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MKL vs SOFI

Comparison between Markel Group Inc (MKL, Company) and SoFi Technologies Inc (SOFI, Company).

Both MKL and SOFI are from the Financial Services sector.

5-Year PerformanceMKL has outperformed SOFI, delivering a return of +7.1% compared to +5.0%

MKL vs SOFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MKL
$23B
Winner
SOFI
$23B
Max Drawdown
Winner
MKL
61.32%
SOFI
83.32%
Sharpe Ratio
MKL
-0.55
Winner
SOFI
-0.20
5Y Beta
Winner
MKL
0.52
SOFI
2.35
Industry
MKL
Insurance - Property & Casualty
SOFI
Credit Services
P/E Ratio
Winner
MKL
9.81
SOFI
35.61
Forward P/E
Winner
MKL
17.48
SOFI
29.41
PEG Ratio
MKL
1.71
Winner
SOFI
0.87
5Y EPS CAGR
MKL
9.09%
SOFI
N/A
Debt to Equity
MKL
22.98%
Winner
SOFI
0.00%
Free Cash Flow Yield
Winner
MKL
9.16%
SOFI
-36.73%
P/S Ratio
Winner
MKL
1.38
SOFI
5.53
P/B Ratio
Winner
MKL
1.20
SOFI
2.11

MKL vs SOFI - Historical Returns

Returns include dividend reinvestment.

1M
MKL
-9.60%
Winner
SOFI
+5.35%
3M
MKL
-3.78%
Winner
SOFI
+14.21%
6M
MKL
-14.12%
Winner
SOFI
-5.78%
1Y
Winner
MKL
-9.31%
SOFI
-20.43%
5Y(CAGR)
Winner
MKL
+7.10%
SOFI
+5.00%
10Y(CAGR)
MKL
+6.78%
SOFI
N/A
Max(CAGR)
MKL
+9.09%
Winner
SOFI
+9.83%

MKL vs SOFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMKLSOFI
2026-16.06%-34.74%
2025+25.17%+85.28%
2024+20.17%+59.59%
2023+7.41%+121.11%
2022+7.68%-70.60%
2021+20.86%+29.59%
2020-10.55%+18.70%
2019+11.83%N/A
2018-7.01%N/A
2017+24.81%N/A
2016+4.39%N/A
2015+29.70%N/A
2014+18.81%N/A
2013+32.19%N/A
2012+4.73%N/A
2011+6.26%N/A
2010+11.94%N/A
2009+14.90%N/A
2008-37.30%N/A
2007+2.68%N/A
2006+50.27%N/A
2005-13.02%N/A
2004+42.47%N/A
2003+19.58%N/A
2002+15.77%N/A
2001+2.98%N/A
2000+21.56%N/A
1999-10.82%N/A

MKL vs SOFI Drawdown Comparison

The maximum drawdown for MKL was -61.32%, occurring on Mar 9, 2009. Recovery took 1437 trading sessions.

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

The current MKL drawdown is -18.41%. The current SOFI drawdown is -44.37%.

RankMKLSOFI
#1-61.32%
Nov 1, 2007 - Jul 19, 2013
-83.32%
Feb 1, 2021 - Aug 25, 2025
#2-44.66%
Feb 20, 2020 - Mar 14, 2022
-52.96%
Nov 12, 2025 - Mar 30, 2026
#3-35.11%
Nov 3, 1999 - Dec 27, 2000
-19.52%
Jan 19, 2021 - Jan 29, 2021
#4-28.87%
Mar 24, 2022 - Aug 10, 2023
-15.33%
Sep 22, 2025 - Oct 27, 2025
#5-21.67%
Sep 18, 2018 - Feb 5, 2020
-14.21%
Oct 28, 2025 - Nov 12, 2025
#6-20.10%
Dec 29, 2025 - May 4, 2026
-6.35%
Aug 25, 2025 - Sep 12, 2025
#7-19.07%
Apr 27, 2001 - Oct 3, 2001
-4.27%
Dec 28, 2020 - Jan 7, 2021
#8-18.55%
May 6, 2002 - Mar 31, 2003
-3.61%
Jan 7, 2021 - Jan 14, 2021
#9-18.51%
Feb 6, 2025 - Nov 10, 2025
-1.92%
Sep 15, 2025 - Sep 18, 2025
#10-18.41%
Oct 5, 2001 - Apr 19, 2002
-1.79%
Dec 1, 2020 - Dec 7, 2020
#11-16.37%
Mar 14, 2005 - Sep 7, 2006
-1.08%
Dec 14, 2020 - Dec 18, 2020
#12-16.05%
May 20, 2016 - Feb 23, 2017
-0.73%
Dec 9, 2020 - Dec 11, 2020
#13-15.72%
Sep 19, 2023 - May 2, 2024
N/A
#14-13.32%
Nov 24, 2015 - May 5, 2016
N/A
#15-12.72%
Aug 18, 2003 - Mar 1, 2004
N/A

Correlation

Correlation between MKL and SOFI is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

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