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SO vs GSK

Comparison between Southern Company (SO, Company) and GSK Plc (GSK, Company).

SO is from the Utilities sector, while GSK is from the Healthcare sector.

5-Year PerformanceSO has outperformed GSK, delivering a return of +10.8% compared to +5.4%

SO vs GSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SO
$105B
GSK
$103B
Max Drawdown
Winner
SO
38.98%
GSK
64.03%
Sharpe Ratio
SO
0.04
Winner
GSK
1.27
5Y Beta
Winner
SO
-0.03
GSK
0.25
Industry
SO
Utilities - Regulated Electric
GSK
Drug Manufacturers - General
P/E Ratio
SO
19.60
Winner
GSK
11.89
Forward P/E
SO
20.45
Winner
GSK
9.85
PEG Ratio
SO
2.66
Winner
GSK
0.10
Dividend Yield
SO
3.20%
Winner
GSK
3.57%
5Y Dividends CAGR
Winner
SO
7.53%
GSK
-8.44%
5Y EPS CAGR
SO
3.88%
Winner
GSK
4.65%
Debt to Equity
Winner
SO
4.19%
GSK
106.74%
Free Cash Flow Yield
SO
-3.30%
Winner
GSK
8.17%
P/S Ratio
SO
3.45
Winner
GSK
3.10
P/B Ratio
Winner
SO
2.84
GSK
4.19

SO vs GSK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SO
-5.53%
GSK
-12.15%
3M
Winner
SO
+3.53%
GSK
-13.89%
6M
SO
+2.03%
Winner
GSK
+9.93%
1Y
SO
+4.99%
Winner
GSK
+42.14%
5Y(CAGR)
Winner
SO
+10.77%
GSK
+5.35%
10Y(CAGR)
Winner
SO
+10.82%
GSK
+4.24%
Max(CAGR)
Winner
SO
+13.38%
GSK
+3.02%

SO vs GSK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOGSK
2026+6.15%+2.38%
2025+9.78%+50.62%
2024+20.43%-6.27%
2023+1.49%+9.25%
2022+8.86%-32.73%
2021+20.40%+23.62%
2020+2.40%-17.52%
2019+52.31%+30.36%
2018-1.87%+9.29%
2017+2.73%-3.80%
2016+9.37%+1.52%
2015-0.60%+0.48%
2014+26.52%-14.73%
2013-1.74%+26.97%
2012-0.82%-0.75%
2011+26.25%+22.51%
2010+21.04%-3.72%
2009-6.08%+20.27%
2008+1.63%-21.93%
2007+9.49%-2.77%
2006+9.97%+6.93%
2005+9.07%+9.96%
2004+16.91%+5.08%
2003+9.50%+25.04%
2002+16.95%-22.83%
2001+102.26%-9.58%
2000+53.68%+5.67%
1999-10.68%-5.78%

SO vs GSK Drawdown Comparison

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

The maximum drawdown for GSK was -50.11%, occurring on Sep 27, 2022. Recovery took 935 trading sessions.

The current SO drawdown is -7.38%. The current GSK drawdown is -16.95%.

RankSOGSK
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-50.11%
Apr 13, 2022 - Jan 6, 2026
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-49.64%
Apr 20, 2007 - Apr 18, 2012
#3-23.28%
Aug 19, 2022 - May 3, 2024
-45.23%
Apr 25, 2000 - Nov 11, 2005
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-32.56%
Jan 17, 2020 - Dec 10, 2021
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-27.97%
Mar 4, 2014 - Sep 3, 2019
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-26.98%
Nov 5, 1999 - Apr 11, 2000
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-16.98%
Feb 18, 2026 - May 5, 2026
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-14.45%
Jan 18, 2022 - Apr 7, 2022
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-10.52%
May 16, 2006 - Feb 13, 2007
#10-15.85%
May 8, 2002 - Jul 31, 2002
-10.48%
Oct 4, 2012 - Mar 22, 2013
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-8.45%
May 28, 2013 - Nov 1, 2013
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-8.43%
Apr 11, 2000 - Apr 25, 2000
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-8.16%
Nov 11, 2005 - Mar 8, 2006
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-7.54%
Feb 14, 2007 - Apr 16, 2007
#15-14.04%
May 27, 2022 - Jul 29, 2022
-7.37%
Jan 21, 2014 - Feb 13, 2014

Correlation

Correlation between SO and GSK is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2000 - 2026)

SO vs GSK dividend yield comparison.

YearSOGSK
20260.81%0.96%
20253.37%3.42%
20243.47%4.60%
20233.96%3.75%
20223.78%5.47%
20213.82%4.99%
20204.13%5.59%
20193.86%4.35%
20185.42%5.65%
20174.78%5.83%
20164.52%6.86%
20154.60%5.93%
20144.24%6.20%
20134.90%4.51%
20124.54%5.70%
20114.05%4.83%
20104.71%5.10%
20095.20%4.39%
20084.49%5.74%
20074.12%4.09%
20064.16%3.29%
20054.27%3.03%
20044.22%3.38%
20034.58%2.77%
20024.77%3.10%
200159.28%1.54%
20004.03%4.57%

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