SO vs VRT
Comparison between Southern Company (SO, Company) and Vertiv Holdings Co - Class A (VRT, Company).
SO is from the Utilities sector, while VRT is from the Industrials sector.
5-Year PerformanceVRT has outperformed SO, delivering a return of +64.6% compared to +12.0%
SO vs VRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SO vs VRT - Historical Returns
Returns include dividend reinvestment.
SO vs VRT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SO | VRT |
|---|---|---|
| 2026 | +9.83% | +77.70% |
| 2025 | +9.78% | +37.14% |
| 2024 | +20.43% | +149.22% |
| 2023 | +1.49% | +261.32% |
| 2022 | +8.86% | -43.93% |
| 2021 | +20.40% | +34.88% |
| 2020 | +2.40% | +66.49% |
| 2019 | +52.31% | +13.13% |
| 2018 | -1.87% | -0.51% |
| 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 VRT Drawdown Comparison
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.
The current SO drawdown is -4.16%. The current VRT drawdown is -17.07%.
| Rank | SO | VRT |
|---|---|---|
| #1 | -38.44% Jan 30, 2020 - Aug 16, 2021 | -71.24% Sep 2, 2021 - Aug 2, 2023 |
| #2 | -30.47% Sep 18, 2008 - Jul 26, 2010 | -61.28% Jan 23, 2025 - Oct 1, 2025 |
| #3 | -23.28% Aug 19, 2022 - May 3, 2024 | -58.62% Feb 19, 2020 - Jun 2, 2020 |
| #4 | -21.01% Nov 2, 1999 - Apr 25, 2000 | -36.67% May 24, 2024 - Oct 7, 2024 |
| #5 | -19.29% Jan 29, 2015 - Mar 10, 2016 | -25.32% May 14, 2026 - Jun 10, 2026 |
| #6 | -18.94% Dec 26, 2000 - Mar 27, 2001 | -24.78% Oct 29, 2025 - Feb 9, 2026 |
| #7 | -17.68% Nov 2, 2017 - Feb 20, 2019 | -19.68% Nov 21, 2024 - Jan 21, 2025 |
| #8 | -17.47% Oct 28, 2002 - Jan 6, 2003 | -17.43% Jun 8, 2020 - Aug 3, 2020 |
| #9 | -16.88% Sep 13, 2000 - Dec 26, 2000 | -16.62% Oct 12, 2023 - Nov 10, 2023 |
| #10 | -15.85% May 8, 2002 - Jul 31, 2002 | -15.19% Mar 25, 2026 - Apr 8, 2026 |
| #11 | -15.00% Oct 15, 2025 - Mar 16, 2026 | -13.12% Apr 11, 2024 - Apr 25, 2024 |
| #12 | -14.92% Apr 23, 2013 - Apr 28, 2014 | -11.71% Oct 22, 2020 - Dec 1, 2020 |
| #13 | -14.82% Jan 9, 2008 - Sep 18, 2008 | -11.52% Feb 23, 2021 - Apr 13, 2021 |
| #14 | -14.14% Apr 26, 2000 - Aug 7, 2000 | -10.91% Sep 1, 2023 - Oct 9, 2023 |
| #15 | -14.04% May 27, 2022 - Jul 29, 2022 | -9.88% Feb 14, 2024 - Feb 26, 2024 |
Correlation
Correlation between SO and VRT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
SO vs VRT dividend yield comparison.
| Year | SO | VRT |
|---|---|---|
| 2026 | 2.03% | 0.04% |
| 2025 | 3.37% | 0.11% |
| 2024 | 3.47% | 0.10% |
| 2023 | 3.96% | 0.05% |
| 2022 | 3.78% | 0.07% |
| 2021 | 3.82% | 0.04% |
| 2020 | 4.13% | 0.05% |
| 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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