SO vs. WEC
Compare and contrast key facts about The Southern Company (SO) and WEC Energy Group, Inc. (WEC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or WEC.
Correlation
The correlation between SO and WEC 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.
Performance
SO vs. WEC - Performance Comparison
Key characteristics
SO:
1.76
WEC:
2.34
SO:
2.53
WEC:
3.28
SO:
1.31
WEC:
1.40
SO:
2.32
WEC:
1.59
SO:
5.81
WEC:
9.92
SO:
5.31%
WEC:
4.00%
SO:
17.56%
WEC:
16.97%
SO:
-38.43%
WEC:
-45.05%
SO:
-8.35%
WEC:
0.00%
Fundamentals
SO:
$93.77B
WEC:
$32.97B
SO:
$4.23
WEC:
$4.79
SO:
20.23
WEC:
21.50
SO:
3.01
WEC:
2.71
SO:
$20.38B
WEC:
$8.60B
SO:
$8.36B
WEC:
$3.19B
SO:
$10.56B
WEC:
$3.91B
Returns By Period
In the year-to-date period, SO achieves a 3.96% return, which is significantly lower than WEC's 10.45% return. Both investments have delivered pretty close results over the past 10 years, with SO having a 11.00% annualized return and WEC not far behind at 10.67%.
SO
3.96%
2.00%
-0.75%
32.07%
8.59%
11.00%
WEC
10.45%
4.88%
16.22%
36.79%
3.44%
10.67%
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Risk-Adjusted Performance
SO vs. WEC — Risk-Adjusted Performance Rank
SO
WEC
SO vs. WEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and WEC Energy Group, Inc. (WEC). 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. WEC - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.37%, more than WEC's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
WEC WEC Energy Group, Inc. | 3.30% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% |
Drawdowns
SO vs. WEC - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum WEC drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for SO and WEC. For additional features, visit the drawdowns tool.
Volatility
SO vs. WEC - Volatility Comparison
The Southern Company (SO) has a higher volatility of 7.25% compared to WEC Energy Group, Inc. (WEC) at 6.00%. This indicates that SO's price experiences larger fluctuations and is considered to be riskier than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SO vs. WEC - Financials Comparison
This section allows you to compare key financial metrics between The Southern Company and WEC Energy Group, 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.
Total Revenue: Total amount of money received from sales and other business activities