SOJE vs ULTA
Comparison between Southern Company (SOJE, Company) and Ulta Beauty Inc (ULTA, Company).
5-Year PerformanceULTA has outperformed SOJE, delivering a return of +7.5% compared to -3.5%
SOJE vs ULTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SOJE vs ULTA - Historical Returns
Returns include dividend reinvestment.
SOJE vs ULTA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SOJE | ULTA |
|---|---|---|
| 2026 | -3.19% | -21.06% |
| 2025 | -2.30% | +40.98% |
| 2024 | +0.43% | -10.62% |
| 2023 | +18.13% | +3.89% |
| 2022 | -29.39% | +13.51% |
| 2021 | -0.74% | +45.98% |
| 2020 | +9.25% | +12.81% |
| 2019 | N/A | +2.08% |
| 2018 | N/A | +6.62% |
| 2017 | N/A | -12.86% |
| 2016 | N/A | +40.22% |
| 2015 | N/A | +45.85% |
| 2014 | N/A | +33.29% |
| 2013 | N/A | -4.93% |
| 2012 | N/A | +55.02% |
| 2011 | N/A | +89.16% |
| 2010 | N/A | +80.37% |
| 2009 | N/A | +118.80% |
| 2008 | N/A | -49.97% |
| 2007 | N/A | -42.49% |
SOJE vs ULTA 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 ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.
The current SOJE drawdown is -18.07%. The current ULTA drawdown is -30.75%.
| Rank | SOJE | ULTA |
|---|---|---|
| #1 | -30.95% Dec 31, 2020 - Nov 4, 2022 | -87.89% Oct 30, 2007 - Dec 1, 2010 |
| #2 | -1.03% Dec 4, 2020 - Dec 18, 2020 | -64.92% Jul 17, 2019 - Aug 11, 2021 |
| #3 | -0.87% Dec 21, 2020 - Dec 29, 2020 | -44.56% Mar 13, 2024 - Dec 5, 2025 |
| #4 | -0.86% Oct 23, 2020 - Nov 4, 2020 | -39.39% Jun 5, 2017 - Nov 13, 2018 |
| #5 | -0.85% Nov 23, 2020 - Dec 2, 2020 | -38.46% Nov 5, 2013 - Jan 8, 2015 |
| #6 | -0.59% Oct 15, 2020 - Oct 23, 2020 | -36.23% Feb 17, 2026 - Jun 17, 2026 |
| #7 | -0.47% Nov 9, 2020 - Nov 17, 2020 | -32.57% Apr 28, 2023 - Feb 26, 2024 |
| #8 | -0.28% Oct 8, 2020 - Oct 15, 2020 | -28.84% Jul 8, 2011 - Sep 12, 2011 |
| #9 | -0.20% Oct 2, 2020 - Oct 7, 2020 | -27.48% Jan 3, 2013 - Aug 2, 2013 |
| #10 | -0.16% Nov 4, 2020 - Nov 9, 2020 | -27.11% Nov 13, 2018 - Mar 1, 2019 |
| #11 | -0.16% Nov 17, 2020 - Nov 19, 2020 | -20.70% Apr 20, 2022 - Sep 7, 2022 |
| #12 | N/A | -19.86% Dec 16, 2015 - Mar 11, 2016 |
| #13 | N/A | -17.30% Aug 23, 2016 - Feb 21, 2017 |
| #14 | N/A | -16.55% Jan 4, 2022 - Apr 19, 2022 |
| #15 | N/A | -15.84% Sep 19, 2011 - Nov 4, 2011 |
Correlation
Correlation between SOJE and ULTA is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2012 - 2026)
SOJE vs ULTA dividend yield comparison.
| Year | SOJE | ULTA |
|---|---|---|
| 2026 | 4.73% | 0.00% |
| 2025 | 5.92% | 0.00% |
| 2024 | 5.55% | 0.00% |
| 2023 | 5.30% | 0.00% |
| 2022 | 6.05% | 0.00% |
| 2021 | 2.02% | 0.00% |
| 2012 | 0.00% | 1.02% |
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