SOJE vs PKG

Comparison between Southern Company (SOJE, Company) and Packaging Corp Of America (PKG, Company).

5-Year PerformancePKG has outperformed SOJE, delivering a return of +15.2% compared to -3.5%

SOJE vs PKG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	PKG(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	38.52%	69.16%
Sharpe Ratio	-0.39	0.57
5Y Beta	0.18	0.76
Industry	N/A	Packaging & Containers
P/E Ratio	4.63	24.07
Forward P/E	N/A	21.74
PEG Ratio	N/A	2.45
Dividend Yield	5.94%	2.19%
5Y Dividends CAGR	37.98%	6.73%
5Y EPS CAGR	-0.02%	2.75%
Debt to Equity	2.00%	86.49%
Free Cash Flow Yield	-14.59%	3.48%
P/S Ratio	N/A	2.21
P/B Ratio	N/A	4.43

Market Cap

SOJE

$20B

Winner

PKG

$20B

Max Drawdown

Winner

SOJE

38.52%

PKG

69.16%

Sharpe Ratio

SOJE

-0.39

Winner

PKG

0.57

5Y Beta

Winner

SOJE

0.18

PKG

0.76

Industry

SOJE

N/A

PKG

Packaging & Containers

P/E Ratio

Winner

SOJE

4.63

PKG

24.07

Forward P/E

SOJE

N/A

PKG

21.74

PEG Ratio

SOJE

N/A

PKG

2.45

Dividend Yield

Winner

SOJE

5.94%

PKG

2.19%

5Y Dividends CAGR

Winner

SOJE

37.98%

PKG

6.73%

5Y EPS CAGR

SOJE

-0.02%

Winner

PKG

2.75%

Debt to Equity

Winner

SOJE

2.00%

PKG

86.49%

Free Cash Flow Yield

SOJE

-14.59%

Winner

PKG

3.48%

P/S Ratio

SOJE

N/A

PKG

2.21

P/B Ratio

SOJE

N/A

PKG

4.43

SOJE vs PKG - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	PKG
1 month	+0.42%	+0.46%
3 months	-4.21%	+9.49%
6 months	-7.01%	+5.06%
1 year	+0.63%	+16.15%
5 years(CAGR)	-3.48%	+15.19%
10 years(CAGR)	N/A	+15.45%
Max(CAGR)	-1.99%	+15.04%

SOJE

+0.42%

Winner

PKG

+0.46%

SOJE

-4.21%

Winner

PKG

+9.49%

SOJE

-7.01%

Winner

PKG

+5.06%

SOJE

+0.63%

Winner

PKG

+16.15%

5Y(CAGR)

SOJE

-3.48%

Winner

PKG

+15.19%

10Y(CAGR)

SOJE

N/A

PKG

+15.45%

Max(CAGR)

SOJE

-1.99%

Winner

PKG

+15.04%

SOJE vs PKG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SOJE	PKG
2026	-3.83%	+12.16%
2025	-2.30%	-6.13%
2024	+0.43%	+40.83%
2023	+18.13%	+30.70%
2022	-29.39%	-1.53%
2021	-0.74%	+3.23%
2020	+9.25%	+28.73%
2019	N/A	+36.56%
2018	N/A	-30.62%
2017	N/A	+45.18%
2016	N/A	+40.65%
2015	N/A	-16.84%
2014	N/A	+26.15%
2013	N/A	+67.09%
2012	N/A	+57.66%
2011	N/A	-1.39%
2010	N/A	+13.24%
2009	N/A	+69.21%
2008	N/A	-49.52%
2007	N/A	+29.12%
2006	N/A	+1.08%
2005	N/A	+3.07%
2004	N/A	+11.37%
2003	N/A	+20.69%
2002	N/A	-0.05%
2001	N/A	+16.20%
2000	N/A	+34.33%

SOJE vs PKG 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 PKG was -66.84%, occurring on Mar 9, 2009. Recovery took 805 trading sessions.

The current SOJE drawdown is -18.61%. The current PKG drawdown is -3.87%.

Rank	SOJE	PKG
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-66.84% Oct 31, 2007 - Jan 11, 2011
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-44.66% Feb 23, 2015 - Sep 6, 2016
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-38.19% Jan 8, 2018 - Oct 16, 2020
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-31.80% Apr 20, 2022 - Nov 3, 2023
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-28.69% Feb 16, 2011 - Feb 13, 2012
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-28.45% Nov 29, 2024 - Feb 10, 2026
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-27.80% Aug 14, 2001 - May 6, 2002
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-25.37% Mar 4, 2005 - Sep 27, 2006
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-22.11% Dec 27, 2000 - Jul 10, 2001
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-21.62% May 15, 2002 - Dec 3, 2003
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-20.73% Jan 31, 2000 - May 15, 2000
#12	N/A	-20.10% Mar 5, 2014 - Nov 10, 2014
#13	N/A	-19.81% May 15, 2000 - Sep 5, 2000
#14	N/A	-18.12% Sep 5, 2000 - Oct 19, 2000
#15	N/A	-17.89% Jul 19, 2007 - Sep 28, 2007

Correlation

Correlation between SOJE and PKG is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (2003 - 2026)

SOJE vs PKG dividend yield comparison.

Year	SOJE	PKG
2026	4.76%	1.18%
2025	5.92%	2.42%
2024	5.55%	2.22%
2023	5.30%	3.07%
2022	6.05%	3.71%
2021	2.02%	2.94%
2020	0.00%	2.44%
2019	0.00%	2.82%
2018	0.00%	3.59%
2017	0.00%	2.09%
2016	0.00%	2.78%
2015	0.00%	3.49%
2014	0.00%	2.05%
2013	0.00%	2.39%
2012	0.00%	2.60%
2011	0.00%	3.17%
2010	0.00%	2.32%
2009	0.00%	2.61%
2008	0.00%	8.92%
2007	0.00%	3.72%
2006	0.00%	4.52%
2005	0.00%	4.36%
2004	0.00%	2.55%
2003	0.00%	0.69%