ETR vs. SO
Compare and contrast key facts about Entergy Corporation (ETR) and The Southern Company (SO).
Performance
ETR vs. SO - Performance Comparison
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ETR vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 22.36% | 25.34% | 55.96% | -6.09% | 3.55% | 17.12% | -13.73% | 44.31% | 10.60% | 15.91% |
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
ETR:
$51.53B
SO:
$107.04B
ETR:
$3.94
SO:
$3.92
ETR:
28.54
SO:
24.64
ETR:
1.05
SO:
1.53
ETR:
3.91
SO:
3.62
ETR:
3.04
SO:
2.97
ETR:
$12.95B
SO:
$29.55B
ETR:
$5.02B
SO:
$22.08B
ETR:
$5.76B
SO:
$7.26B
Returns By Period
In the year-to-date period, ETR achieves a 22.36% return, which is significantly higher than SO's 11.56% return. Over the past 10 years, ETR has outperformed SO with an annualized return of 15.25%, while SO has yielded a comparatively lower 10.97% annualized return.
ETR
- 1D
- 1.17%
- 1M
- 4.90%
- YTD
- 22.36%
- 6M
- 22.17%
- 1Y
- 35.03%
- 3Y*
- 32.42%
- 5Y*
- 22.00%
- 10Y*
- 15.25%
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
ETR vs. SO — Risk / Return Rank
ETR
SO
ETR vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Entergy Corporation (ETR) 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.
| ETR | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 0.51 | +1.20 |
Sortino ratioReturn per unit of downside risk | 2.29 | 0.81 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.10 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 4.19 | 0.63 | +3.56 |
Martin ratioReturn relative to average drawdown | 10.99 | 1.53 | +9.46 |
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
| ETR | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 0.51 | +1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.72 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.63 | -0.31 |
Correlation
The correlation between ETR and SO is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ETR vs. SO - Dividend Comparison
ETR's dividend yield for the trailing twelve months is around 2.21%, less than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETR Entergy Corporation | 2.21% | 2.64% | 3.03% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% |
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
ETR vs. SO - Drawdown Comparison
The maximum ETR drawdown since its inception was -71.72%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for ETR and SO.
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Drawdown Indicators
| ETR | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.72% | -38.43% | -33.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.77% | -14.99% | +6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -23.28% | -1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -38.43% | -3.56% |
Current DrawdownCurrent decline from peak | 0.00% | -2.61% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -25.33% | -6.88% | -18.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 6.14% | -2.79% |
Volatility
ETR vs. SO - Volatility Comparison
Entergy Corporation (ETR) has a higher volatility of 8.70% compared to The Southern Company (SO) at 4.89%. This indicates that ETR'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
| ETR | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.70% | 4.89% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 12.17% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.69% | 16.68% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 18.47% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.99% | 21.90% | +2.09% |
Financials
ETR vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Entergy 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.
Total Revenue: Total amount of money received from sales and other business activities