SO vs MDT
Comparison between Southern Company (SO, Company) and Medtronic Plc (MDT, Company).
SO is from the Utilities sector, while MDT is from the Healthcare sector.
5-Year PerformanceSO has outperformed MDT, delivering a return of +12.4% compared to -5.4%
SO vs MDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SO vs MDT - Historical Returns
Returns include dividend reinvestment.
SO vs MDT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SO | MDT |
|---|---|---|
| 2026 | +12.46% | -10.82% |
| 2025 | +9.78% | +23.52% |
| 2024 | +20.43% | -0.29% |
| 2023 | +1.49% | +8.85% |
| 2022 | +8.86% | -24.48% |
| 2021 | +20.40% | -8.94% |
| 2020 | +2.40% | +4.64% |
| 2019 | +52.31% | +31.74% |
| 2018 | -1.87% | +13.14% |
| 2017 | +2.73% | +16.90% |
| 2016 | +9.37% | -4.01% |
| 2015 | -0.60% | +9.10% |
| 2014 | +26.52% | +28.47% |
| 2013 | -1.74% | +39.94% |
| 2012 | -0.82% | +9.39% |
| 2011 | +26.25% | +4.90% |
| 2010 | +21.04% | -13.65% |
| 2009 | -6.08% | +37.33% |
| 2008 | +1.63% | -35.50% |
| 2007 | +9.49% | -3.72% |
| 2006 | +9.97% | -6.75% |
| 2005 | +9.07% | +17.29% |
| 2004 | +16.91% | +3.08% |
| 2003 | +9.50% | +4.75% |
| 2002 | +16.95% | -8.28% |
| 2001 | +34.84% | -13.54% |
| 2000 | +53.68% | +76.97% |
| 1999 | -10.68% | +2.27% |
SO vs MDT Drawdown Comparison
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The maximum drawdown for MDT was -57.64%, occurring on Mar 9, 2009. Recovery took 1846 trading sessions.
The current SO drawdown is -1.86%. The current MDT drawdown is -27.14%.
| Rank | SO | MDT |
|---|---|---|
| #1 | -38.44% Jan 30, 2020 - Aug 16, 2021 | -57.64% Jan 19, 2006 - May 21, 2013 |
| #2 | -30.47% Sep 18, 2008 - Jul 26, 2010 | -45.10% Sep 8, 2021 - Oct 27, 2023 |
| #3 | -23.28% Aug 19, 2022 - May 3, 2024 | -44.21% Dec 27, 2000 - Jan 18, 2006 |
| #4 | -21.01% Nov 2, 1999 - Apr 25, 2000 | -39.88% Feb 6, 2020 - Jan 6, 2021 |
| #5 | -19.29% Jan 29, 2015 - Mar 10, 2016 | -19.72% Jul 12, 2016 - Jun 12, 2017 |
| #6 | -18.94% Dec 26, 2000 - Mar 27, 2001 | -18.53% Apr 10, 2000 - Dec 14, 2000 |
| #7 | -17.68% Nov 2, 2017 - Feb 20, 2019 | -17.61% Aug 17, 2015 - Dec 16, 2015 |
| #8 | -17.47% Oct 28, 2002 - Jan 6, 2003 | -16.67% Oct 1, 2018 - Jun 19, 2019 |
| #9 | -16.88% Sep 13, 2000 - Dec 26, 2000 | -15.97% Dec 3, 1999 - Jan 7, 2000 |
| #10 | -15.85% May 8, 2002 - Jul 31, 2002 | -12.95% Jul 5, 2017 - Jun 1, 2018 |
| #11 | -15.00% Oct 15, 2025 - Mar 16, 2026 | -11.90% Jan 8, 2014 - Mar 31, 2014 |
| #12 | -14.92% Apr 23, 2013 - Apr 28, 2014 | -10.84% Feb 8, 2000 - Mar 3, 2000 |
| #13 | -14.82% Jan 9, 2008 - Sep 18, 2008 | -10.53% Mar 27, 2000 - Apr 10, 2000 |
| #14 | -14.14% Apr 26, 2000 - Aug 7, 2000 | -8.76% Mar 3, 2000 - Mar 16, 2000 |
| #15 | -14.04% May 27, 2022 - Jul 29, 2022 | -7.82% Aug 8, 2013 - Oct 17, 2013 |
Correlation
Correlation between SO and MDT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
SO vs MDT dividend yield comparison.
| Year | SO | MDT |
|---|---|---|
| 2026 | 1.55% | 1.70% |
| 2025 | 3.37% | 2.95% |
| 2024 | 3.47% | 3.49% |
| 2023 | 3.96% | 3.34% |
| 2022 | 3.78% | 3.44% |
| 2021 | 3.82% | 2.39% |
| 2020 | 4.13% | 1.95% |
| 2019 | 3.86% | 1.87% |
| 2018 | 5.42% | 2.15% |
| 2017 | 4.78% | 2.24% |
| 2016 | 4.52% | 2.34% |
| 2015 | 4.60% | 1.88% |
| 2014 | 4.24% | 1.66% |
| 2013 | 4.90% | 1.92% |
| 2012 | 4.54% | 3.08% |
| 2011 | 4.05% | 2.44% |
| 2010 | 4.71% | 2.32% |
| 2009 | 5.20% | 1.36% |
| 2008 | 4.49% | 2.59% |
| 2007 | 4.12% | 0.93% |
| 2006 | 4.16% | 0.77% |
| 2005 | 4.27% | 0.63% |
| 2004 | 4.22% | 0.48% |
| 2003 | 4.58% | 0.58% |
| 2002 | 4.77% | 0.66% |
| 2001 | 59.72% | 0.42% |
| 2000 | 4.03% | 0.30% |
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