CWT vs. SO
Compare and contrast key facts about California Water Service Group (CWT) and The Southern Company (SO).
Performance
CWT vs. SO - Performance Comparison
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CWT vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 5.43% | -1.81% | -10.64% | -12.83% | -14.13% | 35.05% | 6.68% | 9.85% | 7.06% | 36.39% |
SO The Southern Company | 11.56% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Fundamentals
CWT:
$2.71B
SO:
$107.04B
CWT:
$2.15
SO:
$3.92
CWT:
21.09
SO:
24.64
CWT:
0.51
SO:
1.53
CWT:
2.70
SO:
3.62
CWT:
1.60
SO:
2.97
CWT:
$1.00B
SO:
$29.55B
CWT:
$436.14M
SO:
$22.08B
CWT:
$329.61M
SO:
$7.26B
Returns By Period
In the year-to-date period, CWT achieves a 5.43% return, which is significantly lower than SO's 11.56% return. Over the past 10 years, CWT has underperformed SO with an annualized return of 7.48%, while SO has yielded a comparatively higher 10.97% annualized return.
CWT
- 1D
- -1.54%
- 1M
- 0.58%
- YTD
- 5.43%
- 6M
- 0.20%
- 1Y
- -3.91%
- 3Y*
- -5.76%
- 5Y*
- -2.19%
- 10Y*
- 7.48%
SO
- 1D
- -0.42%
- 1M
- -0.88%
- YTD
- 11.56%
- 6M
- 3.49%
- 1Y
- 8.42%
- 3Y*
- 15.56%
- 5Y*
- 13.29%
- 10Y*
- 10.97%
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Return for Risk
CWT vs. SO — Risk / Return Rank
CWT
SO
CWT vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for California Water Service Group (CWT) and The Southern Company (SO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CWT | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 0.51 | -0.68 |
Sortino ratioReturn per unit of downside risk | -0.08 | 0.81 | -0.89 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.10 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.22 | 0.63 | -0.84 |
Martin ratioReturn relative to average drawdown | -0.37 | 1.53 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CWT | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 0.51 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.72 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.50 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.63 | -0.32 |
Correlation
The correlation between CWT and SO is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CWT vs. SO - Dividend Comparison
CWT's dividend yield for the trailing twelve months is around 2.72%, less than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 2.72% | 2.86% | 2.47% | 2.01% | 1.65% | 1.28% | 1.57% | 1.53% | 1.57% | 1.59% | 2.04% | 2.88% |
SO The Southern Company | 3.07% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Drawdowns
CWT vs. SO - Drawdown Comparison
The maximum CWT drawdown since its inception was -38.21%, roughly equal to the maximum SO drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for CWT and SO.
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Drawdown Indicators
| CWT | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.21% | -38.43% | +0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -14.99% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -23.28% | -14.93% |
Max Drawdown (10Y)Largest decline over 10 years | -38.21% | -38.43% | +0.22% |
Current DrawdownCurrent decline from peak | -30.76% | -2.61% | -28.15% |
Average DrawdownAverage peak-to-trough decline | -11.59% | -6.88% | -4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.56% | 6.14% | +3.42% |
Volatility
CWT vs. SO - Volatility Comparison
California Water Service Group (CWT) has a higher volatility of 8.43% compared to The Southern Company (SO) at 4.89%. This indicates that CWT's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CWT | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 4.89% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.84% | 12.17% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 16.68% | +6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.85% | 18.47% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.56% | 21.90% | +5.66% |
Financials
CWT vs. SO - Financials Comparison
This section allows you to compare key financial metrics between California Water Service Group and The Southern Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities