NI vs SOJC

Comparison between NiSource Inc (NI, Company) and Southern Company (SOJC, Company).

5-Year PerformanceNI has outperformed SOJC, delivering a return of +16.6% compared to +0.1%

NI vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	75.57%	25.99%
Sharpe Ratio	0.59	-0.67
5Y Beta	0.30	0.18
Industry	Utilities - Regulated Gas	N/A
P/E Ratio	22.72	26.09
Forward P/E	22.52	N/A
PEG Ratio	2.27	N/A
Dividend Yield	1.87%	11.30%
5Y Dividends CAGR	10.86%	4.56%
5Y EPS CAGR	31.83%	N/A
Debt to Equity	13.37%	N/A
Free Cash Flow Yield	-3.80%	N/A
P/S Ratio	3.28	N/A
P/B Ratio	2.34	N/A

Market Cap

Winner

$22B

SOJC

$22B

Max Drawdown

75.57%

Winner

SOJC

25.99%

Sharpe Ratio

Winner

0.59

SOJC

-0.67

5Y Beta

0.30

Winner

SOJC

0.18

Industry

Utilities - Regulated Gas

SOJC

N/A

P/E Ratio

Winner

22.72

SOJC

26.09

Forward P/E

22.52

SOJC

N/A

PEG Ratio

2.27

SOJC

N/A

Dividend Yield

1.87%

Winner

SOJC

11.30%

5Y Dividends CAGR

Winner

10.86%

SOJC

4.56%

5Y EPS CAGR

31.83%

SOJC

N/A

Debt to Equity

13.37%

SOJC

N/A

Free Cash Flow Yield

-3.80%

SOJC

N/A

P/S Ratio

3.28

SOJC

N/A

P/B Ratio

2.34

SOJC

N/A

NI vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	NI	SOJC
1 month	-4.74%	-1.74%
3 months	-2.72%	-4.78%
6 months	+4.96%	-5.16%
1 year	+11.64%	-1.85%
5 years(CAGR)	+16.60%	+0.15%
10 years(CAGR)	+9.16%	+2.92%
Max(CAGR)	+11.08%	+2.92%

-4.74%

Winner

SOJC

-1.74%

Winner

-2.72%

SOJC

-4.78%

Winner

+4.96%

SOJC

-5.16%

Winner

+11.64%

SOJC

-1.85%

5Y(CAGR)

Winner

+16.60%

SOJC

+0.15%

10Y(CAGR)

Winner

+9.16%

SOJC

+2.92%

Max(CAGR)

Winner

+11.08%

SOJC

+2.92%

NI vs SOJC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	SOJC
2026	+9.02%	-4.29%
2025	+18.08%	+2.61%
2024	+41.04%	-2.41%
2023	+0.38%	+17.25%
2022	+2.96%	-14.71%
2021	+26.74%	+1.92%
2020	-12.79%	+7.60%
2019	+14.29%	+24.19%
2018	+3.17%	-8.31%
2017	+19.01%	+1.39%
2016	+16.64%	N/A
2015	+24.11%	N/A
2014	+34.99%	N/A
2013	+34.52%	N/A
2012	+9.70%	N/A
2011	+39.75%	N/A
2010	+20.25%	N/A
2009	+49.16%	N/A
2008	-38.53%	N/A
2007	-18.81%	N/A
2006	+17.85%	N/A
2005	-2.99%	N/A
2004	+9.85%	N/A
2003	+12.97%	N/A
2002	-9.69%	N/A
2001	-20.03%	N/A
2000	+84.02%	N/A
1999	-14.08%	N/A

NI vs SOJC Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

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

The current NI drawdown is -7.56%. The current SOJC drawdown is -11.47%.

Rank	NI	SOJC
#1	-65.72% May 18, 2007 - May 10, 2011	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-11.47% Sep 17, 2025 - Jul 13, 2026
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-11.42% Aug 30, 2018 - Jan 31, 2019
#7	-18.91% Jul 5, 2016 - May 31, 2017	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-2.82% Jul 10, 2018 - Aug 30, 2018

Correlation

Correlation between NI and SOJC is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2000 - 2026)

NI vs SOJC dividend yield comparison.

Year	NI	SOJC
2026	1.32%	3.23%
2025	2.68%	6.07%
2024	2.88%	5.97%
2023	3.77%	5.48%
2022	3.43%	6.18%
2021	3.19%	5.01%
2020	3.66%	4.82%
2019	2.87%	4.99%
2018	3.08%	6.16%
2017	2.73%	0.00%
2016	2.89%	0.00%
2015	145.67%	0.00%
2014	2.40%	0.00%
2013	2.98%	0.00%
2012	2.81%	0.00%
2011	3.86%	0.00%
2010	5.22%	0.00%
2009	5.98%	0.00%
2008	8.39%	0.00%
2007	4.87%	0.00%
2006	3.82%	0.00%
2005	4.41%	0.00%
2004	4.04%	0.00%
2003	5.01%	0.00%
2002	5.80%	0.00%
2001	5.03%	0.00%
2000	3.51%	0.00%