SOJD vs KKRT

Comparison between Southern Company (SOJD, Company) and KKR & Co. Inc (KKRT, Company).

SOJD vs KKRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	KKRT(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	11.34%
Sharpe Ratio	-0.45	-0.83
5Y Beta	0.17	0.23
P/E Ratio	4.11	7.51
PEG Ratio	N/A	0.22
Dividend Yield	6.20%	5.13%
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	3.88%	-17.45%
Debt to Equity	4.19%	0.00%
Free Cash Flow Yield	-15.72%	-1.46%

Market Cap

SOJD

$22B

Winner

KKRT

$22B

Max Drawdown

SOJD

38.10%

Winner

KKRT

11.34%

Sharpe Ratio

Winner

SOJD

-0.45

KKRT

-0.83

5Y Beta

Winner

SOJD

0.17

KKRT

0.23

P/E Ratio

Winner

SOJD

4.11

KKRT

7.51

PEG Ratio

SOJD

N/A

KKRT

0.22

Dividend Yield

Winner

SOJD

6.20%

KKRT

5.13%

5Y Dividends CAGR

SOJD

4.56%

KKRT

N/A

5Y EPS CAGR

Winner

SOJD

3.88%

KKRT

-17.45%

Debt to Equity

SOJD

4.19%

Winner

KKRT

0.00%

Free Cash Flow Yield

SOJD

-15.72%

Winner

KKRT

-1.46%

SOJD vs KKRT - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	KKRT
1 month	-1.91%	-5.79%
3 months	-6.11%	-5.97%
6 months	-5.98%	-5.69%
1 year	-0.16%	-3.62%
5 years(CAGR)	-1.43%	N/A
Max(CAGR)	+0.87%	-2.39%

Winner

SOJD

-1.91%

KKRT

-5.79%

SOJD

-6.11%

Winner

KKRT

-5.97%

SOJD

-5.98%

Winner

KKRT

-5.69%

Winner

SOJD

-0.16%

KKRT

-3.62%

5Y(CAGR)

SOJD

-1.43%

KKRT

N/A

Max(CAGR)

Winner

SOJD

+0.87%

KKRT

-2.39%

SOJD vs KKRT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SOJD	KKRT
2026	-4.46%	-6.20%
2025	+0.90%	+3.29%
2024	-2.31%	N/A
2023	+18.19%	N/A
2022	-23.28%	N/A
2021	+3.89%	N/A
2020	+12.79%	N/A

SOJD vs KKRT Drawdown Comparison

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

The maximum drawdown for KKRT was -9.68%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current SOJD drawdown is -13.89%. The current KKRT drawdown is -7.69%.

Rank	SOJD	KKRT
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-9.68% Feb 18, 2026 - Mar 30, 2026
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-2.36% Dec 19, 2025 - Feb 17, 2026
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-2.07% Sep 15, 2025 - Nov 14, 2025
#4	-6.10% Dec 21, 2020 - May 5, 2021	-2.00% Jul 30, 2025 - Sep 15, 2025
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-1.79% Nov 14, 2025 - Dec 18, 2025
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-1.42% Jul 3, 2025 - Jul 29, 2025
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-0.68% May 30, 2025 - Jun 12, 2025
#8	-2.26% May 7, 2021 - Jun 1, 2021	-0.43% Jun 30, 2025 - Jul 3, 2025
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-0.20% Jun 26, 2025 - Jun 30, 2025
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-0.04% Jun 12, 2025 - Jun 16, 2025
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-0.04% Jun 16, 2025 - Jun 18, 2025
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	N/A
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	N/A
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	N/A
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	N/A