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

Correlation

The correlation between SO and UEC is 0.08, 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.


-0.50.00.51.00.1

Performance

SO vs. UEC - Performance Comparison

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

-40.00%-20.00%0.00%20.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
5.05%
12.58%
SO
UEC

Key characteristics

Sharpe Ratio

SO:

1.08

UEC:

0.18

Sortino Ratio

SO:

1.65

UEC:

0.70

Omega Ratio

SO:

1.19

UEC:

1.08

Calmar Ratio

SO:

1.44

UEC:

0.23

Martin Ratio

SO:

4.65

UEC:

0.50

Ulcer Index

SO:

3.94%

UEC:

21.51%

Daily Std Dev

SO:

16.89%

UEC:

60.88%

Max Drawdown

SO:

-38.43%

UEC:

-97.40%

Current Drawdown

SO:

-12.72%

UEC:

-16.74%

Fundamentals

Market Cap

SO:

$91.25B

UEC:

$3.19B

EPS

SO:

$4.29

UEC:

-$0.13

PEG Ratio

SO:

2.93

UEC:

0.00

Total Revenue (TTM)

SO:

$26.43B

UEC:

$17.20M

Gross Profit (TTM)

SO:

$10.81B

UEC:

-$5.22M

EBITDA (TTM)

SO:

$13.20B

UEC:

-$68.93M

Returns By Period

In the year-to-date period, SO achieves a 20.51% return, which is significantly higher than UEC's 11.88% return. Over the past 10 years, SO has underperformed UEC with an annualized return of 9.91%, while UEC has yielded a comparatively higher 15.63% annualized return.


SO

YTD

20.51%

1M

-7.43%

6M

6.31%

1Y

18.58%

5Y*

9.29%

10Y*

9.91%

UEC

YTD

11.88%

1M

-13.53%

6M

14.74%

1Y

15.30%

5Y*

50.94%

10Y*

15.63%

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Risk-Adjusted Performance

SO vs. UEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and Uranium Energy Corp. (UEC). 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 1.08, compared to the broader market-4.00-2.000.002.001.080.18
The chart of Sortino ratio for SO, currently valued at 1.65, compared to the broader market-4.00-2.000.002.004.001.650.70
The chart of Omega ratio for SO, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.08
The chart of Calmar ratio for SO, currently valued at 1.44, compared to the broader market0.002.004.006.001.440.23
The chart of Martin ratio for SO, currently valued at 4.65, compared to the broader market0.0010.0020.004.650.50
SO
UEC

The current SO Sharpe Ratio is 1.08, which is higher than the UEC Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of SO and UEC, 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 Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.08
0.18
SO
UEC

Dividends

SO vs. UEC - Dividend Comparison

SO's dividend yield for the trailing twelve months is around 3.51%, while UEC has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
SO
The Southern Company
3.51%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%4.89%
UEC
Uranium Energy Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SO vs. UEC - Drawdown Comparison

The maximum SO drawdown since its inception was -38.43%, smaller than the maximum UEC drawdown of -97.40%. Use the drawdown chart below to compare losses from any high point for SO and UEC. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.72%
-16.74%
SO
UEC

Volatility

SO vs. UEC - Volatility Comparison

The current volatility for The Southern Company (SO) is 4.71%, while Uranium Energy Corp. (UEC) has a volatility of 15.30%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than UEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
4.71%
15.30%
SO
UEC

Financials

SO vs. UEC - Financials Comparison

This section allows you to compare key financial metrics between The Southern Company and Uranium Energy 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.


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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