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SO vs IBN

Comparison between Southern Company (SO, Company) and ICICI Bank Ltd (IBN, Company).

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

5-Year PerformanceSO has outperformed IBN, delivering a return of +14.0% compared to +12.0%

SO vs IBN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SO
$107B
IBN
$105B
Max Drawdown
Winner
SO
38.98%
IBN
86.33%
Sharpe Ratio
Winner
SO
0.46
IBN
-0.66
5Y Beta
Winner
SO
-0.04
IBN
0.41
Industry
SO
Utilities - Regulated Electric
IBN
Banks - Regional
P/E Ratio
SO
19.94
Winner
IBN
17.29
Forward P/E
SO
20.96
Winner
IBN
17.36
PEG Ratio
SO
2.72
Winner
IBN
0.53
Dividend Yield
Winner
SO
3.09%
IBN
0.86%
5Y Dividends CAGR
SO
7.47%
IBN
N/A
5Y EPS CAGR
SO
3.88%
Winner
IBN
18.19%
Debt to Equity
SO
4.19%
IBN
N/A
Free Cash Flow Yield
SO
-3.24%
Winner
IBN
-2.08%
P/S Ratio
SO
3.55
Winner
IBN
0.05
P/B Ratio
SO
2.91
Winner
IBN
2.70

SO vs IBN - Historical Returns

Returns include dividend reinvestment.

1M
SO
+9.08%
Winner
IBN
+16.67%
3M
SO
+2.13%
Winner
IBN
+15.17%
6M
Winner
SO
+15.08%
IBN
-1.65%
1Y
Winner
SO
+11.85%
IBN
-11.49%
5Y(CAGR)
Winner
SO
+14.03%
IBN
+12.03%
10Y(CAGR)
SO
+10.73%
Winner
IBN
+16.76%
Max(CAGR)
Winner
SO
+13.65%
IBN
+11.21%

SO vs IBN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOIBN
2026+15.08%-1.65%
2025+9.78%+0.73%
2024+20.43%+28.43%
2023+1.49%+9.55%
2022+8.86%+8.20%
2021+20.40%+37.45%
2020+2.40%-2.43%
2019+52.31%+44.62%
2018-1.87%+4.75%
2017+2.73%+43.94%
2016+9.37%+0.11%
2015-0.60%-33.23%
2014+26.52%+62.86%
2013-1.74%-17.14%
2012-0.82%+58.07%
2011+26.25%-47.59%
2010+21.04%+34.57%
2009-6.08%+85.60%
2008+1.63%-68.46%
2007+9.49%+47.15%
2006+9.97%+41.97%
2005+9.07%+47.93%
2004+16.91%+12.83%
2003+9.50%+178.06%
2002+16.95%+41.63%
2001+102.26%-23.81%
2000+53.68%-55.26%
1999-10.68%N/A

SO vs IBN Drawdown Comparison

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

The maximum drawdown for IBN was -86.08%, occurring on Mar 9, 2009. Recovery took 1772 trading sessions.

The current IBN drawdown is -13.63%.

RankSOIBN
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-86.08%
Jan 10, 2008 - Jan 26, 2015
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-84.49%
Apr 7, 2000 - Dec 29, 2003
#3-23.28%
Aug 19, 2022 - May 3, 2024
-58.79%
Jan 27, 2015 - Jan 25, 2018
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-55.05%
Feb 12, 2020 - Feb 1, 2021
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-38.62%
Jan 2, 2004 - Nov 23, 2004
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-33.10%
Mar 1, 2006 - Oct 12, 2006
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-31.19%
Jan 26, 2018 - Mar 15, 2019
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-28.56%
Jul 19, 2007 - Oct 1, 2007
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-26.24%
Jan 12, 2022 - Aug 12, 2022
#10-15.85%
May 8, 2002 - Jul 31, 2002
-26.21%
Jul 23, 2025 - Mar 30, 2026
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-21.98%
Sep 30, 2005 - Dec 16, 2005
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-21.84%
Feb 8, 2007 - May 16, 2007
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-20.70%
Feb 16, 2021 - May 27, 2021
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-20.38%
Oct 31, 2007 - Jan 10, 2008
#15-14.04%
May 27, 2022 - Jul 29, 2022
-20.18%
Feb 28, 2005 - Jul 5, 2005

Correlation

Correlation between SO and IBN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

SO vs IBN dividend yield comparison.

YearSOIBN
20262.26%0.00%
20253.37%0.84%
20243.47%0.80%
20233.96%0.81%
20223.78%0.57%
20213.82%0.27%
20204.13%0.00%
20193.86%0.19%
20185.42%0.43%
20174.78%0.79%
20164.52%1.98%
20154.60%4.01%
20144.24%1.32%
20134.90%1.79%
20124.54%1.32%
20114.05%2.35%
20104.71%2.07%
20095.20%1.22%
20084.49%2.68%
20074.12%0.81%
20064.16%0.87%
20054.27%1.35%
20044.22%1.62%
20034.58%1.90%
20024.77%1.26%
200159.28%1.79%
20004.03%0.00%

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