SOJC vs ILMN

Comparison between Southern Company (SOJC, Company) and Illumina Inc (ILMN, Company).

5-Year PerformanceSOJC has outperformed ILMN, delivering a return of +1.4% compared to -17.6%

SOJC vs ILMN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	ILMN(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	96.14%
Sharpe Ratio	0.52	1.45
5Y Beta	0.18	1.04
Industry	N/A	Diagnostics & Research
P/E Ratio	26.09	33.61
Forward P/E	N/A	27.47
PEG Ratio	N/A	2.54
Dividend Yield	10.60%	N/A
5Y Dividends CAGR	0.04%	N/A
5Y EPS CAGR	N/A	-6.80%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	4.46%
P/S Ratio	N/A	4.91
P/B Ratio	N/A	7.88

Market Cap

Winner

SOJC

$22B

ILMN

$22B

Max Drawdown

Winner

SOJC

25.19%

ILMN

96.14%

Sharpe Ratio

SOJC

0.52

Winner

ILMN

1.45

5Y Beta

Winner

SOJC

0.18

ILMN

1.04

Industry

SOJC

N/A

ILMN

Diagnostics & Research

P/E Ratio

Winner

SOJC

26.09

ILMN

33.61

Forward P/E

SOJC

N/A

ILMN

27.47

PEG Ratio

SOJC

N/A

ILMN

2.54

Dividend Yield

SOJC

10.60%

ILMN

N/A

5Y Dividends CAGR

SOJC

0.04%

ILMN

N/A

5Y EPS CAGR

SOJC

N/A

ILMN

-6.80%

Debt to Equity

SOJC

N/A

ILMN

0.00%

Free Cash Flow Yield

SOJC

N/A

ILMN

4.46%

P/S Ratio

SOJC

N/A

ILMN

4.91

P/B Ratio

SOJC

N/A

ILMN

7.88

SOJC vs ILMN - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	ILMN
1 month	+1.53%	+10.84%
3 months	-0.12%	+21.01%
6 months	-0.13%	+16.39%
1 year	+8.04%	+78.29%
5 years(CAGR)	+1.38%	-17.59%
10 years(CAGR)	+3.71%	+0.29%
Max(CAGR)	+3.71%	+8.10%

SOJC

+1.53%

Winner

ILMN

+10.84%

SOJC

-0.12%

Winner

ILMN

+21.01%

SOJC

-0.13%

Winner

ILMN

+16.39%

SOJC

+8.04%

Winner

ILMN

+78.29%

5Y(CAGR)

Winner

SOJC

+1.38%

ILMN

-17.59%

10Y(CAGR)

Winner

SOJC

+3.71%

ILMN

+0.29%

Max(CAGR)

SOJC

+3.71%

Winner

ILMN

+8.10%

SOJC vs ILMN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SOJC	ILMN
2026	+1.53%	+5.60%
2025	+2.61%	+0.18%
2024	-2.41%	-0.17%
2023	+17.25%	-30.68%
2022	-14.71%	-46.91%
2021	+1.92%	+3.45%
2020	+7.60%	+13.15%
2019	+24.19%	+12.64%
2018	-8.31%	+33.88%
2017	+1.39%	+66.62%
2016	N/A	-29.37%
2015	N/A	+3.52%
2014	N/A	+67.28%
2013	N/A	+99.55%
2012	N/A	+75.20%
2011	N/A	-52.63%
2010	N/A	+107.33%
2009	N/A	+14.26%
2008	N/A	-12.53%
2007	N/A	+54.28%
2006	N/A	+165.43%
2005	N/A	+52.10%
2004	N/A	+34.09%
2003	N/A	+114.94%
2002	N/A	-70.04%
2001	N/A	-22.89%
2000	N/A	-59.00%

SOJC vs ILMN Drawdown Comparison

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

The maximum drawdown for ILMN was -96.14%, occurring on Mar 13, 2003. Recovery took 1731 trading sessions.

The current SOJC drawdown is -6.09%. The current ILMN drawdown is -72.21%.

Rank	SOJC	ILMN
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-96.14% Sep 1, 2000 - Jul 26, 2007
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-86.23% Aug 16, 2021 - Apr 8, 2025
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-66.67% Jul 6, 2011 - Jul 24, 2013
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-57.85% Aug 15, 2008 - Aug 6, 2010
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-49.16% Jul 20, 2015 - Jan 9, 2018
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-44.69% Jul 5, 2019 - Jul 6, 2020
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-33.00% Aug 5, 2020 - Jan 20, 2021
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-27.01% Feb 25, 2014 - Jul 1, 2014
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-26.90% Feb 12, 2021 - Aug 5, 2021
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-25.77% Sep 28, 2018 - Jun 28, 2019
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-18.45% Jul 3, 2014 - Oct 22, 2014
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-17.87% Oct 23, 2007 - Jan 10, 2008
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-17.78% Feb 25, 2008 - Mar 31, 2008
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-15.79% Feb 14, 2011 - May 10, 2011
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-14.54% Jan 22, 2018 - Mar 9, 2018

Correlation

Correlation between SOJC and ILMN is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101