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
NEE Nextera Energy Inc

-0.12 (-0.16%)

USD 158.14B
NEE-PR Nextera Energy Inc

-0.16 (-0.36%)

USD 103.76B
DUK Duke Energy Corporation

+1.10 (+1.09%)

USD 79.93B
DUK-PA Duke Energy Corporation

+0.02 (+0.08%)

USD 61.98B
NGG National Grid PLC ADR

+0.40 (+0.71%)

USD 55.63B
PCG PG&E Corp

-0.12 (-0.65%)

USD 47.64B
D Dominion Energy Inc

-0.26 (-0.51%)

USD 43.19B
PEG Public Service Enterprise Grou..

-0.57 (-0.78%)

USD 36.69B
ED Consolidated Edison Inc

+0.26 (+0.29%)

USD 31.73B
XEL Xcel Energy Inc

-0.57 (-1.05%)

USD 30.58B

ETFs Containing SO

SXLU:SW SPDR S&P U.S. Utilities S.. 8.12 % 0.00 %

-0.40 (0.47%)

N/A
XLU Utilities Select Sector S.. 8.11 % 0.13 %

-0.17 (0.47%)

USD 13.95B
IUUS:LSE iShares S&P 500 Utilities.. 8.05 % 0.00 %

+0.02 (+0.47%)

USD 0.26B
IUSU:LSE iShares V Public Limited .. 8.04 % 0.00 %

+6.25 (+0.47%)

USD 0.28B
UTSL Direxion Daily Utilities .. 6.47 % 0.96 %

-0.20 (0.47%)

USD 0.04B
JXI iShares Global Utilities .. 5.31 % 0.46 %

-0.42 (0.47%)

USD 0.13B
WUTI:SW SPDR® MSCI World Utiliti.. 5.05 % 0.00 %

N/A

USD 0.02B
XDWU:SW Xtrackers MSCI World Util.. 5.04 % 0.00 %

N/A

USD 0.21B
XWUS:LSE Xtrackers MSCI World Util.. 5.04 % 0.00 %

+0.13 (+0.47%)

USD 0.21B
JHMU John Hancock Multifactor .. 4.69 % 0.46 %

+0.01 (+0.47%)

USD 0.02B
PUI Invesco DWA Utilities Mom.. 3.97 % 0.60 %

-0.20 (0.47%)

USD 0.04B
GLIN:AU iShares Core FTSE Global .. 3.60 % 0.00 %

+0.04 (+0.47%)

USD 0.03B
VBLD:AU Vanguard Global Infrastru.. 3.58 % 0.00 %

-0.02 (0.47%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.57 % 0.00 %

-0.12 (0.47%)

USD 0.84B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
RSPU Invesco S&P 500® Equal.. 3.41 % 0.00 %

-0.19 (0.47%)

USD 0.25B
CBUX:XETRA iShares Global Infrastruc.. 3.24 % 0.00 %

+0.02 (+0.47%)

USD 1.49B
INFR:SW iShares Global Infrastruc.. 3.24 % 0.00 %

-0.17 (0.47%)

N/A
MDLV 3.23 % 0.00 %

N/A

N/A
CCOR Core Alternative ETF 2.85 % 1.23 %

-0.14 (0.47%)

USD 0.17B
FDV First Trust Capital Stren.. 2.82 % 0.00 %

-0.10 (0.47%)

USD 0.09B
LVHD Legg Mason Low Volatility.. 2.74 % 0.27 %

-0.08 (0.47%)

USD 0.58B
UPGD Invesco Exchange-Traded F.. 2.28 % 0.00 %

-0.38 (0.47%)

USD 0.12B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.89 % 0.00 %

-0.05 (0.47%)

N/A
USDV:SW SPDR® S&P US Dividend Ar.. 1.73 % 0.00 %

-0.36 (0.47%)

USD 3.55B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
CDL VictoryShares US Large Ca.. 1.33 % 0.35 %

-0.33 (0.47%)

USD 0.34B
JGPI:XETRA JPM Global Equity Premium.. 1.26 % 0.00 %

+0.04 (+0.47%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

+8.25 (+0.47%)

USD 0.12B
JEGA:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

-0.05 (0.47%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.26 % 0.00 %

+0.12 (+0.47%)

N/A
RBLD First Trust Exchange-Trad.. 1.12 % 0.00 %

-0.64 (0.47%)

USD 9.34M
JPGL:F JPmorgan ETFs Ireland Ica.. 0.35 % 0.00 %

N/A

USD 0.22B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

+2.75 (+0.47%)

USD 0.10B
JPGL:SW JPM Global Equity Multi-F.. 0.33 % 0.00 %

N/A

N/A
CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

-0.27 (0.47%)

USD 0.83B
CUD:CA iShares US Dividend Growe.. 0.00 % 0.66 %

N/A

CAD 0.32B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

-0.39 (0.47%)

USD 3.48B
FLM 0.00 % 0.70 %

N/A

N/A
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

-0.07 (0.47%)

USD 1.24B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

-0.46 (0.47%)

USD 0.41B
HDLV 0.00 % 0.00 %

N/A

N/A
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

-0.10 (0.47%)

USD 1.32B
IGF iShares Global Infrastruc.. 0.00 % 0.46 %

-0.41 (0.47%)

USD 3.76B
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

-0.25 (0.47%)

USD 0.22B
RYJ Invesco Raymond James SB-.. 0.00 % 0.75 %

N/A

USD 0.11B
RYU 0.00 % 0.40 %

N/A

N/A
SPYD SPDR® Portfolio S&P 500 .. 0.00 % 0.08 %

-0.10 (0.47%)

USD 6.89B
UPW ProShares Ultra Utilities 0.00 % 0.95 %

-0.49 (0.47%)

USD 0.02B
USMR 0.00 % 0.30 %

N/A

N/A
UXM.B:CA 0.00 % 0.67 %

N/A

N/A
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

-0.22 (0.47%)

USD 5.69B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.03 (+0.47%)

USD 1.19B
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+0.04 (+0.47%)

USD 1.43B
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+10.25 (+0.47%)

USD 1.43B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.08 (0.47%)

USD 1.19B
PRGB:LSE 0.00 % 0.00 %

N/A

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

+0.14 (+0.47%)

USD 0.05B
UDVD:LSE SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

-0.20 (0.47%)

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

+0.13 (+0.47%)

USD 3.55B
VMOM:LSE 0.00 % 0.00 %

N/A

N/A
WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

-0.07 (0.47%)

USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

-0.05 (0.47%)

USD 0.27B
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

-0.11 (0.47%)

USD 1.47B
SPYD:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

N/A

USD 3.76B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.17 (+0.47%)

USD 0.13B
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.09 (+0.47%)

USD 0.03B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

N/A

USD 1.18B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.07 (+0.47%)

USD 0.24B
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

+0.77 (+0.47%)

USD 4.09B
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.16 (+0.47%)

USD 3.76B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.12 (+0.47%)

USD 0.13B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.36 (+0.47%)

USD 0.03B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.05 (+0.47%)

USD 1.18B
RIIN:CA Russell Investments Globa.. 0.00 % 0.00 %

N/A

CAD 1.19B
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

-0.24 (0.47%)

CAD 0.12B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

N/A

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

-1.32 (0.47%)

CAD 6.16M
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

-0.20 (0.47%)

USD 0.03B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

-0.07 (0.47%)

USD 0.01B
JPGL:XETRA JPM Global Equity Multi-F.. 0.00 % 0.00 %

+0.02 (+0.47%)

USD 0.22B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

-0.03 (0.47%)

USD 0.13B
FLYT 0.00 % 0.00 %

N/A

N/A
JEPI JPMorgan Equity Premium I.. 0.00 % 0.00 %

-0.11 (0.47%)

USD 33.58B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

-0.22 (0.47%)

USD 0.16B
JPGL:LSE JPM Global Equity Multi-F.. 0.00 % 0.00 %

-0.22 (0.47%)

USD 0.22B
FCII:CA Franklin ClearBridge Sust.. 0.00 % 0.00 %

-0.29 (0.47%)

CAD 0.02B
TPHE Timothy Plan - Timothy Pl.. 0.00 % 0.00 %

-0.23 (0.47%)

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.