PFG vs SOJD

Comparison between Principal Financial Group Inc (PFG, Company) and Southern Company (SOJD, Company).

5-Year PerformancePFG has outperformed SOJD, delivering a return of +13.6% compared to -0.9%

PFG vs SOJD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	SOJD(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	91.69%	38.10%
Sharpe Ratio	1.27	-0.02
5Y Beta	1.04	0.17
Industry	Asset Management	N/A
P/E Ratio	14.42	4.11
Forward P/E	9.39	N/A
PEG Ratio	0.29	N/A
Dividend Yield	3.09%	6.20%
5Y Dividends CAGR	11.61%	4.56%
5Y EPS CAGR	3.72%	3.88%
Debt to Equity	33.40%	4.19%
Free Cash Flow Yield	16.84%	-15.74%
P/S Ratio	1.44	N/A
P/B Ratio	1.85	N/A

Market Cap

Winner

PFG

$22B

SOJD

$22B

Max Drawdown

PFG

91.69%

Winner

SOJD

38.10%

Sharpe Ratio

Winner

PFG

1.27

SOJD

-0.02

5Y Beta

PFG

1.04

Winner

SOJD

0.17

Industry

PFG

Asset Management

SOJD

N/A

P/E Ratio

PFG

14.42

Winner

SOJD

4.11

Forward P/E

PFG

9.39

SOJD

N/A

PEG Ratio

PFG

0.29

SOJD

N/A

Dividend Yield

PFG

3.09%

Winner

SOJD

6.20%

5Y Dividends CAGR

Winner

PFG

11.61%

SOJD

4.56%

5Y EPS CAGR

PFG

3.72%

Winner

SOJD

3.88%

Debt to Equity

PFG

33.40%

Winner

SOJD

4.19%

Free Cash Flow Yield

Winner

PFG

16.84%

SOJD

-15.74%

P/S Ratio

PFG

1.44

SOJD

N/A

P/B Ratio

PFG

1.85

SOJD

N/A

PFG vs SOJD - Historical Returns

Returns include dividend reinvestment.

Period	PFG	SOJD
1 month	+8.56%	-2.73%
3 months	+9.51%	-4.56%
6 months	+25.55%	+0.41%
1 year	+39.47%	+5.28%
5 years(CAGR)	+13.63%	-0.86%
10 years(CAGR)	+13.33%	N/A
Max(CAGR)	+9.63%	+1.31%

Winner

PFG

+8.56%

SOJD

-2.73%

Winner

PFG

+9.51%

SOJD

-4.56%

Winner

PFG

+25.55%

SOJD

+0.41%

Winner

PFG

+39.47%

SOJD

+5.28%

5Y(CAGR)

Winner

PFG

+13.63%

SOJD

-0.86%

10Y(CAGR)

PFG

+13.33%

SOJD

N/A

Max(CAGR)

Winner

PFG

+9.63%

SOJD

+1.31%

PFG vs SOJD - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PFG	SOJD
2026	+17.27%	-1.90%
2025	+18.35%	+0.90%
2024	+1.32%	-2.31%
2023	-2.65%	+18.19%
2022	+18.61%	-23.28%
2021	+55.49%	+3.89%
2020	-6.29%	+12.79%
2019	+29.23%	N/A
2018	-34.82%	N/A
2017	+23.96%	N/A
2016	+35.95%	N/A
2015	-10.53%	N/A
2014	+9.56%	N/A
2013	+73.71%	N/A
2012	+16.26%	N/A
2011	-24.66%	N/A
2010	+32.83%	N/A
2009	+3.84%	N/A
2008	-65.93%	N/A
2007	+17.59%	N/A
2006	+24.67%	N/A
2005	+18.46%	N/A
2004	+26.09%	N/A
2003	+9.71%	N/A
2002	+27.56%	N/A
2001	+14.29%	N/A

PFG vs SOJD Drawdown Comparison

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

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

The current SOJD drawdown is -11.57%.

Rank	PFG	SOJD
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-38.10% Feb 14, 2020 - Jun 8, 2020
#2	-64.71% Jan 26, 2018 - May 5, 2021	-26.85% Nov 8, 2021 - Sep 4, 2024
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-16.27% Sep 19, 2024 - Jun 17, 2025
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-6.10% Dec 21, 2020 - May 5, 2021
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-3.26% Sep 3, 2021 - Oct 28, 2021
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-3.05% Jun 8, 2020 - Jul 8, 2020
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-2.54% Oct 23, 2020 - Nov 16, 2020
#8	-16.25% Dec 23, 2002 - May 15, 2003	-2.26% May 7, 2021 - Jun 1, 2021
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-2.12% Sep 1, 2020 - Oct 16, 2020
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-1.43% Jun 2, 2021 - Sep 3, 2021
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-0.98% Nov 19, 2020 - Dec 21, 2020
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-0.85% Oct 20, 2020 - Oct 23, 2020
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-0.74% Jan 30, 2020 - Feb 5, 2020
#14	-10.65% May 17, 2021 - Aug 11, 2021	-0.48% Aug 27, 2020 - Sep 1, 2020
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-0.45% Oct 28, 2021 - Nov 1, 2021

Correlation

Correlation between PFG and SOJD is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2002 - 2026)

PFG vs SOJD dividend yield comparison.

Year	PFG	SOJD
2026	0.77%	3.17%
2025	3.49%	6.11%
2024	3.68%	5.98%
2023	3.30%	5.50%
2022	3.05%	6.30%
2021	3.37%	4.57%
2020	4.52%	3.65%
2019	3.96%	0.00%
2018	4.75%	0.00%
2017	2.65%	0.00%
2016	2.78%	0.00%
2015	3.33%	0.00%
2014	2.46%	0.00%
2013	1.99%	0.00%
2012	2.73%	0.00%
2011	2.85%	0.00%
2010	1.69%	0.00%
2009	2.08%	0.00%
2008	1.99%	0.00%
2007	1.31%	0.00%
2006	1.36%	0.00%
2005	1.37%	0.00%
2004	1.34%	0.00%
2003	1.36%	0.00%
2002	0.83%	0.00%