SOJE vs LEN-B

Comparison between Southern Company (SOJE, Company) and Lennar Corp - Class B (LEN-B, Company).

5-Year PerformanceLEN-B has outperformed SOJE, delivering a return of +2.4% compared to -3.5%

SOJE vs LEN-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	LEN-B(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	38.15%	96.13%
Sharpe Ratio	-0.28	-0.55
5Y Beta	0.18	0.73
Industry	N/A	Residential Construction
P/E Ratio	4.63	12.70
Forward P/E	N/A	14.71
PEG Ratio	N/A	11.17
Dividend Yield	5.94%	2.43%
5Y Dividends CAGR	37.98%	16.04%
5Y EPS CAGR	-0.02%	6.00%
Debt to Equity	2.00%	0.00%
Free Cash Flow Yield	-14.59%	3.57%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	0.91

Market Cap

Winner

SOJE

$20B

LEN-B

$20B

Max Drawdown

Winner

SOJE

38.15%

LEN-B

96.13%

Sharpe Ratio

Winner

SOJE

-0.28

LEN-B

-0.55

5Y Beta

Winner

SOJE

0.18

LEN-B

0.73

Industry

SOJE

N/A

LEN-B

Residential Construction

P/E Ratio

Winner

SOJE

4.63

LEN-B

12.70

Forward P/E

SOJE

N/A

LEN-B

14.71

PEG Ratio

SOJE

N/A

LEN-B

11.17

Dividend Yield

Winner

SOJE

5.94%

LEN-B

2.43%

5Y Dividends CAGR

Winner

SOJE

37.98%

LEN-B

16.04%

5Y EPS CAGR

SOJE

-0.02%

Winner

LEN-B

6.00%

Debt to Equity

SOJE

2.00%

Winner

LEN-B

0.00%

Free Cash Flow Yield

SOJE

-14.59%

Winner

LEN-B

3.57%

P/S Ratio

SOJE

N/A

LEN-B

0.60

P/B Ratio

SOJE

N/A

LEN-B

0.91

SOJE vs LEN-B - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	LEN-B
1 month	+0.79%	-5.20%
3 months	-2.58%	-11.91%
6 months	-5.83%	-24.56%
1 year	-0.25%	-21.07%
5 years(CAGR)	-3.48%	+2.42%
10 years(CAGR)	N/A	+9.52%
Max(CAGR)	-1.88%	+6.45%

Winner

SOJE

+0.79%

LEN-B

-5.20%

Winner

SOJE

-2.58%

LEN-B

-11.91%

Winner

SOJE

-5.83%

LEN-B

-24.56%

Winner

SOJE

-0.25%

LEN-B

-21.07%

5Y(CAGR)

SOJE

-3.48%

Winner

LEN-B

+2.42%

10Y(CAGR)

SOJE

N/A

LEN-B

+9.52%

Max(CAGR)

SOJE

-1.88%

Winner

LEN-B

+6.45%

SOJE vs LEN-B - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	SOJE	LEN-B
2026	-3.19%	-14.62%
2025	-2.30%	-21.91%
2024	+0.43%	+0.82%
2023	+18.13%	+78.81%
2022	-29.39%	-17.09%
2021	-0.74%	+62.12%
2020	+9.25%	+38.91%
2019	N/A	+39.88%
2018	N/A	-40.23%
2017	N/A	+53.01%
2016	N/A	-8.32%
2015	N/A	+12.91%
2014	N/A	+8.13%
2013	N/A	+7.37%
2012	N/A	+95.20%
2011	N/A	-0.00%
2010	N/A	+58.29%
2009	N/A	+45.65%
2008	N/A	-56.93%
2007	N/A	-64.22%
2006	N/A	-14.42%
2005	N/A	+11.13%
2004	N/A	+17.92%
2003	N/A	+67.97%

SOJE vs LEN-B 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 LEN-B was -95.77%, occurring on Nov 21, 2008. Recovery took 3130 trading sessions.

The current SOJE drawdown is -18.07%. The current LEN-B drawdown is -50.36%.

Rank	SOJE	LEN-B
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-95.77% Jul 28, 2005 - Jan 3, 2018
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-62.06% Jan 22, 2018 - Aug 10, 2020
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-50.65% Sep 19, 2024 - May 15, 2026
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-43.16% Dec 31, 2021 - Apr 18, 2023
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-28.60% Mar 15, 2004 - Jan 14, 2005
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-21.30% Jul 14, 2023 - Dec 5, 2023
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-20.40% Jun 16, 2003 - Oct 1, 2003
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-17.96% Feb 25, 2005 - Jun 16, 2005
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-17.27% Oct 15, 2020 - Jan 25, 2021
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-15.78% Feb 8, 2021 - Mar 17, 2021
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-15.74% May 15, 2024 - Jul 16, 2024
#12	N/A	-14.89% Aug 11, 2021 - Nov 17, 2021
#13	N/A	-14.53% Dec 1, 2003 - Mar 1, 2004
#14	N/A	-14.06% Apr 9, 2021 - Jul 29, 2021
#15	N/A	-11.10% Mar 28, 2024 - May 15, 2024

Correlation

Correlation between SOJE and LEN-B is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2003 - 2026)

SOJE vs LEN-B dividend yield comparison.

Year	SOJE	LEN-B
2026	4.73%	1.87%
2025	5.92%	2.10%
2024	5.55%	1.51%
2023	5.30%	1.12%
2022	6.05%	2.01%
2021	2.02%	1.05%
2020	0.00%	1.02%
2019	0.00%	0.36%
2018	0.00%	0.51%
2017	0.00%	0.30%
2016	0.00%	0.46%
2015	0.00%	0.40%
2014	0.00%	0.44%
2013	0.00%	0.47%
2012	0.00%	0.52%
2011	0.00%	1.03%
2010	0.00%	1.03%
2009	0.00%	1.63%
2008	0.00%	10.49%
2007	0.00%	3.86%
2006	0.00%	1.30%
2005	0.00%	0.74%
2004	0.00%	0.98%
2003	0.00%	0.30%