DBOEY vs. SO
DBOEY (Deutsche Boerse AG ADR) and SO (The Southern Company) are both stocks. DBOEY operates in Financial Data & Stock Exchanges (Financial Services), while SO operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, DBOEY returned 15.24%/yr vs 11.01%/yr for SO. At a 0.21 correlation, their price movements are largely independent.
Performance
DBOEY vs. SO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DBOEY achieves a 7.42% return, which is significantly lower than SO's 12.11% return. Over the past 10 years, DBOEY has outperformed SO with an annualized return of 15.24%, while SO has yielded a comparatively lower 11.01% annualized return.
DBOEY
- 1D
- -1.39%
- 1M
- -6.44%
- YTD
- 7.42%
- 6M
- 7.34%
- 1Y
- -10.25%
- 3Y*
- 17.15%
- 5Y*
- 11.60%
- 10Y*
- 15.24%
SO
- 1D
- 0.90%
- 1M
- 1.74%
- YTD
- 12.11%
- 6M
- 12.15%
- 1Y
- 9.30%
- 3Y*
- 14.91%
- 5Y*
- 13.46%
- 10Y*
- 11.01%
DBOEY vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBOEY Deutsche Boerse AG ADR | 7.42% | 15.89% | 14.37% | 22.36% | 5.51% | -0.35% | 9.85% | 32.55% | 4.89% | 51.57% |
SO The Southern Company | 12.11% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Correlation
The correlation between DBOEY and SO is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2008 | 0.21 |
Fundamentals
DBOEY:
$50.57B
SO:
$108.04B
DBOEY:
€1.15
SO:
$3.92
DBOEY:
21.17
SO:
24.43
DBOEY:
1.67
SO:
1.51
DBOEY:
5.85
SO:
3.53
DBOEY:
4.24
SO:
2.91
DBOEY:
€7.63B
SO:
$30.17B
DBOEY:
€4.14B
SO:
$13.01B
DBOEY:
€3.76B
SO:
$14.44B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DBOEY vs. SO — Risk / Return Rank
DBOEY
SO
DBOEY vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Deutsche Boerse AG ADR (DBOEY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DBOEY | SO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.11 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.62 | -0.99 |
| Martin ratioReturn relative to average drawdown | -0.63 | 1.45 | -2.08 |
Loading charts...
Drawdowns
DBOEY vs. SO - Drawdown Comparison
The maximum DBOEY drawdown since its inception was -56.48%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for DBOEY and SO.
Loading charts...
Drawdown Indicators
| DBOEY | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.48% | -38.43% | -18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -28.09% | -14.99% | -13.10% |
Max Drawdown (3Y)Largest decline over 3 years | -28.71% | -14.99% | -13.72% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -23.28% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -38.66% | -38.43% | -0.23% |
Current DrawdownCurrent decline from peak | -14.21% | -2.13% | -12.08% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -6.87% | -6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.41% | 6.42% | +9.99% |
Volatility
DBOEY vs. SO - Volatility Comparison
The current volatility for Deutsche Boerse AG ADR (DBOEY) is 4.84%, while The Southern Company (SO) has a volatility of 6.09%. This indicates that DBOEY experiences smaller price fluctuations and is considered to be less risky than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DBOEY | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 6.09% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 17.30% | 12.92% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.35% | 16.25% | +7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 18.62% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 21.98% | +1.56% |
Dividends
DBOEY vs. SO - Dividend Comparison
DBOEY's dividend yield for the trailing twelve months is around 1.79%, less than SO's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBOEY Deutsche Boerse AG ADR | 1.79% | 1.71% | 1.76% | 1.93% | 2.05% | 1.38% | 1.21% | 1.27% | 1.64% | 3.82% | 5.49% | 2.63% |
SO The Southern Company | 3.54% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Financials
DBOEY vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Deutsche Boerse AG ADR 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
DBOEY vs. SO - Profitability Comparison
DBOEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Deutsche Boerse AG ADR reported a gross profit of 1.20B and revenue of 2.03B. Therefore, the gross margin over that period was 59.0%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a gross profit of 3.90B and revenue of 8.40B. Therefore, the gross margin over that period was 46.5%.
DBOEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Deutsche Boerse AG ADR reported an operating income of 882.00M and revenue of 2.03B, resulting in an operating margin of 43.6%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported an operating income of 2.02B and revenue of 8.40B, resulting in an operating margin of 24.0%.
DBOEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Deutsche Boerse AG ADR reported a net income of 585.00M and revenue of 2.03B, resulting in a net margin of 28.9%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a net income of 1.36B and revenue of 8.40B, resulting in a net margin of 16.2%.
Frequently Asked Questions
DBOEY and SO have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SO has higher volatility (6.09%) compared to DBOEY (4.84%). In terms of maximum drawdown, DBOEY dropped -56.48% vs SO's -38.43%.
SO currently has the higher Sharpe Ratio (0.57 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DBOEY and SO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer