SOJE vs SOFI

Comparison between Southern Company (SOJE, Company) and SoFi Technologies Inc (SOFI, Company).

5-Year PerformanceSOJE has outperformed SOFI, delivering a return of -2.6% compared to -3.6%

SOJE vs SOFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	SOFI(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	37.15%	83.32%
Sharpe Ratio	-0.14	0.51
5Y Beta	0.19	2.25
Industry	N/A	Credit Services
P/E Ratio	4.63	33.40
Forward P/E	N/A	26.18
PEG Ratio	N/A	4.99
Dividend Yield	5.94%	N/A
5Y EPS CAGR	-0.02%	N/A
Debt to Equity	2.00%	0.00%
Free Cash Flow Yield	-14.59%	-30.24%
P/S Ratio	N/A	5.13
P/B Ratio	N/A	1.86

Market Cap

Winner

SOJE

$20B

SOFI

$20B

Max Drawdown

Winner

SOJE

37.15%

SOFI

83.32%

Sharpe Ratio

SOJE

-0.14

Winner

SOFI

0.51

5Y Beta

Winner

SOJE

0.19

SOFI

2.25

Industry

SOJE

N/A

SOFI

Credit Services

P/E Ratio

Winner

SOJE

4.63

SOFI

33.40

Forward P/E

SOJE

N/A

SOFI

26.18

PEG Ratio

SOJE

N/A

SOFI

4.99

Dividend Yield

SOJE

5.94%

SOFI

N/A

5Y EPS CAGR

SOJE

-0.02%

SOFI

N/A

Debt to Equity

SOJE

2.00%

Winner

SOFI

0.00%

Free Cash Flow Yield

Winner

SOJE

-14.59%

SOFI

-30.24%

P/S Ratio

SOJE

N/A

SOFI

5.13

P/B Ratio

SOJE

N/A

SOFI

1.86

SOJE vs SOFI - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	SOFI
1 month	-2.59%	-16.89%
3 months	-6.51%	-17.72%
6 months	-1.73%	-37.87%
1 year	+3.91%	+22.27%
5 years(CAGR)	-2.63%	-3.58%
Max(CAGR)	-1.94%	+7.61%

Winner

SOJE

-2.59%

SOFI

-16.89%

Winner

SOJE

-6.51%

SOFI

-17.72%

Winner

SOJE

-1.73%

SOFI

-37.87%

SOJE

+3.91%

Winner

SOFI

+22.27%

5Y(CAGR)

Winner

SOJE

-2.63%

SOFI

-3.58%

Max(CAGR)

SOJE

-1.94%

Winner

SOFI

+7.61%

SOJE vs SOFI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SOJE	SOFI
2026	-3.21%	-43.01%
2025	-2.30%	+85.28%
2024	+0.43%	+59.59%
2023	+18.13%	+121.11%
2022	-29.39%	-70.60%
2021	-0.74%	+29.59%
2020	+9.25%	+18.70%

SOJE vs SOFI Drawdown Comparison

The maximum drawdown for SOJE was -30.95%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

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

The current SOJE drawdown is -18.08%. The current SOFI drawdown is -51.41%.

Rank	SOJE	SOFI
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-83.32% Feb 1, 2021 - Aug 25, 2025
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-52.96% Nov 12, 2025 - Mar 30, 2026
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-19.52% Jan 19, 2021 - Jan 29, 2021
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-15.33% Sep 22, 2025 - Oct 27, 2025
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-14.21% Oct 28, 2025 - Nov 12, 2025
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-6.35% Aug 25, 2025 - Sep 12, 2025
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-4.27% Dec 28, 2020 - Jan 7, 2021
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-3.61% Jan 7, 2021 - Jan 14, 2021
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-1.92% Sep 15, 2025 - Sep 18, 2025
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-1.79% Dec 1, 2020 - Dec 7, 2020
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-1.08% Dec 14, 2020 - Dec 18, 2020
#12	N/A	-0.73% Dec 9, 2020 - Dec 11, 2020