SO vs. AQN.TO
Compare and contrast key facts about The Southern Company (SO) and Algonquin Power & Utilities Corp. (AQN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or AQN.TO.
Key characteristics
| SO | AQN.TO | |
|---|---|---|
| YTD Return | 8.57% | 8.40% |
| 1Y Return | 6.95% | -20.07% |
| 3Y Return (Ann) | 8.75% | -18.69% |
| 5Y Return (Ann) | 11.70% | -5.29% |
| 10Y Return (Ann) | 10.08% | 6.38% |
| Sharpe Ratio | 0.40 | -0.63 |
| Daily Std Dev | 18.02% | 28.19% |
| Max Drawdown | -38.43% | -78.58% |
| Current Drawdown | -0.10% | -52.27% |
Fundamentals
| SO | AQN.TO | |
|---|---|---|
| Market Cap | $80.14B | CA$5.77B |
| EPS | $3.62 | CA$0.04 |
| PE Ratio | 20.22 | 209.25 |
| PEG Ratio | 2.59 | 1.41 |
| Revenue (TTM) | $25.25B | CA$2.70B |
| Gross Profit (TTM) | $10.82B | CA$1.05B |
| EBITDA (TTM) | $11.41B | CA$944.79M |
Correlation
The correlation between SO and AQN.TO is 0.22, 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. AQN.TO - Performance Comparison
The year-to-date returns for both stocks are quite close, with SO having a 8.57% return and AQN.TO slightly lower at 8.40%. Over the past 10 years, SO has outperformed AQN.TO with an annualized return of 10.08%, while AQN.TO has yielded a comparatively lower 6.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SO vs. AQN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Algonquin Power & Utilities Corp. (AQN.TO). 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
SO vs. AQN.TO - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.72%, less than AQN.TO's 6.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.72% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.90% |
AQN.TO Algonquin Power & Utilities Corp. | 6.52% | 6.94% | 10.63% | 4.61% | 3.90% | 3.96% | 4.82% | 4.27% | 4.82% | 4.50% | 3.83% | 4.53% |
Drawdowns
SO vs. AQN.TO - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum AQN.TO drawdown of -78.58%. Use the drawdown chart below to compare losses from any high point for SO and AQN.TO. For additional features, visit the drawdowns tool.
Volatility
SO vs. AQN.TO - Volatility Comparison
The current volatility for The Southern Company (SO) is 5.77%, while Algonquin Power & Utilities Corp. (AQN.TO) has a volatility of 9.20%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than AQN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SO vs. AQN.TO - Financials Comparison
This section allows you to compare key financial metrics between The Southern Company and Algonquin Power & Utilities Corp.. 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