SOJC vs L

Comparison between Southern Company (SOJC, Company) and Loews Corp (L, Company).

5-Year PerformanceL has outperformed SOJC, delivering a return of +12.7% compared to +1.4%

SOJC vs L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	L(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	66.01%
Sharpe Ratio	0.52	0.97
5Y Beta	0.18	0.51
Industry	N/A	Insurance - Property & Casualty
P/E Ratio	26.09	13.72
Forward P/E	N/A	12.20
PEG Ratio	N/A	0.91
Dividend Yield	10.60%	0.24%
5Y Dividends CAGR	0.04%	0.00%
5Y EPS CAGR	N/A	15.75%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	8.89%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	1.16

Market Cap

Winner

SOJC

$22B

Max Drawdown

Winner

SOJC

25.19%

66.01%

Sharpe Ratio

SOJC

0.52

Winner

0.97

5Y Beta

Winner

SOJC

0.18

0.51

Industry

SOJC

N/A

Insurance - Property & Casualty

P/E Ratio

SOJC

26.09

Winner

13.72

Forward P/E

SOJC

N/A

12.20

PEG Ratio

SOJC

N/A

0.91

Dividend Yield

Winner

SOJC

10.60%

0.24%

5Y Dividends CAGR

Winner

SOJC

0.04%

0.00%

5Y EPS CAGR

SOJC

N/A

15.75%

Debt to Equity

SOJC

N/A

0.00%

Free Cash Flow Yield

SOJC

N/A

8.89%

P/S Ratio

SOJC

N/A

1.17

P/B Ratio

SOJC

N/A

1.16

SOJC vs L - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	L
1 month	+1.53%	-4.82%
3 months	-0.12%	-5.72%
6 months	-0.13%	+1.98%
1 year	+8.04%	+19.09%
5 years(CAGR)	+1.38%	+12.72%
10 years(CAGR)	+3.71%	+10.86%
Max(CAGR)	+3.71%	+9.62%

Winner

SOJC

+1.53%

-4.82%

Winner

SOJC

-0.12%

-5.72%

SOJC

-0.13%

Winner

+1.98%

SOJC

+8.04%

Winner

+19.09%

5Y(CAGR)

SOJC

+1.38%

Winner

+12.72%

10Y(CAGR)

SOJC

+3.71%

Winner

+10.86%

Max(CAGR)

SOJC

+3.71%

Winner

+9.62%

SOJC vs L - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	L
2026	+1.53%	-0.10%
2025	+2.61%	+25.47%
2024	-2.41%	+20.58%
2023	+17.25%	+19.25%
2022	-14.71%	+0.81%
2021	+1.92%	+30.68%
2020	+7.60%	-14.46%
2019	+24.19%	+17.03%
2018	-8.31%	-8.29%
2017	+1.39%	+7.70%
2016	N/A	+24.72%
2015	N/A	-7.41%
2014	N/A	-10.80%
2013	N/A	+16.79%
2012	N/A	+6.59%
2011	N/A	-3.83%
2010	N/A	+5.39%
2009	N/A	+23.20%
2008	N/A	-43.83%
2007	N/A	+22.76%
2006	N/A	+29.47%
2005	N/A	+37.58%
2004	N/A	+44.03%
2003	N/A	+8.24%
2002	N/A	-18.52%
2001	N/A	+11.69%
2000	N/A	+78.21%
1999	N/A	-9.42%

SOJC vs L Drawdown Comparison

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

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

The current SOJC drawdown is -6.09%. The current L drawdown is -7.20%.

Rank	SOJC	L
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-65.59% Jun 19, 2007 - Nov 6, 2017
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-48.52% Jul 3, 2019 - Apr 29, 2021
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-45.96% May 4, 2001 - Nov 29, 2004
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-41.13% Nov 8, 1999 - Aug 8, 2000
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-26.11% Apr 20, 2022 - Nov 16, 2023
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-20.02% Jan 26, 2018 - Jun 5, 2019
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-14.30% Dec 28, 2000 - Feb 5, 2001
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-12.16% Apr 1, 2025 - Jul 1, 2025
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-12.07% May 14, 2021 - Jan 4, 2022
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-9.82% Sep 28, 2000 - Oct 27, 2000
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-9.67% Mar 9, 2001 - Mar 30, 2001
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-9.49% May 5, 2006 - Jul 31, 2006
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-8.29% Jan 13, 2006 - Mar 27, 2006
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-7.36% Oct 30, 2000 - Nov 10, 2000
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-7.28% Apr 30, 2026 - May 7, 2026

Correlation

Correlation between SOJC and L is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

SOJC vs L dividend yield comparison.

Year	SOJC	L
2026	1.50%	0.06%
2025	6.07%	0.24%
2024	5.97%	0.30%
2023	5.48%	0.36%
2022	6.18%	0.43%
2021	5.01%	0.43%
2020	4.82%	0.56%
2019	4.99%	0.48%
2018	6.16%	0.55%
2017	0.00%	1.58%
2016	0.00%	0.53%
2015	0.00%	0.65%
2014	0.00%	0.59%
2013	0.00%	0.51%
2012	0.00%	0.61%
2011	0.00%	0.66%
2010	0.00%	0.64%
2009	0.00%	0.69%
2008	0.00%	0.88%
2007	0.00%	0.50%
2006	0.00%	0.57%
2005	0.00%	0.63%
2004	0.00%	0.85%
2003	0.00%	1.21%
2002	0.00%	1.35%
2001	0.00%	1.76%
2000	0.00%	0.97%