SOJC vs TEF

Comparison between Southern Company (SOJC, Company) and Telefonica, S.A. (TEF, Company).

5-Year PerformanceTEF has outperformed SOJC, delivering a return of +3.0% compared to +0.9%

SOJC vs TEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	TEF(COMPANY)
Market Cap	$22B	$21B
Max Drawdown	25.19%	90.34%
Sharpe Ratio	0.17	-1.01
5Y Beta	0.18	N/A
Industry	N/A	Telecom Services
P/E Ratio	26.09	-9.67
Forward P/E	N/A	12.94
PEG Ratio	N/A	-0.14
Dividend Yield	10.80%	9.15%
5Y Dividends CAGR	4.56%	-4.25%
Debt to Equity	N/A	243.58%
Free Cash Flow Yield	N/A	25.18%

Market Cap

Winner

SOJC

$22B

TEF

$21B

Max Drawdown

Winner

SOJC

25.19%

TEF

90.34%

Sharpe Ratio

Winner

SOJC

0.17

TEF

-1.01

5Y Beta

SOJC

0.18

TEF

N/A

Industry

SOJC

N/A

TEF

Telecom Services

P/E Ratio

SOJC

26.09

Winner

TEF

-9.67

Forward P/E

SOJC

N/A

TEF

12.94

PEG Ratio

SOJC

N/A

TEF

-0.14

Dividend Yield

Winner

SOJC

10.80%

TEF

9.15%

5Y Dividends CAGR

Winner

SOJC

4.56%

TEF

-4.25%

Debt to Equity

SOJC

N/A

TEF

243.58%

Free Cash Flow Yield

SOJC

N/A

TEF

25.18%

SOJC vs TEF - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	TEF
1 month	-1.78%	+0.00%
3 months	-4.47%	+0.00%
6 months	-0.56%	-4.73%
1 year	+4.38%	-22.30%
5 years(CAGR)	+0.87%	+3.05%
10 years(CAGR)	+3.34%	-2.25%
Max(CAGR)	+3.34%	+0.45%

SOJC

-1.78%

Winner

TEF

+0.00%

SOJC

-4.47%

Winner

TEF

+0.00%

Winner

SOJC

-0.56%

TEF

-4.73%

Winner

SOJC

+4.38%

TEF

-22.30%

5Y(CAGR)

SOJC

+0.87%

Winner

TEF

+3.05%

10Y(CAGR)

Winner

SOJC

+3.34%

TEF

-2.25%

Max(CAGR)

Winner

SOJC

+3.34%

TEF

+0.45%

SOJC vs TEF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	TEF
2026	-1.28%	-4.75%
2025	+2.61%	+7.41%
2024	-2.41%	+9.46%
2023	+17.25%	+16.42%
2022	-14.71%	-8.07%
2021	+1.92%	+19.72%
2020	+7.60%	-37.36%
2019	+24.19%	-13.13%
2018	-8.31%	-9.29%
2017	+1.39%	+8.54%
2016	N/A	-7.55%
2015	N/A	-16.20%
2014	N/A	-4.49%
2013	N/A	+22.24%
2012	N/A	-21.76%
2011	N/A	-16.83%
2010	N/A	-13.89%
2009	N/A	+30.28%
2008	N/A	-27.33%
2007	N/A	+55.23%
2006	N/A	+41.11%
2005	N/A	-13.57%
2004	N/A	+29.14%
2003	N/A	+68.78%
2002	N/A	-34.11%
2001	N/A	-16.47%
2000	N/A	-35.17%
1999	N/A	+60.84%

SOJC vs TEF Drawdown Comparison

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

The maximum drawdown for TEF was -79.62%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current SOJC drawdown is -8.68%. The current TEF drawdown is -60.45%.

Rank	SOJC	TEF
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-79.62% Dec 4, 2007 - Oct 30, 2020
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-74.69% Mar 6, 2000 - Jul 12, 2007
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-10.58% Dec 30, 1999 - Jan 18, 2000
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-8.32% Feb 11, 2000 - Mar 6, 2000
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-7.38% Jan 18, 2000 - Feb 2, 2000
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-7.08% Dec 8, 1999 - Dec 30, 1999
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-6.09% Aug 8, 2007 - Aug 31, 2007
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-5.64% Jul 19, 2007 - Aug 8, 2007
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-5.24% Nov 6, 2007 - Nov 28, 2007
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-4.31% Nov 19, 1999 - Dec 1, 1999
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-4.31% Sep 28, 2007 - Oct 11, 2007
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-2.48% Sep 4, 2007 - Sep 11, 2007
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-2.23% Nov 5, 1999 - Nov 10, 1999
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-1.90% Sep 13, 2007 - Sep 18, 2007
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-1.79% Oct 29, 2007 - Nov 2, 2007

Correlation

Correlation between SOJC and TEF is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.29

-101

Dividend Comparison (2003 - 2026)

SOJC vs TEF dividend yield comparison.

Year	SOJC	TEF
2026	3.13%	0.00%
2025	6.07%	8.48%
2024	5.97%	7.97%
2023	5.48%	8.30%
2022	6.18%	8.78%
2021	5.01%	9.65%
2020	4.82%	11.21%
2019	4.99%	6.39%
2018	6.16%	5.52%
2017	0.00%	4.77%
2016	0.00%	8.76%
2015	0.00%	9.98%
2014	0.00%	6.77%
2013	0.00%	2.88%
2012	0.00%	2.63%
2011	0.00%	12.37%
2010	0.00%	7.54%
2009	0.00%	5.09%
2008	0.00%	4.45%
2007	0.00%	2.26%
2006	0.00%	2.80%
2005	0.00%	3.67%
2004	0.00%	2.79%
2003	0.00%	2.68%