LUV vs SOFI

Comparison between Southwest Airlines Company (LUV, Company) and SoFi Technologies Inc (SOFI, Company).

LUV is from the Industrials sector, while SOFI is from the Financial Services sector.

5-Year PerformanceSOFI has outperformed LUV, delivering a return of -0.9% compared to -6.3%

LUV vs SOFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LUV(COMPANY)	SOFI(COMPANY)
Market Cap	$21B	$21B
Max Drawdown	78.47%	83.32%
Sharpe Ratio	0.89	0.56
5Y Beta	1.29	2.24
Industry	Airlines	Credit Services
P/E Ratio	59.30	40.34
Forward P/E	11.47	27.03
PEG Ratio	10.21	1.01
Dividend Yield	1.74%	N/A
5Y EPS CAGR	-30.83%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.61%	-18.07%
P/S Ratio	0.70	5.35
P/B Ratio	2.73	1.92

Market Cap

LUV

$21B

Winner

SOFI

$21B

Max Drawdown

Winner

LUV

78.47%

SOFI

83.32%

Sharpe Ratio

Winner

LUV

0.89

SOFI

0.56

5Y Beta

Winner

LUV

1.29

SOFI

2.24

Industry

LUV

Airlines

SOFI

Credit Services

P/E Ratio

LUV

59.30

Winner

SOFI

40.34

Forward P/E

Winner

LUV

11.47

SOFI

27.03

PEG Ratio

LUV

10.21

Winner

SOFI

1.01

Dividend Yield

LUV

1.74%

SOFI

N/A

5Y EPS CAGR

LUV

-30.83%

SOFI

N/A

Debt to Equity

LUV

0.00%

SOFI

0.00%

Free Cash Flow Yield

Winner

LUV

11.61%

SOFI

-18.07%

P/S Ratio

Winner

LUV

0.70

SOFI

5.35

P/B Ratio

LUV

2.73

Winner

SOFI

1.92

LUV vs SOFI - Historical Returns

Returns include dividend reinvestment.

Period	LUV	SOFI
1 month	+2.25%	-4.49%
3 months	-22.22%	-26.23%
6 months	+28.45%	-44.17%
1 year	+35.69%	+18.78%
5 years(CAGR)	-6.27%	-0.94%
10 years(CAGR)	+1.00%	N/A
Max(CAGR)	+5.81%	+7.78%

Winner

LUV

+2.25%

SOFI

-4.49%

Winner

LUV

-22.22%

SOFI

-26.23%

Winner

LUV

+28.45%

SOFI

-44.17%

Winner

LUV

+35.69%

SOFI

+18.78%

5Y(CAGR)

LUV

-6.27%

Winner

SOFI

-0.94%

10Y(CAGR)

LUV

+1.00%

SOFI

N/A

Max(CAGR)

LUV

+5.81%

Winner

SOFI

+7.78%

LUV vs SOFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LUV	SOFI
2026	+0.49%	-42.64%
2025	+26.56%	+85.28%
2024	+20.78%	+59.59%
2023	-8.93%	+121.11%
2022	-23.48%	-70.60%
2021	-4.88%	+29.59%
2020	-14.67%	+18.70%
2019	+16.07%	N/A
2018	-29.11%	N/A
2017	+32.03%	N/A
2016	+19.85%	N/A
2015	+1.56%	N/A
2014	+125.82%	N/A
2013	+81.52%	N/A
2012	+22.22%	N/A
2011	-35.23%	N/A
2010	+16.27%	N/A
2009	+27.72%	N/A
2008	-26.84%	N/A
2007	-21.29%	N/A
2006	-6.65%	N/A
2005	+2.37%	N/A
2004	+2.26%	N/A
2003	+13.79%	N/A
2002	-23.75%	N/A
2001	-17.07%	N/A
2000	+111.50%	N/A
1999	-1.49%	N/A

LUV vs SOFI Drawdown Comparison

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

The maximum drawdown for SOFI was -83.32%, occurring on Dec 7, 2022. Recovery took 1146 trading sessions.

The current LUV drawdown is -30.77%. The current SOFI drawdown is -51.10%.

Rank	LUV	SOFI
#1	-78.25% Jan 5, 2001 - Mar 4, 2014	-83.32% Feb 1, 2021 - Aug 25, 2025
#2	-64.75% Jan 2, 2018 - Oct 31, 2023	-52.96% Nov 12, 2025 - Mar 30, 2026
#3	-30.90% Jan 29, 2015 - Nov 3, 2015	-19.52% Jan 19, 2021 - Jan 29, 2021
#4	-29.86% Dec 7, 2015 - Dec 7, 2016	-15.33% Sep 22, 2025 - Oct 27, 2025
#5	-20.88% Jul 7, 2017 - Dec 15, 2017	-14.21% Oct 28, 2025 - Nov 12, 2025
#6	-18.02% Sep 18, 2014 - Nov 3, 2014	-6.35% Aug 25, 2025 - Sep 12, 2025
#7	-16.42% May 8, 2000 - Jul 24, 2000	-4.27% Dec 28, 2020 - Jan 7, 2021
#8	-14.25% Apr 11, 2000 - May 8, 2000	-3.61% Jan 7, 2021 - Jan 14, 2021
#9	-13.21% Nov 5, 1999 - Feb 23, 2000	-1.92% Sep 15, 2025 - Sep 18, 2025
#10	-11.73% Mar 1, 2017 - May 22, 2017	-1.79% Dec 1, 2020 - Dec 7, 2020
#11	-11.25% Aug 11, 2000 - Oct 3, 2000	-1.08% Dec 14, 2020 - Dec 18, 2020
#12	-10.49% Feb 29, 2000 - Mar 10, 2000	-0.73% Dec 9, 2020 - Dec 11, 2020
#13	-8.88% Jan 2, 2015 - Jan 22, 2015	N/A
#14	-8.83% Nov 29, 2000 - Dec 27, 2000	N/A
#15	-8.55% Oct 5, 2000 - Oct 19, 2000	N/A