L vs SOJC

Comparison between Loews Corp (L, Company) and Southern Company (SOJC, Company).

5-Year PerformanceL has outperformed SOJC, delivering a return of +12.7% compared to +1.4%

L vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	L(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	66.01%	25.19%
Sharpe Ratio	0.97	0.52
5Y Beta	0.51	0.18
Industry	Insurance - Property & Casualty	N/A
P/E Ratio	13.72	26.09
Forward P/E	12.20	N/A
PEG Ratio	0.91	N/A
Dividend Yield	0.24%	10.60%
5Y Dividends CAGR	0.00%	0.04%
5Y EPS CAGR	15.75%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	8.89%	N/A
P/S Ratio	1.17	N/A
P/B Ratio	1.16	N/A

Market Cap

$22B

Winner

SOJC

$22B

Max Drawdown

66.01%

Winner

SOJC

25.19%

Sharpe Ratio

Winner

0.97

SOJC

0.52

5Y Beta

0.51

Winner

SOJC

0.18

Industry

Insurance - Property & Casualty

SOJC

N/A

P/E Ratio

Winner

13.72

SOJC

26.09

Forward P/E

12.20

SOJC

N/A

PEG Ratio

0.91

SOJC

N/A

Dividend Yield

0.24%

Winner

SOJC

10.60%

5Y Dividends CAGR

0.00%

Winner

SOJC

0.04%

5Y EPS CAGR

15.75%

SOJC

N/A

Debt to Equity

0.00%

SOJC

N/A

Free Cash Flow Yield

8.89%

SOJC

N/A

P/S Ratio

1.17

SOJC

N/A

P/B Ratio

1.16

SOJC

N/A

L vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	L	SOJC
1 month	-4.82%	+1.53%
3 months	-5.72%	-0.12%
6 months	+1.98%	-0.13%
1 year	+19.09%	+8.04%
5 years(CAGR)	+12.72%	+1.38%
10 years(CAGR)	+10.86%	+3.71%
Max(CAGR)	+9.62%	+3.71%

-4.82%

Winner

SOJC

+1.53%

-5.72%

Winner

SOJC

-0.12%

Winner

+1.98%

SOJC

-0.13%

Winner

+19.09%

SOJC

+8.04%

5Y(CAGR)

Winner

+12.72%

SOJC

+1.38%

10Y(CAGR)

Winner

+10.86%

SOJC

+3.71%

Max(CAGR)

Winner

+9.62%

SOJC

+3.71%

L vs SOJC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	L	SOJC
2026	-0.10%	+1.53%
2025	+25.47%	+2.61%
2024	+20.58%	-2.41%
2023	+19.25%	+17.25%
2022	+0.81%	-14.71%
2021	+30.68%	+1.92%
2020	-14.46%	+7.60%
2019	+17.03%	+24.19%
2018	-8.29%	-8.31%
2017	+7.70%	+1.39%
2016	+24.72%	N/A
2015	-7.41%	N/A
2014	-10.80%	N/A
2013	+16.79%	N/A
2012	+6.59%	N/A
2011	-3.83%	N/A
2010	+5.39%	N/A
2009	+23.20%	N/A
2008	-43.83%	N/A
2007	+22.76%	N/A
2006	+29.47%	N/A
2005	+37.58%	N/A
2004	+44.03%	N/A
2003	+8.24%	N/A
2002	-18.52%	N/A
2001	+11.69%	N/A
2000	+78.21%	N/A
1999	-9.42%	N/A

L vs SOJC Drawdown Comparison

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current L drawdown is -7.20%. The current SOJC drawdown is -6.09%.

Rank	L	SOJC
#1	-65.59% Jun 19, 2007 - Nov 6, 2017	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-48.52% Jul 3, 2019 - Apr 29, 2021	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-45.96% May 4, 2001 - Nov 29, 2004	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-41.13% Nov 8, 1999 - Aug 8, 2000	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-26.11% Apr 20, 2022 - Nov 16, 2023	-11.42% Aug 30, 2018 - Jan 31, 2019
#6	-20.02% Jan 26, 2018 - Jun 5, 2019	-10.85% Sep 17, 2025 - Mar 31, 2026
#7	-14.30% Dec 28, 2000 - Feb 5, 2001	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-12.16% Apr 1, 2025 - Jul 1, 2025	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-12.07% May 14, 2021 - Jan 4, 2022	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-9.82% Sep 28, 2000 - Oct 27, 2000	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-9.67% Mar 9, 2001 - Mar 30, 2001	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-9.49% May 5, 2006 - Jul 31, 2006	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-8.29% Jan 13, 2006 - Mar 27, 2006	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-7.36% Oct 30, 2000 - Nov 10, 2000	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-7.28% Apr 30, 2026 - May 7, 2026	-2.82% Jul 10, 2018 - Aug 30, 2018

Correlation

Correlation between L and SOJC is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

L vs SOJC dividend yield comparison.

Year	L	SOJC
2026	0.06%	1.50%
2025	0.24%	6.07%
2024	0.30%	5.97%
2023	0.36%	5.48%
2022	0.43%	6.18%
2021	0.43%	5.01%
2020	0.56%	4.82%
2019	0.48%	4.99%
2018	0.55%	6.16%
2017	1.58%	0.00%
2016	0.53%	0.00%
2015	0.65%	0.00%
2014	0.59%	0.00%
2013	0.51%	0.00%
2012	0.61%	0.00%
2011	0.66%	0.00%
2010	0.64%	0.00%
2009	0.69%	0.00%
2008	0.88%	0.00%
2007	0.50%	0.00%
2006	0.57%	0.00%
2005	0.63%	0.00%
2004	0.85%	0.00%
2003	1.21%	0.00%
2002	1.35%	0.00%
2001	1.76%	0.00%
2000	0.97%	0.00%