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

Correlation

The correlation between PR and SO is 0.25, 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: 0.2

Performance

PR vs. SO - Performance Comparison

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

20.00%40.00%60.00%80.00%100.00%120.00%140.00%December2025FebruaryMarchAprilMay
75.84%
27.14%
PR
SO

Key characteristics

Sharpe Ratio

PR:

-0.55

SO:

1.54

Sortino Ratio

PR:

-0.54

SO:

2.16

Omega Ratio

PR:

0.93

SO:

1.27

Calmar Ratio

PR:

-0.59

SO:

2.12

Martin Ratio

PR:

-1.41

SO:

5.14

Ulcer Index

PR:

16.70%

SO:

5.48%

Daily Std Dev

PR:

42.61%

SO:

18.34%

Max Drawdown

PR:

-39.91%

SO:

-38.43%

Current Drawdown

PR:

-29.24%

SO:

-2.05%

Fundamentals

Market Cap

PR:

$9.87B

SO:

$100.17B

EPS

PR:

$1.45

SO:

$4.17

PE Ratio

PR:

8.41

SO:

21.83

PEG Ratio

PR:

0.62

SO:

3.88

PS Ratio

PR:

1.97

SO:

3.60

PB Ratio

PR:

0.95

SO:

2.96

Total Revenue (TTM)

PR:

$3.76B

SO:

$27.85B

Gross Profit (TTM)

PR:

$1.63B

SO:

$14.47B

EBITDA (TTM)

PR:

$2.86B

SO:

$12.03B

Returns By Period

In the year-to-date period, PR achieves a -14.22% return, which is significantly lower than SO's 11.54% return.


PR

YTD

-14.22%

1M

13.49%

6M

-7.09%

1Y

-24.43%

5Y*

N/A

10Y*

N/A

SO

YTD

11.54%

1M

2.37%

6M

4.56%

1Y

24.20%

5Y*

14.88%

10Y*

12.27%

*Annualized

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Risk-Adjusted Performance

PR vs. SO — Risk-Adjusted Performance Rank

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

PR
The Risk-Adjusted Performance Rank of PR is 1717
Overall Rank
The Sharpe Ratio Rank of PR is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of PR is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PR is 2121
Omega Ratio Rank
The Calmar Ratio Rank of PR is 1414
Calmar Ratio Rank
The Martin Ratio Rank of PR is 99
Martin Ratio Rank

SO
The Risk-Adjusted Performance Rank of SO is 8989
Overall Rank
The Sharpe Ratio Rank of SO is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SO is 8484
Omega Ratio Rank
The Calmar Ratio Rank of SO is 9393
Calmar Ratio Rank
The Martin Ratio Rank of SO is 8686
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.

PR vs. SO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Permian Resources Corporation (PR) 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 PR, currently valued at -0.55, compared to the broader market-2.00-1.000.001.002.003.00
PR: -0.55
SO: 1.54
The chart of Sortino ratio for PR, currently valued at -0.54, compared to the broader market-6.00-4.00-2.000.002.004.00
PR: -0.54
SO: 2.16
The chart of Omega ratio for PR, currently valued at 0.93, compared to the broader market0.501.001.502.00
PR: 0.93
SO: 1.27
The chart of Calmar ratio for PR, currently valued at -0.59, compared to the broader market0.001.002.003.004.005.00
PR: -0.59
SO: 2.12
The chart of Martin ratio for PR, currently valued at -1.41, compared to the broader market-10.000.0010.0020.00
PR: -1.41
SO: 5.14

The current PR Sharpe Ratio is -0.55, which is lower than the SO Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of PR 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 Ratio-1.000.001.002.00December2025FebruaryMarchAprilMay
-0.55
1.54
PR
SO

Dividends

PR vs. SO - Dividend Comparison

PR's dividend yield for the trailing twelve months is around 5.82%, more than SO's 3.16% yield.


TTM20242023202220212020201920182017201620152014
PR
Permian Resources Corporation
5.82%4.94%2.72%0.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SO
The Southern Company
3.16%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%

Drawdowns

PR vs. SO - Drawdown Comparison

The maximum PR drawdown since its inception was -39.91%, roughly equal to the maximum SO drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for PR and SO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-29.24%
-2.05%
PR
SO

Volatility

PR vs. SO - Volatility Comparison

Permian Resources Corporation (PR) has a higher volatility of 29.51% compared to The Southern Company (SO) at 6.39%. This indicates that PR'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.


5.00%10.00%15.00%20.00%25.00%30.00%December2025FebruaryMarchAprilMay
29.51%
6.39%
PR
SO

Financials

PR vs. SO - Financials Comparison

This section allows you to compare key financial metrics between Permian Resources 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


0.002.00B4.00B6.00B8.00B20212022202320242025
1.30B
7.78B
(PR) Total Revenue
(SO) Total Revenue
Values in USD except per share items

PR vs. SO - Profitability Comparison

The chart below illustrates the profitability comparison between Permian Resources Corporation and The Southern Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-60.0%-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
44.4%
71.5%
(PR) Gross Margin
(SO) Gross Margin
PR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Permian Resources Corporation reported a gross profit of 575.46M and revenue of 1.30B. Therefore, the gross margin over that period was 44.4%.
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 5.56B and revenue of 7.78B. Therefore, the gross margin over that period was 71.5%.
PR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Permian Resources Corporation reported an operating income of 425.21M and revenue of 1.30B, resulting in an operating margin of 32.8%.
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%.
PR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Permian Resources Corporation reported a net income of 216.65M and revenue of 1.30B, resulting in a net margin of 16.7%.
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%.