SOJC vs SOJD

Comparison between Southern Company (SOJC, Company) and Southern Company (SOJD, Company).

5-Year PerformanceSOJC has outperformed SOJD, delivering a return of +0.9% compared to -1.1%

SOJC vs SOJD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	SOJD(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	38.10%
Sharpe Ratio	0.17	0.08
5Y Beta	0.18	0.17
P/E Ratio	26.09	4.11
Dividend Yield	10.80%	6.20%
5Y Dividends CAGR	4.56%	4.56%
5Y EPS CAGR	N/A	3.88%
Debt to Equity	N/A	4.19%
Free Cash Flow Yield	N/A	-15.72%

Market Cap

SOJC

$22B

Winner

SOJD

$22B

Max Drawdown

Winner

SOJC

25.19%

SOJD

38.10%

Sharpe Ratio

Winner

SOJC

0.17

SOJD

0.08

5Y Beta

SOJC

0.18

Winner

SOJD

0.17

P/E Ratio

SOJC

26.09

Winner

SOJD

4.11

Dividend Yield

Winner

SOJC

10.80%

SOJD

6.20%

5Y Dividends CAGR

SOJC

4.56%

SOJD

4.56%

5Y EPS CAGR

SOJC

N/A

SOJD

3.88%

Debt to Equity

SOJC

N/A

SOJD

4.19%

Free Cash Flow Yield

SOJC

N/A

SOJD

-15.72%

SOJC vs SOJD - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	SOJD
1 month	-1.78%	-3.39%
3 months	-4.47%	-6.69%
6 months	-0.56%	-0.81%
1 year	+4.38%	+3.89%
5 years(CAGR)	+0.87%	-1.14%
10 years(CAGR)	+3.34%	N/A
Max(CAGR)	+3.34%	+1.18%

Winner

SOJC

-1.78%

SOJD

-3.39%

Winner

SOJC

-4.47%

SOJD

-6.69%

Winner

SOJC

-0.56%

SOJD

-0.81%

Winner

SOJC

+4.38%

SOJD

+3.89%

5Y(CAGR)

Winner

SOJC

+0.87%

SOJD

-1.14%

10Y(CAGR)

SOJC

+3.34%

SOJD

N/A

Max(CAGR)

Winner

SOJC

+3.34%

SOJD

+1.18%

SOJC vs SOJD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SOJC	SOJD
2026	-1.28%	-2.65%
2025	+2.61%	+0.90%
2024	-2.41%	-2.31%
2023	+17.25%	+18.19%
2022	-14.71%	-23.28%
2021	+1.92%	+3.89%
2020	+7.60%	+12.79%
2019	+24.19%	N/A
2018	-8.31%	N/A
2017	+1.39%	N/A

SOJC vs SOJD Drawdown Comparison

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

The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The current SOJC drawdown is -8.68%. The current SOJD drawdown is -12.25%.

Rank	SOJC	SOJD
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-38.10% Feb 14, 2020 - Jun 8, 2020
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-26.85% Nov 8, 2021 - Sep 4, 2024
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-16.27% Sep 19, 2024 - Jun 17, 2025
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-6.10% Dec 21, 2020 - May 5, 2021
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-3.26% Sep 3, 2021 - Oct 28, 2021
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-3.05% Jun 8, 2020 - Jul 8, 2020
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-2.54% Oct 23, 2020 - Nov 16, 2020
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-2.26% May 7, 2021 - Jun 1, 2021
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-2.12% Sep 1, 2020 - Oct 16, 2020
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-1.43% Jun 2, 2021 - Sep 3, 2021
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-0.98% Nov 19, 2020 - Dec 21, 2020
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-0.85% Oct 20, 2020 - Oct 23, 2020
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-0.74% Jan 30, 2020 - Feb 5, 2020
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-0.48% Aug 27, 2020 - Sep 1, 2020
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-0.45% Oct 28, 2021 - Nov 1, 2021