SO vs NEE-P-T
Comparison between Southern Company (SO, Company) and NextEra Energy Inc 7.234 Corporate Units (NEE-P-T, Company).
SO vs NEE-P-T - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SO
$105B
NEE-P-T
$105B
Max Drawdown
SO
38.98%
Winner
NEE-P-T
14.55%
Sharpe Ratio
SO
0.35
Winner
NEE-P-T
0.94
5Y Beta
Winner
SO
-0.04
NEE-P-T
0.25
Industry
SO
Utilities - Regulated Electric
NEE-P-T
N/A
P/E Ratio
SO
19.65
Winner
NEE-P-T
12.74
Forward P/E
SO
19.80
NEE-P-T
N/A
PEG Ratio
SO
2.67
Winner
NEE-P-T
0.27
Dividend Yield
SO
3.23%
NEE-P-T
N/A
5Y Dividends CAGR
SO
7.59%
NEE-P-T
N/A
5Y EPS CAGR
SO
3.88%
Winner
NEE-P-T
13.15%
Debt to Equity
Winner
SO
4.19%
NEE-P-T
177.08%
Free Cash Flow Yield
SO
-3.29%
Winner
NEE-P-T
11.78%
P/S Ratio
SO
3.50
NEE-P-T
N/A
P/B Ratio
SO
2.86
NEE-P-T
N/A
SO vs NEE-P-T - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SO
-2.66%
NEE-P-T
-6.59%
3M
SO
-3.96%
Winner
NEE-P-T
-2.73%
6M
Winner
SO
+9.07%
NEE-P-T
+3.33%
1Y
SO
+8.20%
Winner
NEE-P-T
+17.51%
5Y(CAGR)
SO
+11.57%
NEE-P-T
N/A
10Y(CAGR)
SO
+10.82%
NEE-P-T
N/A
Max(CAGR)
Winner
SO
+13.41%
NEE-P-T
+9.77%
SO vs NEE-P-T - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SO | NEE-P-T |
|---|---|---|
| 2026 | +7.94% | +5.02% |
| 2025 | +9.78% | +15.60% |
| 2024 | +20.43% | -5.00% |
| 2023 | +1.49% | N/A |
| 2022 | +8.86% | N/A |
| 2021 | +20.40% | N/A |
| 2020 | +2.40% | N/A |
| 2019 | +52.31% | N/A |
| 2018 | -1.87% | N/A |
| 2017 | +2.73% | N/A |
| 2016 | +9.37% | N/A |
| 2015 | -0.60% | N/A |
| 2014 | +26.52% | N/A |
| 2013 | -1.74% | N/A |
| 2012 | -0.82% | N/A |
| 2011 | +26.25% | N/A |
| 2010 | +21.04% | N/A |
| 2009 | -6.08% | N/A |
| 2008 | +1.63% | N/A |
| 2007 | +9.49% | N/A |
| 2006 | +9.97% | N/A |
| 2005 | +9.07% | N/A |
| 2004 | +16.91% | N/A |
| 2003 | +9.50% | N/A |
| 2002 | +16.95% | N/A |
| 2001 | +102.26% | N/A |
| 2000 | +53.68% | N/A |
| 1999 | -10.68% | N/A |
SO vs NEE-P-T Drawdown Comparison
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The maximum drawdown for NEE-P-T was -12.80%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The current SO drawdown is -5.81%. The current NEE-P-T drawdown is -7.87%.
| Rank | SO | NEE-P-T |
|---|---|---|
| #1 | -38.44% Jan 30, 2020 - Aug 16, 2021 | -12.80% Nov 29, 2024 - Jul 14, 2025 |
| #2 | -30.47% Sep 18, 2008 - Jul 26, 2010 | -9.84% Apr 30, 2026 - Jun 1, 2026 |
| #3 | -23.28% Aug 19, 2022 - May 3, 2024 | -6.59% Nov 28, 2025 - Jan 27, 2026 |
| #4 | -21.01% Nov 2, 1999 - Apr 25, 2000 | -6.03% Jul 22, 2025 - Aug 19, 2025 |
| #5 | -19.29% Jan 29, 2015 - Mar 10, 2016 | -5.00% Aug 20, 2025 - Sep 26, 2025 |
| #6 | -18.94% Dec 26, 2000 - Mar 27, 2001 | -4.81% Feb 25, 2026 - Apr 30, 2026 |
| #7 | -17.68% Nov 2, 2017 - Feb 20, 2019 | -3.59% Oct 15, 2025 - Nov 11, 2025 |
| #8 | -17.47% Oct 28, 2002 - Jan 6, 2003 | -3.26% Nov 5, 2024 - Nov 26, 2024 |
| #9 | -16.88% Sep 13, 2000 - Dec 26, 2000 | -2.18% Nov 12, 2025 - Nov 28, 2025 |
| #10 | -15.85% May 8, 2002 - Jul 31, 2002 | -2.15% Feb 13, 2026 - Feb 24, 2026 |
| #11 | -15.00% Oct 15, 2025 - Mar 16, 2026 | -1.40% Feb 4, 2026 - Feb 10, 2026 |
| #12 | -14.92% Apr 23, 2013 - Apr 28, 2014 | -1.16% Jan 29, 2026 - Feb 3, 2026 |
| #13 | -14.82% Jan 9, 2008 - Sep 18, 2008 | -1.11% Sep 26, 2025 - Oct 1, 2025 |
| #14 | -14.14% Apr 26, 2000 - Aug 7, 2000 | -0.98% Oct 8, 2025 - Oct 14, 2025 |
| #15 | -14.04% May 27, 2022 - Jul 29, 2022 | -0.68% Jul 15, 2025 - Jul 18, 2025 |
Correlation
Correlation between SO and NEE-P-T is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
SO vs NEE-P-T dividend yield comparison.
| Year | SO | NEE-P-T |
|---|---|---|
| 2026 | 1.62% | 3.64% |
| 2025 | 3.37% | 7.44% |
| 2024 | 3.47% | 0.00% |
| 2023 | 3.96% | 0.00% |
| 2022 | 3.78% | 0.00% |
| 2021 | 3.82% | 0.00% |
| 2020 | 4.13% | 0.00% |
| 2019 | 3.86% | 0.00% |
| 2018 | 5.42% | 0.00% |
| 2017 | 4.78% | 0.00% |
| 2016 | 4.52% | 0.00% |
| 2015 | 4.60% | 0.00% |
| 2014 | 4.24% | 0.00% |
| 2013 | 4.90% | 0.00% |
| 2012 | 4.54% | 0.00% |
| 2011 | 4.05% | 0.00% |
| 2010 | 4.71% | 0.00% |
| 2009 | 5.20% | 0.00% |
| 2008 | 4.49% | 0.00% |
| 2007 | 4.12% | 0.00% |
| 2006 | 4.16% | 0.00% |
| 2005 | 4.27% | 0.00% |
| 2004 | 4.22% | 0.00% |
| 2003 | 4.58% | 0.00% |
| 2002 | 4.77% | 0.00% |
| 2001 | 59.28% | 0.00% |
| 2000 | 4.03% | 0.00% |
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