SOJE vs LYB

Comparison between Southern Company (SOJE, Company) and LyondellBasell Industries NV - Class A (LYB, Company).

5-Year PerformanceLYB has outperformed SOJE, delivering a return of -2.0% compared to -3.5%

SOJE vs LYB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	LYB(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	38.52%	71.27%
Sharpe Ratio	-0.38	0.30
5Y Beta	0.18	0.75
Industry	N/A	Specialty Chemicals
P/E Ratio	4.63	-25.38
Forward P/E	N/A	7.85
Dividend Yield	5.94%	7.90%
5Y Dividends CAGR	37.98%	5.50%
5Y EPS CAGR	-0.02%	N/A
Debt to Equity	2.00%	2.25%
Free Cash Flow Yield	-14.59%	4.51%

Market Cap

Winner

SOJE

$20B

LYB

$20B

Max Drawdown

Winner

SOJE

38.52%

LYB

71.27%

Sharpe Ratio

SOJE

-0.38

Winner

LYB

0.30

5Y Beta

Winner

SOJE

0.18

LYB

0.75

Industry

SOJE

N/A

LYB

Specialty Chemicals

P/E Ratio

SOJE

4.63

Winner

LYB

-25.38

Forward P/E

SOJE

N/A

LYB

7.85

Dividend Yield

SOJE

5.94%

Winner

LYB

7.90%

5Y Dividends CAGR

Winner

SOJE

37.98%

LYB

5.50%

5Y EPS CAGR

SOJE

-0.02%

LYB

N/A

Debt to Equity

Winner

SOJE

2.00%

LYB

2.25%

Free Cash Flow Yield

SOJE

-14.59%

Winner

LYB

4.51%

SOJE vs LYB - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	LYB
1 month	+0.42%	+7.15%
3 months	-4.21%	-11.83%
6 months	-7.01%	+23.75%
1 year	+0.63%	-1.13%
5 years(CAGR)	-3.48%	-2.04%
10 years(CAGR)	N/A	+5.06%
Max(CAGR)	-1.99%	+13.95%

SOJE

+0.42%

Winner

LYB

+7.15%

Winner

SOJE

-4.21%

LYB

-11.83%

SOJE

-7.01%

Winner

LYB

+23.75%

Winner

SOJE

+0.63%

LYB

-1.13%

5Y(CAGR)

SOJE

-3.48%

Winner

LYB

-2.04%

10Y(CAGR)

SOJE

N/A

LYB

+5.06%

Max(CAGR)

SOJE

-1.99%

Winner

LYB

+13.95%

SOJE vs LYB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOJE	LYB
2026	-3.83%	+42.14%
2025	-2.30%	-34.63%
2024	+0.43%	-18.65%
2023	+18.13%	+19.30%
2022	-29.39%	-1.84%
2021	-0.74%	+7.81%
2020	+9.25%	+3.25%
2019	N/A	+39.13%
2018	N/A	-23.00%
2017	N/A	+32.01%
2016	N/A	+2.56%
2015	N/A	+12.25%
2014	N/A	+3.67%
2013	N/A	+39.64%
2012	N/A	+86.98%
2011	N/A	+9.90%
2010	N/A	+56.36%

SOJE vs LYB 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 LYB was -63.26%, occurring on Mar 16, 2020. Recovery took 289 trading sessions.

The current SOJE drawdown is -18.61%. The current LYB drawdown is -31.58%.

Rank	SOJE	LYB
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-63.26% Nov 7, 2019 - Dec 31, 2020
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-55.33% Apr 3, 2024 - Nov 6, 2025
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-46.74% May 2, 2011 - Jan 17, 2012
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-37.90% Sep 5, 2014 - Oct 30, 2017
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-34.83% Jun 7, 2022 - Mar 27, 2024
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-34.78% Apr 29, 2010 - Sep 27, 2010
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-32.83% Jan 26, 2018 - Nov 4, 2019
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-25.84% Jun 3, 2021 - May 4, 2022
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-18.77% Feb 13, 2012 - Aug 3, 2012
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-15.15% Mar 20, 2013 - May 16, 2013
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-13.56% Jan 12, 2021 - Feb 19, 2021
#12	N/A	-12.88% Oct 17, 2012 - Dec 7, 2012
#13	N/A	-9.75% Jan 31, 2013 - Mar 8, 2013
#14	N/A	-8.96% May 4, 2022 - May 27, 2022
#15	N/A	-8.47% Jan 15, 2014 - Feb 13, 2014

Correlation

Correlation between SOJE and LYB is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2011 - 2026)

SOJE vs LYB dividend yield comparison.

Year	SOJE	LYB
2026	4.76%	2.24%
2025	5.92%	12.59%
2024	5.55%	7.10%
2023	5.30%	5.20%
2022	6.05%	11.92%
2021	2.02%	4.81%
2020	0.00%	4.58%
2019	0.00%	20.27%
2018	0.00%	4.81%
2017	0.00%	3.22%
2016	0.00%	3.88%
2015	0.00%	3.50%
2014	0.00%	3.40%
2013	0.00%	2.49%
2012	0.00%	7.36%
2011	0.00%	15.54%