SOJC vs LYB

Comparison between Southern Company (SOJC, Company) and LyondellBasell Industries NV - Class A (LYB, Company).

5-Year PerformanceSOJC has outperformed LYB, delivering a return of +1.4% compared to -3.4%

SOJC vs LYB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	LYB(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	71.27%
Sharpe Ratio	0.50	0.75
5Y Beta	0.18	0.80
Industry	N/A	Specialty Chemicals
P/E Ratio	26.09	-27.57
Forward P/E	N/A	8.66
Dividend Yield	10.70%	6.88%
5Y Dividends CAGR	0.04%	14.28%
Debt to Equity	N/A	2.25%
Free Cash Flow Yield	N/A	4.16%

Market Cap

Winner

SOJC

$22B

LYB

$22B

Max Drawdown

Winner

SOJC

25.19%

LYB

71.27%

Sharpe Ratio

SOJC

0.50

Winner

LYB

0.75

5Y Beta

Winner

SOJC

0.18

LYB

0.80

Industry

SOJC

N/A

LYB

Specialty Chemicals

P/E Ratio

SOJC

26.09

Winner

LYB

-27.57

Forward P/E

SOJC

N/A

LYB

8.66

Dividend Yield

Winner

SOJC

10.70%

LYB

6.88%

5Y Dividends CAGR

SOJC

0.04%

Winner

LYB

14.28%

Debt to Equity

SOJC

N/A

LYB

2.25%

Free Cash Flow Yield

SOJC

N/A

LYB

4.16%

SOJC vs LYB - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	LYB
1 month	-1.10%	-4.67%
3 months	-2.53%	+19.10%
6 months	+0.59%	+45.53%
1 year	+6.81%	+27.61%
5 years(CAGR)	+1.35%	-3.40%
10 years(CAGR)	+3.52%	+5.50%
Max(CAGR)	+3.52%	+14.68%

Winner

SOJC

-1.10%

LYB

-4.67%

SOJC

-2.53%

Winner

LYB

+19.10%

SOJC

+0.59%

Winner

LYB

+45.53%

SOJC

+6.81%

Winner

LYB

+27.61%

5Y(CAGR)

Winner

SOJC

+1.35%

LYB

-3.40%

10Y(CAGR)

SOJC

+3.52%

Winner

LYB

+5.50%

Max(CAGR)

SOJC

+3.52%

Winner

LYB

+14.68%

SOJC vs LYB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOJC	LYB
2026	+0.18%	+54.33%
2025	+2.61%	-34.63%
2024	-2.41%	-18.65%
2023	+17.25%	+19.30%
2022	-14.71%	-1.84%
2021	+1.92%	+7.81%
2020	+7.60%	+3.25%
2019	+24.19%	+39.13%
2018	-8.31%	-23.00%
2017	+1.39%	+32.01%
2016	N/A	+2.56%
2015	N/A	+12.25%
2014	N/A	+3.67%
2013	N/A	+39.64%
2012	N/A	+86.98%
2011	N/A	+9.90%
2010	N/A	+56.36%

SOJC vs LYB Drawdown Comparison

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

The maximum drawdown for LYB was -63.26%, occurring on Mar 16, 2020. Recovery took 289 trading sessions.

The current SOJC drawdown is -7.33%. The current LYB drawdown is -25.72%.

Rank	SOJC	LYB
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-63.26% Nov 7, 2019 - Dec 31, 2020
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-55.33% Apr 3, 2024 - Nov 6, 2025
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-46.74% May 2, 2011 - Jan 17, 2012
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-37.90% Sep 5, 2014 - Oct 30, 2017
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-34.83% Jun 7, 2022 - Mar 27, 2024
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-34.78% Apr 29, 2010 - Sep 27, 2010
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-32.83% Jan 26, 2018 - Nov 4, 2019
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-25.84% Jun 3, 2021 - May 4, 2022
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-18.77% Feb 13, 2012 - Aug 3, 2012
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-15.15% Mar 20, 2013 - May 16, 2013
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-13.56% Jan 12, 2021 - Feb 19, 2021
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-12.88% Oct 17, 2012 - Dec 7, 2012
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-9.75% Jan 31, 2013 - Mar 8, 2013
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-8.96% May 4, 2022 - May 27, 2022
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-8.47% Jan 15, 2014 - Feb 13, 2014

Correlation

Correlation between SOJC and LYB is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2011 - 2026)

SOJC vs LYB dividend yield comparison.

Year	SOJC	LYB
2026	1.52%	1.02%
2025	6.07%	12.59%
2024	5.97%	7.10%
2023	5.48%	5.20%
2022	6.18%	11.92%
2021	5.01%	4.81%
2020	4.82%	4.58%
2019	4.99%	20.27%
2018	6.16%	4.81%
2017	0.00%	3.22%
2016	0.00%	3.88%
2015	0.00%	3.50%
2014	0.00%	3.40%
2013	0.00%	2.49%
2012	0.00%	7.36%
2011	0.00%	15.54%