NI vs SOJD

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

5-Year PerformanceNI has outperformed SOJD, delivering a return of +16.2% compared to -0.2%

NI vs SOJD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	SOJD(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	75.57%	38.10%
Sharpe Ratio	0.83	0.39
5Y Beta	0.33	0.17
Industry	Utilities - Regulated Gas	N/A
P/E Ratio	23.60	4.21
Forward P/E	23.31	N/A
PEG Ratio	2.35	N/A
Dividend Yield	1.83%	6.20%
5Y Dividends CAGR	10.86%	4.56%
5Y EPS CAGR	31.83%	3.88%
Debt to Equity	13.37%	4.19%
Free Cash Flow Yield	-3.66%	-15.35%
P/S Ratio	3.43	N/A
P/B Ratio	2.44	N/A

Market Cap

Winner

$23B

SOJD

$23B

Max Drawdown

75.57%

Winner

SOJD

38.10%

Sharpe Ratio

Winner

0.83

SOJD

0.39

5Y Beta

0.33

Winner

SOJD

0.17

Industry

Utilities - Regulated Gas

SOJD

N/A

P/E Ratio

23.60

Winner

SOJD

4.21

Forward P/E

23.31

SOJD

N/A

PEG Ratio

2.35

SOJD

N/A

Dividend Yield

1.83%

Winner

SOJD

6.20%

5Y Dividends CAGR

Winner

10.86%

SOJD

4.56%

5Y EPS CAGR

Winner

31.83%

SOJD

3.88%

Debt to Equity

13.37%

Winner

SOJD

4.19%

Free Cash Flow Yield

Winner

-3.66%

SOJD

-15.35%

P/S Ratio

3.43

SOJD

N/A

P/B Ratio

2.44

SOJD

N/A

NI vs SOJD - Historical Returns

Returns include dividend reinvestment.

Period	NI	SOJD
1 month	-2.27%	+1.55%
3 months	+5.76%	+0.46%
6 months	+8.68%	+0.54%
1 year	+21.08%	+7.05%
5 years(CAGR)	+16.18%	-0.25%
10 years(CAGR)	+10.52%	N/A
Max(CAGR)	+11.30%	+1.86%

-2.27%

Winner

SOJD

+1.55%

Winner

+5.76%

SOJD

+0.46%

Winner

+8.68%

SOJD

+0.54%

Winner

+21.08%

SOJD

+7.05%

5Y(CAGR)

Winner

+16.18%

SOJD

-0.25%

10Y(CAGR)

+10.52%

SOJD

N/A

Max(CAGR)

Winner

+11.30%

SOJD

+1.86%

NI vs SOJD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	SOJD
2026	+12.27%	+1.42%
2025	+18.08%	+0.90%
2024	+41.04%	-2.31%
2023	+0.38%	+18.19%
2022	+2.96%	-23.28%
2021	+26.74%	+3.89%
2020	-12.79%	+12.79%
2019	+14.29%	N/A
2018	+3.17%	N/A
2017	+19.01%	N/A
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 SOJD Drawdown Comparison

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

The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The current NI drawdown is -3.23%. The current SOJD drawdown is -8.58%.

Rank	NI	SOJD
#1	-65.72% May 18, 2007 - May 10, 2011	-38.10% Feb 14, 2020 - Jun 8, 2020
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-26.85% Nov 8, 2021 - Sep 4, 2024
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-16.27% Sep 19, 2024 - Jun 17, 2025
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-6.10% Dec 21, 2020 - May 5, 2021
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-3.26% Sep 3, 2021 - Oct 28, 2021
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-3.05% Jun 8, 2020 - Jul 8, 2020
#7	-18.91% Jul 5, 2016 - May 31, 2017	-2.54% Oct 23, 2020 - Nov 16, 2020
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-2.26% May 7, 2021 - Jun 1, 2021
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-2.12% Sep 1, 2020 - Oct 16, 2020
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-1.43% Jun 2, 2021 - Sep 3, 2021
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-0.98% Nov 19, 2020 - Dec 21, 2020
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-0.85% Oct 20, 2020 - Oct 23, 2020
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-0.74% Jan 30, 2020 - Feb 5, 2020
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-0.48% Aug 27, 2020 - Sep 1, 2020
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-0.45% Oct 28, 2021 - Nov 1, 2021

Correlation

Correlation between NI and SOJD is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2000 - 2026)

NI vs SOJD dividend yield comparison.

Year	NI	SOJD
2026	1.28%	3.07%
2025	2.68%	6.11%
2024	2.88%	5.98%
2023	3.77%	5.50%
2022	3.43%	6.30%
2021	3.19%	4.57%
2020	3.66%	3.65%
2019	2.87%	0.00%
2018	3.08%	0.00%
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%