SOJE vs RGLD

Comparison between Southern Company (SOJE, Company) and Royal Gold Inc (RGLD, Company).

5-Year PerformanceRGLD has outperformed SOJE, delivering a return of +16.1% compared to -2.2%

SOJE vs RGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJE(COMPANY)	RGLD(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	37.04%	74.63%
Sharpe Ratio	0.07	0.81
5Y Beta	0.19	0.54
Industry	N/A	Gold
P/E Ratio	4.63	34.96
Forward P/E	N/A	18.25
PEG Ratio	N/A	1.03
Dividend Yield	5.94%	0.01%
5Y Dividends CAGR	N/A	9.82%
5Y EPS CAGR	-0.02%	11.79%
Debt to Equity	2.00%	12.51%
Free Cash Flow Yield	-14.59%	3.52%
P/S Ratio	N/A	19.67
P/B Ratio	N/A	2.71

Market Cap

Winner

SOJE

$20B

RGLD

$20B

Max Drawdown

Winner

SOJE

37.04%

RGLD

74.63%

Sharpe Ratio

SOJE

0.07

Winner

RGLD

0.81

5Y Beta

Winner

SOJE

0.19

RGLD

0.54

Industry

SOJE

N/A

RGLD

Gold

P/E Ratio

Winner

SOJE

4.63

RGLD

34.96

Forward P/E

SOJE

N/A

RGLD

18.25

PEG Ratio

SOJE

N/A

RGLD

1.03

Dividend Yield

Winner

SOJE

5.94%

RGLD

0.01%

5Y Dividends CAGR

SOJE

N/A

RGLD

9.82%

5Y EPS CAGR

SOJE

-0.02%

Winner

RGLD

11.79%

Debt to Equity

Winner

SOJE

2.00%

RGLD

12.51%

Free Cash Flow Yield

SOJE

-14.59%

Winner

RGLD

3.52%

P/S Ratio

SOJE

N/A

RGLD

19.67

P/B Ratio

SOJE

N/A

RGLD

2.71

SOJE vs RGLD - Historical Returns

Returns include dividend reinvestment.

Period	SOJE	RGLD
1 month	+0.69%	-10.91%
3 months	-3.39%	-14.28%
6 months	-3.00%	+36.42%
1 year	+4.02%	+34.85%
5 years(CAGR)	-2.23%	+16.13%
10 years(CAGR)	N/A	+16.94%
Max(CAGR)	-1.50%	+16.94%

Winner

SOJE

+0.69%

RGLD

-10.91%

Winner

SOJE

-3.39%

RGLD

-14.28%

SOJE

-3.00%

Winner

RGLD

+36.42%

SOJE

+4.02%

Winner

RGLD

+34.85%

5Y(CAGR)

SOJE

-2.23%

Winner

RGLD

+16.13%

10Y(CAGR)

SOJE

N/A

RGLD

+16.94%

Max(CAGR)

SOJE

-1.50%

Winner

RGLD

+16.94%

SOJE vs RGLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJE	RGLD
2026	-0.63%	+8.24%
2025	-2.30%	+67.05%
2024	+0.43%	+11.44%
2023	+18.13%	+4.87%
2022	-29.39%	+10.24%
2021	-0.74%	-3.52%
2020	+9.25%	-11.52%
2019	N/A	+45.98%
2018	N/A	+3.27%
2017	N/A	+28.72%
2016	N/A	+73.26%
2015	N/A	-42.62%
2014	N/A	+29.50%
2013	N/A	-43.46%
2012	N/A	+17.94%
2011	N/A	+25.23%
2010	N/A	+14.46%
2009	N/A	-1.10%
2008	N/A	+54.95%
2007	N/A	-9.65%
2006	N/A	-1.74%
2005	N/A	+100.39%
2004	N/A	-12.53%
2003	N/A	-15.20%
2002	N/A	+393.45%
2001	N/A	+74.99%
2000	N/A	-17.84%
1999	N/A	-27.50%

SOJE vs RGLD 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 RGLD was -73.30%, occurring on Jan 20, 2016. Recovery took 1238 trading sessions.

The current SOJE drawdown is -15.90%. The current RGLD drawdown is -21.34%.

Rank	SOJE	RGLD
#1	-30.95% Dec 31, 2020 - Nov 4, 2022	-73.30% Sep 28, 2012 - Aug 31, 2017
#2	-1.03% Dec 4, 2020 - Dec 18, 2020	-59.85% Feb 4, 2003 - Sep 16, 2005
#3	-0.87% Dec 21, 2020 - Dec 29, 2020	-53.43% Nov 4, 1999 - Aug 10, 2001
#4	-0.86% Oct 23, 2020 - Nov 4, 2020	-49.55% Sep 4, 2019 - Jul 27, 2020
#5	-0.85% Nov 23, 2020 - Dec 2, 2020	-41.73% Oct 8, 2008 - Nov 28, 2008
#6	-0.59% Oct 15, 2020 - Oct 23, 2020	-40.72% Apr 1, 2022 - Sep 13, 2024
#7	-0.47% Nov 9, 2020 - Nov 17, 2020	-40.10% Jan 19, 2006 - Sep 22, 2008
#8	-0.28% Oct 8, 2020 - Oct 15, 2020	-35.64% Aug 5, 2020 - Apr 1, 2022
#9	-0.20% Oct 2, 2020 - Oct 7, 2020	-34.70% May 22, 2002 - Sep 9, 2002
#10	-0.16% Nov 4, 2020 - Nov 9, 2020	-29.27% Mar 2, 2026 - Mar 20, 2026
#11	-0.16% Nov 17, 2020 - Nov 19, 2020	-28.96% Dec 31, 2008 - Oct 8, 2009
#12	N/A	-28.62% Sep 13, 2011 - Aug 22, 2012
#13	N/A	-25.09% Jul 3, 2018 - Jun 14, 2019
#14	N/A	-24.90% Sep 16, 2005 - Dec 6, 2005
#15	N/A	-24.74% Dec 2, 2009 - Apr 18, 2011

Correlation

Correlation between SOJE and RGLD is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11

-101

Dividend Comparison (2000 - 2026)

SOJE vs RGLD dividend yield comparison.

Year	SOJE	RGLD
2026	3.03%	0.40%
2025	5.92%	0.81%
2024	5.55%	1.21%
2023	5.30%	1.24%
2022	6.05%	1.24%
2021	2.02%	1.14%
2020	0.00%	1.05%
2019	0.00%	0.87%
2018	0.00%	1.17%
2017	0.00%	1.17%
2016	0.00%	1.45%
2015	0.00%	1.81%
2014	0.00%	1.36%
2013	0.00%	2.19%
2012	0.00%	0.74%
2011	0.00%	0.65%
2010	0.00%	0.49%
2009	0.00%	0.70%
2008	0.00%	0.73%
2007	0.00%	0.85%
2006	0.00%	0.61%
2005	0.00%	0.58%
2004	0.00%	0.62%
2003	0.00%	0.42%
2002	0.00%	0.50%
2001	0.00%	0.96%
2000	0.00%	1.74%