SO vs BN
Comparison between Southern Company (SO, Company) and Brookfield Corporation - Class A (BN, Company).
SO is from the Utilities sector, while BN is from the Financial Services sector.
5-Year PerformanceBN has outperformed SO, delivering a return of +12.1% compared to +12.0%
SO vs BN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SO vs BN - Historical Returns
Returns include dividend reinvestment.
SO vs BN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SO | BN |
|---|---|---|
| 2026 | +9.83% | -1.84% |
| 2025 | +9.78% | +20.33% |
| 2024 | +20.43% | +48.89% |
| 2023 | +1.49% | +28.19% |
| 2022 | +8.86% | -34.35% |
| 2021 | +20.40% | +56.21% |
| 2020 | +2.40% | +8.87% |
| 2019 | +52.31% | +54.24% |
| 2018 | -1.87% | -9.63% |
| 2017 | +2.73% | +33.02% |
| 2016 | +9.37% | +10.47% |
| 2015 | -0.60% | -4.72% |
| 2014 | +26.52% | +31.81% |
| 2013 | -1.74% | +9.81% |
| 2012 | -0.82% | +33.58% |
| 2011 | +26.25% | -16.44% |
| 2010 | +21.04% | +52.46% |
| 2009 | -6.08% | +48.15% |
| 2008 | +1.63% | -55.15% |
| 2007 | +9.49% | +14.67% |
| 2006 | +9.97% | +42.45% |
| 2005 | +9.07% | +43.00% |
| 2004 | +16.91% | +77.08% |
| 2003 | +9.50% | +56.79% |
| 2002 | +16.95% | +22.19% |
| 2001 | +102.26% | +34.46% |
| 2000 | +53.68% | +13.72% |
| 1999 | -10.68% | +3.38% |
SO vs BN Drawdown Comparison
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The maximum drawdown for BN was -71.78%, occurring on Mar 9, 2009. Recovery took 1438 trading sessions.
The current SO drawdown is -4.16%. The current BN drawdown is -6.91%.
| Rank | SO | BN |
|---|---|---|
| #1 | -38.44% Jan 30, 2020 - Aug 16, 2021 | -71.78% May 22, 2007 - Feb 6, 2013 |
| #2 | -30.47% Sep 18, 2008 - Jul 26, 2010 | -51.42% Feb 20, 2020 - Mar 17, 2021 |
| #3 | -23.28% Aug 19, 2022 - May 3, 2024 | -41.86% Oct 28, 2021 - Jul 31, 2024 |
| #4 | -21.01% Nov 2, 1999 - Apr 25, 2000 | -28.63% Apr 15, 2015 - May 2, 2017 |
| #5 | -19.29% Jan 29, 2015 - Mar 10, 2016 | -27.85% Jan 30, 2025 - Jun 30, 2025 |
| #6 | -18.94% Dec 26, 2000 - Mar 27, 2001 | -22.05% Jan 6, 2026 - Mar 20, 2026 |
| #7 | -17.68% Nov 2, 2017 - Feb 20, 2019 | -21.46% Jun 7, 2002 - May 6, 2003 |
| #8 | -17.47% Oct 28, 2002 - Jan 6, 2003 | -20.13% Jan 10, 2000 - Aug 24, 2000 |
| #9 | -16.88% Sep 13, 2000 - Dec 26, 2000 | -19.03% Aug 23, 2001 - Dec 27, 2001 |
| #10 | -15.85% May 8, 2002 - Jul 31, 2002 | -18.08% Oct 1, 2018 - Feb 26, 2019 |
| #11 | -15.00% Oct 15, 2025 - Mar 16, 2026 | -17.84% Mar 30, 2004 - Jun 8, 2004 |
| #12 | -14.92% Apr 23, 2013 - Apr 28, 2014 | -15.94% Nov 23, 2004 - Aug 25, 2005 |
| #13 | -14.82% Jan 9, 2008 - Sep 18, 2008 | -13.79% Aug 25, 2000 - Nov 15, 2000 |
| #14 | -14.14% Apr 26, 2000 - Aug 7, 2000 | -13.63% Dec 13, 2017 - Aug 16, 2018 |
| #15 | -14.04% May 27, 2022 - Jul 29, 2022 | -12.30% May 8, 2013 - Oct 16, 2013 |
Correlation
Correlation between SO and BN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
SO vs BN dividend yield comparison.
| Year | SO | BN |
|---|---|---|
| 2026 | 2.03% | 0.15% |
| 2025 | 3.37% | 0.52% |
| 2024 | 3.47% | 0.56% |
| 2023 | 3.96% | 0.70% |
| 2022 | 3.78% | 1.44% |
| 2021 | 3.82% | 1.12% |
| 2020 | 4.13% | 1.55% |
| 2019 | 3.86% | 1.11% |
| 2018 | 5.42% | 1.56% |
| 2017 | 4.78% | 1.29% |
| 2016 | 4.52% | 1.58% |
| 2015 | 4.60% | 1.50% |
| 2014 | 4.24% | 1.36% |
| 2013 | 4.90% | 4.64% |
| 2012 | 4.54% | 1.50% |
| 2011 | 4.05% | 1.89% |
| 2010 | 4.71% | 1.56% |
| 2009 | 5.20% | 2.34% |
| 2008 | 4.49% | 8.87% |
| 2007 | 4.12% | 1.31% |
| 2006 | 4.16% | 1.21% |
| 2005 | 4.27% | 1.17% |
| 2004 | 4.22% | 1.76% |
| 2003 | 4.58% | 3.96% |
| 2002 | 4.77% | 5.61% |
| 2001 | 59.28% | 6.36% |
| 2000 | 4.03% | 4.47% |
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