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

SO vs. ABBV

Last updated May 13, 2025

Compare and contrast key facts about The Southern Company (SO) and AbbVie Inc. (ABBV).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or ABBV.

Correlation

The correlation between SO and ABBV is 0.27, 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

SO vs. ABBV - Performance Comparison

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

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Key characteristics

Sharpe Ratio

SO:

0.88

ABBV:

0.82

Sortino Ratio

SO:

1.37

ABBV:

1.18

Omega Ratio

SO:

1.17

ABBV:

1.18

Calmar Ratio

SO:

1.28

ABBV:

1.10

Martin Ratio

SO:

3.09

ABBV:

2.67

Ulcer Index

SO:

5.50%

ABBV:

8.52%

Daily Std Dev

SO:

18.57%

ABBV:

27.67%

Max Drawdown

SO:

-38.43%

ABBV:

-45.09%

Current Drawdown

SO:

-5.57%

ABBV:

-11.46%

Fundamentals

Market Cap

SO:

$96.57B

ABBV:

$336.23B

EPS

SO:

$4.17

ABBV:

$2.34

PE Ratio

SO:

21.05

ABBV:

81.23

PEG Ratio

SO:

3.86

ABBV:

0.41

PS Ratio

SO:

3.47

ABBV:

5.86

PB Ratio

SO:

2.94

ABBV:

236.44

Total Revenue (TTM)

SO:

$27.85B

ABBV:

$57.37B

Gross Profit (TTM)

SO:

$12.65B

ABBV:

$44.44B

EBITDA (TTM)

SO:

$13.58B

ABBV:

$16.33B

Returns By Period

In the year-to-date period, SO achieves a 7.54% return, which is significantly lower than ABBV's 8.97% return. Over the past 10 years, SO has underperformed ABBV with an annualized return of 11.85%, while ABBV has yielded a comparatively higher 15.94% annualized return.

SO

YTD

7.54%

1M

-2.31%

6M

1.05%

1Y

16.23%

5Y*

14.81%

10Y*

11.85%

ABBV

YTD

8.97%

1M

9.58%

6M

11.01%

1Y

22.54%

5Y*

21.38%

10Y*

15.94%

*Annualized

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Risk-Adjusted Performance

SO vs. ABBV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SO
The Risk-Adjusted Performance Rank of SO is 7979
Overall Rank
The Sharpe Ratio Rank of SO is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 7474
Sortino Ratio Rank
The Omega Ratio Rank of SO is 7171
Omega Ratio Rank
The Calmar Ratio Rank of SO is 8787
Calmar Ratio Rank
The Martin Ratio Rank of SO is 7979
Martin Ratio Rank
ABBV
The Risk-Adjusted Performance Rank of ABBV is 7777
Overall Rank
The Sharpe Ratio Rank of ABBV is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of ABBV is 6969
Sortino Ratio Rank
The Omega Ratio Rank of ABBV is 7373
Omega Ratio Rank
The Calmar Ratio Rank of ABBV is 8585
Calmar Ratio Rank
The Martin Ratio Rank of ABBV is 7777
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.

SO vs. ABBV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and AbbVie Inc. (ABBV). 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 current SO Sharpe Ratio is 0.88, which is comparable to the ABBV Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of SO and ABBV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

SO vs. ABBV - Dividend Comparison

SO's dividend yield for the trailing twelve months is around 3.28%, less than ABBV's 3.36% yield.

TTM20242023202220212020201920182017201620152014
SO
The Southern Company		3.28%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%
ABBV
AbbVie Inc.		3.36%3.49%3.82%3.49%3.84%4.41%4.83%3.89%2.65%3.64%3.41%2.54%

Drawdowns

SO vs. ABBV - Drawdown Comparison

The maximum SO drawdown since its inception was -38.43%, smaller than the maximum ABBV drawdown of -45.09%. Use the drawdown chart below to compare losses from any high point for SO and ABBV. For additional features, visit the drawdowns tool.

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Volatility

SO vs. ABBV - Volatility Comparison

The current volatility for The Southern Company (SO) is 5.39%, while AbbVie Inc. (ABBV) has a volatility of 9.61%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than ABBV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

SO vs. ABBV - Financials Comparison

This section allows you to compare key financial metrics between The Southern Company and AbbVie Inc.. 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

4.00B6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
7.78B
13.34B
(SO) Total Revenue
(ABBV) Total Revenue
Values in USD except per share items

SO vs. ABBV - Profitability Comparison

The chart below illustrates the profitability comparison between The Southern Company and AbbVie Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
48.1%
83.9%
(SO) Gross Margin
(ABBV) Gross Margin
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%.

ABBV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AbbVie Inc. reported a gross profit of 11.20B and revenue of 13.34B. Therefore, the gross margin over that period was 83.9%.

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%.

ABBV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AbbVie Inc. reported an operating income of 3.73B and revenue of 13.34B, resulting in an operating margin of 28.0%.

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%.

ABBV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AbbVie Inc. reported a net income of 1.29B and revenue of 13.34B, resulting in a net margin of 9.6%.