SOJF vs FTAI

Comparison between Southern Company (SOJF, Company) and FTAI Aviation Ltd - Class A (FTAI, Company).

SOJF vs FTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJF(COMPANY)	FTAI(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	6.25%	73.50%
Sharpe Ratio	0.15	1.52
5Y Beta	0.09	1.88
Industry	N/A	Aerospace & Defense
P/E Ratio	5.28	52.78
Forward P/E	N/A	38.17
PEG Ratio	N/A	0.08
Dividend Yield	4.19%	0.54%
5Y Dividends CAGR	N/A	1.76%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	799.46%
Free Cash Flow Yield	-12.24%	-1.68%

Market Cap

Winner

SOJF

$28B

FTAI

$28B

Max Drawdown

Winner

SOJF

6.25%

FTAI

73.50%

Sharpe Ratio

SOJF

0.15

Winner

FTAI

1.52

5Y Beta

Winner

SOJF

0.09

FTAI

1.88

Industry

SOJF

N/A

FTAI

Aerospace & Defense

P/E Ratio

Winner

SOJF

5.28

FTAI

52.78

Forward P/E

SOJF

N/A

FTAI

38.17

PEG Ratio

SOJF

N/A

FTAI

0.08

Dividend Yield

Winner

SOJF

4.19%

FTAI

0.54%

5Y Dividends CAGR

SOJF

N/A

FTAI

1.76%

5Y EPS CAGR

SOJF

3.88%

FTAI

N/A

Debt to Equity

Winner

SOJF

4.19%

FTAI

799.46%

Free Cash Flow Yield

SOJF

-12.24%

Winner

FTAI

-1.68%

SOJF vs FTAI - Historical Returns

Returns include dividend reinvestment.

Period	SOJF	FTAI
1 month	+0.94%	+19.74%
3 months	+0.66%	+15.00%
6 months	+1.55%	+68.15%
1 year	+4.11%	+113.90%
5 years(CAGR)	N/A	+57.66%
10 years(CAGR)	N/A	+47.24%
Max(CAGR)	+6.09%	+37.12%

SOJF

+0.94%

Winner

FTAI

+19.74%

SOJF

+0.66%

Winner

FTAI

+15.00%

SOJF

+1.55%

Winner

FTAI

+68.15%

SOJF

+4.11%

Winner

FTAI

+113.90%

5Y(CAGR)

SOJF

N/A

FTAI

+57.66%

10Y(CAGR)

SOJF

N/A

FTAI

+47.24%

Max(CAGR)

SOJF

+6.09%

Winner

FTAI

+37.12%

SOJF vs FTAI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SOJF	FTAI
2026	+1.39%	+31.72%
2025	+6.37%	+37.60%
2024	N/A	+222.14%
2023	N/A	+170.36%
2022	N/A	-33.85%
2021	N/A	+33.29%
2020	N/A	+33.46%
2019	N/A	+46.84%
2018	N/A	-21.99%
2017	N/A	+58.18%
2016	N/A	+34.50%
2015	N/A	-29.21%

SOJF vs FTAI Drawdown Comparison

The maximum drawdown for SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.

The maximum drawdown for FTAI was -72.68%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current SOJF drawdown is -0.40%. The current FTAI drawdown is -10.63%.

Rank	SOJF	FTAI
#1	-3.97% Jan 28, 2025 - Jun 18, 2025	-72.68% Feb 19, 2020 - Nov 17, 2020
#2	-3.00% Mar 2, 2026 - Mar 31, 2026	-54.09% Jun 22, 2021 - Jun 30, 2023
#3	-2.39% Jun 24, 2025 - Jul 24, 2025	-52.61% Jun 23, 2015 - May 8, 2017
#4	-2.17% Sep 12, 2025 - Feb 10, 2026	-52.11% Nov 21, 2024 - Sep 16, 2025
#5	-0.95% Aug 22, 2025 - Sep 5, 2025	-31.14% Feb 26, 2026 - Apr 29, 2026
#6	-0.88% Jul 25, 2025 - Aug 4, 2025	-30.21% Jan 4, 2018 - Nov 26, 2019
#7	-0.65% Aug 4, 2025 - Aug 13, 2025	-18.01% Oct 30, 2025 - Dec 30, 2025
#8	-0.42% Aug 19, 2025 - Aug 22, 2025	-13.76% Mar 10, 2021 - Jun 10, 2021
#9	-0.23% Feb 10, 2026 - Feb 13, 2026	-13.72% Jul 26, 2024 - Aug 16, 2024
#10	-0.08% Feb 18, 2026 - Mar 2, 2026	-12.42% Sep 1, 2023 - Oct 31, 2023
#11	-0.08% Aug 13, 2025 - Aug 15, 2025	-11.94% Aug 30, 2024 - Sep 19, 2024
#12	N/A	-11.71% Jan 22, 2026 - Feb 24, 2026
#13	N/A	-11.38% Jul 2, 2024 - Jul 24, 2024
#14	N/A	-10.32% Sep 22, 2025 - Oct 24, 2025
#15	N/A	-9.22% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between SOJF and FTAI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

SOJF vs FTAI dividend yield comparison.

Year	SOJF	FTAI
2026	3.23%	0.31%
2025	5.90%	0.64%
2024	0.00%	0.83%
2023	0.00%	2.59%
2022	0.00%	7.54%
2021	0.00%	4.56%
2020	0.00%	5.63%
2019	0.00%	6.76%
2018	0.00%	9.21%
2017	0.00%	6.62%
2016	0.00%	9.92%
2015	0.00%	4.26%