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SOFI vs MKL

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

Both SOFI and MKL are from the Financial Services sector.

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

SOFI vs MKL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SOFI vs MKL - Historical Returns

Returns include dividend reinvestment.

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

SOFI vs MKL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SOFI vs MKL Drawdown Comparison

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

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

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

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

Correlation

Correlation between SOFI and MKL 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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