VRT vs SO
Comparison between Vertiv Holdings Co - Class A (VRT, Company) and Southern Company (SO, Company).
VRT is from the Industrials sector, while SO is from the Utilities sector.
5-Year PerformanceVRT has outperformed SO, delivering a return of +58.9% compared to +11.5%
VRT vs SO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VRT vs SO - Historical Returns
Returns include dividend reinvestment.
VRT vs SO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VRT | SO |
|---|---|---|
| 2026 | +56.76% | +8.29% |
| 2025 | +37.14% | +9.78% |
| 2024 | +149.22% | +20.43% |
| 2023 | +261.32% | +1.49% |
| 2022 | -43.93% | +8.86% |
| 2021 | +34.88% | +20.40% |
| 2020 | +66.49% | +2.40% |
| 2019 | +13.13% | +52.31% |
| 2018 | -0.51% | -1.87% |
| 2017 | N/A | +2.73% |
| 2016 | N/A | +9.37% |
| 2015 | N/A | -0.60% |
| 2014 | N/A | +26.52% |
| 2013 | N/A | -1.74% |
| 2012 | N/A | -0.82% |
| 2011 | N/A | +26.25% |
| 2010 | N/A | +21.04% |
| 2009 | N/A | -6.08% |
| 2008 | N/A | +1.63% |
| 2007 | N/A | +9.49% |
| 2006 | N/A | +9.97% |
| 2005 | N/A | +9.07% |
| 2004 | N/A | +16.91% |
| 2003 | N/A | +9.50% |
| 2002 | N/A | +16.95% |
| 2001 | N/A | +34.84% |
| 2000 | N/A | +53.68% |
| 1999 | N/A | -10.68% |
VRT vs SO Drawdown Comparison
The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.
The maximum drawdown for SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The current VRT drawdown is -26.85%. The current SO drawdown is -5.51%.
| Rank | VRT | SO |
|---|---|---|
| #1 | -71.24% Sep 2, 2021 - Aug 2, 2023 | -38.44% Jan 30, 2020 - Aug 16, 2021 |
| #2 | -61.28% Jan 23, 2025 - Oct 1, 2025 | -30.47% Sep 18, 2008 - Jul 26, 2010 |
| #3 | -58.62% Feb 19, 2020 - Jun 2, 2020 | -23.28% Aug 19, 2022 - May 3, 2024 |
| #4 | -40.71% May 14, 2026 - Jul 29, 2026 | -21.01% Nov 2, 1999 - Apr 25, 2000 |
| #5 | -36.67% May 24, 2024 - Oct 7, 2024 | -19.29% Jan 29, 2015 - Mar 10, 2016 |
| #6 | -24.78% Oct 29, 2025 - Feb 9, 2026 | -18.94% Dec 26, 2000 - Mar 27, 2001 |
| #7 | -19.68% Nov 21, 2024 - Jan 21, 2025 | -17.68% Nov 2, 2017 - Feb 20, 2019 |
| #8 | -17.43% Jun 8, 2020 - Aug 3, 2020 | -17.47% Oct 28, 2002 - Jan 6, 2003 |
| #9 | -16.62% Oct 12, 2023 - Nov 10, 2023 | -16.88% Sep 13, 2000 - Dec 26, 2000 |
| #10 | -15.19% Mar 25, 2026 - Apr 8, 2026 | -15.85% May 8, 2002 - Jul 31, 2002 |
| #11 | -13.12% Apr 11, 2024 - Apr 25, 2024 | -15.00% Oct 15, 2025 - Mar 16, 2026 |
| #12 | -11.71% Oct 22, 2020 - Dec 1, 2020 | -14.92% Apr 23, 2013 - Apr 28, 2014 |
| #13 | -11.52% Feb 23, 2021 - Apr 13, 2021 | -14.82% Jan 9, 2008 - Sep 18, 2008 |
| #14 | -10.91% Sep 1, 2023 - Oct 9, 2023 | -14.14% Apr 26, 2000 - Aug 7, 2000 |
| #15 | -9.88% Feb 14, 2024 - Feb 26, 2024 | -14.04% May 27, 2022 - Jul 29, 2022 |
Correlation
Correlation between VRT and SO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VRT vs SO dividend yield comparison.
| Year | VRT | SO |
|---|---|---|
| 2026 | 0.05% | 1.61% |
| 2025 | 0.11% | 3.37% |
| 2024 | 0.10% | 3.47% |
| 2023 | 0.05% | 3.96% |
| 2022 | 0.07% | 3.78% |
| 2021 | 0.04% | 3.82% |
| 2020 | 0.05% | 4.13% |
| 2019 | 0.00% | 3.86% |
| 2018 | 0.00% | 5.42% |
| 2017 | 0.00% | 4.78% |
| 2016 | 0.00% | 4.52% |
| 2015 | 0.00% | 4.60% |
| 2014 | 0.00% | 4.24% |
| 2013 | 0.00% | 4.90% |
| 2012 | 0.00% | 4.54% |
| 2011 | 0.00% | 4.05% |
| 2010 | 0.00% | 4.71% |
| 2009 | 0.00% | 5.20% |
| 2008 | 0.00% | 4.49% |
| 2007 | 0.00% | 4.12% |
| 2006 | 0.00% | 4.16% |
| 2005 | 0.00% | 4.27% |
| 2004 | 0.00% | 4.22% |
| 2003 | 0.00% | 4.58% |
| 2002 | 0.00% | 4.77% |
| 2001 | 0.00% | 59.72% |
| 2000 | 0.00% | 4.03% |
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