SOJC vs EXE

Comparison between Southern Company (SOJC, Company) and Expand Energy Corporation (EXE, Company).

5-Year PerformanceEXE has outperformed SOJC, delivering a return of +16.1% compared to -0.3%

SOJC vs EXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	EXE(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	26.69%	32.88%
Sharpe Ratio	-1.36	-0.18
5Y Beta	0.18	0.42
Industry	N/A	Oil & Gas E&p
P/E Ratio	26.09	8.96
Forward P/E	N/A	10.07
PEG Ratio	N/A	2.56
Dividend Yield	11.40%	3.43%
5Y Dividends CAGR	4.56%	N/A
Debt to Equity	N/A	25.62%
Free Cash Flow Yield	N/A	13.77%
P/S Ratio	N/A	1.66
P/B Ratio	N/A	1.12

Market Cap

Winner

SOJC

$22B

EXE

$22B

Max Drawdown

Winner

SOJC

26.69%

EXE

32.88%

Sharpe Ratio

SOJC

-1.36

Winner

EXE

-0.18

5Y Beta

Winner

SOJC

0.18

EXE

0.42

Industry

SOJC

N/A

EXE

Oil & Gas E&p

P/E Ratio

SOJC

26.09

Winner

EXE

8.96

Forward P/E

SOJC

N/A

EXE

10.07

PEG Ratio

SOJC

N/A

EXE

2.56

Dividend Yield

Winner

SOJC

11.40%

EXE

3.43%

5Y Dividends CAGR

SOJC

4.56%

EXE

N/A

Debt to Equity

SOJC

N/A

EXE

25.62%

Free Cash Flow Yield

SOJC

N/A

EXE

13.77%

P/S Ratio

SOJC

N/A

EXE

1.66

P/B Ratio

SOJC

N/A

EXE

1.12

SOJC vs EXE - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	EXE
1 month	-2.24%	+3.45%
3 months	-6.19%	-4.56%
6 months	-6.68%	-15.73%
1 year	-6.80%	-6.64%
5 years(CAGR)	-0.31%	+16.06%
10 years(CAGR)	+2.79%	N/A
Max(CAGR)	+2.79%	+18.98%

SOJC

-2.24%

Winner

EXE

+3.45%

SOJC

-6.19%

Winner

EXE

-4.56%

Winner

SOJC

-6.68%

EXE

-15.73%

SOJC

-6.80%

Winner

EXE

-6.64%

5Y(CAGR)

SOJC

-0.31%

Winner

EXE

+16.06%

10Y(CAGR)

SOJC

+2.79%

EXE

N/A

Max(CAGR)

SOJC

+2.79%

Winner

EXE

+18.98%

SOJC vs EXE - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SOJC	EXE
2026	-5.19%	-15.27%
2025	+2.61%	+12.45%
2024	-2.41%	+33.06%
2023	+17.25%	-6.57%
2022	-14.71%	+57.07%
2021	+1.92%	+46.33%
2020	+7.60%	N/A
2019	+24.19%	N/A
2018	-8.31%	N/A
2017	+1.39%	N/A

SOJC vs EXE Drawdown Comparison

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

The maximum drawdown for EXE was -29.64%, occurring on Mar 15, 2023. Recovery took 494 trading sessions.

The current SOJC drawdown is -12.30%. The current EXE drawdown is -24.32%.

Rank	SOJC	EXE
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-29.64% Nov 30, 2022 - Nov 18, 2024
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-28.44% Dec 3, 2025 - Jul 20, 2026
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-27.93% May 27, 2022 - Aug 18, 2022
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-22.90% Jun 24, 2025 - Nov 28, 2025
#5	-12.30% Sep 17, 2025 - Aug 6, 2026	-15.29% Oct 25, 2021 - Jan 7, 2022
#6	-11.42% Aug 30, 2018 - Jan 31, 2019	-13.77% Jan 12, 2022 - Feb 25, 2022
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-13.59% Apr 18, 2022 - May 4, 2022
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-13.02% Jun 11, 2021 - Aug 11, 2021
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-12.88% Sep 14, 2022 - Nov 8, 2022
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-12.58% Apr 2, 2025 - May 15, 2025
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-12.32% May 5, 2022 - May 23, 2022
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-12.14% Mar 7, 2022 - Mar 24, 2022
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-11.96% Mar 3, 2021 - May 6, 2021
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-11.63% Aug 12, 2021 - Sep 3, 2021
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-10.90% Jan 16, 2025 - Mar 19, 2025