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SOFI vs ULTA

Comparison between SoFi Technologies Inc (SOFI, Company) and Ulta Beauty Inc (ULTA, Company).

SOFI is from the Financial Services sector, while ULTA is from the Consumer Cyclical sector.

5-Year PerformanceULTA has outperformed SOFI, delivering a return of +7.1% compared to -5.7%

SOFI vs ULTA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SOFI
$20B
Winner
ULTA
$20B
Max Drawdown
Winner
SOFI
83.32%
ULTA
87.89%
Sharpe Ratio
Winner
SOFI
0.48
ULTA
0.15
5Y Beta
SOFI
2.28
Winner
ULTA
0.87
Industry
SOFI
Credit Services
ULTA
Specialty Retail
P/E Ratio
SOFI
33.78
Winner
ULTA
17.47
Forward P/E
SOFI
26.45
Winner
ULTA
17.04
PEG Ratio
SOFI
5.05
Winner
ULTA
4.18
5Y EPS CAGR
SOFI
N/A
ULTA
25.38%
Debt to Equity
Winner
SOFI
0.00%
ULTA
5.61%
Free Cash Flow Yield
SOFI
-29.89%
Winner
ULTA
5.55%
P/S Ratio
SOFI
5.16
Winner
ULTA
1.62
P/B Ratio
Winner
SOFI
1.88
ULTA
7.96

SOFI vs ULTA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SOFI
+2.52%
ULTA
-6.95%
3M
Winner
SOFI
-10.04%
ULTA
-27.00%
6M
SOFI
-38.42%
Winner
ULTA
-19.71%
1Y
Winner
SOFI
+10.69%
ULTA
+4.26%
5Y(CAGR)
SOFI
-5.74%
Winner
ULTA
+7.08%
10Y(CAGR)
SOFI
N/A
ULTA
+7.10%
Max(CAGR)
SOFI
+8.76%
Winner
ULTA
+16.11%

SOFI vs ULTA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSOFIULTA
2026-39.29%-23.16%
2025+85.28%+40.98%
2024+59.59%-10.62%
2023+121.11%+3.89%
2022-70.60%+13.51%
2021+29.59%+45.98%
2020+18.70%+12.81%
2019N/A+2.08%
2018N/A+6.62%
2017N/A-12.86%
2016N/A+40.22%
2015N/A+45.85%
2014N/A+33.29%
2013N/A-4.93%
2012N/A+55.02%
2011N/A+89.16%
2010N/A+80.37%
2009N/A+118.80%
2008N/A-49.97%
2007N/A-42.49%

SOFI vs ULTA Drawdown Comparison

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

The maximum drawdown for ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.

The current SOFI drawdown is -48.25%. The current ULTA drawdown is -32.60%.

RankSOFIULTA
#1-83.32%
Feb 1, 2021 - Aug 25, 2025
-87.89%
Oct 30, 2007 - Dec 1, 2010
#2-52.96%
Nov 12, 2025 - Mar 30, 2026
-64.92%
Jul 17, 2019 - Aug 11, 2021
#3-19.52%
Jan 19, 2021 - Jan 29, 2021
-44.56%
Mar 13, 2024 - Dec 5, 2025
#4-15.33%
Sep 22, 2025 - Oct 27, 2025
-39.39%
Jun 5, 2017 - Nov 13, 2018
#5-14.21%
Oct 28, 2025 - Nov 12, 2025
-38.46%
Nov 5, 2013 - Jan 8, 2015
#6-6.35%
Aug 25, 2025 - Sep 12, 2025
-34.56%
Feb 17, 2026 - Jun 4, 2026
#7-4.27%
Dec 28, 2020 - Jan 7, 2021
-32.57%
Apr 28, 2023 - Feb 26, 2024
#8-3.61%
Jan 7, 2021 - Jan 14, 2021
-28.84%
Jul 8, 2011 - Sep 12, 2011
#9-1.92%
Sep 15, 2025 - Sep 18, 2025
-27.48%
Jan 3, 2013 - Aug 2, 2013
#10-1.79%
Dec 1, 2020 - Dec 7, 2020
-27.11%
Nov 13, 2018 - Mar 1, 2019
#11-1.08%
Dec 14, 2020 - Dec 18, 2020
-20.70%
Apr 20, 2022 - Sep 7, 2022
#12-0.73%
Dec 9, 2020 - Dec 11, 2020
-19.86%
Dec 16, 2015 - Mar 11, 2016
#13N/A-17.30%
Aug 23, 2016 - Feb 21, 2017
#14N/A-16.55%
Jan 4, 2022 - Apr 19, 2022
#15N/A-15.84%
Sep 19, 2011 - Nov 4, 2011

Correlation

Correlation between SOFI and ULTA is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19
-101

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