SOJD vs FTAI

Comparison between Southern Company (SOJD, Company) and FTAI Aviation Ltd - Class A (FTAI, Company).

5-Year PerformanceFTAI has outperformed SOJD, delivering a return of +50.9% compared to -1.2%

SOJD vs FTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	FTAI(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	73.50%
Sharpe Ratio	-0.39	1.29
5Y Beta	0.17	1.90
Industry	N/A	Aerospace & Defense
P/E Ratio	4.11	41.31
Forward P/E	N/A	34.13
PEG Ratio	N/A	0.06
Dividend Yield	6.20%	0.66%
5Y Dividends CAGR	4.56%	1.76%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	799.46%
Free Cash Flow Yield	-15.72%	-2.14%

Market Cap

SOJD

$22B

Winner

FTAI

$22B

Max Drawdown

Winner

SOJD

38.10%

FTAI

73.50%

Sharpe Ratio

SOJD

-0.39

Winner

FTAI

1.29

5Y Beta

Winner

SOJD

0.17

FTAI

1.90

Industry

SOJD

N/A

FTAI

Aerospace & Defense

P/E Ratio

Winner

SOJD

4.11

FTAI

41.31

Forward P/E

SOJD

N/A

FTAI

34.13

PEG Ratio

SOJD

N/A

FTAI

0.06

Dividend Yield

Winner

SOJD

6.20%

FTAI

0.66%

5Y Dividends CAGR

Winner

SOJD

4.56%

FTAI

1.76%

5Y EPS CAGR

SOJD

3.88%

FTAI

N/A

Debt to Equity

Winner

SOJD

4.19%

FTAI

799.46%

Free Cash Flow Yield

SOJD

-15.72%

Winner

FTAI

-2.14%

SOJD vs FTAI - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	FTAI
1 month	-0.98%	-6.23%
3 months	-3.48%	-16.63%
6 months	-4.12%	-9.19%
1 year	-0.06%	+98.41%
5 years(CAGR)	-1.25%	+50.93%
10 years(CAGR)	N/A	+44.85%
Max(CAGR)	+1.01%	+33.93%

Winner

SOJD

-0.98%

FTAI

-6.23%

Winner

SOJD

-3.48%

FTAI

-16.63%

Winner

SOJD

-4.12%

FTAI

-9.19%

SOJD

-0.06%

Winner

FTAI

+98.41%

5Y(CAGR)

SOJD

-1.25%

Winner

FTAI

+50.93%

10Y(CAGR)

SOJD

N/A

FTAI

+44.85%

Max(CAGR)

SOJD

+1.01%

Winner

FTAI

+33.93%

SOJD vs FTAI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SOJD	FTAI
2026	-3.61%	+3.09%
2025	+0.90%	+37.60%
2024	-2.31%	+222.14%
2023	+18.19%	+170.36%
2022	-23.28%	-33.85%
2021	+3.89%	+33.29%
2020	+12.79%	+33.46%
2019	N/A	+46.84%
2018	N/A	-21.99%
2017	N/A	+58.18%
2016	N/A	+34.50%
2015	N/A	-29.21%

SOJD vs FTAI Drawdown Comparison

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

The maximum drawdown for FTAI was -72.68%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current SOJD drawdown is -13.11%. The current FTAI drawdown is -30.06%.

Rank	SOJD	FTAI
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-72.68% Feb 19, 2020 - Nov 17, 2020
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-54.09% Jun 22, 2021 - Jun 30, 2023
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-52.61% Jun 23, 2015 - May 8, 2017
#4	-6.10% Dec 21, 2020 - May 5, 2021	-52.11% Nov 21, 2024 - Sep 16, 2025
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-31.14% Feb 26, 2026 - Apr 29, 2026
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-30.21% Jan 4, 2018 - Nov 26, 2019
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-18.01% Oct 30, 2025 - Dec 30, 2025
#8	-2.26% May 7, 2021 - Jun 1, 2021	-13.76% Mar 10, 2021 - Jun 10, 2021
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-13.72% Jul 26, 2024 - Aug 16, 2024
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-12.42% Sep 1, 2023 - Oct 31, 2023
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-11.94% Aug 30, 2024 - Sep 19, 2024
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-11.71% Jan 22, 2026 - Feb 24, 2026
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-11.38% Jul 2, 2024 - Jul 24, 2024
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-10.32% Sep 22, 2025 - Oct 24, 2025
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-9.22% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between SOJD and FTAI is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2015 - 2026)

SOJD vs FTAI dividend yield comparison.

Year	SOJD	FTAI
2026	3.23%	0.39%
2025	6.11%	0.64%
2024	5.98%	0.83%
2023	5.50%	2.59%
2022	6.30%	7.54%
2021	4.57%	4.56%
2020	3.65%	5.63%
2019	0.00%	6.76%
2018	0.00%	9.21%
2017	0.00%	6.62%
2016	0.00%	9.92%
2015	0.00%	4.26%