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BN vs SO

Comparison between Brookfield Corporation - Class A (BN, Company) and Southern Company (SO, Company).

BN is from the Financial Services sector, while SO is from the Utilities sector.

5-Year PerformanceBN has outperformed SO, delivering a return of +12.1% compared to +12.0%

BN vs SO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BN
$106B
Winner
SO
$106B
Max Drawdown
BN
73.40%
Winner
SO
38.98%
Sharpe Ratio
Winner
BN
0.51
SO
0.38
5Y Beta
BN
1.46
Winner
SO
-0.04
Industry
BN
Asset Management
SO
Utilities - Regulated Electric
P/E Ratio
BN
79.02
Winner
SO
19.71
Forward P/E
Winner
BN
11.89
SO
20.58
PEG Ratio
Winner
BN
0.67
SO
2.67
Dividend Yield
BN
0.56%
Winner
SO
3.17%
5Y Dividends CAGR
BN
-6.34%
Winner
SO
5.59%
5Y EPS CAGR
BN
-1.09%
Winner
SO
3.88%
Debt to Equity
BN
571.67%
Winner
SO
4.19%
Free Cash Flow Yield
BN
-7.83%
Winner
SO
-3.28%
P/S Ratio
Winner
BN
1.26
SO
3.48
P/B Ratio
Winner
BN
2.38
SO
2.85

BN vs SO - Historical Returns

Returns include dividend reinvestment.

1M
BN
+0.33%
Winner
SO
+2.64%
3M
Winner
BN
+16.94%
SO
-4.16%
6M
BN
+1.15%
Winner
SO
+11.34%
1Y
Winner
BN
+17.61%
SO
+9.41%
5Y(CAGR)
Winner
BN
+12.12%
SO
+11.97%
10Y(CAGR)
Winner
BN
+15.88%
SO
+10.84%
Max(CAGR)
Winner
BN
+18.56%
SO
+13.47%

BN vs SO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBNSO
2026-1.84%+9.83%
2025+20.33%+9.78%
2024+48.89%+20.43%
2023+28.19%+1.49%
2022-34.35%+8.86%
2021+56.21%+20.40%
2020+8.87%+2.40%
2019+54.24%+52.31%
2018-9.63%-1.87%
2017+33.02%+2.73%
2016+10.47%+9.37%
2015-4.72%-0.60%
2014+31.81%+26.52%
2013+9.81%-1.74%
2012+33.58%-0.82%
2011-16.44%+26.25%
2010+52.46%+21.04%
2009+48.15%-6.08%
2008-55.15%+1.63%
2007+14.67%+9.49%
2006+42.45%+9.97%
2005+43.00%+9.07%
2004+77.08%+16.91%
2003+56.79%+9.50%
2002+22.19%+16.95%
2001+34.46%+102.26%
2000+13.72%+53.68%
1999+3.38%-10.68%

BN vs SO Drawdown Comparison

The maximum drawdown for BN was -71.78%, occurring on Mar 9, 2009. Recovery took 1438 trading sessions.

The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.

The current BN drawdown is -6.91%. The current SO drawdown is -4.16%.

RankBNSO
#1-71.78%
May 22, 2007 - Feb 6, 2013
-38.44%
Jan 30, 2020 - Aug 16, 2021
#2-51.42%
Feb 20, 2020 - Mar 17, 2021
-30.47%
Sep 18, 2008 - Jul 26, 2010
#3-41.86%
Oct 28, 2021 - Jul 31, 2024
-23.28%
Aug 19, 2022 - May 3, 2024
#4-28.63%
Apr 15, 2015 - May 2, 2017
-21.01%
Nov 2, 1999 - Apr 25, 2000
#5-27.85%
Jan 30, 2025 - Jun 30, 2025
-19.29%
Jan 29, 2015 - Mar 10, 2016
#6-22.05%
Jan 6, 2026 - Mar 20, 2026
-18.94%
Dec 26, 2000 - Mar 27, 2001
#7-21.46%
Jun 7, 2002 - May 6, 2003
-17.68%
Nov 2, 2017 - Feb 20, 2019
#8-20.13%
Jan 10, 2000 - Aug 24, 2000
-17.47%
Oct 28, 2002 - Jan 6, 2003
#9-19.03%
Aug 23, 2001 - Dec 27, 2001
-16.88%
Sep 13, 2000 - Dec 26, 2000
#10-18.08%
Oct 1, 2018 - Feb 26, 2019
-15.85%
May 8, 2002 - Jul 31, 2002
#11-17.84%
Mar 30, 2004 - Jun 8, 2004
-15.00%
Oct 15, 2025 - Mar 16, 2026
#12-15.94%
Nov 23, 2004 - Aug 25, 2005
-14.92%
Apr 23, 2013 - Apr 28, 2014
#13-13.79%
Aug 25, 2000 - Nov 15, 2000
-14.82%
Jan 9, 2008 - Sep 18, 2008
#14-13.63%
Dec 13, 2017 - Aug 16, 2018
-14.14%
Apr 26, 2000 - Aug 7, 2000
#15-12.30%
May 8, 2013 - Oct 16, 2013
-14.04%
May 27, 2022 - Jul 29, 2022

Correlation

Correlation between BN and SO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

BN vs SO dividend yield comparison.

YearBNSO
20260.15%2.03%
20250.52%3.37%
20240.56%3.47%
20230.70%3.96%
20221.44%3.78%
20211.12%3.82%
20201.55%4.13%
20191.11%3.86%
20181.56%5.42%
20171.29%4.78%
20161.58%4.52%
20151.50%4.60%
20141.36%4.24%
20134.64%4.90%
20121.50%4.54%
20111.89%4.05%
20101.56%4.71%
20092.34%5.20%
20088.87%4.49%
20071.31%4.12%
20061.21%4.16%
20051.17%4.27%
20041.76%4.22%
20033.96%4.58%
20025.61%4.77%
20016.36%59.28%
20004.47%4.03%

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