SOJD vs BCE

Comparison between Southern Company (SOJD, Company) and BCE Inc (BCE, Company).

5-Year PerformanceSOJD has outperformed BCE, delivering a return of -0.2% compared to -6.9%

SOJD vs BCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	BCE(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	38.10%	89.37%
Sharpe Ratio	0.39	0.84
5Y Beta	0.17	-0.06
Industry	N/A	Telecom Services
P/E Ratio	4.21	4.99
Forward P/E	N/A	12.69
PEG Ratio	N/A	0.00
Dividend Yield	6.20%	9.59%
5Y Dividends CAGR	4.56%	-13.39%
5Y EPS CAGR	3.88%	21.88%
Debt to Equity	4.19%	179.16%
Free Cash Flow Yield	-15.35%	9.71%
P/S Ratio	N/A	0.92
P/B Ratio	N/A	1.55

Market Cap

Winner

SOJD

$23B

BCE

$23B

Max Drawdown

Winner

SOJD

38.10%

BCE

89.37%

Sharpe Ratio

SOJD

0.39

Winner

BCE

0.84

5Y Beta

SOJD

0.17

Winner

BCE

-0.06

Industry

SOJD

N/A

BCE

Telecom Services

P/E Ratio

Winner

SOJD

4.21

BCE

4.99

Forward P/E

SOJD

N/A

BCE

12.69

PEG Ratio

SOJD

N/A

BCE

0.00

Dividend Yield

SOJD

6.20%

Winner

BCE

9.59%

5Y Dividends CAGR

Winner

SOJD

4.56%

BCE

-13.39%

5Y EPS CAGR

SOJD

3.88%

Winner

BCE

21.88%

Debt to Equity

Winner

SOJD

4.19%

BCE

179.16%

Free Cash Flow Yield

SOJD

-15.35%

Winner

BCE

9.71%

P/S Ratio

SOJD

N/A

BCE

0.92

P/B Ratio

SOJD

N/A

BCE

1.55

SOJD vs BCE - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	BCE
1 month	+1.55%	+0.12%
3 months	+0.46%	-4.58%
6 months	+0.54%	+6.83%
1 year	+7.05%	+14.51%
5 years(CAGR)	-0.25%	-6.94%
10 years(CAGR)	N/A	-0.28%
Max(CAGR)	+1.86%	+7.41%

Winner

SOJD

+1.55%

BCE

+0.12%

Winner

SOJD

+0.46%

BCE

-4.58%

SOJD

+0.54%

Winner

BCE

+6.83%

SOJD

+7.05%

Winner

BCE

+14.51%

5Y(CAGR)

Winner

SOJD

-0.25%

BCE

-6.94%

10Y(CAGR)

SOJD

N/A

BCE

-0.28%

Max(CAGR)

SOJD

+1.86%

Winner

BCE

+7.41%

SOJD vs BCE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJD	BCE
2026	+1.42%	+3.33%
2025	+0.90%	+9.90%
2024	-2.31%	-37.00%
2023	+18.19%	-4.40%
2022	-23.28%	-10.67%
2021	+3.89%	+28.05%
2020	+12.79%	-1.19%
2019	N/A	+22.82%
2018	N/A	-12.62%
2017	N/A	+15.90%
2016	N/A	+18.16%
2015	N/A	-10.67%
2014	N/A	+12.64%
2013	N/A	+4.60%
2012	N/A	+8.37%
2011	N/A	+22.36%
2010	N/A	+34.46%
2009	N/A	+43.46%
2008	N/A	-46.90%
2007	N/A	+56.35%
2006	N/A	+18.26%
2005	N/A	+5.52%
2004	N/A	+11.98%
2003	N/A	+25.97%
2002	N/A	-16.12%
2001	N/A	-16.64%
2000	N/A	+45.08%
1999	N/A	+44.93%

SOJD vs BCE Drawdown Comparison

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

The maximum drawdown for BCE was -60.66%, occurring on Dec 12, 2008. Recovery took 870 trading sessions.

The current SOJD drawdown is -8.58%. The current BCE drawdown is -45.46%.

Rank	SOJD	BCE
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-60.66% Nov 6, 2007 - Apr 20, 2011
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-55.28% Apr 20, 2022 - Apr 8, 2025
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-50.46% Mar 27, 2000 - Aug 11, 2005
#4	-6.10% Dec 21, 2020 - May 5, 2021	-34.06% Feb 18, 2020 - Mar 22, 2021
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-20.26% Sep 19, 2005 - Sep 12, 2006
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-20.12% Dec 27, 1999 - Jan 26, 2000
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-18.36% Oct 11, 2006 - Apr 4, 2007
#8	-2.26% May 7, 2021 - Jun 1, 2021	-17.79% Jan 16, 2015 - Mar 16, 2016
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-16.17% Dec 13, 2017 - Apr 12, 2019
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-15.72% May 8, 2013 - May 13, 2014
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-12.80% Aug 12, 2016 - Jul 20, 2017
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-11.32% Jul 6, 2007 - Sep 18, 2007
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-10.72% Feb 16, 2000 - Mar 21, 2000
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-10.10% Jul 15, 2011 - Aug 31, 2011
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-9.15% Nov 26, 1999 - Dec 6, 1999

Correlation

Correlation between SOJD and BCE is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (1999 - 2026)

SOJD vs BCE dividend yield comparison.

Year	SOJD	BCE
2026	3.07%	1.32%
2025	6.11%	6.98%
2024	5.98%	12.47%
2023	5.50%	7.29%
2022	6.30%	6.39%
2021	4.57%	5.37%
2020	3.65%	5.82%
2019	0.00%	5.16%
2018	0.00%	5.84%
2017	0.00%	4.63%
2016	0.00%	5.15%
2015	0.00%	6.00%
2014	0.00%	5.02%
2013	0.00%	5.23%
2012	0.00%	5.20%
2011	0.00%	4.96%
2010	0.00%	4.95%
2009	0.00%	5.47%
2008	0.00%	3.56%
2007	0.00%	3.53%
2006	0.00%	4.46%
2005	0.00%	5.10%
2004	0.00%	4.12%
2003	0.00%	3.89%
2002	0.00%	4.22%
2001	0.00%	2.54%
2000	0.00%	304.77%
1999	0.00%	0.38%