SOJC vs SBS

Comparison between Southern Company (SOJC, Company) and Companhia de Saneamento Basico do Estado de Sao Paulo. (SBS, Company).

5-Year PerformanceSBS has outperformed SOJC, delivering a return of +35.9% compared to +1.4%

SOJC vs SBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	SBS(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	77.98%
Sharpe Ratio	0.52	1.61
5Y Beta	0.18	0.48
Industry	N/A	Utilities - Regulated Water
P/E Ratio	26.09	14.23
Forward P/E	N/A	15.72
PEG Ratio	N/A	0.47
Dividend Yield	10.60%	0.52%
5Y Dividends CAGR	0.04%	39.15%
5Y EPS CAGR	N/A	53.61%
Debt to Equity	N/A	94.36%
Free Cash Flow Yield	N/A	-4.03%
P/S Ratio	N/A	0.61
P/B Ratio	N/A	2.68

Market Cap

Winner

SOJC

$22B

SBS

$22B

Max Drawdown

Winner

SOJC

25.19%

SBS

77.98%

Sharpe Ratio

SOJC

0.52

Winner

SBS

1.61

5Y Beta

Winner

SOJC

0.18

SBS

0.48

Industry

SOJC

N/A

SBS

Utilities - Regulated Water

P/E Ratio

SOJC

26.09

Winner

SBS

14.23

Forward P/E

SOJC

N/A

SBS

15.72

PEG Ratio

SOJC

N/A

SBS

0.47

Dividend Yield

Winner

SOJC

10.60%

SBS

0.52%

5Y Dividends CAGR

SOJC

0.04%

Winner

SBS

39.15%

5Y EPS CAGR

SOJC

N/A

SBS

53.61%

Debt to Equity

SOJC

N/A

SBS

94.36%

Free Cash Flow Yield

SOJC

N/A

SBS

-4.03%

P/S Ratio

SOJC

N/A

SBS

0.61

P/B Ratio

SOJC

N/A

SBS

2.68

SOJC vs SBS - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	SBS
1 month	+1.53%	+0.13%
3 months	-0.12%	+11.81%
6 months	-0.13%	+30.76%
1 year	+8.04%	+63.54%
5 years(CAGR)	+1.38%	+35.88%
10 years(CAGR)	+3.71%	+19.07%
Max(CAGR)	+3.71%	+16.56%

Winner

SOJC

+1.53%

SBS

+0.13%

SOJC

-0.12%

Winner

SBS

+11.81%

SOJC

-0.13%

Winner

SBS

+30.76%

SOJC

+8.04%

Winner

SBS

+63.54%

5Y(CAGR)

SOJC

+1.38%

Winner

SBS

+35.88%

10Y(CAGR)

SOJC

+3.71%

Winner

SBS

+19.07%

Max(CAGR)

SOJC

+3.71%

Winner

SBS

+16.56%

SOJC vs SBS - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SOJC	SBS
2026	+1.53%	+31.22%
2025	+2.61%	+79.72%
2024	-2.41%	-2.40%
2023	+17.25%	+61.80%
2022	-14.71%	+53.93%
2021	+1.92%	-8.68%
2020	+7.60%	-40.64%
2019	+24.19%	+70.66%
2018	-8.31%	-21.57%
2017	+1.39%	+21.95%
2016	N/A	+95.94%
2015	N/A	-25.40%
2014	N/A	-40.12%
2013	N/A	-16.94%
2012	N/A	+51.68%
2011	N/A	+4.02%
2010	N/A	+38.45%
2009	N/A	+68.74%
2008	N/A	-47.84%
2007	N/A	+39.52%
2006	N/A	+102.94%
2005	N/A	+32.95%
2004	N/A	+12.92%
2003	N/A	+137.18%
2002	N/A	-42.09%

SOJC vs SBS Drawdown Comparison

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

The maximum drawdown for SBS was -76.46%, occurring on Sep 28, 2015. Recovery took 1579 trading sessions.

The current SOJC drawdown is -6.09%. The current SBS drawdown is -10.34%.

Rank	SOJC	SBS
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-76.46% Apr 10, 2013 - Jul 18, 2019
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-69.77% May 15, 2008 - Dec 21, 2010
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-61.91% Jan 28, 2020 - Dec 6, 2023
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-59.65% May 16, 2002 - Aug 28, 2003
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-39.76% Jan 12, 2004 - Feb 17, 2005
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-28.80% May 9, 2006 - Aug 17, 2006
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-25.99% Jun 3, 2011 - Jan 25, 2012
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-23.79% Aug 14, 2024 - Apr 3, 2025
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-23.24% Jul 23, 2007 - Sep 25, 2007
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-22.33% Feb 28, 2005 - May 27, 2005
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-21.82% Oct 9, 2007 - May 1, 2008
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-20.29% Apr 9, 2024 - Aug 9, 2024
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-20.05% Aug 9, 2019 - Dec 11, 2019
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-17.54% Aug 22, 2012 - Feb 4, 2013
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-16.25% Dec 13, 2006 - Feb 5, 2007

Correlation

Correlation between SOJC and SBS is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2002 - 2026)

SOJC vs SBS dividend yield comparison.

Year	SOJC	SBS
2026	1.50%	0.50%
2025	6.07%	4.68%
2024	5.97%	1.96%
2023	5.48%	1.66%
2022	6.18%	1.88%
2021	5.01%	0.97%
2020	4.82%	2.93%
2019	4.99%	1.99%
2018	6.16%	3.86%
2017	0.00%	2.76%
2016	0.00%	0.65%
2015	0.00%	1.91%
2014	0.00%	4.50%
2013	0.00%	5.11%
2012	0.00%	2.48%
2010	0.00%	4.21%
2009	0.00%	4.57%
2008	0.00%	3.59%
2007	0.00%	2.61%
2006	0.00%	3.08%
2005	0.00%	9.35%
2004	0.00%	6.30%
2003	0.00%	7.39%
2002	0.00%	4.36%