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

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.


-0.50.00.51.00.5

Performance

SO vs. ETR - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember2025
2.55%
46.53%
SO
ETR

Key characteristics

Sharpe Ratio

SO:

1.16

ETR:

2.64

Sortino Ratio

SO:

1.74

ETR:

4.17

Omega Ratio

SO:

1.21

ETR:

1.60

Calmar Ratio

SO:

1.47

ETR:

4.30

Martin Ratio

SO:

4.20

ETR:

19.86

Ulcer Index

SO:

4.65%

ETR:

3.15%

Daily Std Dev

SO:

16.87%

ETR:

23.74%

Max Drawdown

SO:

-38.43%

ETR:

-51.16%

Current Drawdown

SO:

-11.82%

ETR:

0.00%

Fundamentals

Market Cap

SO:

$89.90B

ETR:

$33.26B

EPS

SO:

$4.29

ETR:

$4.12

PE Ratio

SO:

19.13

ETR:

18.83

PEG Ratio

SO:

2.84

ETR:

8.91

Total Revenue (TTM)

SO:

$20.38B

ETR:

$9.14B

Gross Profit (TTM)

SO:

$8.33B

ETR:

$3.32B

EBITDA (TTM)

SO:

$10.56B

ETR:

$3.72B

Returns By Period

In the year-to-date period, SO achieves a 0.02% return, which is significantly lower than ETR's 4.18% return. Over the past 10 years, SO has underperformed ETR with an annualized return of 9.51%, while ETR has yielded a comparatively higher 12.38% annualized return.


SO

YTD

0.02%

1M

0.56%

6M

2.55%

1Y

21.40%

5Y*

8.38%

10Y*

9.51%

ETR

YTD

4.18%

1M

5.66%

6M

46.53%

1Y

62.87%

5Y*

10.83%

10Y*

12.38%

*Annualized

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. ETR — 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 8080
Overall Rank
The Sharpe Ratio Rank of SO is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 7777
Sortino Ratio Rank
The Omega Ratio Rank of SO is 7474
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

ETR
The Risk-Adjusted Performance Rank of ETR is 9797
Overall Rank
The Sharpe Ratio Rank of ETR is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of ETR is 9797
Sortino Ratio Rank
The Omega Ratio Rank of ETR is 9797
Omega Ratio Rank
The Calmar Ratio Rank of ETR is 9797
Calmar Ratio Rank
The Martin Ratio Rank of ETR is 9898
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. 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.


Sharpe ratio
The chart of Sharpe ratio for SO, currently valued at 1.16, compared to the broader market-2.000.002.001.162.64
The chart of Sortino ratio for SO, currently valued at 1.74, compared to the broader market-4.00-2.000.002.004.001.744.17
The chart of Omega ratio for SO, currently valued at 1.21, compared to the broader market0.501.001.502.001.211.60
The chart of Calmar ratio for SO, currently valued at 1.47, compared to the broader market0.002.004.006.001.474.30
The chart of Martin ratio for SO, currently valued at 4.20, compared to the broader market-30.00-20.00-10.000.0010.0020.004.2019.86
SO
ETR

The current SO Sharpe Ratio is 1.16, which is lower than the ETR Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of SO and ETR, 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 Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.16
2.64
SO
ETR

Dividends

SO vs. ETR - Dividend Comparison

SO's dividend yield for the trailing twelve months is around 3.47%, less than ETR's 4.38% yield.


TTM20242023202220212020201920182017201620152014
SO
The Southern Company
3.47%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%
ETR
Entergy Corporation
4.38%4.56%7.46%5.44%3.43%5.63%3.06%6.23%5.39%7.00%6.13%6.64%

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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.82%
0
SO
ETR

Volatility

SO vs. ETR - Volatility Comparison

The Southern Company (SO) has a higher volatility of 5.28% compared to Entergy Corporation (ETR) at 4.85%. This indicates that SO's price experiences larger fluctuations and is considered to be riskier than ETR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
5.28%
4.85%
SO
ETR

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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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