SOJE vs NI

Comparison between Southern Company (SOJE, Company) and NiSource Inc (NI, Company).

5-Year PerformanceNI has outperformed SOJE, delivering a return of +13.2% compared to -4.4%

SOJE vs NI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	NI(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	40.94%	75.57%
Sharpe Ratio	-1.52	-0.22
5Y Beta	0.19	0.30
Industry	N/A	Utilities - Regulated Gas
P/E Ratio	4.63	22.22
Forward P/E	N/A	20.41
PEG Ratio	N/A	13.65
Dividend Yield	5.94%	1.39%
5Y Dividends CAGR	37.98%	10.91%
5Y EPS CAGR	-0.02%	23.00%
Debt to Equity	2.00%	7.23%
Free Cash Flow Yield	-14.59%	-5.39%
P/S Ratio	N/A	2.96
P/B Ratio	N/A	2.09

Market Cap

SOJE

$20B

Winner

$20B

Max Drawdown

Winner

SOJE

40.94%

75.57%

Sharpe Ratio

SOJE

-1.52

Winner

-0.22

5Y Beta

Winner

SOJE

0.19

0.30

Industry

SOJE

N/A

Utilities - Regulated Gas

P/E Ratio

Winner

SOJE

4.63

22.22

Forward P/E

SOJE

N/A

20.41

PEG Ratio

SOJE

N/A

13.65

Dividend Yield

Winner

SOJE

5.94%

1.39%

5Y Dividends CAGR

Winner

SOJE

37.98%

10.91%

5Y EPS CAGR

SOJE

-0.02%

Winner

23.00%

Debt to Equity

Winner

SOJE

2.00%

7.23%

Free Cash Flow Yield

SOJE

-14.59%

Winner

-5.39%

P/S Ratio

SOJE

N/A

2.96

P/B Ratio

SOJE

N/A

2.09

SOJE vs NI - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	NI
1 month	-4.56%	-9.86%
3 months	-4.55%	-14.29%
6 months	-10.76%	-11.26%
1 year	-9.45%	-1.38%
5 years(CAGR)	-4.38%	+13.17%
10 years(CAGR)	N/A	+8.44%
Max(CAGR)	-2.63%	+10.62%

Winner

SOJE

-4.56%

-9.86%

Winner

SOJE

-4.55%

-14.29%

Winner

SOJE

-10.76%

-11.26%

SOJE

-9.45%

Winner

-1.38%

5Y(CAGR)

SOJE

-4.38%

Winner

+13.17%

10Y(CAGR)

SOJE

N/A

+8.44%

Max(CAGR)

SOJE

-2.63%

Winner

+10.62%

SOJE vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJE	NI
2026	-7.61%	-1.73%
2025	-2.30%	+18.08%
2024	+0.43%	+41.04%
2023	+18.13%	+0.38%
2022	-29.39%	+2.96%
2021	-0.74%	+26.74%
2020	+9.25%	-12.79%
2019	N/A	+14.29%
2018	N/A	+3.17%
2017	N/A	+19.01%
2016	N/A	+16.64%
2015	N/A	+24.11%
2014	N/A	+34.99%
2013	N/A	+34.52%
2012	N/A	+9.70%
2011	N/A	+39.75%
2010	N/A	+20.25%
2009	N/A	+49.16%
2008	N/A	-38.53%
2007	N/A	-18.81%
2006	N/A	+17.85%
2005	N/A	-2.99%
2004	N/A	+9.85%
2003	N/A	+12.97%
2002	N/A	-9.69%
2001	N/A	-20.03%
2000	N/A	+84.02%
1999	N/A	-14.08%

SOJE vs NI 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 NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The current SOJE drawdown is -21.81%. The current NI drawdown is -16.68%.

Rank	SOJE	NI
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-65.72% May 18, 2007 - May 10, 2011
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-50.72% Apr 10, 2001 - Nov 29, 2006
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-38.71% Jan 24, 2000 - Aug 9, 2000
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-30.95% Feb 14, 2020 - Jan 28, 2022
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-24.82% Apr 6, 2022 - Jul 12, 2024
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-21.37% Nov 4, 1999 - Jan 24, 2000
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-18.91% Jul 5, 2016 - May 31, 2017
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-17.68% Nov 14, 2017 - Aug 14, 2018
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-16.80% Dec 26, 2000 - Apr 2, 2001
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-16.68% Jun 26, 2026 - Aug 21, 2026
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-14.17% Sep 26, 2019 - Feb 13, 2020
#12	N/A	-13.43% Sep 13, 2018 - Mar 11, 2019
#13	N/A	-13.09% Jul 21, 2011 - Aug 29, 2011
#14	N/A	-12.12% Jun 18, 2015 - Sep 30, 2015
#15	N/A	-12.09% Sep 13, 2000 - Dec 1, 2000

Correlation

Correlation between SOJE and NI is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.29

-101

Dividend Comparison (2000 - 2026)

SOJE vs NI dividend yield comparison.

Year	SOJE	NI
2026	4.96%	2.22%
2025	5.92%	2.68%
2024	5.55%	2.88%
2023	5.30%	3.77%
2022	6.05%	3.43%
2021	2.02%	3.19%
2020	0.00%	3.66%
2019	0.00%	2.87%
2018	0.00%	3.08%
2017	0.00%	2.73%
2016	0.00%	2.89%
2015	0.00%	145.67%
2014	0.00%	2.40%
2013	0.00%	2.98%
2012	0.00%	2.81%
2011	0.00%	3.86%
2010	0.00%	5.22%
2009	0.00%	5.98%
2008	0.00%	8.39%
2007	0.00%	4.87%
2006	0.00%	3.82%
2005	0.00%	4.41%
2004	0.00%	4.04%
2003	0.00%	5.01%
2002	0.00%	5.80%
2001	0.00%	5.03%
2000	0.00%	3.51%