PPL vs. SO
Compare and contrast key facts about PPL Corporation (PPL) and The Southern Company (SO).
Performance
PPL vs. SO - Performance Comparison
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PPL vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPL PPL Corporation | 9.90% | 11.38% | 23.98% | -3.77% | 0.35% | 12.88% | -16.87% | 33.41% | -3.01% | -5.19% |
SO The Southern Company | 11.56% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Fundamentals
PPL:
$28.46B
SO:
$107.04B
PPL:
$1.59
SO:
$3.92
PPL:
24.06
SO:
24.64
PPL:
20.16
SO:
1.53
PPL:
3.14
SO:
3.62
PPL:
1.32
SO:
2.97
PPL:
$9.04B
SO:
$29.55B
PPL:
$5.76B
SO:
$22.08B
PPL:
$3.26B
SO:
$7.26B
Returns By Period
In the year-to-date period, PPL achieves a 9.90% return, which is significantly lower than SO's 11.56% return. Over the past 10 years, PPL has underperformed SO with an annualized return of 4.50%, while SO has yielded a comparatively higher 10.97% annualized return.
PPL
- 1D
- 0.47%
- 1M
- -1.27%
- YTD
- 9.90%
- 6M
- 4.41%
- 1Y
- 9.15%
- 3Y*
- 15.03%
- 5Y*
- 9.82%
- 10Y*
- 4.50%
SO
- 1D
- -0.42%
- 1M
- -0.88%
- YTD
- 11.56%
- 6M
- 3.49%
- 1Y
- 8.42%
- 3Y*
- 15.56%
- 5Y*
- 13.29%
- 10Y*
- 10.97%
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Return for Risk
PPL vs. SO — Risk / Return Rank
PPL
SO
PPL vs. SO - Risk-Adjusted Trends 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.
| PPL | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.51 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.81 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.63 | +0.26 |
Martin ratioReturn relative to average drawdown | 2.27 | 1.53 | +0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PPL | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.72 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.50 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.63 | -0.19 |
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.
Dividends
PPL vs. SO - Dividend Comparison
PPL's dividend yield for the trailing twelve months is around 2.89%, less than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPL PPL Corporation | 2.89% | 3.11% | 3.17% | 3.54% | 2.99% | 5.52% | 5.89% | 4.60% | 5.79% | 5.11% | 4.46% | 11.74% |
SO The Southern Company | 3.07% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Drawdowns
PPL vs. SO - Drawdown Comparison
The maximum PPL drawdown since its inception was -55.38%, 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.
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Drawdown Indicators
| PPL | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -38.43% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -14.99% | +3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -23.28% | -1.45% |
Max Drawdown (10Y)Largest decline over 10 years | -48.73% | -38.43% | -10.30% |
Current DrawdownCurrent decline from peak | -1.39% | -2.61% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -15.67% | -6.88% | -8.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 6.14% | -1.56% |
Volatility
PPL vs. SO - Volatility Comparison
PPL Corporation (PPL) has a higher volatility of 5.25% compared to The Southern Company (SO) at 4.89%. This indicates that PPL'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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Volatility by Period
| PPL | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.89% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 12.17% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.69% | 16.68% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 18.47% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 21.90% | +0.85% |
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