SOJF vs PBA

Comparison between Southern Company (SOJF, Company) and Pembina Pipeline Corporation (PBA, Company).

SOJF vs PBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJF(COMPANY)	PBA(COMPANY)
Market Cap	$28B	$28B
Max Drawdown	6.25%	75.95%
Sharpe Ratio	0.23	1.46
5Y Beta	0.09	0.27
Industry	N/A	Oil & Gas Midstream
P/E Ratio	5.28	23.16
Forward P/E	N/A	22.57
PEG Ratio	N/A	2.83
Dividend Yield	4.19%	5.88%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	3.88%	N/A
Debt to Equity	4.19%	82.35%
Free Cash Flow Yield	-12.24%	5.05%
P/S Ratio	N/A	3.68
P/B Ratio	N/A	2.57

Market Cap

SOJF

$28B

Winner

PBA

$28B

Max Drawdown

Winner

SOJF

6.25%

PBA

75.95%

Sharpe Ratio

SOJF

0.23

Winner

PBA

1.46

5Y Beta

Winner

SOJF

0.09

PBA

0.27

Industry

SOJF

N/A

PBA

Oil & Gas Midstream

P/E Ratio

Winner

SOJF

5.28

PBA

23.16

Forward P/E

SOJF

N/A

PBA

22.57

PEG Ratio

SOJF

N/A

PBA

2.83

Dividend Yield

SOJF

4.19%

Winner

PBA

5.88%

5Y Dividends CAGR

SOJF

N/A

PBA

4.56%

5Y EPS CAGR

SOJF

3.88%

PBA

N/A

Debt to Equity

Winner

SOJF

4.19%

PBA

82.35%

Free Cash Flow Yield

SOJF

-12.24%

Winner

PBA

5.05%

P/S Ratio

SOJF

N/A

PBA

3.68

P/B Ratio

SOJF

N/A

PBA

2.57

SOJF vs PBA - Historical Returns

Returns include dividend reinvestment.

Period	SOJF	PBA
1 month	-0.56%	+3.42%
3 months	-0.03%	+9.96%
6 months	+1.26%	+26.16%
1 year	+4.74%	+33.80%
5 years(CAGR)	N/A	+13.97%
10 years(CAGR)	N/A	+10.40%
Max(CAGR)	+5.74%	+11.21%

SOJF

-0.56%

Winner

PBA

+3.42%

SOJF

-0.03%

Winner

PBA

+9.96%

SOJF

+1.26%

Winner

PBA

+26.16%

SOJF

+4.74%

Winner

PBA

+33.80%

5Y(CAGR)

SOJF

N/A

PBA

+13.97%

10Y(CAGR)

SOJF

N/A

PBA

+10.40%

Max(CAGR)

SOJF

+5.74%

Winner

PBA

+11.21%

SOJF vs PBA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SOJF	PBA
2026	+0.83%	+26.81%
2025	+6.37%	+8.12%
2024	N/A	+13.81%
2023	N/A	+10.82%
2022	N/A	+16.48%
2021	N/A	+35.39%
2020	N/A	-30.17%
2019	N/A	+28.16%
2018	N/A	-14.54%
2017	N/A	+21.12%
2016	N/A	+52.20%
2015	N/A	-37.97%
2014	N/A	+8.64%
2013	N/A	+27.19%
2012	N/A	+2.51%
2011	N/A	+39.04%
2010	N/A	+5.93%

SOJF vs PBA Drawdown Comparison

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

The maximum drawdown for PBA was -70.87%, occurring on Mar 18, 2020. Recovery took 512 trading sessions.

The current SOJF drawdown is -0.95%. The current PBA drawdown is -2.48%.

Rank	SOJF	PBA
#1	-3.97% Jan 28, 2025 - Jun 18, 2025	-70.87% Feb 19, 2020 - Mar 1, 2022
#2	-3.00% Mar 2, 2026 - Mar 31, 2026	-58.39% Sep 3, 2014 - Jul 11, 2019
#3	-2.39% Jun 24, 2025 - Jul 24, 2025	-27.35% Jun 7, 2022 - Jul 3, 2024
#4	-2.17% Sep 12, 2025 - Feb 10, 2026	-19.19% May 7, 2012 - Jan 10, 2013
#5	-0.95% Aug 22, 2025 - Sep 5, 2025	-17.91% Oct 17, 2024 - Oct 3, 2025
#6	-0.88% Jul 25, 2025 - Aug 4, 2025	-15.13% May 21, 2013 - Dec 17, 2013
#7	-0.65% Aug 4, 2025 - Aug 13, 2025	-14.83% Jul 25, 2011 - Oct 31, 2011
#8	-0.42% Aug 19, 2025 - Aug 22, 2025	-13.62% Dec 7, 2011 - Apr 25, 2012
#9	-0.23% Feb 10, 2026 - Feb 13, 2026	-12.07% Oct 3, 2025 - Jan 28, 2026
#10	-0.08% Feb 18, 2026 - Mar 2, 2026	-9.00% Jul 11, 2019 - Jan 9, 2020
#11	-0.08% Aug 13, 2025 - Aug 15, 2025	-8.49% Apr 20, 2022 - Jun 1, 2022
#12	N/A	-7.36% Mar 27, 2026 - Apr 30, 2026
#13	N/A	-6.11% May 22, 2026 - May 29, 2026
#14	N/A	-6.02% Nov 3, 2010 - Dec 15, 2010
#15	N/A	-5.53% Jan 14, 2013 - Mar 5, 2013

Correlation

Correlation between SOJF and PBA is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2010 - 2026)

SOJF vs PBA dividend yield comparison.

Year	SOJF	PBA
2026	3.25%	1.07%
2025	5.90%	5.34%
2024	0.00%	5.39%
2023	0.00%	5.70%
2022	0.00%	5.78%
2021	0.00%	6.71%
2020	0.00%	8.56%
2019	0.00%	4.80%
2018	0.00%	5.80%
2017	0.00%	4.35%
2016	0.00%	4.19%
2015	0.00%	6.48%
2014	0.00%	4.27%
2013	0.00%	4.53%
2012	0.00%	5.61%
2011	0.00%	2.68%
2010	0.00%	1.77%