LYB vs SOJE

Comparison between LyondellBasell Industries NV - Class A (LYB, Company) and Southern Company (SOJE, Company).

5-Year PerformanceLYB has outperformed SOJE, delivering a return of -2.0% compared to -3.5%

LYB vs SOJE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LYB(COMPANY)	SOJE(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	71.27%	38.52%
Sharpe Ratio	0.30	-0.38
5Y Beta	0.75	0.18
Industry	Specialty Chemicals	N/A
P/E Ratio	-25.38	4.63
Forward P/E	7.85	N/A
Dividend Yield	7.90%	5.94%
5Y Dividends CAGR	5.50%	37.98%
5Y EPS CAGR	N/A	-0.02%
Debt to Equity	2.25%	2.00%
Free Cash Flow Yield	4.51%	-14.59%

Market Cap

LYB

$20B

Winner

SOJE

$20B

Max Drawdown

LYB

71.27%

Winner

SOJE

38.52%

Sharpe Ratio

Winner

LYB

0.30

SOJE

-0.38

5Y Beta

LYB

0.75

Winner

SOJE

0.18

Industry

LYB

Specialty Chemicals

SOJE

N/A

P/E Ratio

Winner

LYB

-25.38

SOJE

4.63

Forward P/E

LYB

7.85

SOJE

N/A

Dividend Yield

Winner

LYB

7.90%

SOJE

5.94%

5Y Dividends CAGR

LYB

5.50%

Winner

SOJE

37.98%

5Y EPS CAGR

LYB

N/A

SOJE

-0.02%

Debt to Equity

LYB

2.25%

Winner

SOJE

2.00%

Free Cash Flow Yield

Winner

LYB

4.51%

SOJE

-14.59%

LYB vs SOJE - Historical Returns

Returns include dividend reinvestment.

Period	LYB	SOJE
1 month	+7.15%	+0.42%
3 months	-11.83%	-4.21%
6 months	+23.75%	-7.01%
1 year	-1.13%	+0.63%
5 years(CAGR)	-2.04%	-3.48%
10 years(CAGR)	+5.06%	N/A
Max(CAGR)	+13.95%	-1.99%

Winner

LYB

+7.15%

SOJE

+0.42%

LYB

-11.83%

Winner

SOJE

-4.21%

Winner

LYB

+23.75%

SOJE

-7.01%

LYB

-1.13%

Winner

SOJE

+0.63%

5Y(CAGR)

Winner

LYB

-2.04%

SOJE

-3.48%

10Y(CAGR)

LYB

+5.06%

SOJE

N/A

Max(CAGR)

Winner

LYB

+13.95%

SOJE

-1.99%

LYB vs SOJE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LYB	SOJE
2026	+42.14%	-3.83%
2025	-34.63%	-2.30%
2024	-18.65%	+0.43%
2023	+19.30%	+18.13%
2022	-1.84%	-29.39%
2021	+7.81%	-0.74%
2020	+3.25%	+9.25%
2019	+39.13%	N/A
2018	-23.00%	N/A
2017	+32.01%	N/A
2016	+2.56%	N/A
2015	+12.25%	N/A
2014	+3.67%	N/A
2013	+39.64%	N/A
2012	+86.98%	N/A
2011	+9.90%	N/A
2010	+56.36%	N/A

LYB vs SOJE Drawdown Comparison

The maximum drawdown for LYB was -63.26%, occurring on Mar 16, 2020. Recovery took 289 trading sessions.

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

The current LYB drawdown is -31.58%. The current SOJE drawdown is -18.61%.

Rank	LYB	SOJE
#1	-63.26% Nov 7, 2019 - Dec 31, 2020	-30.95% Dec 31, 2020 - Nov 4, 2022
#2	-55.33% Apr 3, 2024 - Nov 6, 2025	-1.03% Dec 4, 2020 - Dec 18, 2020
#3	-46.74% May 2, 2011 - Jan 17, 2012	-0.87% Dec 21, 2020 - Dec 29, 2020
#4	-37.90% Sep 5, 2014 - Oct 30, 2017	-0.86% Oct 23, 2020 - Nov 4, 2020
#5	-34.83% Jun 7, 2022 - Mar 27, 2024	-0.85% Nov 23, 2020 - Dec 2, 2020
#6	-34.78% Apr 29, 2010 - Sep 27, 2010	-0.59% Oct 15, 2020 - Oct 23, 2020
#7	-32.83% Jan 26, 2018 - Nov 4, 2019	-0.47% Nov 9, 2020 - Nov 17, 2020
#8	-25.84% Jun 3, 2021 - May 4, 2022	-0.28% Oct 8, 2020 - Oct 15, 2020
#9	-18.77% Feb 13, 2012 - Aug 3, 2012	-0.20% Oct 2, 2020 - Oct 7, 2020
#10	-15.15% Mar 20, 2013 - May 16, 2013	-0.16% Nov 4, 2020 - Nov 9, 2020
#11	-13.56% Jan 12, 2021 - Feb 19, 2021	-0.16% Nov 17, 2020 - Nov 19, 2020
#12	-12.88% Oct 17, 2012 - Dec 7, 2012	N/A
#13	-9.75% Jan 31, 2013 - Mar 8, 2013	N/A
#14	-8.96% May 4, 2022 - May 27, 2022	N/A
#15	-8.47% Jan 15, 2014 - Feb 13, 2014	N/A

Correlation

Correlation between LYB and SOJE is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2011 - 2026)

LYB vs SOJE dividend yield comparison.

Year	LYB	SOJE
2026	2.24%	4.76%
2025	12.59%	5.92%
2024	7.10%	5.55%
2023	5.20%	5.30%
2022	11.92%	6.05%
2021	4.81%	2.02%
2020	4.58%	0.00%
2019	20.27%	0.00%
2018	4.81%	0.00%
2017	3.22%	0.00%
2016	3.88%	0.00%
2015	3.50%	0.00%
2014	3.40%	0.00%
2013	2.49%	0.00%
2012	7.36%	0.00%
2011	15.54%	0.00%