SOJD vs SOJC

Comparison between Southern Company (SOJD, Company) and Southern Company (SOJC, Company).

5-Year PerformanceSOJC has outperformed SOJD, delivering a return of +1.0% compared to -0.9%

SOJD vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	25.19%
Sharpe Ratio	-0.02	0.14
5Y Beta	0.17	0.18
P/E Ratio	4.11	26.09
Dividend Yield	6.20%	10.80%
5Y Dividends CAGR	4.56%	0.04%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	N/A
Free Cash Flow Yield	-15.74%	N/A

Market Cap

Winner

SOJD

$22B

SOJC

$22B

Max Drawdown

SOJD

38.10%

Winner

SOJC

25.19%

Sharpe Ratio

SOJD

-0.02

Winner

SOJC

0.14

5Y Beta

Winner

SOJD

0.17

SOJC

0.18

P/E Ratio

Winner

SOJD

4.11

SOJC

26.09

Dividend Yield

SOJD

6.20%

Winner

SOJC

10.80%

5Y Dividends CAGR

Winner

SOJD

4.56%

SOJC

0.04%

5Y EPS CAGR

SOJD

3.88%

SOJC

N/A

Debt to Equity

SOJD

4.19%

SOJC

N/A

Free Cash Flow Yield

SOJD

-15.74%

SOJC

N/A

SOJD vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	SOJC
1 month	-2.73%	-1.48%
3 months	-4.56%	-3.80%
6 months	+0.41%	+0.06%
1 year	+5.28%	+6.72%
5 years(CAGR)	-0.86%	+0.96%
10 years(CAGR)	N/A	+3.39%
Max(CAGR)	+1.31%	+3.39%

SOJD

-2.73%

Winner

SOJC

-1.48%

SOJD

-4.56%

Winner

SOJC

-3.80%

Winner

SOJD

+0.41%

SOJC

+0.06%

SOJD

+5.28%

Winner

SOJC

+6.72%

5Y(CAGR)

SOJD

-0.86%

Winner

SOJC

+0.96%

10Y(CAGR)

SOJD

N/A

SOJC

+3.39%

Max(CAGR)

SOJD

+1.31%

Winner

SOJC

+3.39%

SOJD vs SOJC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SOJD	SOJC
2026	-1.90%	-0.98%
2025	+0.90%	+2.61%
2024	-2.31%	-2.41%
2023	+18.19%	+17.25%
2022	-23.28%	-14.71%
2021	+3.89%	+1.92%
2020	+12.79%	+7.60%
2019	N/A	+24.19%
2018	N/A	-8.31%
2017	N/A	+1.39%

SOJD vs SOJC Drawdown Comparison

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

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current SOJD drawdown is -11.57%. The current SOJC drawdown is -8.40%.

Rank	SOJD	SOJC
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-6.10% Dec 21, 2020 - May 5, 2021	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-11.42% Aug 30, 2018 - Jan 31, 2019
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-10.85% Sep 17, 2025 - Mar 31, 2026
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-2.26% May 7, 2021 - Jun 1, 2021	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-2.82% Jul 10, 2018 - Aug 30, 2018