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SO vs CME

Comparison between Southern Company (SO, Company) and CME Group Inc - Class A (CME, Company).

SO is from the Utilities sector, while CME is from the Financial Services sector.

5-Year PerformanceCME has outperformed SO, delivering a return of +11.3% compared to +10.8%

SO vs CME - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SO
$105B
CME
$104B
Max Drawdown
Winner
SO
38.98%
CME
77.97%
Sharpe Ratio
SO
0.04
Winner
CME
0.04
5Y Beta
SO
-0.03
Winner
CME
-0.11
Industry
SO
Utilities - Regulated Electric
CME
Financial Data & Stock Exchanges
P/E Ratio
Winner
SO
19.60
CME
25.64
Forward P/E
Winner
SO
20.45
CME
23.47
PEG Ratio
SO
2.66
Winner
CME
1.36
Dividend Yield
Winner
SO
3.20%
CME
1.76%
5Y Dividends CAGR
SO
7.53%
Winner
CME
13.49%
5Y EPS CAGR
SO
3.88%
Winner
CME
14.51%
Debt to Equity
SO
4.19%
Winner
CME
0.00%
Free Cash Flow Yield
SO
-3.30%
Winner
CME
4.18%
P/S Ratio
Winner
SO
3.45
CME
15.49
P/B Ratio
Winner
SO
2.84
CME
3.90

SO vs CME - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SO
-5.53%
CME
-7.12%
3M
Winner
SO
+3.53%
CME
-6.23%
6M
SO
+2.03%
Winner
CME
+4.67%
1Y
Winner
SO
+4.99%
CME
+3.60%
5Y(CAGR)
SO
+10.77%
Winner
CME
+11.30%
10Y(CAGR)
SO
+10.82%
Winner
CME
+15.99%
Max(CAGR)
SO
+13.38%
Winner
CME
+19.77%

SO vs CME - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOCME
2026+6.15%+6.83%
2025+9.78%+19.58%
2024+20.43%+16.19%
2023+1.49%+30.69%
2022+8.86%-21.87%
2021+20.40%+31.45%
2020+2.40%-6.86%
2019+52.31%+11.17%
2018-1.87%+33.27%
2017+2.73%+33.42%
2016+9.37%+36.85%
2015-0.60%+8.30%
2014+26.52%+19.08%
2013-1.74%+61.87%
2012-0.82%+10.43%
2011+26.25%-21.38%
2010+21.04%-4.57%
2009-6.08%+60.84%
2008+1.63%-68.28%
2007+9.49%+31.94%
2006+9.97%+41.19%
2005+9.07%+69.85%
2004+16.91%+216.18%
2003+9.50%+67.26%
2002+16.95%+1.77%
2001+102.26%N/A
2000+53.68%N/A
1999-10.68%N/A

SO vs CME Drawdown Comparison

The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.

The maximum drawdown for CME was -77.49%, occurring on Nov 20, 2008. Recovery took 2170 trading sessions.

The current SO drawdown is -7.38%. The current CME drawdown is -11.75%.

RankSOCME
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-77.49%
Dec 21, 2007 - Aug 5, 2016
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-37.34%
Mar 4, 2020 - May 14, 2021
#3-23.28%
Aug 19, 2022 - May 3, 2024
-31.74%
Mar 21, 2022 - Oct 16, 2024
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-25.44%
Dec 31, 2004 - Jun 2, 2005
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-20.44%
Jul 1, 2004 - Sep 21, 2004
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-17.07%
Jul 23, 2003 - Jan 16, 2004
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-16.36%
Jan 13, 2003 - Apr 22, 2003
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-15.69%
Jan 24, 2007 - Aug 8, 2007
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-15.42%
Nov 16, 2018 - May 30, 2019
#10-15.85%
May 8, 2002 - Jul 31, 2002
-14.69%
Jun 16, 2021 - Oct 22, 2021
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-13.92%
Aug 2, 2005 - Sep 16, 2005
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-13.60%
Jul 5, 2006 - Oct 9, 2006
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-13.39%
Apr 21, 2006 - Jul 5, 2006
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-12.48%
Aug 8, 2007 - Oct 1, 2007
#15-14.04%
May 27, 2022 - Jul 29, 2022
-12.46%
Nov 25, 2005 - Jan 24, 2006

Correlation

Correlation between SO and CME is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2000 - 2026)

SO vs CME dividend yield comparison.

YearSOCME
20260.81%2.65%
20253.37%1.83%
20243.47%4.48%
20233.96%4.58%
20223.78%5.05%
20213.82%3.00%
20204.13%3.24%
20193.86%2.74%
20185.42%2.42%
20174.78%4.20%
20164.52%4.90%
20154.60%5.41%
20144.24%4.38%
20134.90%5.61%
20124.54%7.29%
20114.05%2.30%
20104.71%1.43%
20095.20%1.37%
20084.49%4.61%
20074.12%0.50%
20064.16%0.49%
20054.27%0.50%
20044.22%0.45%
20034.58%0.87%
20024.77%0.00%
200159.28%0.00%
20004.03%0.00%

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