SOJF vs FTS

Comparison between Southern Company (SOJF, Company) and Fortis Inc (FTS, Company).

SOJF vs FTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJF(COMPANY)	FTS(COMPANY)
Market Cap	$28B	$29B
Max Drawdown	6.86%	34.36%
Sharpe Ratio	-0.57	0.82
5Y Beta	0.09	-0.05
Industry	N/A	Utilities - Regulated Electric
P/E Ratio	5.28	19.96
Forward P/E	N/A	22.47
PEG Ratio	N/A	1.88
Dividend Yield	4.19%	4.47%
5Y Dividends CAGR	N/A	7.87%
5Y EPS CAGR	3.88%	3.80%
Debt to Equity	4.19%	142.25%
Free Cash Flow Yield	-12.24%	-4.80%
P/S Ratio	N/A	2.35
P/B Ratio	N/A	1.67

Market Cap

SOJF

$28B

Winner

FTS

$29B

Max Drawdown

Winner

SOJF

6.86%

FTS

34.36%

Sharpe Ratio

SOJF

-0.57

Winner

FTS

0.82

5Y Beta

SOJF

0.09

Winner

FTS

-0.05

Industry

SOJF

N/A

FTS

Utilities - Regulated Electric

P/E Ratio

Winner

SOJF

5.28

FTS

19.96

Forward P/E

SOJF

N/A

FTS

22.47

PEG Ratio

SOJF

N/A

FTS

1.88

Dividend Yield

SOJF

4.19%

Winner

FTS

4.47%

5Y Dividends CAGR

SOJF

N/A

FTS

7.87%

5Y EPS CAGR

Winner

SOJF

3.88%

FTS

3.80%

Debt to Equity

Winner

SOJF

4.19%

FTS

142.25%

Free Cash Flow Yield

SOJF

-12.24%

Winner

FTS

-4.80%

P/S Ratio

SOJF

N/A

FTS

2.35

P/B Ratio

SOJF

N/A

FTS

1.67

SOJF vs FTS - Historical Returns

Returns include dividend reinvestment.

Period	SOJF	FTS
1 month	-1.71%	-3.93%
3 months	-0.75%	+2.50%
6 months	-2.03%	+1.10%
1 year	-0.00%	+15.60%
5 years(CAGR)	N/A	+8.39%
10 years(CAGR)	N/A	+9.46%
Max(CAGR)	+4.31%	+11.84%

Winner

SOJF

-1.71%

FTS

-3.93%

SOJF

-0.75%

Winner

FTS

+2.50%

SOJF

-2.03%

Winner

FTS

+1.10%

SOJF

-0.00%

Winner

FTS

+15.60%

5Y(CAGR)

SOJF

N/A

FTS

+8.39%

10Y(CAGR)

SOJF

N/A

FTS

+9.46%

Max(CAGR)

SOJF

+4.31%

Winner

FTS

+11.84%

SOJF vs FTS - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SOJF	FTS
2026	-0.31%	+10.64%
2025	+6.37%	+30.22%
2024	N/A	+5.99%
2023	N/A	+6.17%
2022	N/A	-12.70%
2021	N/A	+22.76%
2020	N/A	+2.27%
2019	N/A	+30.07%
2018	N/A	-5.13%
2017	N/A	+25.09%
2016	N/A	+23.55%

SOJF vs FTS Drawdown Comparison

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

The maximum drawdown for FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The current SOJF drawdown is -2.30%. The current FTS drawdown is -4.03%.

Rank	SOJF	FTS
#1	-3.97% Jan 28, 2025 - Jun 18, 2025	-34.36% Feb 18, 2020 - Mar 16, 2021
#2	-3.00% Mar 2, 2026 - Aug 3, 2026	-29.96% Apr 6, 2022 - Mar 31, 2025
#3	-2.39% Jun 24, 2025 - Jul 24, 2025	-16.05% Nov 24, 2017 - Mar 12, 2019
#4	-2.30% Aug 3, 2026 - Aug 18, 2026	-14.04% Jul 6, 2016 - Apr 12, 2017
#5	-2.17% Sep 12, 2025 - Feb 10, 2026	-13.81% Feb 4, 2016 - Mar 7, 2016
#6	-0.95% Aug 22, 2025 - Sep 5, 2025	-7.75% Jan 13, 2016 - Jan 22, 2016
#7	-0.88% Jul 25, 2025 - Aug 4, 2025	-7.63% Sep 26, 2019 - Jan 15, 2020
#8	-0.65% Aug 4, 2025 - Aug 13, 2025	-6.63% May 7, 2025 - Aug 1, 2025
#9	-0.42% Aug 19, 2025 - Aug 22, 2025	-6.49% Dec 31, 2021 - Mar 17, 2022
#10	-0.23% Feb 10, 2026 - Feb 13, 2026	-6.21% Mar 16, 2026 - Jun 26, 2026
#11	-0.08% Feb 18, 2026 - Mar 2, 2026	-6.13% Apr 3, 2025 - Apr 14, 2025
#12	-0.08% Aug 13, 2025 - Aug 15, 2025	-5.86% Jul 24, 2026 - Aug 10, 2026
#13	N/A	-5.83% Sep 8, 2017 - Nov 6, 2017
#14	N/A	-5.77% Aug 16, 2021 - Dec 14, 2021
#15	N/A	-5.39% Jun 15, 2021 - Aug 16, 2021

Correlation

Correlation between SOJF and FTS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2016 - 2026)

SOJF vs FTS dividend yield comparison.

Year	SOJF	FTS
2026	3.28%	1.66%
2025	5.90%	3.42%
2024	0.00%	4.62%
2023	0.00%	4.50%
2022	0.00%	4.48%
2021	0.00%	3.40%
2020	0.00%	3.54%
2019	0.00%	3.31%
2018	0.00%	3.35%
2017	0.00%	4.43%
2016	0.00%	4.94%