 96.5% |
| Financial | XLF | 3.58% | 10.2% | -7.32% | 65.2% |
| Health Care | XLV | 8.0% | 20.1% | 3.79% | 92.6% |
| Industrial | XLI | 2.64% | 8.34% | -2.42% | 76.7% |
| Materials | XLB | 4.22% | 11.0% | 2.61% | 92.7% |
| Real Estate | XLRE | 4.54% | 9.60% | -3.82% | 73.2% |
| Technology | XLK | 3.32% | 8.98% | 0.83% | 79.7% |
| Utilities | XLU | 3.17% | 10.1% | -9.21% | 70.8% |
| Aerospace & Defense | XAR | 3.70% | 6.38% | -10.7% | 61.5% |
| Biotech | XBI | 12.3% | 13.7% | 19.6% | 101% |
| Homebuilder | XHB | 4.65% | 12.7% | 12.2% | 96.4% |
| Retail | XRT | 4.06% | 12.1% | 4.85% | 91.0% |