PPL vs. SO
Compare and contrast key facts about PPL Corporation (PPL) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPL or SO.
Correlation
The correlation between PPL 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.
Performance
PPL vs. SO - Performance Comparison
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Key characteristics
PPL:
1.11
SO:
0.67
PPL:
1.62
SO:
1.09
PPL:
1.21
SO:
1.13
PPL:
2.30
SO:
0.99
PPL:
5.67
SO:
2.38
PPL:
3.67%
SO:
5.52%
PPL:
17.88%
SO:
18.71%
PPL:
-55.37%
SO:
-38.43%
PPL:
-7.42%
SO:
-7.95%
Fundamentals
PPL:
$24.98B
SO:
$96.57B
PPL:
$1.34
SO:
$4.17
PPL:
25.22
SO:
21.05
PPL:
1.32
SO:
3.86
PPL:
2.88
SO:
3.47
PPL:
1.79
SO:
2.94
PPL:
$8.66B
SO:
$27.85B
PPL:
$3.25B
SO:
$12.65B
PPL:
$3.35B
SO:
$13.58B
Returns By Period
The year-to-date returns for both stocks are quite close, with PPL having a 4.94% return and SO slightly lower at 4.83%. Over the past 10 years, PPL has underperformed SO with an annualized return of 5.42%, while SO has yielded a comparatively higher 11.56% annualized return.
PPL
4.94%
-2.73%
3.28%
19.72%
10.63%
5.42%
SO
4.83%
-4.77%
-0.80%
12.50%
13.82%
11.56%
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Risk-Adjusted Performance
PPL vs. SO — Risk-Adjusted Performance Rank
PPL
SO
PPL vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PPL Corporation (PPL) 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
PPL vs. SO - Dividend Comparison
PPL's dividend yield for the trailing twelve months is around 3.10%, less than SO's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPL PPL Corporation | 3.10% | 3.18% | 3.54% | 2.99% | 5.52% | 5.89% | 4.60% | 5.79% | 5.11% | 4.46% | 4.33% | 4.12% |
SO The Southern Company | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
Drawdowns
PPL vs. SO - Drawdown Comparison
The maximum PPL drawdown since its inception was -55.37%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for PPL and SO. For additional features, visit the drawdowns tool.
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Volatility
PPL vs. SO - Volatility Comparison
PPL Corporation (PPL) and The Southern Company (SO) have volatilities of 6.02% and 5.79%, 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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Financials
PPL vs. SO - Financials Comparison
This section allows you to compare key financial metrics between PPL 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
PPL vs. SO - Profitability Comparison
PPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PPL Corporation reported a gross profit of 1.11B and revenue of 2.50B. Therefore, the gross margin over that period was 44.5%.
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%.
PPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PPL Corporation reported an operating income of 678.00M and revenue of 2.50B, resulting in an operating margin of 27.1%.
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%.
PPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PPL Corporation reported a net income of 414.00M and revenue of 2.50B, resulting in a net margin of 16.5%.
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%.