PortfoliosLab logoPortfoliosLab logo
SO vs. SKX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SO vs. SKX - Performance Comparison

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

Loading charts...

Returns By Period


SO

1D
1.22%
1M
2.86%
YTD
10.02%
6M
13.62%
1Y
7.91%
3Y*
14.19%
5Y*
12.20%
10Y*
10.77%

SKX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SO vs. SKX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SO
The Southern Company
10.02%9.47%21.72%2.21%8.24%16.34%0.63%51.65%-3.75%2.42%
SKX
Skechers U.S.A., Inc.
0.00%-6.11%7.86%48.61%-3.34%20.76%-16.79%88.69%-39.51%53.95%

Correlation

The correlation between SO and SKX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

-0.00

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jun 9, 1999

0.13

The correlation between SO and SKX shifts across timeframes, from -0.00 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SO:

$106.03B

SKX:

$9.55B

EPS

SO:

$3.92

SKX:

$4.40

PE Ratio

SO:

23.98

SKX:

14.35

PEG Ratio

SO:

1.49

SKX:

0.09

PS Ratio

SO:

3.47

SKX:

1.01

PB Ratio

SO:

2.86

SKX:

2.00

Total Revenue (TTM)

SO:

$30.17B

SKX:

$9.41B

Gross Profit (TTM)

SO:

$13.01B

SKX:

$4.96B

EBITDA (TTM)

SO:

$14.44B

SKX:

$1.07B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SO vs. SKX — Risk / Return Rank

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

SO
SO Risk / Return Rank: 5454
Overall Rank
SO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SO Sortino Ratio Rank: 5252
Sortino Ratio Rank
SO Omega Ratio Rank: 5050
Omega Ratio Rank
SO Calmar Ratio Rank: 5555
Calmar Ratio Rank
SO Martin Ratio Rank: 5656
Martin Ratio Rank

SKX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SO vs. SKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Skechers U.S.A., Inc. (SKX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SOSKXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.10

Calmar ratioReturn relative to maximum drawdown

0.53

Martin ratioReturn relative to average drawdown

1.24

SO vs. SKX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

SO vs. SKX - Drawdown Comparison


Loading charts...

Drawdown Indicators


SOSKXDifference

Max Drawdown

Largest peak-to-trough decline

-38.43%

Max Drawdown (1Y)

Largest decline over 1 year

-14.99%

Max Drawdown (3Y)

Largest decline over 3 years

-14.99%

Max Drawdown (5Y)

Largest decline over 5 years

-23.28%

Max Drawdown (10Y)

Largest decline over 10 years

-38.43%

Current Drawdown

Current decline from peak

-3.95%

Average Drawdown

Average peak-to-trough decline

-6.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.39%

Volatility

SO vs. SKX - Volatility Comparison


Loading charts...

Volatility by Period


SOSKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

Volatility (6M)

Calculated over the trailing 6-month period

13.07%

Volatility (1Y)

Calculated over the trailing 1-year period

16.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.96%

Dividends

SO vs. SKX - Dividend Comparison

SO's dividend yield for the trailing twelve months is around 3.60%, while SKX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SKX
Skechers U.S.A., Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SO
The Southern Company
3.60%3.37%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%

Financials

SO vs. SKX - Financials Comparison

This section allows you to compare key financial metrics between The Southern Company and Skechers U.S.A., 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


2.00B4.00B6.00B8.00B20222023202420252026
8.40B
2.44B
(SO) Total Revenue
(SKX) Total Revenue
Values in USD except per share items

SO vs. SKX - Profitability Comparison

The chart below illustrates the profitability comparison between The Southern Company and Skechers U.S.A., Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20222023202420252026
46.5%
53.3%
Portfolio components
SO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a gross profit of 3.90B and revenue of 8.40B. Therefore, the gross margin over that period was 46.5%.

SKX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Skechers U.S.A., Inc. reported a gross profit of 1.30B and revenue of 2.44B. Therefore, the gross margin over that period was 53.3%.

SO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported an operating income of 2.02B and revenue of 8.40B, resulting in an operating margin of 24.0%.

SKX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Skechers U.S.A., Inc. reported an operating income of 173.08M and revenue of 2.44B, resulting in an operating margin of 7.1%.

SO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a net income of 1.36B and revenue of 8.40B, resulting in a net margin of 16.2%.

SKX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Skechers U.S.A., Inc. reported a net income of 170.50M and revenue of 2.44B, resulting in a net margin of 7.0%.


Frequently Asked Questions


SO and SKX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SO and SKX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer