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SO vs HWM

Comparison between Southern Company (SO, Company) and Howmet Aerospace Inc (HWM, Company).

SO is from the Utilities sector, while HWM is from the Industrials sector.

5-Year PerformanceHWM has outperformed SO, delivering a return of +52.2% compared to +10.8%

SO vs HWM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SO
$105B
HWM
$103B
Max Drawdown
Winner
SO
38.98%
HWM
91.56%
Sharpe Ratio
SO
0.04
Winner
HWM
1.85
5Y Beta
Winner
SO
-0.03
HWM
1.22
Industry
SO
Utilities - Regulated Electric
HWM
Aerospace & Defense
P/E Ratio
Winner
SO
19.60
HWM
68.56
Forward P/E
Winner
SO
20.45
HWM
52.36
PEG Ratio
SO
2.66
Winner
HWM
1.42
Dividend Yield
Winner
SO
3.20%
HWM
0.18%
5Y Dividends CAGR
SO
7.53%
Winner
HWM
105.35%
5Y EPS CAGR
SO
3.88%
Winner
HWM
41.40%
Debt to Equity
Winner
SO
4.19%
HWM
56.98%
Free Cash Flow Yield
SO
-3.30%
Winner
HWM
1.39%
P/S Ratio
Winner
SO
3.45
HWM
12.46
P/B Ratio
Winner
SO
2.84
HWM
17.94

SO vs HWM - Historical Returns

Returns include dividend reinvestment.

1M
SO
-5.53%
Winner
HWM
+8.14%
3M
SO
+3.53%
Winner
HWM
+20.07%
6M
SO
+2.03%
Winner
HWM
+30.88%
1Y
SO
+4.99%
Winner
HWM
+72.06%
5Y(CAGR)
SO
+10.77%
Winner
HWM
+52.17%
10Y(CAGR)
SO
+10.82%
Winner
HWM
+33.51%
Max(CAGR)
Winner
SO
+13.38%
HWM
+7.84%

SO vs HWM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOHWM
2026+6.15%+27.76%
2025+9.78%+85.55%
2024+20.43%+104.17%
2023+1.49%+39.08%
2022+8.86%+22.25%
2021+20.40%+18.61%
2020+2.40%+18.07%
2019+52.31%+66.75%
2018-1.87%-38.58%
2017+2.73%+43.34%
2016+9.37%-11.00%
2015-0.60%-37.20%
2014+26.52%+51.25%
2013-1.74%+19.87%
2012-0.82%-4.70%
2011+26.25%-44.79%
2010+21.04%-6.68%
2009-6.08%+37.03%
2008+1.63%-67.90%
2007+9.49%+26.99%
2006+9.97%+2.35%
2005+9.07%-2.52%
2004+16.91%-14.74%
2003+9.50%+65.34%
2002+16.95%-34.82%
2001+102.26%+12.04%
2000+53.68%-15.93%
1999-10.68%+35.96%

SO vs HWM Drawdown Comparison

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

The maximum drawdown for HWM was -88.29%, occurring on Mar 6, 2009. Recovery took 4184 trading sessions.

The current SO drawdown is -7.38%. The current HWM drawdown is -0.81%.

RankSOHWM
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-88.29%
Jul 13, 2007 - Feb 27, 2024
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-59.33%
May 21, 2001 - May 23, 2007
#3-23.28%
Aug 19, 2022 - May 3, 2024
-44.73%
Jan 5, 2000 - May 16, 2001
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-19.41%
Feb 19, 2025 - May 1, 2025
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-15.89%
Mar 2, 2026 - May 7, 2026
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-10.94%
Jul 30, 2025 - Sep 22, 2025
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-10.33%
Dec 4, 2024 - Jan 15, 2025
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-9.36%
May 28, 2024 - Jul 30, 2024
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-9.35%
Jul 31, 2024 - Aug 16, 2024
#10-15.85%
May 8, 2002 - Jul 31, 2002
-9.30%
Mar 7, 2024 - May 2, 2024
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-8.94%
Nov 10, 2025 - Dec 24, 2025
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-7.91%
Jan 21, 2026 - Feb 9, 2026
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-7.59%
Jun 18, 2007 - Jul 9, 2007
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-6.21%
Oct 21, 2024 - Nov 6, 2024
#15-14.04%
May 27, 2022 - Jul 29, 2022
-6.19%
Sep 30, 2025 - Oct 21, 2025

Correlation

Correlation between SO and HWM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

SO vs HWM dividend yield comparison.

YearSOHWM
20260.81%0.04%
20253.37%0.21%
20243.47%0.24%
20233.96%0.31%
20223.78%0.25%
20213.82%0.13%
20204.13%0.05%
20193.86%0.39%
20185.42%1.42%
20174.78%0.88%
20164.52%40.49%
20154.60%1.22%
20144.24%0.76%
20134.90%1.13%
20124.54%1.38%
20114.05%1.39%
20104.71%0.78%
20095.20%1.61%
20084.49%6.04%
20074.12%1.86%
20064.16%2.00%
20054.27%2.03%
20044.22%1.91%
20034.58%1.58%
20024.77%2.63%
200159.28%1.69%
20004.03%1.49%
19990.00%0.02%

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