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SO vs INTU

Comparison between Southern Company (SO, Company) and Intuit Inc (INTU, Company).

SO is from the Utilities sector, while INTU is from the Technology sector.

5-Year PerformanceSO has outperformed INTU, delivering a return of +11.9% compared to -1.8%

SO vs INTU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SO
$105B
Winner
INTU
$106B
Max Drawdown
Winner
SO
38.98%
INTU
72.47%
Sharpe Ratio
Winner
SO
0.34
INTU
-1.37
5Y Beta
Winner
SO
-0.03
INTU
0.84
Industry
SO
Utilities - Regulated Electric
INTU
Software - Application
P/E Ratio
SO
19.62
Winner
INTU
15.20
Forward P/E
SO
20.62
Winner
INTU
14.93
PEG Ratio
SO
N/A
INTU
0.14
Dividend Yield
Winner
SO
3.14%
INTU
1.11%
5Y Dividends CAGR
SO
7.59%
Winner
INTU
14.95%
5Y EPS CAGR
SO
3.88%
Winner
INTU
31.70%
Debt to Equity
Winner
SO
4.19%
INTU
29.87%
Free Cash Flow Yield
SO
-3.29%
Winner
INTU
7.29%

SO vs INTU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SO
+0.93%
INTU
-5.16%
3M
SO
+0.08%
Winner
INTU
+1.22%
6M
Winner
SO
+7.42%
INTU
-39.46%
1Y
Winner
SO
+6.44%
INTU
-42.31%
5Y(CAGR)
Winner
SO
+11.92%
INTU
-1.82%
10Y(CAGR)
SO
+11.27%
Winner
INTU
+14.95%
Max(CAGR)
SO
+13.48%
Winner
INTU
+13.49%

SO vs INTU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOINTU
2026+9.13%-38.69%
2025+9.78%+7.08%
2024+20.43%+4.72%
2023+1.49%+60.93%
2022+8.86%-37.98%
2021+20.40%+73.99%
2020+2.40%+43.79%
2019+52.31%+35.75%
2018-1.87%+25.10%
2017+2.73%+39.03%
2016+9.37%+22.88%
2015-0.60%+6.98%
2014+26.52%+22.66%
2013-1.74%+24.56%
2012-0.82%+14.59%
2011+26.25%+5.87%
2010+21.04%+60.01%
2009-6.08%+25.94%
2008+1.63%-23.58%
2007+9.49%+7.19%
2006+9.97%+12.83%
2005+9.07%+24.24%
2004+16.91%-15.82%
2003+9.50%+11.75%
2002+16.95%+12.95%
2001+102.26%+18.01%
2000+53.68%-34.68%
1999-10.68%+97.30%

SO vs INTU Drawdown Comparison

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

The maximum drawdown for INTU was -72.47%, occurring on Apr 3, 2001. Recovery took 2669 trading sessions.

The current SO drawdown is -4.77%. The current INTU drawdown is -52.11%.

RankSOINTU
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-72.47%
Jan 10, 2000 - Aug 20, 2010
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-56.23%
Jul 30, 2025 - Apr 10, 2026
#3-23.28%
Aug 19, 2022 - May 3, 2024
-49.01%
Nov 29, 2021 - Nov 8, 2024
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-36.28%
Feb 19, 2020 - Jul 2, 2020
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-28.77%
Apr 20, 2011 - Jan 18, 2012
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-26.11%
Jul 16, 2015 - May 24, 2016
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-22.84%
Nov 13, 2024 - May 23, 2025
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-20.83%
Oct 3, 2018 - Feb 14, 2019
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-15.81%
Mar 6, 2013 - Oct 17, 2013
#10-15.85%
May 8, 2002 - Jul 31, 2002
-15.26%
Sep 2, 2020 - Nov 9, 2020
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-15.08%
Nov 26, 1999 - Dec 3, 1999
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-14.20%
Dec 7, 1999 - Jan 5, 2000
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-13.65%
Sep 5, 2019 - Feb 6, 2020
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-12.28%
Feb 16, 2021 - May 20, 2021
#15-14.04%
May 27, 2022 - Jul 29, 2022
-11.79%
Apr 3, 2019 - Jul 3, 2019

Correlation

Correlation between SO and INTU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

SO vs INTU dividend yield comparison.

YearSOINTU
20261.60%0.63%
20253.37%0.65%
20243.47%0.60%
20233.96%0.52%
20223.78%0.72%
20213.82%0.38%
20204.13%0.57%
20193.86%0.74%
20185.42%0.83%
20174.78%0.89%
20164.52%1.08%
20154.60%1.09%
20144.24%0.89%
20134.90%0.92%
20124.54%1.04%
20114.05%0.29%
20104.71%0.00%
20095.20%0.00%
20084.49%0.00%
20074.12%0.00%
20064.16%0.00%
20054.27%0.00%
20044.22%0.00%
20034.58%0.00%
20024.77%0.00%
200159.28%0.00%
20004.03%0.00%

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