TROW vs SOJD

Comparison between T. Rowe Price Group Inc (TROW, Company) and Southern Company (SOJD, Company).

5-Year PerformanceSOJD has outperformed TROW, delivering a return of -0.9% compared to -7.8%

TROW vs SOJD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TROW(COMPANY)	SOJD(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	67.68%	38.10%
Sharpe Ratio	0.39	-0.02
5Y Beta	1.14	0.17
Industry	Asset Management	N/A
P/E Ratio	10.46	4.11
Forward P/E	10.34	N/A
PEG Ratio	3.70	N/A
Dividend Yield	5.02%	6.20%
5Y Dividends CAGR	6.21%	4.56%
5Y EPS CAGR	3.28%	3.88%
Debt to Equity	0.00%	4.19%
Free Cash Flow Yield	7.63%	-15.74%
P/S Ratio	2.94	N/A
P/B Ratio	2.02	N/A

Market Cap

Winner

TROW

$22B

SOJD

$22B

Max Drawdown

TROW

67.68%

Winner

SOJD

38.10%

Sharpe Ratio

Winner

TROW

0.39

SOJD

-0.02

5Y Beta

TROW

1.14

Winner

SOJD

0.17

Industry

TROW

Asset Management

SOJD

N/A

P/E Ratio

TROW

10.46

Winner

SOJD

4.11

Forward P/E

TROW

10.34

SOJD

N/A

PEG Ratio

TROW

3.70

SOJD

N/A

Dividend Yield

TROW

5.02%

Winner

SOJD

6.20%

5Y Dividends CAGR

Winner

TROW

6.21%

SOJD

4.56%

5Y EPS CAGR

TROW

3.28%

Winner

SOJD

3.88%

Debt to Equity

Winner

TROW

0.00%

SOJD

4.19%

Free Cash Flow Yield

Winner

TROW

7.63%

SOJD

-15.74%

P/S Ratio

TROW

2.94

SOJD

N/A

P/B Ratio

TROW

2.02

SOJD

N/A

TROW vs SOJD - Historical Returns

Returns include dividend reinvestment.

Period	TROW	SOJD
1 month	+2.83%	-2.73%
3 months	+8.48%	-4.56%
6 months	+4.41%	+0.41%
1 year	+13.03%	+5.28%
5 years(CAGR)	-7.82%	-0.86%
10 years(CAGR)	+6.97%	N/A
Max(CAGR)	+9.56%	+1.31%

Winner

TROW

+2.83%

SOJD

-2.73%

Winner

TROW

+8.48%

SOJD

-4.56%

Winner

TROW

+4.41%

SOJD

+0.41%

Winner

TROW

+13.03%

SOJD

+5.28%

5Y(CAGR)

TROW

-7.82%

Winner

SOJD

-0.86%

10Y(CAGR)

TROW

+6.97%

SOJD

N/A

Max(CAGR)

Winner

TROW

+9.56%

SOJD

+1.31%

TROW vs SOJD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TROW	SOJD
2026	-1.11%	-1.90%
2025	-4.96%	+0.90%
2024	+9.47%	-2.31%
2023	+3.17%	+18.19%
2022	-41.61%	-23.28%
2021	+38.26%	+3.89%
2020	+24.50%	+12.79%
2019	+36.33%	N/A
2018	-8.12%	N/A
2017	+42.29%	N/A
2016	+10.49%	N/A
2015	-12.15%	N/A
2014	+6.26%	N/A
2013	+27.63%	N/A
2012	+17.36%	N/A
2011	-11.50%	N/A
2010	+21.08%	N/A
2009	+50.10%	N/A
2008	-38.51%	N/A
2007	+34.89%	N/A
2006	+21.42%	N/A
2005	+18.60%	N/A
2004	+30.46%	N/A
2003	+68.53%	N/A
2002	-19.30%	N/A
2001	-12.10%	N/A
2000	+21.93%	N/A
1999	-0.47%	N/A

TROW vs SOJD Drawdown Comparison

The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.

The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The current TROW drawdown is -44.04%. The current SOJD drawdown is -11.57%.

Rank	TROW	SOJD
#1	-67.45% Sep 19, 2008 - Dec 7, 2010	-38.10% Feb 14, 2020 - Jun 8, 2020
#2	-58.20% Aug 31, 2021 - Apr 8, 2025	-26.85% Nov 8, 2021 - Sep 4, 2024
#3	-54.10% Sep 14, 2000 - Dec 23, 2003	-16.27% Sep 19, 2024 - Jun 17, 2025
#4	-38.06% Feb 19, 2020 - Jul 31, 2020	-6.10% Dec 21, 2020 - May 5, 2021
#5	-34.39% Feb 18, 2011 - Jan 4, 2013	-3.26% Sep 3, 2021 - Oct 28, 2021
#6	-31.38% Jun 12, 2018 - Nov 12, 2019	-3.05% Jun 8, 2020 - Jul 8, 2020
#7	-30.15% Nov 16, 2007 - Sep 19, 2008	-2.54% Oct 23, 2020 - Nov 16, 2020
#8	-28.76% Jan 25, 2000 - Jun 5, 2000	-2.26% May 7, 2021 - Jun 1, 2021
#9	-22.18% Dec 23, 2014 - Jul 14, 2017	-2.12% Sep 1, 2020 - Oct 16, 2020
#10	-19.32% Mar 5, 2004 - Oct 28, 2004	-1.43% Jun 2, 2021 - Sep 3, 2021
#11	-17.90% Apr 26, 2006 - Aug 15, 2006	-0.98% Nov 19, 2020 - Dec 21, 2020
#12	-16.45% Nov 22, 1999 - Jan 25, 2000	-0.85% Oct 20, 2020 - Oct 23, 2020
#13	-15.62% Jun 19, 2000 - Sep 13, 2000	-0.74% Jan 30, 2020 - Feb 5, 2020
#14	-15.00% Jan 26, 2018 - May 16, 2018	-0.48% Aug 27, 2020 - Sep 1, 2020
#15	-14.97% Aug 8, 2007 - Oct 1, 2007	-0.45% Oct 28, 2021 - Nov 1, 2021

Correlation

Correlation between TROW and SOJD is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

TROW vs SOJD dividend yield comparison.

Year	TROW	SOJD
2026	1.28%	3.17%
2025	4.96%	6.11%
2024	4.39%	5.98%
2023	4.53%	5.50%
2022	4.40%	6.30%
2021	3.72%	4.57%
2020	2.38%	3.65%
2019	2.50%	0.00%
2018	3.03%	0.00%
2017	2.17%	0.00%
2016	2.87%	0.00%
2015	5.71%	0.00%
2014	2.05%	0.00%
2013	1.81%	0.00%
2012	3.62%	0.00%
2011	2.18%	0.00%
2010	1.67%	0.00%
2009	1.88%	0.00%
2008	2.71%	0.00%
2007	1.23%	0.00%
2006	1.19%	0.00%
2005	1.35%	0.00%
2004	1.29%	0.00%
2003	1.48%	0.00%
2002	2.38%	0.00%
2001	1.76%	0.00%
2000	1.28%	0.00%
1999	0.35%	0.00%