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DVN vs. SO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DVN vs. SO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Devon Energy Corporation (DVN) and The Southern Company (SO). The values are adjusted to include any dividend payments, if applicable.

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DVN vs. SO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DVN
Devon Energy Corporation
38.09%15.03%-25.21%-23.08%50.86%199.88%-35.34%16.81%-45.09%-8.74%
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

Market Cap

DVN:

$31.30B

SO:

$107.04B

EPS

DVN:

$4.18

SO:

$3.92

PE Ratio

DVN:

12.02

SO:

24.64

PEG Ratio

DVN:

0.94

SO:

1.53

PS Ratio

DVN:

1.91

SO:

3.62

PB Ratio

DVN:

2.02

SO:

2.97

Total Revenue (TTM)

DVN:

$16.61B

SO:

$29.55B

Gross Profit (TTM)

DVN:

$3.77B

SO:

$22.08B

EBITDA (TTM)

DVN:

$7.36B

SO:

$7.26B

Returns By Period

In the year-to-date period, DVN achieves a 38.09% return, which is significantly higher than SO's 11.56% return. Over the past 10 years, DVN has underperformed SO with an annualized return of 10.43%, while SO has yielded a comparatively higher 10.97% annualized return.


DVN

1D
-2.33%
1M
16.20%
YTD
38.09%
6M
45.20%
1Y
38.03%
3Y*
2.94%
5Y*
22.40%
10Y*
10.43%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DVN vs. SO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DVN
DVN Risk / Return Rank: 7070
Overall Rank
DVN Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DVN Sortino Ratio Rank: 6767
Sortino Ratio Rank
DVN Omega Ratio Rank: 6868
Omega Ratio Rank
DVN Calmar Ratio Rank: 7070
Calmar Ratio Rank
DVN Martin Ratio Rank: 7272
Martin Ratio Rank

SO
SO Risk / Return Rank: 5555
Overall Rank
SO Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
SO Sortino Ratio Rank: 5151
Sortino Ratio Rank
SO Omega Ratio Rank: 4949
Omega Ratio Rank
SO Calmar Ratio Rank: 5757
Calmar Ratio Rank
SO Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DVN vs. SO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Devon Energy Corporation (DVN) 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.


DVNSODifference

Sharpe ratio

Return per unit of total volatility

0.92

0.51

+0.41

Sortino ratio

Return per unit of downside risk

1.43

0.81

+0.62

Omega ratio

Gain probability vs. loss probability

1.20

1.10

+0.10

Calmar ratio

Return relative to maximum drawdown

1.38

0.63

+0.75

Martin ratio

Return relative to average drawdown

3.75

1.53

+2.22

DVN vs. SO - Sharpe Ratio Comparison

The current DVN Sharpe Ratio is 0.92, which is higher than the SO Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of DVN and SO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DVNSODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

0.51

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.72

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.50

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.63

-0.41

Correlation

The correlation between DVN and SO is 0.13, 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

DVN vs. SO - Dividend Comparison

DVN's dividend yield for the trailing twelve months is around 1.91%, less than SO's 3.07% yield.


TTM20252024202320222021202020192018201720162015
DVN
Devon Energy Corporation
1.91%2.62%4.43%4.55%8.41%5.24%4.30%1.35%1.33%0.58%0.92%3.00%
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

DVN vs. SO - Drawdown Comparison

The maximum DVN drawdown since its inception was -94.93%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for DVN and SO.


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Drawdown Indicators


DVNSODifference

Max Drawdown

Largest peak-to-trough decline

-94.93%

-38.43%

-56.50%

Max Drawdown (1Y)

Largest decline over 1 year

-29.32%

-14.99%

-14.33%

Max Drawdown (5Y)

Largest decline over 5 years

-61.45%

-23.28%

-38.17%

Max Drawdown (10Y)

Largest decline over 10 years

-88.51%

-38.43%

-50.08%

Current Drawdown

Current decline from peak

-35.61%

-2.61%

-33.00%

Average Drawdown

Average peak-to-trough decline

-35.91%

-6.88%

-29.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.78%

6.14%

+4.64%

Volatility

DVN vs. SO - Volatility Comparison

Devon Energy Corporation (DVN) has a higher volatility of 8.08% compared to The Southern Company (SO) at 4.89%. This indicates that DVN'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


DVNSODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.08%

4.89%

+3.19%

Volatility (6M)

Calculated over the trailing 6-month period

22.26%

12.17%

+10.09%

Volatility (1Y)

Calculated over the trailing 1-year period

41.67%

16.68%

+24.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.74%

18.47%

+23.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.76%

21.90%

+27.86%

Financials

DVN vs. SO - Financials Comparison

This section allows you to compare key financial metrics between Devon Energy Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00B8.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.94B
6.98B
(DVN) Total Revenue
(SO) Total Revenue
Values in USD except per share items