SO vs. ETR
Compare and contrast key facts about The Southern Company (SO) and Entergy Corporation (ETR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or ETR.
Performance
SO vs. ETR - Performance Comparison
Returns By Period
In the year-to-date period, SO achieves a 28.95% return, which is significantly lower than ETR's 53.36% return. Both investments have delivered pretty close results over the past 10 years, with SO having a 11.06% annualized return and ETR not far behind at 10.60%.
SO
28.95%
-4.72%
11.47%
29.97%
11.35%
11.06%
ETR
53.36%
11.12%
34.29%
56.58%
9.24%
10.60%
Fundamentals
| SO | ETR | |
|---|---|---|
| Market Cap | $96.10B | $32.00B |
| EPS | $4.29 | $8.22 |
| PE Ratio | 20.45 | 18.15 |
| PEG Ratio | 2.91 | 10.49 |
| Total Revenue (TTM) | $26.43B | $11.86B |
| Gross Profit (TTM) | $12.64B | $4.33B |
| EBITDA (TTM) | $11.25B | $4.74B |
Key characteristics
| SO | ETR | |
|---|---|---|
| Sharpe Ratio | 1.92 | 2.43 |
| Sortino Ratio | 2.81 | 3.91 |
| Omega Ratio | 1.33 | 1.57 |
| Calmar Ratio | 2.67 | 3.38 |
| Martin Ratio | 9.19 | 16.84 |
| Ulcer Index | 3.57% | 3.43% |
| Daily Std Dev | 17.11% | 23.78% |
| Max Drawdown | -38.43% | -51.16% |
| Current Drawdown | -6.61% | -2.88% |
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Correlation
The correlation between SO and ETR is 0.54, 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.
Risk-Adjusted Performance
SO vs. ETR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Entergy Corporation (ETR). 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. ETR - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.23%, more than ETR's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 2.43% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.89% |
ETR Entergy Corporation | 3.08% | 4.29% | 3.64% | 3.43% | 3.75% | 3.06% | 4.16% | 4.30% | 4.65% | 4.89% | 3.80% | 5.25% |
Drawdowns
SO vs. ETR - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum ETR drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for SO and ETR. For additional features, visit the drawdowns tool.
Volatility
SO vs. ETR - Volatility Comparison
The current volatility for The Southern Company (SO) is 5.67%, while Entergy Corporation (ETR) has a volatility of 16.60%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SO vs. ETR - Financials Comparison
This section allows you to compare key financial metrics between The Southern Company and Entergy Corporation. 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