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SOFI vs STZ

Comparison between SoFi Technologies Inc (SOFI, Company) and Constellation Brands Inc - Class A (STZ, Company).

SOFI is from the Financial Services sector, while STZ is from the Consumer Defensive sector.

5-Year PerformanceSOFI has outperformed STZ, delivering a return of +1.3% compared to -8.9%

SOFI vs STZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SOFI
$23B
STZ
$22B
Max Drawdown
SOFI
83.32%
Winner
STZ
64.97%
Sharpe Ratio
Winner
SOFI
0.06
STZ
-0.76
5Y Beta
SOFI
2.26
Winner
STZ
0.32
Industry
SOFI
Credit Services
STZ
Beverages - Brewers
P/E Ratio
SOFI
37.74
Winner
STZ
12.43
Forward P/E
SOFI
30.12
Winner
STZ
11.78
PEG Ratio
SOFI
5.64
STZ
N/A
Dividend Yield
SOFI
N/A
STZ
3.13%
5Y Dividends CAGR
SOFI
N/A
STZ
11.24%
5Y EPS CAGR
SOFI
N/A
STZ
10.21%
Debt to Equity
Winner
SOFI
0.00%
STZ
127.60%
Free Cash Flow Yield
SOFI
-26.76%
Winner
STZ
8.16%

SOFI vs STZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOFI
+7.45%
STZ
-7.46%
3M
Winner
SOFI
+7.52%
STZ
-12.66%
6M
SOFI
-36.04%
Winner
STZ
-10.72%
1Y
Winner
SOFI
-11.13%
STZ
-21.47%
5Y(CAGR)
Winner
SOFI
+1.30%
STZ
-8.90%
10Y(CAGR)
SOFI
N/A
STZ
-0.85%
Max(CAGR)
SOFI
+9.84%
Winner
STZ
+12.10%

SOFI vs STZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOFISTZ
2026-35.43%-6.43%
2025+85.28%-36.43%
2024+59.59%-7.92%
2023+121.11%+7.76%
2022-70.60%-7.14%
2021+29.59%+17.35%
2020+18.70%+18.30%
2019N/A+17.51%
2018N/A-28.09%
2017N/A+49.28%
2016N/A+10.03%
2015N/A+47.20%
2014N/A+41.78%
2013N/A+87.38%
2012N/A+70.72%
2011N/A-4.35%
2010N/A+37.41%
2009N/A-3.16%
2008N/A-32.84%
2007N/A-16.76%
2006N/A+11.66%
2005N/A+12.91%
2004N/A+41.37%
2003N/A+33.70%
2002N/A+10.92%
2001N/A+50.35%
2000N/A+17.95%
1999N/A-13.01%

SOFI vs STZ Drawdown Comparison

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

The maximum drawdown for STZ was -64.97%, occurring on Nov 12, 2008. Recovery took 1797 trading sessions.

The current SOFI drawdown is -44.95%. The current STZ drawdown is -49.58%.

RankSOFISTZ
#1-83.32%
Feb 1, 2021 - Aug 25, 2025
-64.97%
Jun 28, 2005 - Aug 15, 2012
#2-52.96%
Nov 12, 2025 - Mar 30, 2026
-53.52%
Apr 27, 2018 - Jan 7, 2021
#3-19.52%
Jan 19, 2021 - Jan 29, 2021
-51.28%
Mar 27, 2024 - Nov 7, 2025
#4-15.33%
Sep 22, 2025 - Oct 27, 2025
-31.25%
Jun 28, 2002 - Nov 5, 2003
#5-14.21%
Oct 28, 2025 - Nov 12, 2025
-28.92%
Nov 5, 1999 - Jan 11, 2001
#6-6.35%
Aug 25, 2025 - Sep 12, 2025
-21.59%
Jan 29, 2013 - Feb 14, 2013
#7-4.27%
Dec 28, 2020 - Jan 7, 2021
-21.32%
Aug 20, 2001 - Jan 8, 2002
#8-3.61%
Jan 7, 2021 - Jan 14, 2021
-20.06%
Dec 2, 2022 - Jul 19, 2023
#9-1.92%
Sep 15, 2025 - Sep 18, 2025
-16.31%
Jan 4, 2022 - Apr 19, 2022
#10-1.79%
Dec 1, 2020 - Dec 7, 2020
-16.00%
Jul 31, 2023 - Mar 25, 2024
#11-1.08%
Dec 14, 2020 - Dec 18, 2020
-15.07%
Apr 5, 2001 - May 17, 2001
#12-0.73%
Dec 9, 2020 - Dec 11, 2020
-15.02%
May 7, 2002 - Jun 27, 2002
#13N/A-14.91%
Oct 10, 2016 - Apr 6, 2017
#14N/A-14.16%
Aug 25, 2022 - Nov 25, 2022
#15N/A-13.93%
Apr 12, 2005 - Jun 28, 2005

Correlation

Correlation between SOFI and STZ is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75
-101

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