SOJE vs EFX

Comparison between Southern Company (SOJE, Company) and Equifax Inc (EFX, Company).

5-Year PerformanceSOJE has outperformed EFX, delivering a return of -3.5% compared to -7.3%

SOJE vs EFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	EFX(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	38.52%	57.22%
Sharpe Ratio	-0.38	-0.84
5Y Beta	0.18	0.89
Industry	N/A	Consulting Services
P/E Ratio	4.63	29.56
Forward P/E	N/A	20.28
PEG Ratio	N/A	2.51
Dividend Yield	5.94%	1.16%
5Y Dividends CAGR	37.98%	17.50%
5Y EPS CAGR	-0.02%	-0.50%
Debt to Equity	2.00%	124.81%
Free Cash Flow Yield	-14.59%	8.04%
P/S Ratio	N/A	3.19
P/B Ratio	N/A	4.48

Market Cap

Winner

SOJE

$20B

EFX

$20B

Max Drawdown

Winner

SOJE

38.52%

EFX

57.22%

Sharpe Ratio

Winner

SOJE

-0.38

EFX

-0.84

5Y Beta

Winner

SOJE

0.18

EFX

0.89

Industry

SOJE

N/A

EFX

Consulting Services

P/E Ratio

Winner

SOJE

4.63

EFX

29.56

Forward P/E

SOJE

N/A

EFX

20.28

PEG Ratio

SOJE

N/A

EFX

2.51

Dividend Yield

Winner

SOJE

5.94%

EFX

1.16%

5Y Dividends CAGR

Winner

SOJE

37.98%

EFX

17.50%

5Y EPS CAGR

Winner

SOJE

-0.02%

EFX

-0.50%

Debt to Equity

Winner

SOJE

2.00%

EFX

124.81%

Free Cash Flow Yield

SOJE

-14.59%

Winner

EFX

8.04%

P/S Ratio

SOJE

N/A

EFX

3.19

P/B Ratio

SOJE

N/A

EFX

4.48

SOJE vs EFX - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	EFX
1 month	+0.42%	+9.36%
3 months	-4.21%	-4.32%
6 months	-7.01%	-19.98%
1 year	+0.63%	-31.43%
5 years(CAGR)	-3.48%	-7.29%
10 years(CAGR)	N/A	+3.05%
Max(CAGR)	-1.99%	+10.14%

SOJE

+0.42%

Winner

EFX

+9.36%

Winner

SOJE

-4.21%

EFX

-4.32%

Winner

SOJE

-7.01%

EFX

-19.98%

Winner

SOJE

+0.63%

EFX

-31.43%

5Y(CAGR)

Winner

SOJE

-3.48%

EFX

-7.29%

10Y(CAGR)

SOJE

N/A

EFX

+3.05%

Max(CAGR)

SOJE

-1.99%

Winner

EFX

+10.14%

SOJE vs EFX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJE	EFX
2026	-3.83%	-21.59%
2025	-2.30%	-12.90%
2024	+0.43%	+6.88%
2023	+18.13%	+25.64%
2022	-29.39%	-31.02%
2021	-0.74%	+56.81%
2020	+9.25%	+36.78%
2019	N/A	+52.46%
2018	N/A	-21.05%
2017	N/A	+0.50%
2016	N/A	+9.22%
2015	N/A	+38.52%
2014	N/A	+19.76%
2013	N/A	+28.05%
2012	N/A	+41.58%
2011	N/A	+8.92%
2010	N/A	+14.10%
2009	N/A	+12.40%
2008	N/A	-23.97%
2007	N/A	-8.75%
2006	N/A	+5.93%
2005	N/A	+33.24%
2004	N/A	+17.73%
2003	N/A	+2.71%
2002	N/A	-4.51%
2001	N/A	+47.52%
2000	N/A	+30.62%
1999	N/A	-13.90%

SOJE vs EFX 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 EFX was -56.82%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The current SOJE drawdown is -18.61%. The current EFX drawdown is -44.76%.

Rank	SOJE	EFX
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-56.82% Jul 12, 2007 - Mar 13, 2012
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-49.69% Sep 13, 2024 - Jun 25, 2026
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-49.12% Dec 13, 2021 - Aug 13, 2024
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-40.85% Mar 6, 2002 - Feb 4, 2005
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-37.25% Aug 1, 2017 - Jul 29, 2019
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-35.76% Mar 4, 2020 - Jun 2, 2020
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-27.69% Nov 2, 1999 - Apr 7, 2000
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-24.19% Aug 27, 2001 - Feb 14, 2002
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-23.69% Jun 8, 2020 - Dec 8, 2020
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-23.65% Nov 2, 2000 - Jun 4, 2001
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-20.21% Jan 17, 2006 - Dec 11, 2006
#12	N/A	-18.29% Apr 12, 2000 - Oct 3, 2000
#13	N/A	-17.95% Dec 29, 2015 - Mar 30, 2016
#14	N/A	-17.82% Jul 25, 2016 - Mar 17, 2017
#15	N/A	-16.87% Dec 18, 2020 - Apr 22, 2021

Correlation

Correlation between SOJE and EFX is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (1999 - 2026)

SOJE vs EFX dividend yield comparison.

Year	SOJE	EFX
2026	4.76%	0.67%
2025	5.92%	0.87%
2024	5.55%	0.61%
2023	5.30%	0.63%
2022	6.05%	0.80%
2021	2.02%	0.53%
2020	0.00%	0.81%
2019	0.00%	1.11%
2018	0.00%	1.68%
2017	0.00%	1.32%
2016	0.00%	1.12%
2015	0.00%	1.04%
2014	0.00%	1.24%
2013	0.00%	1.27%
2012	0.00%	1.33%
2011	0.00%	1.65%
2010	0.00%	0.79%
2009	0.00%	0.52%
2008	0.00%	0.60%
2007	0.00%	0.44%
2006	0.00%	0.39%
2005	0.00%	0.39%
2004	0.00%	0.39%
2003	0.00%	0.33%
2002	0.00%	0.35%
2001	0.00%	63.04%
2000	0.00%	1.29%
1999	0.00%	0.39%