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SPOT vs SO

Comparison between Spotify Technology S.A. (SPOT, Company) and Southern Company (SO, Company).

SPOT is from the Communication Services sector, while SO is from the Utilities sector.

5-Year PerformanceSPOT has outperformed SO, delivering a return of +16.0% compared to +11.6%

SPOT vs SO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SPOT
$107B
SO
$105B
Max Drawdown
SPOT
80.51%
Winner
SO
38.98%
Sharpe Ratio
SPOT
-0.62
Winner
SO
0.35
5Y Beta
SPOT
0.96
Winner
SO
-0.04
Industry
SPOT
Internet Content & Information
SO
Utilities - Regulated Electric
P/E Ratio
SPOT
34.25
Winner
SO
19.65
Forward P/E
SPOT
33.44
Winner
SO
19.80
PEG Ratio
Winner
SPOT
0.23
SO
2.67
Dividend Yield
SPOT
N/A
SO
3.23%
5Y Dividends CAGR
SPOT
N/A
SO
7.59%
5Y EPS CAGR
SPOT
N/A
SO
3.88%
Debt to Equity
SPOT
5.94%
Winner
SO
4.19%
Free Cash Flow Yield
Winner
SPOT
3.47%
SO
-3.29%
P/S Ratio
SPOT
5.84
Winner
SO
3.50
P/B Ratio
SPOT
11.00
Winner
SO
2.86

SPOT vs SO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPOT
+18.45%
SO
-2.66%
3M
SPOT
-9.99%
Winner
SO
-3.96%
6M
SPOT
-12.03%
Winner
SO
+9.07%
1Y
SPOT
-30.28%
Winner
SO
+8.20%
5Y(CAGR)
Winner
SPOT
+16.04%
SO
+11.57%
10Y(CAGR)
Winner
SPOT
+15.88%
SO
+10.82%
Max(CAGR)
Winner
SPOT
+15.88%
SO
+13.41%

SPOT vs SO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPOTSO
2026-13.57%+7.94%
2025+26.85%+9.78%
2024+136.96%+20.43%
2023+129.44%+1.49%
2022-67.66%+8.86%
2021-24.75%+20.40%
2020+107.53%+2.40%
2019+31.48%+52.31%
2018-23.83%-1.87%
2017N/A+2.73%
2016N/A+9.37%
2015N/A-0.60%
2014N/A+26.52%
2013N/A-1.74%
2012N/A-0.82%
2011N/A+26.25%
2010N/A+21.04%
2009N/A-6.08%
2008N/A+1.63%
2007N/A+9.49%
2006N/A+9.97%
2005N/A+9.07%
2004N/A+16.91%
2003N/A+9.50%
2002N/A+16.95%
2001N/A+102.26%
2000N/A+53.68%
1999N/A-10.68%

SPOT vs SO Drawdown Comparison

The maximum drawdown for SPOT was -80.51%, occurring on Nov 4, 2022. Recovery took 902 trading sessions.

The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.

The current SPOT drawdown is -35.95%. The current SO drawdown is -5.81%.

RankSPOTSO
#1-80.51%
Feb 19, 2021 - Sep 20, 2024
-38.44%
Jan 30, 2020 - Aug 16, 2021
#2-46.80%
Jun 26, 2025 - Feb 5, 2026
-30.47%
Sep 18, 2008 - Jul 26, 2010
#3-45.57%
Jul 26, 2018 - Jun 17, 2020
-23.28%
Aug 19, 2022 - May 3, 2024
#4-24.54%
Feb 13, 2025 - May 7, 2025
-21.01%
Nov 2, 1999 - Apr 25, 2000
#5-20.73%
Sep 1, 2020 - Dec 2, 2020
-19.29%
Jan 29, 2015 - Mar 10, 2016
#6-14.49%
Jul 20, 2020 - Sep 1, 2020
-18.94%
Dec 26, 2000 - Mar 27, 2001
#7-11.99%
Jan 8, 2021 - Feb 16, 2021
-17.68%
Nov 2, 2017 - Feb 20, 2019
#8-11.76%
May 2, 2018 - Jun 8, 2018
-17.47%
Oct 28, 2002 - Jan 6, 2003
#9-10.95%
Dec 4, 2024 - Jan 24, 2025
-16.88%
Sep 13, 2000 - Dec 26, 2000
#10-9.41%
Dec 10, 2020 - Jan 8, 2021
-15.85%
May 8, 2002 - Jul 31, 2002
#11-7.32%
Jun 22, 2018 - Jul 11, 2018
-15.00%
Oct 15, 2025 - Mar 16, 2026
#12-7.09%
Jul 10, 2020 - Jul 20, 2020
-14.92%
Apr 23, 2013 - Apr 28, 2014
#13-6.83%
Apr 10, 2018 - Apr 18, 2018
-14.82%
Jan 9, 2008 - Sep 18, 2008
#14-5.64%
May 7, 2025 - May 19, 2025
-14.14%
Apr 26, 2000 - Aug 7, 2000
#15-5.47%
Sep 25, 2024 - Oct 22, 2024
-14.04%
May 27, 2022 - Jul 29, 2022

Correlation

Correlation between SPOT and SO is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

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