FTS vs SOJF

Comparison between Fortis Inc (FTS, Company) and Southern Company (SOJF, Company).

FTS vs SOJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTS(COMPANY)	SOJF(COMPANY)
Market Cap	$28B	$29B
Max Drawdown	34.36%	6.25%
Sharpe Ratio	0.93	0.41
5Y Beta	-0.01	0.08
Industry	Utilities - Regulated Electric	N/A
P/E Ratio	19.93	5.34
Forward P/E	21.14	N/A
PEG Ratio	1.88	N/A
Dividend Yield	4.47%	4.19%
5Y Dividends CAGR	8.63%	N/A
5Y EPS CAGR	3.80%	3.88%
Debt to Equity	142.25%	4.19%
Free Cash Flow Yield	-4.81%	-12.09%
P/S Ratio	2.34	N/A
P/B Ratio	1.77	N/A

Market Cap

FTS

$28B

Winner

SOJF

$29B

Max Drawdown

FTS

34.36%

Winner

SOJF

6.25%

Sharpe Ratio

Winner

FTS

0.93

SOJF

0.41

5Y Beta

Winner

FTS

-0.01

SOJF

0.08

Industry

FTS

Utilities - Regulated Electric

SOJF

N/A

P/E Ratio

FTS

19.93

Winner

SOJF

5.34

Forward P/E

FTS

21.14

SOJF

N/A

PEG Ratio

FTS

1.88

SOJF

N/A

Dividend Yield

Winner

FTS

4.47%

SOJF

4.19%

5Y Dividends CAGR

FTS

8.63%

SOJF

N/A

5Y EPS CAGR

FTS

3.80%

Winner

SOJF

3.88%

Debt to Equity

FTS

142.25%

Winner

SOJF

4.19%

Free Cash Flow Yield

Winner

FTS

-4.81%

SOJF

-12.09%

P/S Ratio

FTS

2.34

SOJF

N/A

P/B Ratio

FTS

1.77

SOJF

N/A

FTS vs SOJF - Historical Returns

Returns include dividend reinvestment.

Period	FTS	SOJF
1 month	-2.18%	+1.15%
3 months	+4.49%	+0.65%
6 months	+11.18%	+1.90%
1 year	+19.77%	+5.99%
5 years(CAGR)	+8.66%	N/A
10 years(CAGR)	+10.49%	N/A
Max(CAGR)	+12.01%	+6.66%

FTS

-2.18%

Winner

SOJF

+1.15%

Winner

FTS

+4.49%

SOJF

+0.65%

Winner

FTS

+11.18%

SOJF

+1.90%

Winner

FTS

+19.77%

SOJF

+5.99%

5Y(CAGR)

FTS

+8.66%

SOJF

N/A

10Y(CAGR)

FTS

+10.49%

SOJF

N/A

Max(CAGR)

Winner

FTS

+12.01%

SOJF

+6.66%

FTS vs SOJF - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	FTS	SOJF
2026	+8.96%	+1.44%
2025	+30.22%	+6.37%
2024	+5.99%	N/A
2023	+6.17%	N/A
2022	-12.70%	N/A
2021	+22.76%	N/A
2020	+2.27%	N/A
2019	+30.07%	N/A
2018	-5.13%	N/A
2017	+25.09%	N/A
2016	+23.55%	N/A

FTS vs SOJF Drawdown Comparison

The maximum drawdown for FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The maximum drawdown for SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.

The current FTS drawdown is -4.22%. The current SOJF drawdown is -0.35%.

Rank	FTS	SOJF
#1	-34.36% Feb 18, 2020 - Mar 16, 2021	-3.97% Jan 28, 2025 - Jun 18, 2025
#2	-29.96% Apr 6, 2022 - Mar 31, 2025	-3.00% Mar 2, 2026 - Mar 31, 2026
#3	-16.05% Nov 24, 2017 - Mar 12, 2019	-2.39% Jun 24, 2025 - Jul 24, 2025
#4	-14.04% Jul 6, 2016 - Apr 12, 2017	-2.17% Sep 12, 2025 - Feb 10, 2026
#5	-13.81% Feb 4, 2016 - Mar 7, 2016	-0.95% Aug 22, 2025 - Sep 5, 2025
#6	-7.75% Jan 13, 2016 - Jan 22, 2016	-0.88% Jul 25, 2025 - Aug 4, 2025
#7	-7.63% Sep 26, 2019 - Jan 15, 2020	-0.65% Aug 4, 2025 - Aug 13, 2025
#8	-6.63% May 7, 2025 - Aug 1, 2025	-0.42% Aug 19, 2025 - Aug 22, 2025
#9	-6.49% Dec 31, 2021 - Mar 17, 2022	-0.23% Feb 10, 2026 - Feb 13, 2026
#10	-6.13% Apr 3, 2025 - Apr 14, 2025	-0.08% Feb 18, 2026 - Mar 2, 2026
#11	-5.98% Mar 16, 2026 - Mar 20, 2026	-0.08% Aug 13, 2025 - Aug 15, 2025
#12	-5.83% Sep 8, 2017 - Nov 6, 2017	N/A
#13	-5.77% Aug 16, 2021 - Dec 14, 2021	N/A
#14	-5.39% Jun 15, 2021 - Aug 16, 2021	N/A
#15	-4.76% Apr 17, 2017 - Jun 5, 2017	N/A

Correlation

Correlation between FTS and SOJF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2016 - 2026)

FTS vs SOJF dividend yield comparison.

Year	FTS	SOJF
2026	0.84%	1.59%
2025	3.42%	5.90%
2024	4.62%	0.00%
2023	4.50%	0.00%
2022	4.48%	0.00%
2021	3.40%	0.00%
2020	3.54%	0.00%
2019	3.31%	0.00%
2018	3.35%	0.00%
2017	4.43%	0.00%
2016	4.94%	0.00%