SOJC vs IP

Comparison between Southern Company (SOJC, Company) and International Paper Company (IP, Company).

5-Year PerformanceSOJC has outperformed IP, delivering a return of +0.6% compared to -3.9%

SOJC vs IP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	IP(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	93.02%
Sharpe Ratio	0.13	-0.28
5Y Beta	0.18	0.98
Industry	N/A	Packaging & Containers
P/E Ratio	26.09	-6.52
Forward P/E	N/A	24.45
Dividend Yield	11.00%	5.12%
5Y Dividends CAGR	4.56%	3.56%
Debt to Equity	N/A	6.20%
Free Cash Flow Yield	N/A	11.88%

Market Cap

Winner

SOJC

$22B

Max Drawdown

Winner

SOJC

25.19%

93.02%

Sharpe Ratio

Winner

SOJC

0.13

-0.28

5Y Beta

Winner

SOJC

0.18

0.98

Industry

SOJC

N/A

Packaging & Containers

P/E Ratio

SOJC

26.09

Winner

-6.52

Forward P/E

SOJC

N/A

24.45

Dividend Yield

Winner

SOJC

11.00%

5.12%

5Y Dividends CAGR

Winner

SOJC

4.56%

3.56%

Debt to Equity

SOJC

N/A

6.20%

Free Cash Flow Yield

SOJC

N/A

11.88%

SOJC vs IP - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	IP
1 month	-1.50%	+22.91%
3 months	-1.14%	+4.08%
6 months	-1.21%	-2.19%
1 year	+4.28%	-16.30%
5 years(CAGR)	+0.58%	-3.92%
10 years(CAGR)	+3.32%	+3.58%
Max(CAGR)	+3.32%	+2.55%

SOJC

-1.50%

Winner

+22.91%

SOJC

-1.14%

Winner

+4.08%

Winner

SOJC

-1.21%

-2.19%

Winner

SOJC

+4.28%

-16.30%

5Y(CAGR)

Winner

SOJC

+0.58%

-3.92%

10Y(CAGR)

SOJC

+3.32%

Winner

+3.58%

Max(CAGR)

Winner

SOJC

+3.32%

+2.55%

SOJC vs IP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	IP
2026	-1.32%	-6.20%
2025	+2.61%	-22.87%
2024	-2.41%	+53.53%
2023	+17.25%	+7.74%
2022	-14.71%	-22.78%
2021	+1.92%	+6.12%
2020	+7.60%	+14.97%
2019	+24.19%	+17.56%
2018	-8.31%	-29.94%
2017	+1.39%	+12.39%
2016	N/A	+47.04%
2015	N/A	-26.74%
2014	N/A	+14.70%
2013	N/A	+24.48%
2012	N/A	+37.41%
2011	N/A	+9.32%
2010	N/A	+1.92%
2009	N/A	+123.88%
2008	N/A	-61.26%
2007	N/A	-3.91%
2006	N/A	+4.88%
2005	N/A	-17.54%
2004	N/A	+0.66%
2003	N/A	+24.62%
2002	N/A	-10.69%
2001	N/A	+4.97%
2000	N/A	-24.47%
1999	N/A	+11.02%

SOJC vs IP Drawdown Comparison

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

The maximum drawdown for IP was -90.65%, occurring on Mar 6, 2009. Recovery took 3265 trading sessions.

The current SOJC drawdown is -8.72%. The current IP drawdown is -34.60%.

Rank	SOJC	IP
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-90.65% Jan 7, 2000 - Jan 2, 2013
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-55.28% Jan 29, 2018 - Apr 15, 2021
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-48.57% Jan 24, 2025 - May 19, 2026
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-48.01% Jun 4, 2021 - Oct 31, 2024
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-41.89% Feb 20, 2015 - Dec 9, 2016
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-13.65% Jan 25, 2017 - Jul 10, 2017
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-13.59% Jul 25, 2013 - Feb 14, 2014
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-11.33% May 15, 2013 - Jul 16, 2013
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-11.28% Nov 25, 2024 - Jan 24, 2025
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-10.25% Jul 17, 2017 - Sep 20, 2017
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-10.15% Sep 11, 2014 - Oct 31, 2014
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-9.09% Feb 20, 2014 - Jun 27, 2014
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-8.72% Apr 24, 2013 - May 15, 2013
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-8.68% Nov 15, 1999 - Dec 15, 1999
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-7.34% Oct 24, 2017 - Jan 2, 2018

Correlation

Correlation between SOJC and IP is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (1999 - 2026)

SOJC vs IP dividend yield comparison.

Year	SOJC	IP
2026	3.14%	2.51%
2025	6.07%	4.70%
2024	5.97%	3.44%
2023	5.48%	5.12%
2022	6.18%	5.34%
2021	5.01%	4.08%
2020	4.82%	4.12%
2019	4.99%	4.37%
2018	6.16%	4.77%
2017	0.00%	3.21%
2016	0.00%	3.36%
2015	0.00%	4.35%
2014	0.00%	4.05%
2013	0.00%	2.55%
2012	0.00%	2.73%
2011	0.00%	3.29%
2010	0.00%	1.47%
2009	0.00%	1.21%
2008	0.00%	8.47%
2007	0.00%	3.09%
2006	0.00%	2.93%
2005	0.00%	2.97%
2004	0.00%	2.38%
2003	0.00%	2.32%
2002	0.00%	2.86%
2001	0.00%	2.48%
2000	0.00%	2.44%
1999	0.00%	0.44%