LUV vs SOJC

Comparison between Southwest Airlines Company (LUV, Company) and Southern Company (SOJC, Company).

5-Year PerformanceSOJC has outperformed LUV, delivering a return of +1.4% compared to -5.2%

LUV vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LUV(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	78.47%	25.19%
Sharpe Ratio	0.96	0.50
5Y Beta	1.30	0.18
Industry	Airlines	N/A
P/E Ratio	62.41	26.09
Forward P/E	13.07	N/A
PEG Ratio	10.75	N/A
Dividend Yield	1.76%	10.70%
5Y Dividends CAGR	N/A	0.04%
5Y EPS CAGR	-30.83%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	11.03%	N/A

Market Cap

LUV

$22B

Winner

SOJC

$22B

Max Drawdown

LUV

78.47%

Winner

SOJC

25.19%

Sharpe Ratio

Winner

LUV

0.96

SOJC

0.50

5Y Beta

LUV

1.30

Winner

SOJC

0.18

Industry

LUV

Airlines

SOJC

N/A

P/E Ratio

LUV

62.41

Winner

SOJC

26.09

Forward P/E

LUV

13.07

SOJC

N/A

PEG Ratio

LUV

10.75

SOJC

N/A

Dividend Yield

LUV

1.76%

Winner

SOJC

10.70%

5Y Dividends CAGR

LUV

N/A

SOJC

0.04%

5Y EPS CAGR

LUV

-30.83%

SOJC

N/A

Debt to Equity

LUV

0.00%

SOJC

N/A

Free Cash Flow Yield

LUV

11.03%

SOJC

N/A

LUV vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	LUV	SOJC
1 month	+14.35%	-1.10%
3 months	-10.91%	-2.53%
6 months	+25.71%	+0.59%
1 year	+36.49%	+6.81%
5 years(CAGR)	-5.24%	+1.35%
10 years(CAGR)	+1.53%	+3.52%
Max(CAGR)	+6.02%	+3.52%

Winner

LUV

+14.35%

SOJC

-1.10%

LUV

-10.91%

Winner

SOJC

-2.53%

Winner

LUV

+25.71%

SOJC

+0.59%

Winner

LUV

+36.49%

SOJC

+6.81%

5Y(CAGR)

LUV

-5.24%

Winner

SOJC

+1.35%

10Y(CAGR)

LUV

+1.53%

Winner

SOJC

+3.52%

Max(CAGR)

Winner

LUV

+6.02%

SOJC

+3.52%

LUV vs SOJC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LUV	SOJC
2026	+6.26%	+0.18%
2025	+26.56%	+2.61%
2024	+20.78%	-2.41%
2023	-8.93%	+17.25%
2022	-23.48%	-14.71%
2021	-4.88%	+1.92%
2020	-14.67%	+7.60%
2019	+16.07%	+24.19%
2018	-29.11%	-8.31%
2017	+32.03%	+1.39%
2016	+19.85%	N/A
2015	+1.56%	N/A
2014	+125.82%	N/A
2013	+81.52%	N/A
2012	+22.22%	N/A
2011	-35.23%	N/A
2010	+16.27%	N/A
2009	+27.72%	N/A
2008	-26.84%	N/A
2007	-21.29%	N/A
2006	-6.65%	N/A
2005	+2.37%	N/A
2004	+2.26%	N/A
2003	+13.79%	N/A
2002	-23.75%	N/A
2001	-17.07%	N/A
2000	+111.50%	N/A
1999	-1.49%	N/A

LUV vs SOJC Drawdown Comparison

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

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

The current LUV drawdown is -26.80%. The current SOJC drawdown is -7.33%.

Rank	LUV	SOJC
#1	-78.25% Jan 5, 2001 - Mar 4, 2014	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-64.75% Jan 2, 2018 - Oct 31, 2023	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-30.90% Jan 29, 2015 - Nov 3, 2015	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-29.86% Dec 7, 2015 - Dec 7, 2016	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-20.88% Jul 7, 2017 - Dec 15, 2017	-11.42% Aug 30, 2018 - Jan 31, 2019
#6	-18.02% Sep 18, 2014 - Nov 3, 2014	-10.85% Sep 17, 2025 - Mar 31, 2026
#7	-16.42% May 8, 2000 - Jul 24, 2000	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-14.25% Apr 11, 2000 - May 8, 2000	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-13.21% Nov 5, 1999 - Feb 23, 2000	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-11.73% Mar 1, 2017 - May 22, 2017	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-11.25% Aug 11, 2000 - Oct 3, 2000	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-10.49% Feb 29, 2000 - Mar 10, 2000	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-8.88% Jan 2, 2015 - Jan 22, 2015	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-8.83% Nov 29, 2000 - Dec 27, 2000	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-8.55% Oct 5, 2000 - Oct 19, 2000	-2.82% Jul 10, 2018 - Aug 30, 2018

Correlation

Correlation between LUV and SOJC is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101

Dividend Comparison (1999 - 2026)

LUV vs SOJC dividend yield comparison.

Year	LUV	SOJC
2026	0.41%	1.52%
2025	1.74%	6.07%
2024	2.14%	5.97%
2023	3.12%	5.48%
2022	0.00%	6.18%
2021	0.00%	5.01%
2020	0.39%	4.82%
2019	1.30%	4.99%
2018	1.30%	6.16%
2017	0.73%	0.00%
2016	0.75%	0.00%
2015	0.66%	0.00%
2014	0.52%	0.00%
2013	0.69%	0.00%
2012	0.34%	0.00%
2011	0.21%	0.00%
2010	0.14%	0.00%
2009	0.16%	0.00%
2008	0.21%	0.00%
2007	0.15%	0.00%
2006	0.12%	0.00%
2005	0.11%	0.00%
2004	0.11%	0.00%
2003	0.11%	0.00%
2002	0.13%	0.00%
2001	0.10%	0.00%
2000	0.07%	0.00%
1999	0.04%	0.00%