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SOFI vs BEP

Comparison between SoFi Technologies Inc (SOFI, Company) and Brookfield Renewable Partners LP (BEP, Company).

SOFI is from the Financial Services sector, while BEP is from the Utilities sector.

5-Year PerformanceBEP has outperformed SOFI, delivering a return of +2.5% compared to -5.7%

SOFI vs BEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SOFI
$20B
BEP
$20B
Max Drawdown
SOFI
83.32%
Winner
BEP
59.46%
Sharpe Ratio
SOFI
0.48
Winner
BEP
1.23
5Y Beta
SOFI
2.28
Winner
BEP
0.73
Industry
SOFI
Credit Services
BEP
Utilities - Renewable
P/E Ratio
SOFI
33.78
Winner
BEP
-40.55
Forward P/E
Winner
SOFI
26.45
BEP
192.31
PEG Ratio
SOFI
5.05
Winner
BEP
3.50
Dividend Yield
SOFI
N/A
BEP
4.30%
5Y Dividends CAGR
SOFI
N/A
BEP
4.14%
Debt to Equity
SOFI
0.00%
BEP
N/A
Free Cash Flow Yield
SOFI
-29.89%
BEP
N/A
P/S Ratio
SOFI
5.16
Winner
BEP
3.17
P/B Ratio
Winner
SOFI
1.88
BEP
2.11

SOFI vs BEP - Historical Returns

Returns include dividend reinvestment.

1M
SOFI
+2.52%
Winner
BEP
+3.87%
3M
SOFI
-10.04%
Winner
BEP
+15.00%
6M
SOFI
-38.42%
Winner
BEP
+29.07%
1Y
SOFI
+10.69%
Winner
BEP
+43.58%
5Y(CAGR)
SOFI
-5.74%
Winner
BEP
+2.52%
10Y(CAGR)
SOFI
N/A
BEP
+14.25%
Max(CAGR)
SOFI
+8.76%
Winner
BEP
+17.49%

SOFI vs BEP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSOFIBEP
2026-39.29%+29.63%
2025+85.28%+23.85%
2024+59.59%-7.33%
2023+121.11%+6.57%
2022-70.60%-26.60%
2021+29.59%-15.87%
2020+18.70%+84.05%
2019N/A+87.72%
2018N/A-20.95%
2017N/A+27.50%
2016N/A+24.01%
2015N/A-11.43%
2014N/A+23.95%
2013N/A-8.10%
2012N/A+11.06%
2011N/A+28.08%
2010N/A+74.08%
2009N/A+57.43%
2008N/A-27.47%
2007N/A+39.04%
2006N/A+18.81%
2005N/A+24.13%

SOFI vs BEP Drawdown Comparison

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

The maximum drawdown for BEP was -53.83%, occurring on Oct 3, 2023. This drawdown has not yet recovered.

The current SOFI drawdown is -48.25%. The current BEP drawdown is -6.42%.

RankSOFIBEP
#1-83.32%
Feb 1, 2021 - Aug 25, 2025
-53.83%
Jan 22, 2021 - Oct 3, 2023
#2-52.96%
Nov 12, 2025 - Mar 30, 2026
-45.44%
Feb 19, 2020 - Jul 17, 2020
#3-19.52%
Jan 19, 2021 - Jan 29, 2021
-37.27%
Aug 28, 2008 - Oct 6, 2009
#4-15.33%
Sep 22, 2025 - Oct 27, 2025
-32.14%
Apr 16, 2015 - Jul 29, 2016
#5-14.21%
Oct 28, 2025 - Nov 12, 2025
-25.77%
Sep 8, 2017 - May 24, 2019
#6-6.35%
Aug 25, 2025 - Sep 12, 2025
-19.98%
Dec 31, 2007 - Aug 28, 2008
#7-4.27%
Dec 28, 2020 - Jan 7, 2021
-19.32%
May 1, 2013 - May 7, 2014
#8-3.61%
Jan 7, 2021 - Jan 14, 2021
-17.08%
Sep 18, 2006 - Dec 19, 2006
#9-1.92%
Sep 15, 2025 - Sep 18, 2025
-16.67%
Apr 8, 2010 - Oct 13, 2010
#10-1.79%
Dec 1, 2020 - Dec 7, 2020
-16.48%
Oct 27, 2011 - Jul 13, 2012
#11-1.08%
Dec 14, 2020 - Dec 18, 2020
-15.16%
Sep 6, 2016 - Apr 11, 2017
#12-0.73%
Dec 9, 2020 - Dec 11, 2020
-15.06%
Jul 21, 2011 - Sep 13, 2011
#13N/A-13.77%
Nov 7, 2007 - Dec 31, 2007
#14N/A-12.08%
Nov 25, 2014 - Jan 16, 2015
#15N/A-11.58%
May 3, 2011 - Jul 20, 2011

Correlation

Correlation between SOFI and BEP is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

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