SOFI vs LUV

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

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

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

SOFI vs LUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SOFI

$21B

LUV

$21B

Max Drawdown

SOFI

83.32%

Winner

LUV

78.47%

Sharpe Ratio

SOFI

0.56

Winner

LUV

0.89

5Y Beta

SOFI

2.24

Winner

LUV

1.29

Industry

SOFI

Credit Services

LUV

Airlines

P/E Ratio

Winner

SOFI

40.34

LUV

59.30

Forward P/E

SOFI

27.03

Winner

LUV

11.47

PEG Ratio

Winner

SOFI

1.01

LUV

10.21

Dividend Yield

SOFI

N/A

LUV

1.74%

5Y EPS CAGR

SOFI

N/A

LUV

-30.83%

Debt to Equity

SOFI

0.00%

LUV

0.00%

Free Cash Flow Yield

SOFI

-18.07%

Winner

LUV

11.61%

P/S Ratio

SOFI

5.35

Winner

LUV

0.70

P/B Ratio

Winner

SOFI

1.92

LUV

2.73

SOFI vs LUV - Historical Returns

Returns include dividend reinvestment.

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

SOFI

-4.49%

Winner

LUV

+2.25%

SOFI

-26.23%

Winner

LUV

-22.22%

SOFI

-44.17%

Winner

LUV

+28.45%

SOFI

+18.78%

Winner

LUV

+35.69%

5Y(CAGR)

Winner

SOFI

-0.94%

LUV

-6.27%

10Y(CAGR)

SOFI

N/A

LUV

+1.00%

Max(CAGR)

Winner

SOFI

+7.78%

LUV

+5.81%

SOFI vs LUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SOFI vs LUV Drawdown Comparison

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

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

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

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