SOJC vs BRO

Comparison between Southern Company (SOJC, Company) and Brown & Brown Inc (BRO, Company).

5-Year PerformanceBRO has outperformed SOJC, delivering a return of +4.6% compared to -0.1%

SOJC vs BRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	BRO(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	26.65%	56.30%
Sharpe Ratio	-0.76	-1.42
5Y Beta	0.18	0.21
Industry	N/A	Insurance Brokers
P/E Ratio	26.09	19.04
Forward P/E	N/A	15.17
PEG Ratio	N/A	1.51
Dividend Yield	11.40%	0.95%
5Y Dividends CAGR	4.56%	17.01%
5Y EPS CAGR	N/A	12.98%
Debt to Equity	N/A	62.02%
Free Cash Flow Yield	N/A	6.52%
P/S Ratio	N/A	3.61
P/B Ratio	N/A	1.86

Market Cap

SOJC

$22B

Winner

BRO

$22B

Max Drawdown

Winner

SOJC

26.65%

BRO

56.30%

Sharpe Ratio

Winner

SOJC

-0.76

BRO

-1.42

5Y Beta

Winner

SOJC

0.18

BRO

0.21

Industry

SOJC

N/A

BRO

Insurance Brokers

P/E Ratio

SOJC

26.09

Winner

BRO

19.04

Forward P/E

SOJC

N/A

BRO

15.17

PEG Ratio

SOJC

N/A

BRO

1.51

Dividend Yield

Winner

SOJC

11.40%

BRO

0.95%

5Y Dividends CAGR

SOJC

4.56%

Winner

BRO

17.01%

5Y EPS CAGR

SOJC

N/A

BRO

12.98%

Debt to Equity

SOJC

N/A

BRO

62.02%

Free Cash Flow Yield

SOJC

N/A

BRO

6.52%

P/S Ratio

SOJC

N/A

BRO

3.61

P/B Ratio

SOJC

N/A

BRO

1.86

SOJC vs BRO - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	BRO
1 month	-2.38%	+8.85%
3 months	-6.19%	-2.38%
6 months	-6.72%	-16.53%
1 year	-2.55%	-35.71%
5 years(CAGR)	-0.07%	+4.61%
10 years(CAGR)	+2.81%	+14.49%
Max(CAGR)	+2.81%	+14.96%

SOJC

-2.38%

Winner

BRO

+8.85%

SOJC

-6.19%

Winner

BRO

-2.38%

Winner

SOJC

-6.72%

BRO

-16.53%

Winner

SOJC

-2.55%

BRO

-35.71%

5Y(CAGR)

SOJC

-0.07%

Winner

BRO

+4.61%

10Y(CAGR)

SOJC

+2.81%

Winner

BRO

+14.49%

Max(CAGR)

SOJC

+2.81%

Winner

BRO

+14.96%

SOJC vs BRO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	BRO
2026	-5.14%	-14.86%
2025	+2.61%	-20.22%
2024	-2.41%	+45.05%
2023	+17.25%	+26.44%
2022	-14.71%	-16.62%
2021	+1.92%	+52.72%
2020	+7.60%	+20.66%
2019	+24.19%	+47.28%
2018	-8.31%	+9.09%
2017	+1.39%	+16.25%
2016	N/A	+43.90%
2015	N/A	-0.03%
2014	N/A	+7.11%
2013	N/A	+21.39%
2012	N/A	+13.55%
2011	N/A	-6.51%
2010	N/A	+35.03%
2009	N/A	-10.54%
2008	N/A	-9.41%
2007	N/A	-15.96%
2006	N/A	-8.18%
2005	N/A	+39.84%
2004	N/A	+33.50%
2003	N/A	-0.18%
2002	N/A	+19.52%
2001	N/A	+64.42%
2000	N/A	+86.89%
1999	N/A	+15.22%

SOJC vs BRO Drawdown Comparison

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The maximum drawdown for BRO was -55.85%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current SOJC drawdown is -12.26%. The current BRO drawdown is -46.62%.

Rank	SOJC	BRO
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-55.85% Apr 3, 2025 - May 13, 2026
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-54.10% Apr 21, 2006 - May 13, 2013
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-34.74% Feb 20, 2020 - Apr 13, 2021
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-31.53% May 8, 2002 - Apr 14, 2003
#5	-12.26% Sep 17, 2025 - Jul 23, 2026	-27.28% Apr 7, 2022 - Aug 23, 2023
#6	-11.42% Aug 30, 2018 - Jan 31, 2019	-21.87% Dec 16, 1999 - Apr 10, 2000
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-21.27% Feb 21, 2001 - Apr 23, 2001
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-20.68% Nov 27, 2001 - Jan 24, 2002
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-20.37% Apr 23, 2003 - Mar 1, 2004
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-17.73% Aug 1, 2001 - Sep 28, 2001
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-16.58% Sep 13, 2018 - Apr 23, 2019
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-16.37% Jul 19, 2013 - Jun 11, 2015
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-16.20% Feb 6, 2002 - May 6, 2002
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-15.88% Aug 18, 2015 - Mar 11, 2016
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-15.07% Oct 6, 2004 - Feb 11, 2005

Correlation

Correlation between SOJC and BRO is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

SOJC vs BRO dividend yield comparison.

Year	SOJC	BRO
2026	3.26%	0.50%
2025	6.07%	0.77%
2024	5.97%	0.53%
2023	5.48%	0.67%
2022	6.18%	0.74%
2021	5.01%	0.54%
2020	4.82%	0.73%
2019	4.99%	0.82%
2018	6.16%	1.11%
2017	0.00%	1.08%
2016	0.00%	1.12%
2015	0.00%	1.41%
2014	0.00%	1.25%
2013	0.00%	1.18%
2012	0.00%	1.36%
2011	0.00%	1.44%
2010	0.00%	1.31%
2009	0.00%	1.68%
2008	0.00%	1.36%
2007	0.00%	1.06%
2006	0.00%	0.74%
2005	0.00%	0.56%
2004	0.00%	0.67%
2003	0.00%	0.74%
2002	0.00%	0.62%
2001	0.00%	0.59%
2000	0.00%	0.77%
1999	0.00%	0.34%