SO:NYE-Southern Company (The) (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 79.78

Change

+0.59 (+0.75)%

Market Cap

USD 46.36B

Volume

3.69M

Analyst Target

USD 59.60
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Southern Co through its traditional operating companies, provides electric service in four Southeastern states.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
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DUK Duke Energy Corporation

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NGG National Grid PLC ADR

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DUK-PA Duke Energy Corporation

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PEG Public Service Enterprise Grou..

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EIX Edison International

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PPL PPL Corporation

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AEE Ameren Corp

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USD 22.84B
AGR Avangrid Inc

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USD 13.84B
PNW Pinnacle West Capital Corp

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USD 10.25B

ETFs Containing SO

XLU Utilities Select Sector S.. 8.19 % 0.13 %

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USD 18.50B
ZPDU:F SPDR S&P U.S. Utilities S.. 8.19 % 0.00 %

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USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 8.19 % 0.00 %

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USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.19 % 0.00 %

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2B7A:XETRA iShares S&P 500 Utilities.. 8.12 % 0.00 %

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USD 0.24B
FUTY Fidelity® MSCI Utilities.. 7.50 % 0.08 %

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USD 1.40B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

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USD 4.09B
UTSL Direxion Daily Utilities .. 5.49 % 0.96 %

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USD 0.06B
WUTI:SW SPDR® MSCI World Utiliti.. 5.26 % 0.00 %

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USD 0.04B
XDWU:F Xtrackers (IE) Public Lim.. 5.25 % 0.00 %

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USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.25 % 0.00 %

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USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.25 % 0.00 %

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USD 0.57B
XWUS:LSE Xtrackers MSCI World Util.. 5.25 % 0.00 %

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USD 0.51B
UPW ProShares Ultra Utilities 4.96 % 0.95 %

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USD 0.02B
NREA:CA NBI Global Real Assets In.. 4.90 % 0.00 %

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CAD 1.27B
ZWU:CA BMO Covered Call Utilitie.. 4.65 % 0.71 %

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CAD 1.93B
DXN:CA Dynamic Active Global Inf.. 4.14 % 0.00 %

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CAD 0.03B
PUI Invesco DWA Utilities Mom.. 3.98 % 0.60 %

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USD 0.06B
VBLD:AU Vanguard Global Infrastru.. 3.73 % 0.00 %

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USD 0.33B
GLIN:AU iShares Core FTSE Global .. 3.68 % 0.00 %

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USD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.63 % 0.00 %

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USD 1.04B
IGF iShares Global Infrastruc.. 3.52 % 0.46 %

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USD 4.14B
ZWH.U:CA 3.44 % 0.72 %

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CBUX:XETRA iShares Global Infrastruc.. 3.38 % 0.00 %

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USD 1.61B
INFR:SW iShares Global Infrastruc.. 3.38 % 0.00 %

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MDLV 3.18 % 0.00 %

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FLLV 3.16 % 0.50 %

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RIIN:CA Russell Investments Globa.. 3.15 % 0.00 %

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CAD 1.19B
INCE Franklin Income Equity Fo.. 3.07 % 0.00 %

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CCOR Core Alternative ETF 3.02 % 1.23 %

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USD 0.13B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

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LVHD Legg Mason Low Volatility.. 2.45 % 0.27 %

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USD 0.59B
FMIL 1.99 % 0.00 %

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USDV:SW SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

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USD 3.71B
SPYD:XETRA SPDR® S&P US Dividend Ar.. 1.66 % 0.00 %

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USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.66 % 0.00 %

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USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.66 % 0.00 %

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ZLU.U:CA 1.51 % 0.33 %

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CDL VictoryShares US Large Ca.. 1.38 % 0.35 %

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USD 0.35B
CDC VictoryShares US EQ Incom.. 1.38 % 0.35 %

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USD 0.84B
JGPI:XETRA JPM Global Equity Premium.. 1.21 % 0.00 %

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JEAG:LSE JPM Global Equity Premium.. 1.21 % 0.00 %

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USD 0.24B
JEGA:LSE JPM Global Equity Premium.. 1.21 % 0.00 %

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USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.21 % 0.00 %

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ZPRI:F SSgA SPDR ETFs Europe II .. 1.11 % 0.00 %

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USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.11 % 0.00 %

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USD 1.18B
SMRT:PA 0.51 % 0.00 %

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SM8T:XETRA Amundi Index Solutions - .. 0.51 % 0.00 %

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USD 0.04B
SMRU:PA Amundi Index Solutions - .. 0.51 % 0.00 %

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USD 3.55M
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

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CUD:CA iShares US Dividend Growe.. 0.00 % 0.66 %

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CAD 0.35B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

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USD 3.20B
FLM 0.00 % 0.70 %

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GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

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HDLV 0.00 % 0.00 %

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JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

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USD 0.02B
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

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USD 0.23B
TPLC Timothy Plan US Large/Mid.. 0.00 % 0.00 %

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USD 0.26B
RYU 0.00 % 0.40 %

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USMR 0.00 % 0.30 %

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UXM.B:CA 0.00 % 0.67 %

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VPU Vanguard Utilities Index .. 0.00 % 0.10 %

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GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

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IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

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INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

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IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

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USD 0.51B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

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USD 0.51B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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SMRU:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

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PRGB:LSE 0.00 % 0.00 %

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SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

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UDVD:LSE SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

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USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 0.00 % 0.00 %

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USD 3.78B
VMOM:LSE 0.00 % 0.00 %

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WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

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XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

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IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

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SM8T:F Amundi Index Solutions - .. 0.00 % 0.00 %

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IQQI:XETRA 0.00 % 0.00 %

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PVF1:XETRA 0.00 % 0.00 %

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TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

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CAD 0.13B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

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CAD 0.02B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

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CAD 6.80M
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

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USD 0.02B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

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USD 0.01B
FLYT 0.00 % 0.00 %

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JEPI JPMorgan Equity Premium I.. 0.00 % 0.00 %

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USD 35.41B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

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USD 0.22B
TPHE Timothy Plan - Timothy Pl.. 0.00 % 0.00 %

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USD 0.07B
TPLE Timothy Plan - Timothy Pl.. 0.00 % 0.00 %

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USD 0.07B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.78% 89% A- 81% B-
Dividend Return 2.03% 69% C- 71% C-
Total Return 15.80% 89% A- 83% B
Trailing 12 Months  
Capital Gain 12.13% 78% C+ 54% F
Dividend Return 3.96% 55% F 57% F
Total Return 16.09% 81% B- 55% F
Trailing 5 Years  
Capital Gain 46.82% 94% A 67% D+
Dividend Return 24.48% 93% A 80% B-
Total Return 71.29% 94% A 73% C
Average Annual (5 Year Horizon)  
Capital Gain 4.39% 81% B- 56% F
Dividend Return 8.54% 78% C+ 60% D-
Total Return 4.15% 74% C 74% C
Risk Return Profile  
Volatility (Standard Deviation) 10.80% 89% A- 79% B-
Risk Adjusted Return 79.12% 100% F 94% A
Market Capitalization 46.36B 94% A 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Electric) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.10 28% 40%
Price/Book Ratio 2.38 9% 36%
Price / Cash Flow Ratio 11.51 24% 34%
Price/Free Cash Flow Ratio 11.69 38% 35%
Management Effectiveness  
Return on Equity 11.75% 86% 64%
Return on Invested Capital 5.88% 60% 48%
Return on Assets 3.14% 86% 57%
Debt to Equity Ratio 181.94% 21% 18%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.