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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 78.65

Change

0.00 (0.00)%

Market Cap

USD 46.36B

Volume

2.44M

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: 2024-06-15 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
NEE Nextera Energy Inc

N/A

USD 158.14B
NEE-PR Nextera Energy Inc

N/A

USD 103.76B
DUK Duke Energy Corporation

N/A

USD 78.15B
DUK-PA Duke Energy Corporation

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USD 61.76B
NGG National Grid PLC ADR

N/A

USD 54.37B
PCG PG&E Corp

N/A

USD 47.72B
D Dominion Energy Inc

N/A

USD 43.19B
PEG Public Service Enterprise Grou..

N/A

USD 36.69B
ED Consolidated Edison Inc

N/A

USD 31.73B
EIX Edison International

N/A

USD 28.32B

ETFs Containing SO

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

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USD 0.30B
IUSU:LSE iShares V Public Limited .. 8.04 % 0.00 %

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USD 0.30B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.96 % 0.00 %

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USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.96 % 0.00 %

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USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.96 % 0.00 %

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2B7A:XETRA iShares S&P 500 Utilities.. 7.90 % 0.00 %

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USD 0.24B
FUTY Fidelity® MSCI Utilities.. 7.37 % 0.08 %

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USD 1.21B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

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USD 4.09B
WUTI:LSE SPDR® MSCI World Utiliti.. 5.14 % 0.00 %

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USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 5.11 % 0.00 %

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USD 0.27B
XDWU:F Xtrackers (IE) Public Lim.. 5.11 % 0.00 %

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USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.11 % 0.00 %

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USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.11 % 0.00 %

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USD 0.28B
XWUS:LSE Xtrackers MSCI World Util.. 5.11 % 0.00 %

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USD 0.28B
WUTI:SW SPDR® MSCI World Utiliti.. 5.05 % 0.00 %

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USD 0.03B
QINF:CA Mackenzie Global Infrastr.. 4.87 % 0.00 %

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CAD 6.03M
TINF:CA TD Active Global Infrastr.. 4.43 % 0.00 %

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CAD 0.12B
FCII:CA Franklin ClearBridge Sust.. 4.14 % 0.00 %

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CAD 0.02B
ECLN First Trust EIP Carbon Im.. 4.00 % 0.00 %

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

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USD 0.84B
GLIN:AU iShares Core FTSE Global .. 3.60 % 0.00 %

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

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USD 0.33B
ZWH.U:CA 3.44 % 0.72 %

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IGF iShares Global Infrastruc.. 3.42 % 0.46 %

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USD 3.56B
INFR:LSE iShares Global Infrastruc.. 3.41 % 0.00 %

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USD 1.43B
IDIN:LSE iShares Global Infrastruc.. 3.39 % 0.00 %

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USD 1.41B
IQQI:F iShares Global Infrastruc.. 3.39 % 0.00 %

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USD 1.41B
RSPU Invesco S&P 500® Equal.. 3.37 % 0.00 %

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USD 0.25B
CBUX:XETRA iShares Global Infrastruc.. 3.35 % 0.00 %

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USD 1.43B
INFR:SW iShares Global Infrastruc.. 3.35 % 0.00 %

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MDLV 3.23 % 0.00 %

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RIIN:CA Russell Investments Globa.. 3.19 % 0.00 %

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CAD 1.19B
HDLB ETRACS Monthly Pay 2xLeve.. 2.94 % 0.00 %

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USD 0.01B
FDV First Trust Capital Stren.. 2.82 % 0.00 %

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USD 0.09B
CCOR Core Alternative ETF 2.81 % 1.23 %

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USD 0.15B
TEQI T. Rowe Price Equity Inco.. 2.33 % 0.00 %

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USD 0.16B
UPGD Invesco Exchange-Traded F.. 2.28 % 0.00 %

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USD 0.12B
CUD:CA iShares US Dividend Growe.. 1.96 % 0.66 %

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CAD 0.31B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.89 % 0.00 %

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USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.89 % 0.00 %

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USD 3.48B
SPYD:F SSgA SPDR ETFs Europe I P.. 1.89 % 0.00 %

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USD 3.76B
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 1.89 % 0.00 %

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USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.89 % 0.00 %

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USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.89 % 0.00 %

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USDV:SW SPDR® S&P US Dividend Ar.. 1.89 % 0.00 %

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USD 3.48B
ZLU.U:CA 1.51 % 0.33 %

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JEPI JPMorgan Equity Premium I.. 1.47 % 0.00 %

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USD 33.49B
TPHD Timothy Plan High Dividen.. 1.37 % 0.00 %

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USD 0.22B
CDC VictoryShares US EQ Incom.. 1.35 % 0.35 %

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USD 0.81B
JGPI:XETRA JPM Global Equity Premium.. 1.33 % 0.00 %

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JEAG:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

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

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

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RBLD First Trust Exchange-Trad.. 1.12 % 0.00 %

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USD 9.34M
GIN:LSE SPDR Morningstar Multi-As.. 1.03 % 0.00 %

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USD 1.19B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.98 % 0.00 %

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USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.98 % 0.00 %

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USD 1.18B
JPGL:XETRA JPM Global Equity Multi-F.. 0.35 % 0.00 %

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USD 0.22B
JPGL:F JPmorgan ETFs Ireland Ica.. 0.35 % 0.00 %

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

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USD 0.10B
JPGL:SW JPM Global Equity Multi-F.. 0.35 % 0.00 %

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CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

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USD 3.52B
FLM 0.00 % 0.70 %

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

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USD 0.41B
HDLV 0.00 % 0.00 %

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IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

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USD 1.26B
JHMU John Hancock Multifactor .. 0.00 % 0.46 %

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USD 0.02B
JXI iShares Global Utilities .. 0.00 % 0.46 %

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USD 0.13B
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

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USD 0.04B
CDL VictoryShares US Large Ca.. 0.00 % 0.35 %

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USD 0.33B
RYJ Invesco Raymond James SB-.. 0.00 % 0.75 %

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USD 0.11B
RYU 0.00 % 0.40 %

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

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USD 5.91B
UPW ProShares Ultra Utilities 0.00 % 0.95 %

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USD 0.01B
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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USD 5.60B
XLU Utilities Select Sector S.. 0.00 % 0.13 %

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USD 14.15B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

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USD 0.03B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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USD 1.19B
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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USD 0.05B
VMOM:LSE 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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FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

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CAD 0.02B
FLYT 0.00 % 0.00 %

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N/A
JPGL:LSE JPM Global Equity Multi-F.. 0.00 % 0.00 %

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

N/A

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 12.16% 92% A 82% B
Dividend Return 2.03% 53% F 61% D-
Total Return 14.19% 89% A- 83% B
Trailing 12 Months  
Capital Gain 9.60% 86% B+ 64% D
Dividend Return 3.93% 50% F 57% F
Total Return 13.53% 86% B+ 65% D
Trailing 5 Years  
Capital Gain 41.71% 97% N/A 68% D+
Dividend Return 23.96% 93% A 80% B-
Total Return 65.68% 100% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 4.53% 82% B 58% F
Dividend Return 8.68% 77% C+ 61% D-
Total Return 4.14% 72% C 73% C
Risk Return Profile  
Volatility (Standard Deviation) 10.84% 90% A- 76% C+
Risk Adjusted Return 80.07% 100% F 91% 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 27% 39%
Price/Book Ratio 2.38 9% 36%
Price / Cash Flow Ratio 11.36 24% 34%
Price/Free Cash Flow Ratio 11.69 36% 35%
Management Effectiveness  
Return on Equity 11.75% 83% 64%
Return on Invested Capital 5.88% 57% 48%
Return on Assets 3.14% 78% 57%
Debt to Equity Ratio 181.94% 20% 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