SOJE vs PAA

Comparison between Southern Company (SOJE, Company) and Plains All American Pipeline LP (PAA, Company).

5-Year PerformancePAA has outperformed SOJE, delivering a return of +29.5% compared to -3.7%

SOJE vs PAA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	PAA(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	38.91%	94.59%
Sharpe Ratio	-0.60	1.74
5Y Beta	0.19	0.45
Industry	N/A	Oil & Gas Midstream
P/E Ratio	4.63	18.51
Forward P/E	N/A	11.92
PEG Ratio	N/A	2.35
Dividend Yield	5.94%	6.49%
5Y Dividends CAGR	37.98%	22.82%
5Y EPS CAGR	-0.02%	9.16%
Debt to Equity	2.00%	N/A
Free Cash Flow Yield	-14.59%	10.77%
P/S Ratio	N/A	0.39
P/B Ratio	N/A	1.80

Market Cap

Winner

SOJE

$20B

PAA

$20B

Max Drawdown

Winner

SOJE

38.91%

PAA

94.59%

Sharpe Ratio

SOJE

-0.60

Winner

PAA

1.74

5Y Beta

Winner

SOJE

0.19

PAA

0.45

Industry

SOJE

N/A

PAA

Oil & Gas Midstream

P/E Ratio

Winner

SOJE

4.63

PAA

18.51

Forward P/E

SOJE

N/A

PAA

11.92

PEG Ratio

SOJE

N/A

PAA

2.35

Dividend Yield

SOJE

5.94%

Winner

PAA

6.49%

5Y Dividends CAGR

Winner

SOJE

37.98%

PAA

22.82%

5Y EPS CAGR

SOJE

-0.02%

Winner

PAA

9.16%

Debt to Equity

SOJE

2.00%

PAA

N/A

Free Cash Flow Yield

SOJE

-14.59%

Winner

PAA

10.77%

P/S Ratio

SOJE

N/A

PAA

0.39

P/B Ratio

SOJE

N/A

PAA

1.80

SOJE vs PAA - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	PAA
1 month	-0.75%	+6.40%
3 months	-1.96%	+5.74%
6 months	-5.84%	+23.22%
1 year	-2.62%	+42.23%
5 years(CAGR)	-3.71%	+29.51%
10 years(CAGR)	N/A	+5.88%
Max(CAGR)	-1.89%	+11.10%

SOJE

-0.75%

Winner

PAA

+6.40%

SOJE

-1.96%

Winner

PAA

+5.74%

SOJE

-5.84%

Winner

PAA

+23.22%

SOJE

-2.62%

Winner

PAA

+42.23%

5Y(CAGR)

SOJE

-3.71%

Winner

PAA

+29.51%

10Y(CAGR)

SOJE

N/A

PAA

+5.88%

Max(CAGR)

SOJE

-1.89%

Winner

PAA

+11.10%

SOJE vs PAA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJE	PAA
2026	-3.31%	+36.89%
2025	-2.30%	+12.89%
2024	+0.43%	+20.30%
2023	+18.13%	+41.76%
2022	-29.39%	+29.16%
2021	-0.74%	+22.77%
2020	+9.25%	-51.59%
2019	N/A	-4.79%
2018	N/A	-0.78%
2017	N/A	-32.18%
2016	N/A	+47.77%
2015	N/A	-52.83%
2014	N/A	+4.33%
2013	N/A	+15.07%
2012	N/A	+29.64%
2011	N/A	+23.81%
2010	N/A	+23.90%
2009	N/A	+54.76%
2008	N/A	-27.32%
2007	N/A	+8.11%
2006	N/A	+35.05%
2005	N/A	+13.80%
2004	N/A	+23.97%
2003	N/A	+42.14%
2002	N/A	+2.87%
2001	N/A	+44.42%
2000	N/A	+60.45%
1999	N/A	-32.26%

SOJE vs PAA 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 PAA was -91.97%, occurring on Mar 18, 2020. Recovery took 2989 trading sessions.

The current SOJE drawdown is -18.17%. The current PAA drawdown is -4.15%.

Rank	SOJE	PAA
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-91.97% Sep 8, 2014 - Jul 29, 2026
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-55.58% Jul 12, 2007 - Jan 4, 2010
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-48.59% Nov 9, 1999 - Jul 21, 2000
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-23.25% Sep 4, 2001 - Apr 16, 2003
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-17.76% Sep 2, 2005 - Mar 24, 2006
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-16.96% May 13, 2013 - May 2, 2014
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-16.91% May 17, 2001 - Aug 17, 2001
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-14.69% Apr 2, 2004 - Sep 23, 2004
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-11.75% Jun 1, 2006 - Nov 8, 2006
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-11.01% Apr 23, 2010 - Jun 3, 2010
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-10.71% Jul 8, 2011 - Oct 21, 2011
#12	N/A	-9.05% Nov 22, 2000 - Jan 10, 2001
#13	N/A	-8.63% Mar 21, 2005 - Apr 21, 2005
#14	N/A	-8.35% Mar 4, 2011 - Jul 7, 2011
#15	N/A	-8.27% Aug 4, 2005 - Sep 2, 2005

Correlation

Correlation between SOJE and PAA is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

-101

Dividend Comparison (2000 - 2026)

SOJE vs PAA dividend yield comparison.

Year	SOJE	PAA
2026	4.74%	5.32%
2025	5.92%	8.46%
2024	5.55%	7.44%
2023	5.30%	7.06%
2022	6.05%	7.08%
2021	2.02%	7.71%
2020	0.00%	10.92%
2019	0.00%	7.50%
2018	0.00%	5.99%
2017	0.00%	9.45%
2016	0.00%	8.21%
2015	0.00%	11.93%
2014	0.00%	4.97%
2013	0.00%	4.49%
2012	0.00%	4.66%
2011	0.00%	5.32%
2010	0.00%	5.98%
2009	0.00%	6.85%
2008	0.00%	10.08%
2007	0.00%	6.31%
2006	0.00%	5.61%
2005	0.00%	6.51%
2004	0.00%	6.10%
2003	0.00%	6.74%
2002	0.00%	8.66%
2001	0.00%	7.50%
2000	0.00%	9.54%