FE vs. SO
Compare and contrast key facts about FirstEnergy Corp. (FE) and The Southern Company (SO).
Performance
FE vs. SO - Performance Comparison
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FE vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FE FirstEnergy Corp. | 14.24% | 17.26% | 13.24% | -8.86% | 4.79% | 41.81% | -34.18% | 34.13% | 27.85% | 3.61% |
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
FE:
$29.28B
SO:
$107.04B
FE:
$2.20
SO:
$3.92
FE:
23.06
SO:
24.64
FE:
0.99
SO:
1.53
FE:
1.94
SO:
3.62
FE:
2.34
SO:
2.97
FE:
$15.09B
SO:
$29.55B
FE:
$9.86B
SO:
$22.08B
FE:
$2.21B
SO:
$7.26B
Returns By Period
In the year-to-date period, FE achieves a 14.24% return, which is significantly higher than SO's 11.56% return. Over the past 10 years, FE has underperformed SO with an annualized return of 7.87%, while SO has yielded a comparatively higher 10.97% annualized return.
FE
- 1D
- 0.48%
- 1M
- -0.98%
- YTD
- 14.24%
- 6M
- 12.71%
- 1Y
- 30.44%
- 3Y*
- 12.74%
- 5Y*
- 12.61%
- 10Y*
- 7.87%
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
FE vs. SO — Risk / Return Rank
FE
SO
FE vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FirstEnergy Corp. (FE) 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.
| FE | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.51 | +1.46 |
Sortino ratioReturn per unit of downside risk | 2.69 | 0.81 | +1.88 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.10 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 4.09 | 0.63 | +3.46 |
Martin ratioReturn relative to average drawdown | 8.84 | 1.53 | +7.31 |
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
| FE | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.51 | +1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.72 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.50 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.63 | -0.33 |
Correlation
The correlation between FE and SO is 0.60, 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
FE vs. SO - Dividend Comparison
FE's dividend yield for the trailing twelve months is around 3.51%, more than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FE FirstEnergy Corp. | 3.51% | 3.93% | 4.24% | 4.31% | 3.72% | 3.75% | 5.10% | 3.13% | 3.83% | 4.70% | 4.65% | 4.54% |
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
FE vs. SO - Drawdown Comparison
The maximum FE drawdown since its inception was -55.75%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for FE and SO.
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Drawdown Indicators
| FE | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.75% | -38.43% | -17.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -14.99% | +7.26% |
Max Drawdown (5Y)Largest decline over 5 years | -28.59% | -23.28% | -5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -47.68% | -38.43% | -9.25% |
Current DrawdownCurrent decline from peak | -2.13% | -2.61% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -6.88% | -14.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 6.14% | -2.56% |
Volatility
FE vs. SO - Volatility Comparison
The current volatility for FirstEnergy Corp. (FE) is 4.57%, while The Southern Company (SO) has a volatility of 4.89%. This indicates that FE 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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Volatility by Period
| FE | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.89% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 12.17% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.55% | 16.68% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 18.47% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.88% | 21.90% | +2.98% |
Financials
FE vs. SO - Financials Comparison
This section allows you to compare key financial metrics between FirstEnergy Corp. 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