SOFI vs DGX

Comparison between SoFi Technologies Inc (SOFI, Company) and Quest Diagnostics Inc (DGX, Company).

SOFI is from the Financial Services sector, while DGX is from the Healthcare sector.

5-Year PerformanceDGX has outperformed SOFI, delivering a return of +8.3% compared to -0.9%

SOFI vs DGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOFI(COMPANY)	DGX(COMPANY)
Market Cap	$21B	$21B
Max Drawdown	83.32%	49.46%
Sharpe Ratio	0.56	0.30
5Y Beta	2.24	0.21
Industry	Credit Services	Diagnostics & Research
P/E Ratio	40.34	21.06
Forward P/E	27.03	17.67
PEG Ratio	1.01	1.45
Dividend Yield	N/A	1.71%
5Y Dividends CAGR	N/A	7.26%
5Y EPS CAGR	N/A	8.13%
Debt to Equity	0.00%	6.83%
Free Cash Flow Yield	-18.07%	6.38%
P/S Ratio	5.35	1.86
P/B Ratio	1.92	2.88

Market Cap

SOFI

$21B

Winner

DGX

$21B

Max Drawdown

SOFI

83.32%

Winner

DGX

49.46%

Sharpe Ratio

Winner

SOFI

0.56

DGX

0.30

5Y Beta

SOFI

2.24

Winner

DGX

0.21

Industry

SOFI

Credit Services

DGX

Diagnostics & Research

P/E Ratio

SOFI

40.34

Winner

DGX

21.06

Forward P/E

SOFI

27.03

Winner

DGX

17.67

PEG Ratio

Winner

SOFI

1.01

DGX

1.45

Dividend Yield

SOFI

N/A

DGX

1.71%

5Y Dividends CAGR

SOFI

N/A

DGX

7.26%

5Y EPS CAGR

SOFI

N/A

DGX

8.13%

Debt to Equity

Winner

SOFI

0.00%

DGX

6.83%

Free Cash Flow Yield

SOFI

-18.07%

Winner

DGX

6.38%

P/S Ratio

SOFI

5.35

Winner

DGX

1.86

P/B Ratio

Winner

SOFI

1.92

DGX

2.88

SOFI vs DGX - Historical Returns

Returns include dividend reinvestment.

Period	SOFI	DGX
1 month	-4.49%	-5.70%
3 months	-26.23%	-1.55%
6 months	-44.17%	+5.36%
1 year	+18.78%	+8.50%
5 years(CAGR)	-0.94%	+8.27%
10 years(CAGR)	N/A	+11.56%
Max(CAGR)	+7.78%	+14.46%

Winner

SOFI

-4.49%

DGX

-5.70%

SOFI

-26.23%

Winner

DGX

-1.55%

SOFI

-44.17%

Winner

DGX

+5.36%

Winner

SOFI

+18.78%

DGX

+8.50%

5Y(CAGR)

SOFI

-0.94%

Winner

DGX

+8.27%

10Y(CAGR)

SOFI

N/A

DGX

+11.56%

Max(CAGR)

SOFI

+7.78%

Winner

DGX

+14.46%

SOFI vs DGX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOFI	DGX
2026	-42.64%	+8.83%
2025	+85.28%	+17.13%
2024	+59.59%	+9.44%
2023	+121.11%	-9.67%
2022	-70.60%	-2.93%
2021	+29.59%	+45.48%
2020	+18.70%	+15.18%
2019	N/A	+32.90%
2018	N/A	-14.20%
2017	N/A	+8.51%
2016	N/A	+32.60%
2015	N/A	+5.35%
2014	N/A	+29.73%
2013	N/A	-6.87%
2012	N/A	+1.97%
2011	N/A	+6.97%
2010	N/A	-11.10%
2009	N/A	+15.12%
2008	N/A	+0.72%
2007	N/A	+3.52%
2006	N/A	+3.98%
2005	N/A	+9.43%
2004	N/A	+33.22%
2003	N/A	+23.92%
2002	N/A	-18.08%
2001	N/A	+6.32%
2000	N/A	+373.33%
1999	N/A	+3.80%

SOFI vs DGX Drawdown Comparison

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

The maximum drawdown for DGX was -49.46%, occurring on Feb 14, 2003. Recovery took 650 trading sessions.

The current SOFI drawdown is -51.10%. The current DGX drawdown is -11.15%.

Rank	SOFI	DGX
#1	-83.32% Feb 1, 2021 - Aug 25, 2025	-49.46% May 3, 2002 - Dec 1, 2004
#2	-52.96% Nov 12, 2025 - Mar 30, 2026	-44.77% Dec 28, 2000 - Jun 21, 2001
#3	-19.52% Jan 19, 2021 - Jan 29, 2021	-36.60% Mar 5, 2020 - Apr 27, 2020
#4	-15.33% Sep 22, 2025 - Oct 27, 2025	-36.26% Aug 31, 2006 - Apr 2, 2012
#5	-14.21% Oct 28, 2025 - Nov 12, 2025	-34.54% Jun 29, 2001 - Mar 12, 2002
#6	-6.35% Aug 25, 2025 - Sep 12, 2025	-34.39% Oct 19, 2000 - Dec 22, 2000
#7	-4.27% Dec 28, 2020 - Jan 7, 2021	-30.31% Jul 19, 2018 - Jan 30, 2020
#8	-3.61% Jan 7, 2021 - Jan 14, 2021	-28.60% Dec 31, 2021 - Nov 21, 2024
#9	-1.92% Sep 15, 2025 - Sep 18, 2025	-24.13% Sep 6, 2000 - Oct 16, 2000
#10	-1.79% Dec 1, 2020 - Dec 7, 2020	-23.58% May 22, 2015 - Jun 2, 2016
#11	-1.08% Dec 14, 2020 - Dec 18, 2020	-19.80% Nov 7, 2013 - Aug 21, 2014
#12	-0.73% Dec 9, 2020 - Dec 11, 2020	-17.66% Aug 3, 2020 - Jan 29, 2021
#13	N/A	-17.53% Jun 30, 2017 - Jun 8, 2018
#14	N/A	-15.96% May 20, 2005 - Apr 20, 2006
#15	N/A	-15.70% May 26, 2000 - Jun 20, 2000