Correlation
The correlation between EXC and SO is 0.38, 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.
EXC vs. SO
Compare and contrast key facts about Exelon Corporation (EXC) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXC or SO.
Performance
EXC vs. SO - Performance Comparison
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Key characteristics
EXC:
1.23
SO:
1.01
EXC:
1.72
SO:
1.54
EXC:
1.22
SO:
1.19
EXC:
0.91
SO:
1.50
EXC:
5.34
SO:
3.58
EXC:
4.46%
SO:
5.58%
EXC:
19.70%
SO:
19.13%
EXC:
-62.26%
SO:
-38.43%
EXC:
-6.67%
SO:
-2.37%
Fundamentals
EXC:
$44.12B
SO:
$99.02B
EXC:
$2.69
SO:
$4.23
EXC:
16.25
SO:
21.28
EXC:
2.11
SO:
3.79
EXC:
1.86
SO:
3.56
EXC:
1.60
SO:
2.89
EXC:
$23.70B
SO:
$27.85B
EXC:
$8.99B
SO:
$12.65B
EXC:
$8.60B
SO:
$13.58B
Returns By Period
In the year-to-date period, EXC achieves a 18.55% return, which is significantly higher than SO's 11.18% return. Over the past 10 years, EXC has underperformed SO with an annualized return of 10.02%, while SO has yielded a comparatively higher 12.30% annualized return.
EXC
18.55%
-5.73%
12.80%
23.97%
-0.14%
13.90%
10.02%
SO
11.18%
-1.23%
2.69%
19.17%
10.00%
13.89%
12.30%
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Risk-Adjusted Performance
EXC vs. SO — Risk-Adjusted Performance Rank
EXC
SO
EXC vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exelon Corporation (EXC) 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.
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Dividends
EXC vs. SO - Dividend Comparison
EXC's dividend yield for the trailing twelve months is around 3.56%, more than SO's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 3.56% | 4.04% | 4.01% | 3.13% | 2.65% | 3.63% | 3.18% | 3.06% | 3.33% | 3.56% | 4.47% | 3.34% |
SO The Southern Company | 3.22% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
Drawdowns
EXC vs. SO - Drawdown Comparison
The maximum EXC drawdown since its inception was -62.26%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for EXC and SO.
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Volatility
EXC vs. SO - Volatility Comparison
The current volatility for Exelon Corporation (EXC) is 6.26%, while The Southern Company (SO) has a volatility of 6.93%. This indicates that EXC 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.
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Financials
EXC vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Exelon 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
EXC vs. SO - Profitability Comparison
EXC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Exelon Corporation reported a gross profit of 2.85B and revenue of 6.71B. Therefore, the gross margin over that period was 42.4%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Southern Company reported a gross profit of 3.74B and revenue of 7.78B. Therefore, the gross margin over that period was 48.1%.
EXC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Exelon Corporation reported an operating income of 1.54B and revenue of 6.71B, resulting in an operating margin of 22.9%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Southern Company reported an operating income of 2.01B and revenue of 7.78B, resulting in an operating margin of 25.9%.
EXC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Exelon Corporation reported a net income of 908.00M and revenue of 6.71B, resulting in a net margin of 13.5%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Southern Company reported a net income of 1.33B and revenue of 7.78B, resulting in a net margin of 17.2%.