NI vs SOJE

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

5-Year PerformanceNI has outperformed SOJE, delivering a return of +13.2% compared to -4.4%

NI vs SOJE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	SOJE(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	75.57%	40.94%
Sharpe Ratio	-0.22	-1.52
5Y Beta	0.30	0.19
Industry	Utilities - Regulated Gas	N/A
P/E Ratio	22.22	4.63
Forward P/E	20.41	N/A
PEG Ratio	13.65	N/A
Dividend Yield	1.39%	5.94%
5Y Dividends CAGR	10.91%	37.98%
5Y EPS CAGR	23.00%	-0.02%
Debt to Equity	7.23%	2.00%
Free Cash Flow Yield	-5.39%	-14.59%
P/S Ratio	2.96	N/A
P/B Ratio	2.09	N/A

Market Cap

Winner

$20B

SOJE

$20B

Max Drawdown

75.57%

Winner

SOJE

40.94%

Sharpe Ratio

Winner

-0.22

SOJE

-1.52

5Y Beta

0.30

Winner

SOJE

0.19

Industry

Utilities - Regulated Gas

SOJE

N/A

P/E Ratio

22.22

Winner

SOJE

4.63

Forward P/E

20.41

SOJE

N/A

PEG Ratio

13.65

SOJE

N/A

Dividend Yield

1.39%

Winner

SOJE

5.94%

5Y Dividends CAGR

10.91%

Winner

SOJE

37.98%

5Y EPS CAGR

Winner

23.00%

SOJE

-0.02%

Debt to Equity

7.23%

Winner

SOJE

2.00%

Free Cash Flow Yield

Winner

-5.39%

SOJE

-14.59%

P/S Ratio

2.96

SOJE

N/A

P/B Ratio

2.09

SOJE

N/A

NI vs SOJE - Historical Returns

Returns include dividend reinvestment.

Period	NI	SOJE
1 month	-9.86%	-4.56%
3 months	-14.29%	-4.55%
6 months	-11.26%	-10.76%
1 year	-1.38%	-9.45%
5 years(CAGR)	+13.17%	-4.38%
10 years(CAGR)	+8.44%	N/A
Max(CAGR)	+10.62%	-2.63%

-9.86%

Winner

SOJE

-4.56%

-14.29%

Winner

SOJE

-4.55%

-11.26%

Winner

SOJE

-10.76%

Winner

-1.38%

SOJE

-9.45%

5Y(CAGR)

Winner

+13.17%

SOJE

-4.38%

10Y(CAGR)

+8.44%

SOJE

N/A

Max(CAGR)

Winner

+10.62%

SOJE

-2.63%

NI vs SOJE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	SOJE
2026	-1.73%	-7.61%
2025	+18.08%	-2.30%
2024	+41.04%	+0.43%
2023	+0.38%	+18.13%
2022	+2.96%	-29.39%
2021	+26.74%	-0.74%
2020	-12.79%	+9.25%
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 SOJE Drawdown Comparison

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

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

The current NI drawdown is -16.68%. The current SOJE drawdown is -21.81%.

Rank	NI	SOJE
#1	-65.72% May 18, 2007 - May 10, 2011	-30.95% Dec 31, 2020 - Nov 4, 2022
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-1.03% Dec 4, 2020 - Dec 18, 2020
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-0.87% Dec 21, 2020 - Dec 29, 2020
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-0.86% Oct 23, 2020 - Nov 4, 2020
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-0.85% Nov 23, 2020 - Dec 2, 2020
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-0.59% Oct 15, 2020 - Oct 23, 2020
#7	-18.91% Jul 5, 2016 - May 31, 2017	-0.47% Nov 9, 2020 - Nov 17, 2020
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-0.28% Oct 8, 2020 - Oct 15, 2020
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-0.20% Oct 2, 2020 - Oct 7, 2020
#10	-16.68% Jun 26, 2026 - Aug 21, 2026	-0.16% Nov 4, 2020 - Nov 9, 2020
#11	-14.17% Sep 26, 2019 - Feb 13, 2020	-0.16% Nov 17, 2020 - Nov 19, 2020
#12	-13.43% Sep 13, 2018 - Mar 11, 2019	N/A
#13	-13.09% Jul 21, 2011 - Aug 29, 2011	N/A
#14	-12.12% Jun 18, 2015 - Sep 30, 2015	N/A
#15	-12.09% Sep 13, 2000 - Dec 1, 2000	N/A

Correlation

Correlation between NI and SOJE is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.29

-101

Dividend Comparison (2000 - 2026)

NI vs SOJE dividend yield comparison.

Year	NI	SOJE
2026	2.22%	4.96%
2025	2.68%	5.92%
2024	2.88%	5.55%
2023	3.77%	5.30%
2022	3.43%	6.05%
2021	3.19%	2.02%
2020	3.66%	0.00%
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%