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PPL vs. SO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.4

Performance

PPL vs. SO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PPL Corporation (PPL) and The Southern Company (SO). The values are adjusted to include any dividend payments, if applicable.

6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%NovemberDecember2025FebruaryMarchApril
7,585.56%
13,395.00%
PPL
SO

Key characteristics

Sharpe Ratio

PPL:

2.07

SO:

1.50

Sortino Ratio

PPL:

2.71

SO:

2.11

Omega Ratio

PPL:

1.36

SO:

1.26

Calmar Ratio

PPL:

3.33

SO:

2.09

Martin Ratio

PPL:

10.05

SO:

5.07

Ulcer Index

PPL:

3.61%

SO:

5.47%

Daily Std Dev

PPL:

17.59%

SO:

18.54%

Max Drawdown

PPL:

-55.37%

SO:

-38.43%

Current Drawdown

PPL:

-0.88%

SO:

-2.72%

Fundamentals

Market Cap

PPL:

$26.55B

SO:

$99.49B

EPS

PPL:

$1.20

SO:

$3.99

PE Ratio

PPL:

29.94

SO:

22.66

PEG Ratio

PPL:

1.38

SO:

3.09

PS Ratio

PPL:

3.14

SO:

3.72

PB Ratio

PPL:

1.90

SO:

3.02

Total Revenue (TTM)

PPL:

$6.16B

SO:

$20.08B

Gross Profit (TTM)

PPL:

$2.68B

SO:

$8.91B

EBITDA (TTM)

PPL:

$2.31B

SO:

$9.96B

Returns By Period

In the year-to-date period, PPL achieves a 11.58% return, which is significantly higher than SO's 10.78% return. Over the past 10 years, PPL has underperformed SO with an annualized return of 5.92%, while SO has yielded a comparatively higher 12.08% annualized return.


PPL

YTD

11.58%

1M

2.72%

6M

12.56%

1Y

37.43%

5Y*

11.72%

10Y*

5.92%

SO

YTD

10.78%

1M

0.44%

6M

0.08%

1Y

27.80%

5Y*

13.57%

10Y*

12.08%

*Annualized

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Risk-Adjusted Performance

PPL vs. SO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PPL
The Risk-Adjusted Performance Rank of PPL is 9595
Overall Rank
The Sharpe Ratio Rank of PPL is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of PPL is 9393
Sortino Ratio Rank
The Omega Ratio Rank of PPL is 9292
Omega Ratio Rank
The Calmar Ratio Rank of PPL is 9797
Calmar Ratio Rank
The Martin Ratio Rank of PPL is 9595
Martin Ratio Rank

SO
The Risk-Adjusted Performance Rank of SO is 8989
Overall Rank
The Sharpe Ratio Rank of SO is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 8888
Sortino Ratio Rank
The Omega Ratio Rank of SO is 8585
Omega Ratio Rank
The Calmar Ratio Rank of SO is 9494
Calmar Ratio Rank
The Martin Ratio Rank of SO is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for PPL, currently valued at 2.07, compared to the broader market-2.00-1.000.001.002.003.00
PPL: 2.07
SO: 1.50
The chart of Sortino ratio for PPL, currently valued at 2.71, compared to the broader market-6.00-4.00-2.000.002.004.00
PPL: 2.71
SO: 2.11
The chart of Omega ratio for PPL, currently valued at 1.36, compared to the broader market0.501.001.502.00
PPL: 1.36
SO: 1.26
The chart of Calmar ratio for PPL, currently valued at 3.33, compared to the broader market0.001.002.003.004.005.00
PPL: 3.33
SO: 2.09
The chart of Martin ratio for PPL, currently valued at 10.05, compared to the broader market-5.000.005.0010.0015.0020.00
PPL: 10.05
SO: 5.07

The current PPL Sharpe Ratio is 2.07, which is higher than the SO Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of PPL and SO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.50NovemberDecember2025FebruaryMarchApril
2.07
1.50
PPL
SO

Dividends

PPL vs. SO - Dividend Comparison

PPL's dividend yield for the trailing twelve months is around 2.91%, less than SO's 3.18% yield.


TTM20242023202220212020201920182017201620152014
PPL
PPL Corporation
2.91%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
3.18%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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.88%
-2.72%
PPL
SO

Volatility

PPL vs. SO - Volatility Comparison

PPL Corporation (PPL) has a higher volatility of 7.87% compared to The Southern Company (SO) at 6.58%. 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.


4.00%5.00%6.00%7.00%8.00%NovemberDecember2025FebruaryMarchApril
7.87%
6.58%
PPL
SO

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items