SOJC vs NI

Comparison between Southern Company (SOJC, Company) and NiSource Inc (NI, Company).

5-Year PerformanceNI has outperformed SOJC, delivering a return of +16.6% compared to +0.1%

SOJC vs NI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	NI(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.99%	75.57%
Sharpe Ratio	-0.67	0.59
5Y Beta	0.18	0.30
Industry	N/A	Utilities - Regulated Gas
P/E Ratio	26.09	22.72
Forward P/E	N/A	22.52
PEG Ratio	N/A	2.27
Dividend Yield	11.30%	1.87%
5Y Dividends CAGR	4.56%	10.86%
5Y EPS CAGR	N/A	31.83%
Debt to Equity	N/A	13.37%
Free Cash Flow Yield	N/A	-3.80%
P/S Ratio	N/A	3.28
P/B Ratio	N/A	2.34

Market Cap

SOJC

$22B

Winner

$22B

Max Drawdown

Winner

SOJC

25.99%

75.57%

Sharpe Ratio

SOJC

-0.67

Winner

0.59

5Y Beta

Winner

SOJC

0.18

0.30

Industry

SOJC

N/A

Utilities - Regulated Gas

P/E Ratio

SOJC

26.09

Winner

22.72

Forward P/E

SOJC

N/A

22.52

PEG Ratio

SOJC

N/A

2.27

Dividend Yield

Winner

SOJC

11.30%

1.87%

5Y Dividends CAGR

SOJC

4.56%

Winner

10.86%

5Y EPS CAGR

SOJC

N/A

31.83%

Debt to Equity

SOJC

N/A

13.37%

Free Cash Flow Yield

SOJC

N/A

-3.80%

P/S Ratio

SOJC

N/A

3.28

P/B Ratio

SOJC

N/A

2.34

SOJC vs NI - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	NI
1 month	-1.74%	-4.74%
3 months	-4.78%	-2.72%
6 months	-5.16%	+4.96%
1 year	-1.85%	+11.64%
5 years(CAGR)	+0.15%	+16.60%
10 years(CAGR)	+2.92%	+9.16%
Max(CAGR)	+2.92%	+11.08%

Winner

SOJC

-1.74%

-4.74%

SOJC

-4.78%

Winner

-2.72%

SOJC

-5.16%

Winner

+4.96%

SOJC

-1.85%

Winner

+11.64%

5Y(CAGR)

SOJC

+0.15%

Winner

+16.60%

10Y(CAGR)

SOJC

+2.92%

Winner

+9.16%

Max(CAGR)

SOJC

+2.92%

Winner

+11.08%

SOJC vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	NI
2026	-4.29%	+9.02%
2025	+2.61%	+18.08%
2024	-2.41%	+41.04%
2023	+17.25%	+0.38%
2022	-14.71%	+2.96%
2021	+1.92%	+26.74%
2020	+7.60%	-12.79%
2019	+24.19%	+14.29%
2018	-8.31%	+3.17%
2017	+1.39%	+19.01%
2016	N/A	+16.64%
2015	N/A	+24.11%
2014	N/A	+34.99%
2013	N/A	+34.52%
2012	N/A	+9.70%
2011	N/A	+39.75%
2010	N/A	+20.25%
2009	N/A	+49.16%
2008	N/A	-38.53%
2007	N/A	-18.81%
2006	N/A	+17.85%
2005	N/A	-2.99%
2004	N/A	+9.85%
2003	N/A	+12.97%
2002	N/A	-9.69%
2001	N/A	-20.03%
2000	N/A	+84.02%
1999	N/A	-14.08%

SOJC vs NI Drawdown Comparison

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

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The current SOJC drawdown is -11.47%. The current NI drawdown is -7.56%.

Rank	SOJC	NI
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-65.72% May 18, 2007 - May 10, 2011
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-50.72% Apr 10, 2001 - Nov 29, 2006
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-38.71% Jan 24, 2000 - Aug 9, 2000
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-30.95% Feb 14, 2020 - Jan 28, 2022
#5	-11.47% Sep 17, 2025 - Jul 13, 2026	-24.82% Apr 6, 2022 - Jul 12, 2024
#6	-11.42% Aug 30, 2018 - Jan 31, 2019	-21.37% Nov 4, 1999 - Jan 24, 2000
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-18.91% Jul 5, 2016 - May 31, 2017
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-17.68% Nov 14, 2017 - Aug 14, 2018
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-16.80% Dec 26, 2000 - Apr 2, 2001
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-14.17% Sep 26, 2019 - Feb 13, 2020
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-13.43% Sep 13, 2018 - Mar 11, 2019
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-13.09% Jul 21, 2011 - Aug 29, 2011
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-12.12% Jun 18, 2015 - Sep 30, 2015
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-12.09% Sep 13, 2000 - Dec 1, 2000
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-11.33% Apr 29, 2013 - Jul 25, 2013

Correlation

Correlation between SOJC and NI is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2000 - 2026)

SOJC vs NI dividend yield comparison.

Year	SOJC	NI
2026	3.23%	1.32%
2025	6.07%	2.68%
2024	5.97%	2.88%
2023	5.48%	3.77%
2022	6.18%	3.43%
2021	5.01%	3.19%
2020	4.82%	3.66%
2019	4.99%	2.87%
2018	6.16%	3.08%
2017	0.00%	2.73%
2016	0.00%	2.89%
2015	0.00%	145.67%
2014	0.00%	2.40%
2013	0.00%	2.98%
2012	0.00%	2.81%
2011	0.00%	3.86%
2010	0.00%	5.22%
2009	0.00%	5.98%
2008	0.00%	8.39%
2007	0.00%	4.87%
2006	0.00%	3.82%
2005	0.00%	4.41%
2004	0.00%	4.04%
2003	0.00%	5.01%
2002	0.00%	5.80%
2001	0.00%	5.03%
2000	0.00%	3.51%