VRSK vs. SO
VRSK (Verisk Analytics, Inc.) and SO (The Southern Company) are both stocks. VRSK operates in Consulting Services (Industrials), while SO operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, VRSK returned 9.35%/yr vs 10.77%/yr for SO. At a 0.27 correlation, their price movements are largely independent.
Performance
VRSK vs. SO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VRSK achieves a -17.62% return, which is significantly lower than SO's 10.02% return. Over the past 10 years, VRSK has underperformed SO with an annualized return of 9.35%, while SO has yielded a comparatively higher 10.77% annualized return.
VRSK
- 1D
- 0.99%
- 1M
- 13.83%
- YTD
- -17.62%
- 6M
- -14.96%
- 1Y
- -40.99%
- 3Y*
- -4.78%
- 5Y*
- 1.98%
- 10Y*
- 9.35%
SO
- 1D
- 1.22%
- 1M
- 2.20%
- YTD
- 10.02%
- 6M
- 13.62%
- 1Y
- 7.90%
- 3Y*
- 14.19%
- 5Y*
- 12.20%
- 10Y*
- 10.77%
VRSK vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRSK Verisk Analytics, Inc. | -17.62% | -18.23% | 16.00% | 36.24% | -22.33% | 10.85% | 39.89% | 37.92% | 13.58% | 18.27% |
SO The Southern Company | 10.02% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Correlation
The correlation between VRSK and SO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 7, 2009 | 0.27 |
The correlation between VRSK and SO shifts across timeframes, from 0.15 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VRSK:
$24.85B
SO:
$106.03B
VRSK:
$6.56
SO:
$3.92
VRSK:
28.00
SO:
23.98
VRSK:
1.53
SO:
1.49
VRSK:
8.21
SO:
3.47
VRSK:
$3.10B
SO:
$30.17B
VRSK:
$2.09B
SO:
$13.01B
VRSK:
$1.46B
SO:
$14.44B
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
VRSK vs. SO — Risk / Return Rank
VRSK
SO
VRSK vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Verisk Analytics, Inc. (VRSK) and The Southern Company (SO). 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.
| VRSK | SO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.10 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 0.53 | -1.36 |
| Martin ratioReturn relative to average drawdown | -1.35 | 1.24 | -2.58 |
Loading charts...
Drawdowns
VRSK vs. SO - Drawdown Comparison
The maximum VRSK drawdown since its inception was -50.81%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for VRSK and SO.
Loading charts...
Drawdown Indicators
| VRSK | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.81% | -38.43% | -12.38% |
Max Drawdown (1Y)Largest decline over 1 year | -49.57% | -14.99% | -34.58% |
Max Drawdown (3Y)Largest decline over 3 years | -50.81% | -14.99% | -35.82% |
Max Drawdown (5Y)Largest decline over 5 years | -50.81% | -23.28% | -27.53% |
Max Drawdown (10Y)Largest decline over 10 years | -50.81% | -38.43% | -12.38% |
Current DrawdownCurrent decline from peak | -42.35% | -3.95% | -38.40% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -6.87% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.61% | 6.39% | +24.22% |
Volatility
VRSK vs. SO - Volatility Comparison
Verisk Analytics, Inc. (VRSK) has a higher volatility of 9.55% compared to The Southern Company (SO) at 6.03%. This indicates that VRSK's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VRSK | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.55% | 6.03% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 25.41% | 13.07% | +12.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.55% | 16.21% | +15.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 18.67% | +5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.01% | 21.96% | +2.05% |
Dividends
VRSK vs. SO - Dividend Comparison
VRSK's dividend yield for the trailing twelve months is around 1.01%, less than SO's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VRSK Verisk Analytics, Inc. | 1.01% | 0.80% | 0.57% | 0.57% | 0.70% | 0.51% | 0.52% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VRSK vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Verisk Analytics, Inc. and The Southern Company. 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
VRSK vs. SO - Profitability Comparison
VRSK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verisk Analytics, Inc. reported a gross profit of 546.00M and revenue of 782.60M. Therefore, the gross margin over that period was 69.8%.
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%.
VRSK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verisk Analytics, Inc. reported an operating income of 352.20M and revenue of 782.60M, resulting in an operating margin of 45.0%.
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%.
VRSK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verisk Analytics, Inc. reported a net income of 234.20M and revenue of 782.60M, resulting in a net margin of 29.9%.
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%.
Frequently Asked Questions
VRSK and SO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRSK has higher volatility (9.55%) compared to SO (6.03%). In terms of maximum drawdown, VRSK dropped -50.81% vs SO's -38.43%.
SO currently has the higher Sharpe Ratio (0.49 vs -1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VRSK and SO
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