SOJD vs ULTA
Comparison between Southern Company (SOJD, Company) and Ulta Beauty Inc (ULTA, Company).
5-Year PerformanceULTA has outperformed SOJD, delivering a return of +9.0% compared to -1.4%
SOJD vs ULTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SOJD vs ULTA - Historical Returns
Returns include dividend reinvestment.
SOJD vs ULTA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SOJD | ULTA |
|---|---|---|
| 2026 | -3.79% | -13.81% |
| 2025 | +0.90% | +40.98% |
| 2024 | -2.31% | -10.62% |
| 2023 | +18.19% | +3.89% |
| 2022 | -23.28% | +13.51% |
| 2021 | +3.89% | +45.98% |
| 2020 | +12.79% | +12.81% |
| 2019 | N/A | +2.08% |
| 2018 | N/A | +6.62% |
| 2017 | N/A | -12.86% |
| 2016 | N/A | +40.22% |
| 2015 | N/A | +45.85% |
| 2014 | N/A | +33.29% |
| 2013 | N/A | -4.93% |
| 2012 | N/A | +55.02% |
| 2011 | N/A | +89.16% |
| 2010 | N/A | +80.37% |
| 2009 | N/A | +118.80% |
| 2008 | N/A | -49.97% |
| 2007 | N/A | -42.49% |
SOJD vs ULTA Drawdown Comparison
The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.
The maximum drawdown for ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.
The current SOJD drawdown is -13.28%. The current ULTA drawdown is -24.39%.
| Rank | SOJD | ULTA |
|---|---|---|
| #1 | -38.10% Feb 14, 2020 - Jun 8, 2020 | -87.89% Oct 30, 2007 - Dec 1, 2010 |
| #2 | -26.85% Nov 8, 2021 - Sep 4, 2024 | -64.92% Jul 17, 2019 - Aug 11, 2021 |
| #3 | -16.27% Sep 19, 2024 - Jun 17, 2025 | -44.56% Mar 13, 2024 - Dec 5, 2025 |
| #4 | -6.10% Dec 21, 2020 - May 5, 2021 | -39.39% Jun 5, 2017 - Nov 13, 2018 |
| #5 | -3.26% Sep 3, 2021 - Oct 28, 2021 | -38.46% Nov 5, 2013 - Jan 8, 2015 |
| #6 | -3.05% Jun 8, 2020 - Jul 8, 2020 | -36.23% Feb 17, 2026 - Jun 17, 2026 |
| #7 | -2.54% Oct 23, 2020 - Nov 16, 2020 | -32.57% Apr 28, 2023 - Feb 26, 2024 |
| #8 | -2.26% May 7, 2021 - Jun 1, 2021 | -28.84% Jul 8, 2011 - Sep 12, 2011 |
| #9 | -2.12% Sep 1, 2020 - Oct 16, 2020 | -27.48% Jan 3, 2013 - Aug 2, 2013 |
| #10 | -1.43% Jun 2, 2021 - Sep 3, 2021 | -27.11% Nov 13, 2018 - Mar 1, 2019 |
| #11 | -0.98% Nov 19, 2020 - Dec 21, 2020 | -20.70% Apr 20, 2022 - Sep 7, 2022 |
| #12 | -0.85% Oct 20, 2020 - Oct 23, 2020 | -19.86% Dec 16, 2015 - Mar 11, 2016 |
| #13 | -0.74% Jan 30, 2020 - Feb 5, 2020 | -17.30% Aug 23, 2016 - Feb 21, 2017 |
| #14 | -0.48% Aug 27, 2020 - Sep 1, 2020 | -16.55% Jan 4, 2022 - Apr 19, 2022 |
| #15 | -0.45% Oct 28, 2021 - Nov 1, 2021 | -15.84% Sep 19, 2011 - Nov 4, 2011 |
Correlation
Correlation between SOJD and ULTA is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2012 - 2026)
SOJD vs ULTA dividend yield comparison.
| Year | SOJD | ULTA |
|---|---|---|
| 2026 | 4.93% | 0.00% |
| 2025 | 6.11% | 0.00% |
| 2024 | 5.98% | 0.00% |
| 2023 | 5.50% | 0.00% |
| 2022 | 6.30% | 0.00% |
| 2021 | 4.57% | 0.00% |
| 2020 | 3.65% | 0.00% |
| 2012 | 0.00% | 1.02% |
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