SOJC vs LUV

Comparison between Southern Company (SOJC, Company) and Southwest Airlines Company (LUV, Company).

5-Year PerformanceSOJC has outperformed LUV, delivering a return of +1.4% compared to -5.2%

SOJC vs LUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	LUV(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	78.47%
Sharpe Ratio	0.50	0.96
5Y Beta	0.18	1.30
Industry	N/A	Airlines
P/E Ratio	26.09	62.41
Forward P/E	N/A	13.07
PEG Ratio	N/A	10.75
Dividend Yield	10.70%	1.76%
5Y Dividends CAGR	0.04%	N/A
5Y EPS CAGR	N/A	-30.83%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	11.03%

Market Cap

Winner

SOJC

$22B

LUV

$22B

Max Drawdown

Winner

SOJC

25.19%

LUV

78.47%

Sharpe Ratio

SOJC

0.50

Winner

LUV

0.96

5Y Beta

Winner

SOJC

0.18

LUV

1.30

Industry

SOJC

N/A

LUV

Airlines

P/E Ratio

Winner

SOJC

26.09

LUV

62.41

Forward P/E

SOJC

N/A

LUV

13.07

PEG Ratio

SOJC

N/A

LUV

10.75

Dividend Yield

Winner

SOJC

10.70%

LUV

1.76%

5Y Dividends CAGR

SOJC

0.04%

LUV

N/A

5Y EPS CAGR

SOJC

N/A

LUV

-30.83%

Debt to Equity

SOJC

N/A

LUV

0.00%

Free Cash Flow Yield

SOJC

N/A

LUV

11.03%

SOJC vs LUV - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	LUV
1 month	-1.10%	+14.35%
3 months	-2.53%	-10.91%
6 months	+0.59%	+25.71%
1 year	+6.81%	+36.49%
5 years(CAGR)	+1.35%	-5.24%
10 years(CAGR)	+3.52%	+1.53%
Max(CAGR)	+3.52%	+6.02%

SOJC

-1.10%

Winner

LUV

+14.35%

Winner

SOJC

-2.53%

LUV

-10.91%

SOJC

+0.59%

Winner

LUV

+25.71%

SOJC

+6.81%

Winner

LUV

+36.49%

5Y(CAGR)

Winner

SOJC

+1.35%

LUV

-5.24%

10Y(CAGR)

Winner

SOJC

+3.52%

LUV

+1.53%

Max(CAGR)

SOJC

+3.52%

Winner

LUV

+6.02%

SOJC vs LUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	LUV
2026	+0.18%	+6.26%
2025	+2.61%	+26.56%
2024	-2.41%	+20.78%
2023	+17.25%	-8.93%
2022	-14.71%	-23.48%
2021	+1.92%	-4.88%
2020	+7.60%	-14.67%
2019	+24.19%	+16.07%
2018	-8.31%	-29.11%
2017	+1.39%	+32.03%
2016	N/A	+19.85%
2015	N/A	+1.56%
2014	N/A	+125.82%
2013	N/A	+81.52%
2012	N/A	+22.22%
2011	N/A	-35.23%
2010	N/A	+16.27%
2009	N/A	+27.72%
2008	N/A	-26.84%
2007	N/A	-21.29%
2006	N/A	-6.65%
2005	N/A	+2.37%
2004	N/A	+2.26%
2003	N/A	+13.79%
2002	N/A	-23.75%
2001	N/A	-17.07%
2000	N/A	+111.50%
1999	N/A	-1.49%

SOJC vs LUV Drawdown Comparison

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

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

The current SOJC drawdown is -7.33%. The current LUV drawdown is -26.80%.

Rank	SOJC	LUV
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-78.25% Jan 5, 2001 - Mar 4, 2014
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-64.75% Jan 2, 2018 - Oct 31, 2023
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-30.90% Jan 29, 2015 - Nov 3, 2015
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-29.86% Dec 7, 2015 - Dec 7, 2016
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-20.88% Jul 7, 2017 - Dec 15, 2017
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-18.02% Sep 18, 2014 - Nov 3, 2014
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-16.42% May 8, 2000 - Jul 24, 2000
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-14.25% Apr 11, 2000 - May 8, 2000
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-13.21% Nov 5, 1999 - Feb 23, 2000
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-11.73% Mar 1, 2017 - May 22, 2017
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-11.25% Aug 11, 2000 - Oct 3, 2000
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-10.49% Feb 29, 2000 - Mar 10, 2000
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-8.88% Jan 2, 2015 - Jan 22, 2015
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-8.83% Nov 29, 2000 - Dec 27, 2000
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-8.55% Oct 5, 2000 - Oct 19, 2000

Correlation

Correlation between SOJC and LUV is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101

Dividend Comparison (1999 - 2026)

SOJC vs LUV dividend yield comparison.

Year	SOJC	LUV
2026	1.52%	0.41%
2025	6.07%	1.74%
2024	5.97%	2.14%
2023	5.48%	3.12%
2022	6.18%	0.00%
2021	5.01%	0.00%
2020	4.82%	0.39%
2019	4.99%	1.30%
2018	6.16%	1.30%
2017	0.00%	0.73%
2016	0.00%	0.75%
2015	0.00%	0.66%
2014	0.00%	0.52%
2013	0.00%	0.69%
2012	0.00%	0.34%
2011	0.00%	0.21%
2010	0.00%	0.14%
2009	0.00%	0.16%
2008	0.00%	0.21%
2007	0.00%	0.15%
2006	0.00%	0.12%
2005	0.00%	0.11%
2004	0.00%	0.11%
2003	0.00%	0.11%
2002	0.00%	0.13%
2001	0.00%	0.10%
2000	0.00%	0.07%
1999	0.00%	0.04%