SOJE vs BRO

Comparison between Southern Company (SOJE, Company) and Brown & Brown Inc (BRO, Company).

5-Year PerformanceBRO has outperformed SOJE, delivering a return of +3.5% compared to -2.9%

SOJE vs BRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	BRO(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	37.82%	56.30%
Sharpe Ratio	-0.04	-1.94
5Y Beta	0.18	0.26
Industry	N/A	Insurance Brokers
P/E Ratio	4.63	17.53
Forward P/E	N/A	12.84
PEG Ratio	N/A	1.51
Dividend Yield	5.94%	1.05%
5Y Dividends CAGR	N/A	17.01%
5Y EPS CAGR	-0.02%	12.98%
Debt to Equity	2.00%	62.02%
Free Cash Flow Yield	-14.59%	7.08%
P/S Ratio	N/A	3.20
P/B Ratio	N/A	1.58

Market Cap

SOJE

$20B

Winner

BRO

$20B

Max Drawdown

Winner

SOJE

37.82%

BRO

56.30%

Sharpe Ratio

Winner

SOJE

-0.04

BRO

-1.94

5Y Beta

Winner

SOJE

0.18

BRO

0.26

Industry

SOJE

N/A

BRO

Insurance Brokers

P/E Ratio

Winner

SOJE

4.63

BRO

17.53

Forward P/E

SOJE

N/A

BRO

12.84

PEG Ratio

SOJE

N/A

BRO

1.51

Dividend Yield

Winner

SOJE

5.94%

BRO

1.05%

5Y Dividends CAGR

SOJE

N/A

BRO

17.01%

5Y EPS CAGR

SOJE

-0.02%

Winner

BRO

12.98%

Debt to Equity

Winner

SOJE

2.00%

BRO

62.02%

Free Cash Flow Yield

SOJE

-14.59%

Winner

BRO

7.08%

P/S Ratio

SOJE

N/A

BRO

3.20

P/B Ratio

SOJE

N/A

BRO

1.58

SOJE vs BRO - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	BRO
1 month	-2.65%	+8.27%
3 months	-5.02%	-12.10%
6 months	-3.43%	-24.27%
1 year	+3.25%	-42.13%
5 years(CAGR)	-2.92%	+3.53%
10 years(CAGR)	N/A	+13.64%
Max(CAGR)	-1.96%	+14.63%

SOJE

-2.65%

Winner

BRO

+8.27%

Winner

SOJE

-5.02%

BRO

-12.10%

Winner

SOJE

-3.43%

BRO

-24.27%

Winner

SOJE

+3.25%

BRO

-42.13%

5Y(CAGR)

SOJE

-2.92%

Winner

BRO

+3.53%

10Y(CAGR)

SOJE

N/A

BRO

+13.64%

Max(CAGR)

SOJE

-1.96%

Winner

BRO

+14.63%

SOJE vs BRO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJE	BRO
2026	-3.43%	-22.39%
2025	-2.30%	-20.22%
2024	+0.43%	+45.05%
2023	+18.13%	+26.44%
2022	-29.39%	-16.62%
2021	-0.74%	+52.72%
2020	+9.25%	+20.66%
2019	N/A	+47.28%
2018	N/A	+9.09%
2017	N/A	+16.25%
2016	N/A	+43.90%
2015	N/A	-0.03%
2014	N/A	+7.11%
2013	N/A	+21.39%
2012	N/A	+13.55%
2011	N/A	-6.51%
2010	N/A	+35.03%
2009	N/A	-10.54%
2008	N/A	-9.41%
2007	N/A	-15.96%
2006	N/A	-8.18%
2005	N/A	+39.84%
2004	N/A	+33.50%
2003	N/A	-0.18%
2002	N/A	+19.52%
2001	N/A	+64.42%
2000	N/A	+86.89%
1999	N/A	+15.22%

SOJE vs BRO Drawdown Comparison

The maximum drawdown for SOJE was -30.95%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The maximum drawdown for BRO was -55.85%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current SOJE drawdown is -18.28%. The current BRO drawdown is -51.34%.

Rank	SOJE	BRO
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-55.85% Apr 3, 2025 - May 13, 2026
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-54.10% Apr 21, 2006 - May 13, 2013
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-34.74% Feb 20, 2020 - Apr 13, 2021
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-31.53% May 8, 2002 - Apr 14, 2003
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-27.28% Apr 7, 2022 - Aug 23, 2023
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-21.87% Dec 16, 1999 - Apr 10, 2000
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-21.27% Feb 21, 2001 - Apr 23, 2001
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-20.68% Nov 27, 2001 - Jan 24, 2002
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-20.37% Apr 23, 2003 - Mar 1, 2004
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-17.73% Aug 1, 2001 - Sep 28, 2001
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-16.58% Sep 13, 2018 - Apr 23, 2019
#12	N/A	-16.37% Jul 19, 2013 - Jun 11, 2015
#13	N/A	-16.20% Feb 6, 2002 - May 6, 2002
#14	N/A	-15.88% Aug 18, 2015 - Mar 11, 2016
#15	N/A	-15.07% Oct 6, 2004 - Feb 11, 2005

Correlation

Correlation between SOJE and BRO is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14

-101

Dividend Comparison (1999 - 2026)

SOJE vs BRO dividend yield comparison.

Year	SOJE	BRO
2026	3.11%	0.55%
2025	5.92%	0.77%
2024	5.55%	0.53%
2023	5.30%	0.67%
2022	6.05%	0.74%
2021	2.02%	0.54%
2020	0.00%	0.73%
2019	0.00%	0.82%
2018	0.00%	1.11%
2017	0.00%	1.08%
2016	0.00%	1.12%
2015	0.00%	1.41%
2014	0.00%	1.25%
2013	0.00%	1.18%
2012	0.00%	1.36%
2011	0.00%	1.44%
2010	0.00%	1.31%
2009	0.00%	1.68%
2008	0.00%	1.36%
2007	0.00%	1.06%
2006	0.00%	0.74%
2005	0.00%	0.56%
2004	0.00%	0.67%
2003	0.00%	0.74%
2002	0.00%	0.62%
2001	0.00%	0.59%
2000	0.00%	0.77%
1999	0.00%	0.34%