SOJD vs MKSI

Comparison between Southern Company (SOJD, Company) and MKS Instruments Inc (MKSI, Company).

5-Year PerformanceMKSI has outperformed SOJD, delivering a return of +13.9% compared to -1.1%

SOJD vs MKSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	MKSI(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	85.67%
Sharpe Ratio	0.08	2.97
5Y Beta	0.17	2.48
Industry	N/A	Scientific & Technical Instruments
P/E Ratio	4.11	67.43
Forward P/E	N/A	10.36
PEG Ratio	N/A	1.53
Dividend Yield	6.20%	0.29%
5Y Dividends CAGR	4.56%	2.77%
5Y EPS CAGR	3.88%	-7.80%
Debt to Equity	4.19%	144.01%
Free Cash Flow Yield	-15.72%	1.82%
P/S Ratio	N/A	5.44
P/B Ratio	N/A	7.88

Market Cap

SOJD

$22B

Winner

MKSI

$22B

Max Drawdown

Winner

SOJD

38.10%

MKSI

85.67%

Sharpe Ratio

SOJD

0.08

Winner

MKSI

2.97

5Y Beta

Winner

SOJD

0.17

MKSI

2.48

Industry

SOJD

N/A

MKSI

Scientific & Technical Instruments

P/E Ratio

Winner

SOJD

4.11

MKSI

67.43

Forward P/E

SOJD

N/A

MKSI

10.36

PEG Ratio

SOJD

N/A

MKSI

1.53

Dividend Yield

Winner

SOJD

6.20%

MKSI

0.29%

5Y Dividends CAGR

Winner

SOJD

4.56%

MKSI

2.77%

5Y EPS CAGR

Winner

SOJD

3.88%

MKSI

-7.80%

Debt to Equity

Winner

SOJD

4.19%

MKSI

144.01%

Free Cash Flow Yield

SOJD

-15.72%

Winner

MKSI

1.82%

P/S Ratio

SOJD

N/A

MKSI

5.44

P/B Ratio

SOJD

N/A

MKSI

7.88

SOJD vs MKSI - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	MKSI
1 month	-3.39%	+15.05%
3 months	-6.69%	+44.22%
6 months	-0.81%	+105.47%
1 year	+3.89%	+291.13%
5 years(CAGR)	-1.14%	+13.88%
10 years(CAGR)	N/A	+24.20%
Max(CAGR)	+1.18%	+11.39%

SOJD

-3.39%

Winner

MKSI

+15.05%

SOJD

-6.69%

Winner

MKSI

+44.22%

SOJD

-0.81%

Winner

MKSI

+105.47%

SOJD

+3.89%

Winner

MKSI

+291.13%

5Y(CAGR)

SOJD

-1.14%

Winner

MKSI

+13.88%

10Y(CAGR)

SOJD

N/A

MKSI

+24.20%

Max(CAGR)

SOJD

+1.18%

Winner

MKSI

+11.39%

SOJD vs MKSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJD	MKSI
2026	-2.65%	+99.41%
2025	+0.90%	+51.97%
2024	-2.31%	+5.36%
2023	+18.19%	+22.68%
2022	-23.28%	-51.89%
2021	+3.89%	+16.54%
2020	+12.79%	+35.47%
2019	N/A	+68.00%
2018	N/A	-33.59%
2017	N/A	+59.27%
2016	N/A	+69.39%
2015	N/A	+1.11%
2014	N/A	+25.09%
2013	N/A	+13.89%
2012	N/A	-6.11%
2011	N/A	+13.53%
2010	N/A	+37.41%
2009	N/A	+14.17%
2008	N/A	-20.65%
2007	N/A	-15.31%
2006	N/A	+21.73%
2005	N/A	-1.87%
2004	N/A	-35.77%
2003	N/A	+71.90%
2002	N/A	-39.84%
2001	N/A	+70.97%
2000	N/A	-53.91%
1999	N/A	+55.60%

SOJD vs MKSI Drawdown Comparison

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

The maximum drawdown for MKSI was -85.67%, occurring on Oct 9, 2002. Recovery took 4198 trading sessions.

The current SOJD drawdown is -12.25%.

Rank	SOJD	MKSI
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-85.67% Mar 10, 2000 - Nov 15, 2016
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-69.20% Apr 5, 2021 - Jan 13, 2026
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-54.26% Mar 21, 2018 - Jul 23, 2020
#4	-6.10% Dec 21, 2020 - May 5, 2021	-24.72% Jan 21, 2000 - Feb 8, 2000
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-23.04% Jun 8, 2017 - Sep 18, 2017
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-21.42% Jan 20, 2021 - Apr 1, 2021
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-20.06% Feb 17, 2026 - Apr 9, 2026
#8	-2.26% May 7, 2021 - Jun 1, 2021	-19.47% Aug 4, 2020 - Nov 11, 2020
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-17.48% Oct 31, 2017 - Feb 1, 2018
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-14.61% Feb 9, 2000 - Feb 24, 2000
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-14.20% Dec 31, 1999 - Jan 19, 2000
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-12.39% Nov 11, 1999 - Dec 7, 1999
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-11.04% Feb 1, 2018 - Feb 15, 2018
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-9.79% Jan 29, 2026 - Feb 9, 2026
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-8.03% Dec 7, 1999 - Dec 20, 1999

Correlation

Correlation between SOJD and MKSI is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2011 - 2026)

SOJD vs MKSI dividend yield comparison.

Year	SOJD	MKSI
2026	3.20%	0.15%
2025	6.11%	0.55%
2024	5.98%	0.84%
2023	5.50%	0.86%
2022	6.30%	1.04%
2021	4.57%	0.49%
2020	3.65%	0.53%
2019	0.00%	0.73%
2018	0.00%	1.21%
2017	0.00%	0.75%
2016	0.00%	1.14%
2015	0.00%	1.88%
2014	0.00%	1.79%
2013	0.00%	2.14%
2012	0.00%	2.40%
2011	0.00%	2.16%