SOJC vs LPLA

Comparison between Southern Company (SOJC, Company) and LPL Financial Holdings Inc (LPLA, Company).

5-Year PerformanceLPLA has outperformed SOJC, delivering a return of +13.6% compared to +1.4%

SOJC vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	LPLA(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	70.50%
Sharpe Ratio	0.50	-0.80
5Y Beta	0.18	1.11
Industry	N/A	Capital Markets
P/E Ratio	26.09	23.07
Forward P/E	N/A	11.35
Dividend Yield	10.70%	0.42%
5Y Dividends CAGR	0.04%	3.71%
5Y EPS CAGR	N/A	13.86%
Debt to Equity	N/A	126.32%
Free Cash Flow Yield	N/A	-4.95%

Market Cap

Winner

SOJC

$22B

LPLA

$22B

Max Drawdown

Winner

SOJC

25.19%

LPLA

70.50%

Sharpe Ratio

Winner

SOJC

0.50

LPLA

-0.80

5Y Beta

Winner

SOJC

0.18

LPLA

1.11

Industry

SOJC

N/A

LPLA

Capital Markets

P/E Ratio

SOJC

26.09

Winner

LPLA

23.07

Forward P/E

SOJC

N/A

LPLA

11.35

Dividend Yield

Winner

SOJC

10.70%

LPLA

0.42%

5Y Dividends CAGR

SOJC

0.04%

Winner

LPLA

3.71%

5Y EPS CAGR

SOJC

N/A

LPLA

13.86%

Debt to Equity

SOJC

N/A

LPLA

126.32%

Free Cash Flow Yield

SOJC

N/A

LPLA

-4.95%

SOJC vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	LPLA
1 month	-1.10%	-17.75%
3 months	-2.53%	-9.45%
6 months	+0.59%	-23.10%
1 year	+6.81%	-28.70%
5 years(CAGR)	+1.35%	+13.55%
10 years(CAGR)	+3.52%	+26.76%
Max(CAGR)	+3.52%	+16.67%

Winner

SOJC

-1.10%

LPLA

-17.75%

Winner

SOJC

-2.53%

LPLA

-9.45%

Winner

SOJC

+0.59%

LPLA

-23.10%

Winner

SOJC

+6.81%

LPLA

-28.70%

5Y(CAGR)

SOJC

+1.35%

Winner

LPLA

+13.55%

10Y(CAGR)

SOJC

+3.52%

Winner

LPLA

+26.76%

Max(CAGR)

SOJC

+3.52%

Winner

LPLA

+16.67%

SOJC vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOJC	LPLA
2026	+0.18%	-24.78%
2025	+2.61%	+9.26%
2024	-2.41%	+42.17%
2023	+17.25%	+5.39%
2022	-14.71%	+33.43%
2021	+1.92%	+55.94%
2020	+7.60%	+12.56%
2019	+24.19%	+51.80%
2018	-8.31%	+8.40%
2017	+1.39%	+64.14%
2016	N/A	-13.85%
2015	N/A	-2.51%
2014	N/A	-3.43%
2013	N/A	+65.69%
2012	N/A	-2.00%
2011	N/A	-12.66%
2010	N/A	+13.13%

SOJC vs LPLA Drawdown Comparison

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

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The current SOJC drawdown is -7.33%. The current LPLA drawdown is -31.71%.

Rank	SOJC	LPLA
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-33.78% May 2, 2011 - Mar 15, 2012
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-32.61% Nov 8, 2022 - Feb 26, 2024
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-31.71% Jul 30, 2025 - May 27, 2026
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-30.11% Apr 3, 2012 - May 9, 2013
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-26.06% May 22, 2018 - Feb 1, 2019
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-26.02% Feb 19, 2025 - May 13, 2025
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-14.36% Mar 16, 2018 - May 8, 2018
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between SOJC and LPLA is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2012 - 2026)

SOJC vs LPLA dividend yield comparison.

Year	SOJC	LPLA
2026	1.52%	0.22%
2025	6.07%	0.34%
2024	5.97%	0.37%
2023	5.48%	0.53%
2022	6.18%	0.46%
2021	5.01%	0.62%
2020	4.82%	0.96%
2019	4.99%	1.08%
2018	6.16%	1.64%
2017	0.00%	1.75%
2016	0.00%	2.84%
2015	0.00%	2.34%
2014	0.00%	2.15%
2013	0.00%	1.38%
2012	0.00%	7.95%