SOJD vs EFX

Comparison between Southern Company (SOJD, Company) and Equifax Inc (EFX, Company).

5-Year PerformanceSOJD has outperformed EFX, delivering a return of -1.4% compared to -7.0%

SOJD vs EFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	EFX(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	57.22%
Sharpe Ratio	-0.80	-0.72
5Y Beta	0.18	0.89
Industry	N/A	Consulting Services
P/E Ratio	4.11	32.43
Forward P/E	N/A	20.70
PEG Ratio	N/A	2.76
Dividend Yield	6.20%	1.20%
5Y Dividends CAGR	4.56%	17.50%
5Y EPS CAGR	3.88%	-0.50%
Debt to Equity	4.19%	124.81%
Free Cash Flow Yield	-15.72%	7.33%
P/S Ratio	N/A	3.41
P/B Ratio	N/A	5.02

Market Cap

Winner

SOJD

$22B

EFX

$22B

Max Drawdown

Winner

SOJD

38.10%

EFX

57.22%

Sharpe Ratio

SOJD

-0.80

Winner

EFX

-0.72

5Y Beta

Winner

SOJD

0.18

EFX

0.89

Industry

SOJD

N/A

EFX

Consulting Services

P/E Ratio

Winner

SOJD

4.11

EFX

32.43

Forward P/E

SOJD

N/A

EFX

20.70

PEG Ratio

SOJD

N/A

EFX

2.76

Dividend Yield

Winner

SOJD

6.20%

EFX

1.20%

5Y Dividends CAGR

SOJD

4.56%

Winner

EFX

17.50%

5Y EPS CAGR

Winner

SOJD

3.88%

EFX

-0.50%

Debt to Equity

Winner

SOJD

4.19%

EFX

124.81%

Free Cash Flow Yield

SOJD

-15.72%

Winner

EFX

7.33%

P/S Ratio

SOJD

N/A

EFX

3.41

P/B Ratio

SOJD

N/A

EFX

5.02

SOJD vs EFX - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	EFX
1 month	-0.81%	+1.19%
3 months	-4.53%	+1.43%
6 months	-4.94%	+0.08%
1 year	-3.67%	-27.65%
5 years(CAGR)	-1.40%	-6.97%
10 years(CAGR)	N/A	+3.92%
Max(CAGR)	+0.97%	+10.31%

SOJD

-0.81%

Winner

EFX

+1.19%

SOJD

-4.53%

Winner

EFX

+1.43%

SOJD

-4.94%

Winner

EFX

+0.08%

Winner

SOJD

-3.67%

EFX

-27.65%

5Y(CAGR)

Winner

SOJD

-1.40%

EFX

-6.97%

10Y(CAGR)

SOJD

N/A

EFX

+3.92%

Max(CAGR)

SOJD

+0.97%

Winner

EFX

+10.31%

SOJD vs EFX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJD	EFX
2026	-3.79%	-18.15%
2025	+0.90%	-12.90%
2024	-2.31%	+6.88%
2023	+18.19%	+25.64%
2022	-23.28%	-31.02%
2021	+3.89%	+56.81%
2020	+12.79%	+36.78%
2019	N/A	+52.46%
2018	N/A	-21.05%
2017	N/A	+0.50%
2016	N/A	+9.22%
2015	N/A	+38.52%
2014	N/A	+19.76%
2013	N/A	+28.05%
2012	N/A	+41.58%
2011	N/A	+8.92%
2010	N/A	+14.10%
2009	N/A	+12.40%
2008	N/A	-23.97%
2007	N/A	-8.75%
2006	N/A	+5.93%
2005	N/A	+33.24%
2004	N/A	+17.73%
2003	N/A	+2.71%
2002	N/A	-4.51%
2001	N/A	+47.52%
2000	N/A	+30.62%
1999	N/A	-13.90%

SOJD vs EFX Drawdown Comparison

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

The maximum drawdown for EFX was -56.82%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The current SOJD drawdown is -13.28%. The current EFX drawdown is -42.34%.

Rank	SOJD	EFX
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-56.82% Jul 12, 2007 - Mar 13, 2012
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-49.69% Sep 13, 2024 - Jun 25, 2026
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-49.12% Dec 13, 2021 - Aug 13, 2024
#4	-6.10% Dec 21, 2020 - May 5, 2021	-40.85% Mar 6, 2002 - Feb 4, 2005
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-37.25% Aug 1, 2017 - Jul 29, 2019
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-35.76% Mar 4, 2020 - Jun 2, 2020
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-27.69% Nov 2, 1999 - Apr 7, 2000
#8	-2.26% May 7, 2021 - Jun 1, 2021	-24.19% Aug 27, 2001 - Feb 14, 2002
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-23.69% Jun 8, 2020 - Dec 8, 2020
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-23.65% Nov 2, 2000 - Jun 4, 2001
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-20.21% Jan 17, 2006 - Dec 11, 2006
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-18.29% Apr 12, 2000 - Oct 3, 2000
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-17.95% Dec 29, 2015 - Mar 30, 2016
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-17.82% Jul 25, 2016 - Mar 17, 2017
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-16.87% Dec 18, 2020 - Apr 22, 2021

Correlation

Correlation between SOJD and EFX is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

SOJD vs EFX dividend yield comparison.

Year	SOJD	EFX
2026	4.93%	0.64%
2025	6.11%	0.87%
2024	5.98%	0.61%
2023	5.50%	0.63%
2022	6.30%	0.80%
2021	4.57%	0.53%
2020	3.65%	0.81%
2019	0.00%	1.11%
2018	0.00%	1.68%
2017	0.00%	1.32%
2016	0.00%	1.12%
2015	0.00%	1.04%
2014	0.00%	1.24%
2013	0.00%	1.27%
2012	0.00%	1.33%
2011	0.00%	1.65%
2010	0.00%	0.79%
2009	0.00%	0.52%
2008	0.00%	0.60%
2007	0.00%	0.44%
2006	0.00%	0.39%
2005	0.00%	0.39%
2004	0.00%	0.39%
2003	0.00%	0.33%
2002	0.00%	0.35%
2001	0.00%	63.04%
2000	0.00%	1.29%
1999	0.00%	0.39%