SOJD vs DOW

Comparison between Southern Company (SOJD, Company) and Dow Inc (DOW, Company).

5-Year PerformanceSOJD has outperformed DOW, delivering a return of -1.4% compared to -8.8%

SOJD vs DOW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	DOW(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	70.88%
Sharpe Ratio	-0.80	0.80
5Y Beta	0.18	0.91
Industry	N/A	Chemicals
P/E Ratio	4.11	-13.46
Forward P/E	N/A	10.86
PEG Ratio	N/A	38.89
Dividend Yield	6.20%	4.65%
5Y Dividends CAGR	4.56%	-5.59%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	0.00%
Free Cash Flow Yield	-15.72%	9.40%
P/S Ratio	N/A	0.53
P/B Ratio	N/A	1.31

Market Cap

Winner

SOJD

$22B

DOW

$22B

Max Drawdown

Winner

SOJD

38.10%

DOW

70.88%

Sharpe Ratio

SOJD

-0.80

Winner

DOW

0.80

5Y Beta

Winner

SOJD

0.18

DOW

0.91

Industry

SOJD

N/A

DOW

Chemicals

P/E Ratio

SOJD

4.11

Winner

DOW

-13.46

Forward P/E

SOJD

N/A

DOW

10.86

PEG Ratio

SOJD

N/A

DOW

38.89

Dividend Yield

Winner

SOJD

6.20%

DOW

4.65%

5Y Dividends CAGR

Winner

SOJD

4.56%

DOW

-5.59%

5Y EPS CAGR

SOJD

3.88%

DOW

N/A

Debt to Equity

SOJD

4.19%

Winner

DOW

0.00%

Free Cash Flow Yield

SOJD

-15.72%

Winner

DOW

9.40%

P/S Ratio

SOJD

N/A

DOW

0.53

P/B Ratio

SOJD

N/A

DOW

1.31

SOJD vs DOW - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	DOW
1 month	-0.81%	+7.87%
3 months	-4.53%	-25.58%
6 months	-4.94%	+0.18%
1 year	-3.67%	+45.59%
5 years(CAGR)	-1.40%	-8.82%
Max(CAGR)	+0.97%	-1.49%

SOJD

-0.81%

Winner

DOW

+7.87%

Winner

SOJD

-4.53%

DOW

-25.58%

SOJD

-4.94%

Winner

DOW

+0.18%

SOJD

-3.67%

Winner

DOW

+45.59%

5Y(CAGR)

Winner

SOJD

-1.40%

DOW

-8.82%

Max(CAGR)

Winner

SOJD

+0.97%

DOW

-1.49%

SOJD vs DOW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SOJD	DOW
2026	-3.79%	+25.85%
2025	+0.90%	-36.48%
2024	-2.31%	-23.49%
2023	+18.19%	+13.24%
2022	-23.28%	-6.94%
2021	+3.89%	+9.75%
2020	+12.79%	+9.98%
2019	N/A	+14.79%

SOJD vs DOW Drawdown Comparison

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

The maximum drawdown for DOW was -64.39%, occurring on Aug 11, 2025. This drawdown has not yet recovered.

The current SOJD drawdown is -13.28%. The current DOW drawdown is -46.37%.

Rank	SOJD	DOW
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-64.39% May 4, 2022 - Aug 11, 2025
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-60.83% Apr 4, 2019 - Nov 17, 2020
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-23.53% Jun 3, 2021 - Apr 21, 2022
#4	-6.10% Dec 21, 2020 - May 5, 2021	-14.97% Jan 12, 2021 - Feb 22, 2021
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-7.97% Mar 17, 2021 - May 4, 2021
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-7.02% Nov 24, 2020 - Jan 6, 2021
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-5.81% Feb 24, 2021 - Mar 8, 2021
#8	-2.26% May 7, 2021 - Jun 1, 2021	-4.33% Apr 21, 2022 - May 4, 2022
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-3.74% May 17, 2021 - Jun 1, 2021
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-2.41% Mar 20, 2019 - Mar 27, 2019
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-2.24% Mar 12, 2021 - Mar 17, 2021
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-2.09% May 6, 2021 - May 14, 2021
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-2.07% Jun 1, 2021 - Jun 3, 2021
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-1.86% Mar 8, 2021 - Mar 10, 2021
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-1.10% Nov 19, 2020 - Nov 23, 2020