Correlation
The correlation between PNW and SO is 0.34, 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.
PNW vs. SO
Compare and contrast key facts about Pinnacle West Capital Corporation (PNW) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNW or SO.
Performance
PNW vs. SO - Performance Comparison
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Key characteristics
PNW:
1.28
SO:
1.01
PNW:
1.90
SO:
1.54
PNW:
1.23
SO:
1.19
PNW:
1.80
SO:
1.50
PNW:
5.31
SO:
3.58
PNW:
4.56%
SO:
5.58%
PNW:
18.38%
SO:
19.13%
PNW:
-79.18%
SO:
-38.43%
PNW:
-3.49%
SO:
-2.37%
Fundamentals
PNW:
$10.89B
SO:
$99.02B
PNW:
$5.07
SO:
$4.23
PNW:
17.99
SO:
21.28
PNW:
4.50
SO:
3.79
PNW:
2.09
SO:
3.56
PNW:
1.62
SO:
2.89
PNW:
$5.21B
SO:
$27.85B
PNW:
$1.93B
SO:
$12.65B
PNW:
$2.04B
SO:
$13.58B
Returns By Period
In the year-to-date period, PNW achieves a 9.78% return, which is significantly lower than SO's 11.18% return. Over the past 10 years, PNW has underperformed SO with an annualized return of 8.53%, while SO has yielded a comparatively higher 12.30% annualized return.
PNW
9.78%
-1.40%
-0.68%
20.49%
10.35%
7.87%
8.53%
SO
11.18%
-0.77%
2.69%
16.11%
10.00%
13.89%
12.30%
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Risk-Adjusted Performance
PNW vs. SO — Risk-Adjusted Performance Rank
PNW
SO
PNW vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) 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
PNW vs. SO - Dividend Comparison
PNW's dividend yield for the trailing twelve months is around 3.91%, more than SO's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNW Pinnacle West Capital Corporation | 3.91% | 4.17% | 4.84% | 4.49% | 4.73% | 3.98% | 3.33% | 3.31% | 3.12% | 3.24% | 3.74% | 3.37% |
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
PNW vs. SO - Drawdown Comparison
The maximum PNW drawdown since its inception was -79.18%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for PNW and SO.
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Volatility
PNW vs. SO - Volatility Comparison
The current volatility for Pinnacle West Capital Corporation (PNW) is 5.74%, while The Southern Company (SO) has a volatility of 6.93%. This indicates that PNW 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
PNW vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Pinnacle West Capital 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
PNW vs. SO - Profitability Comparison
PNW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Pinnacle West Capital Corporation reported a gross profit of 352.10M and revenue of 1.03B. Therefore, the gross margin over that period was 34.1%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
PNW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Pinnacle West Capital Corporation reported an operating income of 57.22M and revenue of 1.03B, resulting in an operating margin of 5.5%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Southern Company reported an operating income of 2.01B and revenue of 7.78B, resulting in an operating margin of 25.9%.
PNW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Pinnacle West Capital Corporation reported a net income of -4.64M and revenue of 1.03B, resulting in a net margin of -0.5%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Southern Company reported a net income of 1.33B and revenue of 7.78B, resulting in a net margin of 17.2%.