SOFI vs BURL

Comparison between SoFi Technologies Inc (SOFI, Company) and Burlington Stores Inc (BURL, Company).

SOFI is from the Financial Services sector, while BURL is from the Consumer Cyclical sector.

5-Year PerformanceBURL has outperformed SOFI, delivering a return of +0.1% compared to -4.0%

SOFI vs BURL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOFI(COMPANY)	BURL(COMPANY)
Market Cap	$21B	$20B
Max Drawdown	83.32%	68.87%
Sharpe Ratio	0.60	0.99
5Y Beta	2.25	1.09
Industry	Credit Services	Apparel Retail
P/E Ratio	34.42	33.59
Forward P/E	26.04	27.10
PEG Ratio	5.14	1.51
Debt to Equity	0.00%	115.00%
Free Cash Flow Yield	-29.34%	0.84%

Market Cap

Winner

SOFI

$21B

BURL

$20B

Max Drawdown

SOFI

83.32%

Winner

BURL

68.87%

Sharpe Ratio

SOFI

0.60

Winner

BURL

0.99

5Y Beta

SOFI

2.25

Winner

BURL

1.09

Industry

SOFI

Credit Services

BURL

Apparel Retail

P/E Ratio

SOFI

34.42

Winner

BURL

33.59

Forward P/E

Winner

SOFI

26.04

BURL

27.10

PEG Ratio

SOFI

5.14

Winner

BURL

1.51

Debt to Equity

Winner

SOFI

0.00%

BURL

115.00%

Free Cash Flow Yield

SOFI

-29.34%

Winner

BURL

0.84%

SOFI vs BURL - Historical Returns

Returns include dividend reinvestment.

Period	SOFI	BURL
1 month	-13.81%	-0.10%
3 months	-8.95%	+6.23%
6 months	-43.24%	+25.07%
1 year	+20.76%	+35.43%
5 years(CAGR)	-3.96%	+0.08%
10 years(CAGR)	N/A	+18.25%
Max(CAGR)	+8.23%	+22.51%

SOFI

-13.81%

Winner

BURL

-0.10%

SOFI

-8.95%

Winner

BURL

+6.23%

SOFI

-43.24%

Winner

BURL

+25.07%

SOFI

+20.76%

Winner

BURL

+35.43%

5Y(CAGR)

SOFI

-3.96%

Winner

BURL

+0.08%

10Y(CAGR)

SOFI

N/A

BURL

+18.25%

Max(CAGR)

SOFI

+8.23%

Winner

BURL

+22.51%

SOFI vs BURL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SOFI	BURL
2026	-41.11%	+9.25%
2025	+85.28%	+1.07%
2024	+59.59%	+46.29%
2023	+121.11%	-5.67%
2022	-70.60%	-29.84%
2021	+29.59%	+15.05%
2020	+18.70%	+14.12%
2019	N/A	+42.38%
2018	N/A	+33.07%
2017	N/A	+45.12%
2016	N/A	+96.14%
2015	N/A	-10.59%
2014	N/A	+45.42%
2013	N/A	+27.95%

SOFI vs BURL Drawdown Comparison

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

The maximum drawdown for BURL was -68.87%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The current SOFI drawdown is -49.80%. The current BURL drawdown is -7.55%.

Rank	SOFI	BURL
#1	-83.32% Feb 1, 2021 - Aug 25, 2025	-68.87% Aug 11, 2021 - Sep 29, 2022
#2	-52.96% Nov 12, 2025 - Mar 30, 2026	-51.45% Feb 19, 2020 - Dec 23, 2020
#3	-19.52% Jan 19, 2021 - Jan 29, 2021	-33.30% Mar 24, 2015 - Jun 1, 2016
#4	-15.33% Sep 22, 2025 - Oct 27, 2025	-25.35% Jan 2, 2014 - Jul 25, 2014
#5	-14.21% Oct 28, 2025 - Nov 12, 2025	-22.79% May 10, 2017 - Nov 17, 2017
#6	-6.35% Aug 25, 2025 - Sep 12, 2025	-20.40% Feb 4, 2019 - Apr 24, 2019
#7	-4.27% Dec 28, 2020 - Jan 7, 2021	-17.56% Sep 2, 2016 - Nov 22, 2016
#8	-3.61% Jan 7, 2021 - Jan 14, 2021	-17.36% Apr 24, 2019 - Jul 10, 2019
#9	-1.92% Sep 15, 2025 - Sep 18, 2025	-15.55% Nov 13, 2018 - Feb 4, 2019
#10	-1.79% Dec 1, 2020 - Dec 7, 2020	-14.15% Sep 4, 2018 - Oct 30, 2018
#11	-1.08% Dec 14, 2020 - Dec 18, 2020	-14.12% Nov 15, 2013 - Dec 20, 2013
#12	-0.73% Dec 9, 2020 - Dec 11, 2020	-11.41% Jan 26, 2018 - Mar 9, 2018
#13	N/A	-11.31% Jan 6, 2021 - Feb 24, 2021
#14	N/A	-10.28% May 17, 2021 - Aug 3, 2021
#15	N/A	-9.78% Nov 23, 2016 - Mar 2, 2017