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 0.53, 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.
Performance
PPL vs. SO - Performance Comparison
Key characteristics
PPL:
1.77
SO:
1.59
PPL:
2.35
SO:
2.25
PPL:
1.31
SO:
1.28
PPL:
2.15
SO:
2.23
PPL:
8.60
SO:
5.47
PPL:
3.55%
SO:
5.42%
PPL:
17.27%
SO:
18.60%
PPL:
-55.37%
SO:
-38.43%
PPL:
-4.89%
SO:
-4.32%
Fundamentals
PPL:
$25.47B
SO:
$97.55B
PPL:
$1.20
SO:
$3.99
PPL:
28.72
SO:
22.29
PPL:
1.38
SO:
3.12
PPL:
$6.16B
SO:
$20.08B
PPL:
$2.68B
SO:
$8.91B
PPL:
$2.31B
SO:
$9.96B
Returns By Period
In the year-to-date period, PPL achieves a 7.02% return, which is significantly lower than SO's 8.96% return. Over the past 10 years, PPL has underperformed SO with an annualized return of 5.62%, while SO has yielded a comparatively higher 11.99% annualized return.
PPL
7.02%
0.57%
7.56%
30.55%
14.39%
5.62%
SO
8.96%
0.33%
0.14%
31.37%
16.66%
11.99%
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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.
Dividends
PPL vs. SO - Dividend Comparison
PPL's dividend yield for the trailing twelve months is around 3.04%, less than SO's 3.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPL PPL Corporation | 3.04% | 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 | 3.24% | 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.
Volatility
PPL vs. SO - Volatility Comparison
PPL Corporation (PPL) and The Southern Company (SO) have volatilities of 7.11% and 7.46%, 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.
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