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SO vs SPOT

Comparison between Southern Company (SO, Company) and Spotify Technology S.A. (SPOT, Company).

SO is from the Utilities sector, while SPOT is from the Communication Services sector.

5-Year PerformanceSPOT has outperformed SO, delivering a return of +14.6% compared to +12.0%

SO vs SPOT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SO
$106B
SPOT
$105B
Max Drawdown
Winner
SO
38.98%
SPOT
80.51%
Sharpe Ratio
Winner
SO
0.38
SPOT
-0.71
5Y Beta
Winner
SO
-0.04
SPOT
0.93
Industry
SO
Utilities - Regulated Electric
SPOT
Internet Content & Information
P/E Ratio
Winner
SO
19.71
SPOT
33.74
Forward P/E
Winner
SO
20.58
SPOT
32.57
PEG Ratio
SO
2.67
Winner
SPOT
0.23
Dividend Yield
SO
3.17%
SPOT
N/A
5Y Dividends CAGR
SO
5.59%
SPOT
N/A
5Y EPS CAGR
SO
3.88%
SPOT
N/A
Debt to Equity
Winner
SO
4.19%
SPOT
5.94%
Free Cash Flow Yield
SO
-3.28%
Winner
SPOT
3.54%
P/S Ratio
Winner
SO
3.48
SPOT
5.90
P/B Ratio
Winner
SO
2.85
SPOT
11.21

SO vs SPOT - Historical Returns

Returns include dividend reinvestment.

1M
SO
+2.64%
Winner
SPOT
+9.82%
3M
Winner
SO
-4.16%
SPOT
-8.43%
6M
Winner
SO
+11.34%
SPOT
-16.86%
1Y
Winner
SO
+9.41%
SPOT
-32.94%
5Y(CAGR)
SO
+11.97%
Winner
SPOT
+14.60%
10Y(CAGR)
SO
+10.84%
Winner
SPOT
+15.33%
Max(CAGR)
SO
+13.47%
Winner
SPOT
+15.33%

SO vs SPOT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSOSPOT
2026+9.83%-16.55%
2025+9.78%+26.85%
2024+20.43%+136.96%
2023+1.49%+129.44%
2022+8.86%-67.66%
2021+20.40%-24.75%
2020+2.40%+107.53%
2019+52.31%+31.48%
2018-1.87%-23.83%
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 SPOT Drawdown Comparison

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

The maximum drawdown for SPOT was -80.51%, occurring on Nov 4, 2022. Recovery took 902 trading sessions.

The current SO drawdown is -4.16%. The current SPOT drawdown is -38.16%.

RankSOSPOT
#1-38.44%
Jan 30, 2020 - Aug 16, 2021
-80.51%
Feb 19, 2021 - Sep 20, 2024
#2-30.47%
Sep 18, 2008 - Jul 26, 2010
-46.80%
Jun 26, 2025 - Feb 5, 2026
#3-23.28%
Aug 19, 2022 - May 3, 2024
-45.57%
Jul 26, 2018 - Jun 17, 2020
#4-21.01%
Nov 2, 1999 - Apr 25, 2000
-24.54%
Feb 13, 2025 - May 7, 2025
#5-19.29%
Jan 29, 2015 - Mar 10, 2016
-20.73%
Sep 1, 2020 - Dec 2, 2020
#6-18.94%
Dec 26, 2000 - Mar 27, 2001
-14.49%
Jul 20, 2020 - Sep 1, 2020
#7-17.68%
Nov 2, 2017 - Feb 20, 2019
-11.99%
Jan 8, 2021 - Feb 16, 2021
#8-17.47%
Oct 28, 2002 - Jan 6, 2003
-11.76%
May 2, 2018 - Jun 8, 2018
#9-16.88%
Sep 13, 2000 - Dec 26, 2000
-10.95%
Dec 4, 2024 - Jan 24, 2025
#10-15.85%
May 8, 2002 - Jul 31, 2002
-9.41%
Dec 10, 2020 - Jan 8, 2021
#11-15.00%
Oct 15, 2025 - Mar 16, 2026
-7.32%
Jun 22, 2018 - Jul 11, 2018
#12-14.92%
Apr 23, 2013 - Apr 28, 2014
-7.09%
Jul 10, 2020 - Jul 20, 2020
#13-14.82%
Jan 9, 2008 - Sep 18, 2008
-6.83%
Apr 10, 2018 - Apr 18, 2018
#14-14.14%
Apr 26, 2000 - Aug 7, 2000
-5.64%
May 7, 2025 - May 19, 2025
#15-14.04%
May 27, 2022 - Jul 29, 2022
-5.47%
Sep 25, 2024 - Oct 22, 2024

Correlation

Correlation between SO and SPOT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

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