SOJC vs ULTA

Comparison between Southern Company (SOJC, Company) and Ulta Beauty Inc (ULTA, Company).

5-Year PerformanceULTA has outperformed SOJC, delivering a return of +9.8% compared to +1.0%

SOJC vs ULTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	ULTA(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	87.89%
Sharpe Ratio	0.14	0.63
5Y Beta	0.18	0.88
Industry	N/A	Specialty Retail
P/E Ratio	26.09	19.08
Forward P/E	N/A	18.35
PEG Ratio	N/A	23.32
Dividend Yield	10.80%	N/A
5Y Dividends CAGR	0.04%	N/A
5Y EPS CAGR	N/A	52.59%
Debt to Equity	N/A	2.22%
Free Cash Flow Yield	N/A	4.90%
P/S Ratio	N/A	1.70
P/B Ratio	N/A	8.10

Market Cap

Winner

SOJC

$22B

ULTA

$22B

Max Drawdown

Winner

SOJC

25.19%

ULTA

87.89%

Sharpe Ratio

SOJC

0.14

Winner

ULTA

0.63

5Y Beta

Winner

SOJC

0.18

ULTA

0.88

Industry

SOJC

N/A

ULTA

Specialty Retail

P/E Ratio

SOJC

26.09

Winner

ULTA

19.08

Forward P/E

SOJC

N/A

ULTA

18.35

PEG Ratio

SOJC

N/A

ULTA

23.32

Dividend Yield

SOJC

10.80%

ULTA

N/A

5Y Dividends CAGR

SOJC

0.04%

ULTA

N/A

5Y EPS CAGR

SOJC

N/A

ULTA

52.59%

Debt to Equity

SOJC

N/A

ULTA

2.22%

Free Cash Flow Yield

SOJC

N/A

ULTA

4.90%

P/S Ratio

SOJC

N/A

ULTA

1.70

P/B Ratio

SOJC

N/A

ULTA

8.10

SOJC vs ULTA - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	ULTA
1 month	-1.48%	-11.59%
3 months	-3.80%	-26.19%
6 months	+0.06%	-2.24%
1 year	+6.72%	+24.53%
5 years(CAGR)	+0.96%	+9.78%
10 years(CAGR)	+3.39%	+9.23%
Max(CAGR)	+3.39%	+16.52%

Winner

SOJC

-1.48%

ULTA

-11.59%

Winner

SOJC

-3.80%

ULTA

-26.19%

Winner

SOJC

+0.06%

ULTA

-2.24%

SOJC

+6.72%

Winner

ULTA

+24.53%

5Y(CAGR)

SOJC

+0.96%

Winner

ULTA

+9.78%

10Y(CAGR)

SOJC

+3.39%

Winner

ULTA

+9.23%

Max(CAGR)

SOJC

+3.39%

Winner

ULTA

+16.52%

SOJC vs ULTA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SOJC	ULTA
2026	-0.98%	-18.71%
2025	+2.61%	+40.98%
2024	-2.41%	-10.62%
2023	+17.25%	+3.89%
2022	-14.71%	+13.51%
2021	+1.92%	+45.98%
2020	+7.60%	+12.81%
2019	+24.19%	+2.08%
2018	-8.31%	+6.62%
2017	+1.39%	-12.86%
2016	N/A	+40.22%
2015	N/A	+45.85%
2014	N/A	+33.29%
2013	N/A	-4.93%
2012	N/A	+55.02%
2011	N/A	+89.16%
2010	N/A	+80.37%
2009	N/A	+118.80%
2008	N/A	-49.97%
2007	N/A	-42.49%

SOJC vs ULTA Drawdown Comparison

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

The maximum drawdown for ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.

The current SOJC drawdown is -8.40%. The current ULTA drawdown is -28.69%.

Rank	SOJC	ULTA
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-87.89% Oct 30, 2007 - Dec 1, 2010
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-64.92% Jul 17, 2019 - Aug 11, 2021
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-44.56% Mar 13, 2024 - Dec 5, 2025
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-39.39% Jun 5, 2017 - Nov 13, 2018
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-38.46% Nov 5, 2013 - Jan 8, 2015
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-32.57% Apr 28, 2023 - Feb 26, 2024
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-32.11% Feb 17, 2026 - May 18, 2026
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-28.84% Jul 8, 2011 - Sep 12, 2011
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-27.48% Jan 3, 2013 - Aug 2, 2013
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-27.11% Nov 13, 2018 - Mar 1, 2019
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-20.70% Apr 20, 2022 - Sep 7, 2022
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-19.86% Dec 16, 2015 - Mar 11, 2016
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-17.30% Aug 23, 2016 - Feb 21, 2017
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-16.55% Jan 4, 2022 - Apr 19, 2022
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-15.84% Sep 19, 2011 - Nov 4, 2011