KEY vs. SO
KEY (KeyCorp) and SO (The Southern Company) are both stocks. KEY operates in Banks - Regional (Financial Services), while SO operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, KEY returned 11.49%/yr vs 10.38%/yr for SO. At a 0.20 correlation, their price movements are largely independent.
Performance
KEY vs. SO - Performance Comparison
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Returns By Period
In the year-to-date period, KEY achieves a 14.20% return, which is significantly higher than SO's 12.80% return. Over the past 10 years, KEY has outperformed SO with an annualized return of 11.49%, while SO has yielded a comparatively lower 10.38% annualized return.
KEY
- 1D
- 0.70%
- 1M
- 1.23%
- 6M
- 8.67%
- YTD
- 14.20%
- 1Y
- 28.74%
- 3Y*
- 33.14%
- 5Y*
- 9.06%
- 10Y*
- 11.49%
- ALL TIME*
- 6.09%
SO
- 1D
- 2.08%
- 1M
- 3.15%
- 6M
- 10.33%
- YTD
- 12.80%
- 1Y
- 4.29%
- 3Y*
- 13.76%
- 5Y*
- 12.76%
- 10Y*
- 10.38%
- ALL TIME*
- 12.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
KEY KeyCorp | $271.57M | $264.51M | $255.19M |
| $365.70M | $496.72M | $549.41M |
KEY vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KEY KeyCorp | 14.20% | 26.22% | 25.34% | -11.53% | -21.69% | 45.92% | -14.50% | 42.72% | -24.61% | 12.74% |
SO The Southern Company | 12.80% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Correlation
The correlation between KEY and SO is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 1987 | 0.20 |
The correlation between KEY and SO shifts across timeframes, from 0.01 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KEY:
$24.94B
SO:
$108.00B
KEY:
$1.87
SO:
$3.91
KEY:
12.38
SO:
24.50
KEY:
0.50
SO:
1.52
KEY:
2.40
SO:
3.54
KEY:
1.43
SO:
2.91
KEY:
$10.48B
SO:
$30.17B
KEY:
$6.76B
SO:
$13.01B
KEY:
$1.90B
SO:
$14.44B
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Return for Risk
KEY vs. SO — Risk / Return Rank
KEY
SO
KEY vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KeyCorp (KEY) 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.
| KEY | SO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.29 | +1.34 |
| Martin ratioReturn relative to average drawdown | 4.41 | 0.67 | +3.74 |
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Drawdowns
KEY vs. SO - Drawdown Comparison
The maximum KEY drawdown since its inception was -87.08%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for KEY and SO.
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Drawdown Indicators
| KEY | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.08% | -38.43% | -48.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -14.99% | -2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -32.21% | -14.99% | -17.22% |
Max Drawdown (5Y)Largest decline over 5 years | -65.23% | -23.28% | -41.95% |
Max Drawdown (10Y)Largest decline over 10 years | -65.23% | -38.43% | -26.80% |
Current DrawdownCurrent decline from peak | -3.67% | -1.96% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -32.78% | -6.86% | -25.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 6.45% | +0.09% |
Volatility
KEY vs. SO - Volatility Comparison
KeyCorp (KEY) and The Southern Company (SO) have volatilities of 6.09% and 6.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KEY | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 6.02% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 17.39% | 13.83% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.76% | 16.95% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.72% | 18.74% | +18.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.66% | 22.01% | +17.65% |
Dividends
KEY vs. SO - Dividend Comparison
KEY's dividend yield for the trailing twelve months is around 3.55%, less than SO's 4.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEY KeyCorp | 3.55% | 3.97% | 4.78% | 5.69% | 4.54% | 3.24% | 4.51% | 3.51% | 3.82% | 1.88% | 1.81% | 3.83% |
SO The Southern Company | 4.13% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Financials
KEY vs. SO - Financials Comparison
This section allows you to compare key financial metrics between KeyCorp 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
KEY vs. SO - Profitability Comparison
KEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, KeyCorp reported a gross profit of 1.25B and revenue of 2.06B. Therefore, the gross margin over that period was 60.7%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
KEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, KeyCorp reported an operating income of -59.00M and revenue of 2.06B, resulting in an operating margin of -2.9%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Southern Company reported an operating income of 2.02B and revenue of 8.40B, resulting in an operating margin of 24.0%.
KEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, KeyCorp reported a net income of 509.00M and revenue of 2.06B, resulting in a net margin of 24.7%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
KEY and SO have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KEY has higher volatility (6.09%) compared to SO (6.02%). In terms of maximum drawdown, KEY dropped -87.08% vs SO's -38.43%.
KEY currently has the higher Sharpe Ratio (1.22 vs 0.25), 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.
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