AQNB vs SOJE

Comparison between Algonquin Power & Utilities Corp (AQNB, Company) and Southern Company (SOJE, Company).

5-Year PerformanceAQNB has outperformed SOJE, delivering a return of +5.7% compared to -2.6%

AQNB vs SOJE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AQNB(COMPANY)	SOJE(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	43.48%	37.15%
Sharpe Ratio	1.07	-0.14
5Y Beta	0.08	0.19
P/E Ratio	111.30	4.63
Dividend Yield	5.50%	5.94%
5Y Dividends CAGR	11.26%	N/A
5Y EPS CAGR	-9.80%	-0.02%
Debt to Equity	140.76%	2.00%
Free Cash Flow Yield	2.95%	-14.59%

Market Cap

Winner

AQNB

$20B

SOJE

$20B

Max Drawdown

AQNB

43.48%

Winner

SOJE

37.15%

Sharpe Ratio

Winner

AQNB

1.07

SOJE

-0.14

5Y Beta

Winner

AQNB

0.08

SOJE

0.19

P/E Ratio

AQNB

111.30

Winner

SOJE

4.63

Dividend Yield

AQNB

5.50%

Winner

SOJE

5.94%

5Y Dividends CAGR

AQNB

11.26%

SOJE

N/A

5Y EPS CAGR

AQNB

-9.80%

Winner

SOJE

-0.02%

Debt to Equity

AQNB

140.76%

Winner

SOJE

2.00%

Free Cash Flow Yield

Winner

AQNB

2.95%

SOJE

-14.59%

AQNB vs SOJE - Historical Returns

Returns include dividend reinvestment.

Period	AQNB	SOJE
1 month	+1.40%	-2.59%
3 months	+2.65%	-6.51%
6 months	+5.53%	-1.73%
1 year	+11.90%	+3.91%
5 years(CAGR)	+5.67%	-2.63%
Max(CAGR)	+7.12%	-1.94%

Winner

AQNB

+1.40%

SOJE

-2.59%

Winner

AQNB

+2.65%

SOJE

-6.51%

Winner

AQNB

+5.53%

SOJE

-1.73%

Winner

AQNB

+11.90%

SOJE

+3.91%

5Y(CAGR)

Winner

AQNB

+5.67%

SOJE

-2.63%

Max(CAGR)

Winner

AQNB

+7.12%

SOJE

-1.94%

AQNB vs SOJE - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AQNB	SOJE
2026	+4.09%	-3.21%
2025	+9.53%	-2.30%
2024	+12.34%	+0.43%
2023	+19.23%	+18.13%
2022	-16.25%	-29.39%
2021	+3.22%	-0.74%
2020	+5.60%	+9.25%
2019	+14.34%	N/A

AQNB vs SOJE Drawdown Comparison

The maximum drawdown for AQNB was -42.58%, occurring on Mar 18, 2020. Recovery took 161 trading sessions.

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

The current AQNB drawdown is -0.72%. The current SOJE drawdown is -18.08%.

Rank	AQNB	SOJE
#1	-42.58% Feb 7, 2020 - Sep 28, 2020	-30.95% Dec 31, 2020 - Nov 4, 2022
#2	-18.66% Jul 8, 2021 - Nov 29, 2023	-1.03% Dec 4, 2020 - Dec 18, 2020
#3	-5.05% Sep 29, 2020 - Nov 10, 2020	-0.87% Dec 21, 2020 - Dec 29, 2020
#4	-4.86% Feb 9, 2021 - May 3, 2021	-0.86% Oct 23, 2020 - Nov 4, 2020
#5	-4.18% Oct 25, 2019 - Dec 23, 2019	-0.85% Nov 23, 2020 - Dec 2, 2020
#6	-3.82% Mar 21, 2025 - Jun 16, 2025	-0.59% Oct 15, 2020 - Oct 23, 2020
#7	-3.63% Sep 27, 2024 - Feb 26, 2025	-0.47% Nov 9, 2020 - Nov 17, 2020
#8	-3.62% Sep 4, 2019 - Oct 1, 2019	-0.28% Oct 8, 2020 - Oct 15, 2020
#9	-3.15% Nov 17, 2020 - Feb 4, 2021	-0.20% Oct 2, 2020 - Oct 7, 2020
#10	-2.90% Dec 27, 2023 - Jan 24, 2024	-0.16% Nov 4, 2020 - Nov 9, 2020
#11	-2.78% May 3, 2021 - May 20, 2021	-0.16% Nov 17, 2020 - Nov 19, 2020
#12	-2.72% Jul 3, 2025 - Sep 19, 2025	N/A
#13	-2.33% Jul 12, 2024 - Sep 5, 2024	N/A
#14	-1.80% Jun 14, 2021 - Jul 8, 2021	N/A
#15	-1.65% Feb 26, 2025 - Mar 14, 2025	N/A