M vs. SO
Compare and contrast key facts about Macy's, Inc. (M) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: M or SO.
Correlation
The correlation between M and SO is 0.35, 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.
Performance
M vs. SO - Performance Comparison
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Key characteristics
M:
-0.68
SO:
0.88
M:
-0.76
SO:
1.37
M:
0.90
SO:
1.17
M:
-0.41
SO:
1.28
M:
-1.34
SO:
3.09
M:
24.14%
SO:
5.50%
M:
49.52%
SO:
18.57%
M:
-91.94%
SO:
-38.43%
M:
-74.19%
SO:
-5.57%
Fundamentals
M:
$3.44B
SO:
$96.57B
M:
$2.07
SO:
$4.17
M:
5.96
SO:
21.05
M:
0.68
SO:
3.86
M:
0.15
SO:
3.47
M:
0.71
SO:
2.94
M:
$18.01B
SO:
$27.85B
M:
$7.21B
SO:
$12.65B
M:
$1.19B
SO:
$13.58B
Returns By Period
In the year-to-date period, M achieves a -26.13% return, which is significantly lower than SO's 7.54% return. Over the past 10 years, M has underperformed SO with an annualized return of -11.87%, while SO has yielded a comparatively higher 11.85% annualized return.
M
-26.13%
8.53%
-17.59%
-33.27%
23.20%
-11.87%
SO
7.54%
-2.31%
1.05%
16.23%
14.81%
11.85%
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Risk-Adjusted Performance
M vs. SO — Risk-Adjusted Performance Rank
M
SO
M vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Macy's, Inc. (M) 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
M vs. SO - Dividend Comparison
M's dividend yield for the trailing twelve months is around 5.71%, more than SO's 3.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
M Macy's, Inc. | 5.71% | 4.11% | 3.28% | 3.06% | 1.15% | 3.36% | 8.89% | 5.08% | 6.00% | 4.17% | 3.98% | 1.81% |
SO The Southern Company | 3.28% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
Drawdowns
M vs. SO - Drawdown Comparison
The maximum M drawdown since its inception was -91.94%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for M and SO. For additional features, visit the drawdowns tool.
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Volatility
M vs. SO - Volatility Comparison
Macy's, Inc. (M) has a higher volatility of 10.12% compared to The Southern Company (SO) at 5.39%. This indicates that M'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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Financials
M vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Macy's, Inc. 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
M vs. SO - Profitability Comparison
M - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Macy's, Inc. reported a gross profit of 3.02B and revenue of 8.01B. Therefore, the gross margin over that period was 37.7%.
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%.
M - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Macy's, Inc. reported an operating income of 500.00M and revenue of 8.01B, resulting in an operating margin of 6.2%.
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%.
M - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Macy's, Inc. reported a net income of 342.00M and revenue of 8.01B, resulting in a net margin of 4.3%.
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%.