SOJD vs PKG

Comparison between Southern Company (SOJD, Company) and Packaging Corp Of America (PKG, Company).

5-Year PerformancePKG has outperformed SOJD, delivering a return of +15.7% compared to -1.4%

SOJD vs PKG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	PKG(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	69.16%
Sharpe Ratio	-0.80	1.01
5Y Beta	0.18	0.76
Industry	N/A	Packaging & Containers
P/E Ratio	4.11	26.38
Forward P/E	N/A	23.53
PEG Ratio	N/A	2.69
Dividend Yield	6.20%	1.02%
5Y Dividends CAGR	4.56%	6.73%
5Y EPS CAGR	3.88%	2.75%
Debt to Equity	4.19%	86.49%
Free Cash Flow Yield	-15.72%	3.18%
P/S Ratio	N/A	2.32
P/B Ratio	N/A	4.84

Market Cap

SOJD

$22B

Winner

PKG

$22B

Max Drawdown

Winner

SOJD

38.10%

PKG

69.16%

Sharpe Ratio

SOJD

-0.80

Winner

PKG

1.01

5Y Beta

Winner

SOJD

0.18

PKG

0.76

Industry

SOJD

N/A

PKG

Packaging & Containers

P/E Ratio

Winner

SOJD

4.11

PKG

26.38

Forward P/E

SOJD

N/A

PKG

23.53

PEG Ratio

SOJD

N/A

PKG

2.69

Dividend Yield

Winner

SOJD

6.20%

PKG

1.02%

5Y Dividends CAGR

SOJD

4.56%

Winner

PKG

6.73%

5Y EPS CAGR

Winner

SOJD

3.88%

PKG

2.75%

Debt to Equity

Winner

SOJD

4.19%

PKG

86.49%

Free Cash Flow Yield

SOJD

-15.72%

Winner

PKG

3.18%

P/S Ratio

SOJD

N/A

PKG

2.32

P/B Ratio

SOJD

N/A

PKG

4.84

SOJD vs PKG - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	PKG
1 month	-0.81%	+5.41%
3 months	-4.53%	+15.90%
6 months	-4.94%	+13.27%
1 year	-3.67%	+33.24%
5 years(CAGR)	-1.40%	+15.71%
10 years(CAGR)	N/A	+16.32%
Max(CAGR)	+0.97%	+15.33%

SOJD

-0.81%

Winner

PKG

+5.41%

SOJD

-4.53%

Winner

PKG

+15.90%

SOJD

-4.94%

Winner

PKG

+13.27%

SOJD

-3.67%

Winner

PKG

+33.24%

5Y(CAGR)

SOJD

-1.40%

Winner

PKG

+15.71%

10Y(CAGR)

SOJD

N/A

PKG

+16.32%

Max(CAGR)

SOJD

+0.97%

Winner

PKG

+15.33%

SOJD vs PKG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SOJD	PKG
2026	-3.79%	+20.41%
2025	+0.90%	-6.13%
2024	-2.31%	+40.83%
2023	+18.19%	+30.70%
2022	-23.28%	-1.53%
2021	+3.89%	+3.23%
2020	+12.79%	+28.73%
2019	N/A	+36.56%
2018	N/A	-30.62%
2017	N/A	+45.18%
2016	N/A	+40.65%
2015	N/A	-16.84%
2014	N/A	+26.15%
2013	N/A	+67.09%
2012	N/A	+57.66%
2011	N/A	-1.39%
2010	N/A	+13.24%
2009	N/A	+69.21%
2008	N/A	-49.52%
2007	N/A	+29.12%
2006	N/A	+1.08%
2005	N/A	+3.07%
2004	N/A	+11.37%
2003	N/A	+20.69%
2002	N/A	-0.05%
2001	N/A	+16.20%
2000	N/A	+34.33%

SOJD vs PKG Drawdown Comparison

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

The maximum drawdown for PKG was -66.84%, occurring on Mar 9, 2009. Recovery took 805 trading sessions.

The current SOJD drawdown is -13.28%. The current PKG drawdown is -1.30%.

Rank	SOJD	PKG
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-66.84% Oct 31, 2007 - Jan 11, 2011
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-44.66% Feb 23, 2015 - Sep 6, 2016
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-38.19% Jan 8, 2018 - Oct 16, 2020
#4	-6.10% Dec 21, 2020 - May 5, 2021	-31.80% Apr 20, 2022 - Nov 3, 2023
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-28.69% Feb 16, 2011 - Feb 13, 2012
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-28.45% Nov 29, 2024 - Feb 10, 2026
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-27.80% Aug 14, 2001 - May 6, 2002
#8	-2.26% May 7, 2021 - Jun 1, 2021	-25.37% Mar 4, 2005 - Sep 27, 2006
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-22.11% Dec 27, 2000 - Jul 10, 2001
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-21.62% May 15, 2002 - Dec 3, 2003
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-20.73% Jan 31, 2000 - May 15, 2000
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-20.10% Mar 5, 2014 - Nov 10, 2014
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-19.81% May 15, 2000 - Sep 5, 2000
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-18.12% Sep 5, 2000 - Oct 19, 2000
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-17.89% Jul 19, 2007 - Sep 28, 2007

Correlation

Correlation between SOJD and PKG is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2003 - 2026)

SOJD vs PKG dividend yield comparison.

Year	SOJD	PKG
2026	4.93%	1.10%
2025	6.11%	2.42%
2024	5.98%	2.22%
2023	5.50%	3.07%
2022	6.30%	3.71%
2021	4.57%	2.94%
2020	3.65%	2.44%
2019	0.00%	2.82%
2018	0.00%	3.59%
2017	0.00%	2.09%
2016	0.00%	2.78%
2015	0.00%	3.49%
2014	0.00%	2.05%
2013	0.00%	2.39%
2012	0.00%	2.60%
2011	0.00%	3.17%
2010	0.00%	2.32%
2009	0.00%	2.61%
2008	0.00%	8.92%
2007	0.00%	3.72%
2006	0.00%	4.52%
2005	0.00%	4.36%
2004	0.00%	2.55%
2003	0.00%	0.69%