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SOFI vs PFG

Comparison between SoFi Technologies Inc (SOFI, Company) and Principal Financial Group Inc (PFG, Company).

Both SOFI and PFG are from the Financial Services sector.

5-Year PerformancePFG has outperformed SOFI, delivering a return of +16.9% compared to +0.9%

SOFI vs PFG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SOFI
$24B
PFG
$24B
Max Drawdown
Winner
SOFI
83.32%
PFG
91.69%
Sharpe Ratio
SOFI
0.13
Winner
PFG
1.58
5Y Beta
SOFI
2.26
Winner
PFG
0.98
Industry
SOFI
Credit Services
PFG
Asset Management
P/E Ratio
SOFI
39.25
Winner
PFG
15.28
Forward P/E
SOFI
30.12
Winner
PFG
9.39
PEG Ratio
SOFI
5.86
Winner
PFG
0.31
Dividend Yield
SOFI
N/A
PFG
2.82%
5Y Dividends CAGR
SOFI
N/A
PFG
18.65%
5Y EPS CAGR
SOFI
N/A
PFG
3.72%
Debt to Equity
Winner
SOFI
0.00%
PFG
33.40%
Free Cash Flow Yield
SOFI
-25.73%
Winner
PFG
15.89%
P/S Ratio
SOFI
6.05
Winner
PFG
1.52
P/B Ratio
SOFI
2.19
Winner
PFG
1.99

SOFI vs PFG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOFI
+7.58%
PFG
+7.47%
3M
SOFI
+10.18%
Winner
PFG
+24.95%
6M
SOFI
-34.26%
Winner
PFG
+26.33%
1Y
SOFI
-7.74%
Winner
PFG
+45.88%
5Y(CAGR)
SOFI
+0.94%
Winner
PFG
+16.88%
10Y(CAGR)
SOFI
N/A
PFG
+15.09%
Max(CAGR)
SOFI
+9.87%
Winner
PFG
+9.98%

SOFI vs PFG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSOFIPFG
2026-35.36%+28.40%
2025+85.28%+18.35%
2024+59.59%+1.32%
2023+121.11%-2.65%
2022-70.60%+18.61%
2021+29.59%+55.49%
2020+18.70%-6.29%
2019N/A+29.23%
2018N/A-34.82%
2017N/A+23.96%
2016N/A+35.95%
2015N/A-10.53%
2014N/A+9.56%
2013N/A+73.71%
2012N/A+16.26%
2011N/A-24.66%
2010N/A+32.83%
2009N/A+3.84%
2008N/A-65.93%
2007N/A+17.59%
2006N/A+24.67%
2005N/A+18.46%
2004N/A+26.09%
2003N/A+9.71%
2002N/A+27.56%
2001N/A+14.29%

SOFI vs PFG Drawdown Comparison

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

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The current SOFI drawdown is -44.89%.

RankSOFIPFG
#1-83.32%
Feb 1, 2021 - Aug 25, 2025		-91.47%
Dec 24, 2007 - Nov 10, 2016
#2-52.96%
Nov 12, 2025 - Mar 30, 2026		-64.71%
Jan 26, 2018 - May 5, 2021
#3-19.52%
Jan 19, 2021 - Jan 29, 2021		-29.31%
Nov 11, 2022 - Oct 11, 2024
#4-15.33%
Sep 22, 2025 - Oct 27, 2025		-26.00%
Jun 28, 2002 - Dec 23, 2002
#5-14.21%
Oct 28, 2025 - Nov 12, 2025		-22.42%
Oct 17, 2024 - Dec 5, 2025
#6-6.35%
Aug 25, 2025 - Sep 12, 2025		-21.12%
Feb 9, 2022 - Aug 12, 2022
#7-4.27%
Dec 28, 2020 - Jan 7, 2021		-17.66%
Apr 27, 2007 - Oct 1, 2007
#8-3.61%
Jan 7, 2021 - Jan 14, 2021		-16.25%
Dec 23, 2002 - May 15, 2003
#9-1.92%
Sep 15, 2025 - Sep 18, 2025		-13.46%
Jan 28, 2002 - Apr 4, 2002
#10-1.79%
Dec 1, 2020 - Dec 7, 2020		-12.59%
Feb 17, 2004 - Oct 4, 2004
#11-1.08%
Dec 14, 2020 - Dec 18, 2020		-11.96%
Feb 26, 2026 - Apr 22, 2026
#12-0.73%
Dec 9, 2020 - Dec 11, 2020		-11.61%
Feb 7, 2005 - Jun 27, 2005
#13N/A-11.55%
Jun 16, 2003 - Dec 2, 2003
#14N/A-10.65%
May 17, 2021 - Aug 11, 2021
#15N/A-10.58%
Sep 12, 2022 - Oct 18, 2022

Correlation

Correlation between SOFI and PFG is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

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