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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 78.44

Change

+0.32 (+0.41)%

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: 2024-07-10 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
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+1.22 (+1.12%)

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NGG National Grid PLC ADR

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DUK-PA Duke Energy Corporation

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USD 61.66B
PEG Public Service Enterprise Grou..

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USD 36.98B
EIX Edison International

+1.18 (+1.51%)

USD 29.41B
PPL PPL Corporation

+0.32 (+1.08%)

USD 21.56B
AEE Ameren Corp

+1.32 (+1.69%)

USD 21.21B
AGR Avangrid Inc

+0.04 (+0.11%)

USD 13.74B
PNW Pinnacle West Capital Corp

+0.26 (+0.31%)

USD 9.33B

ETFs Containing SO

IUSU:LSE iShares V Public Limited .. 8.34 % 0.00 %

+2.13 (+0.42%)

USD 0.34B
XLU Utilities Select Sector S.. 8.31 % 0.13 %

+0.37 (+0.42%)

USD 15.42B
IUUS:LSE iShares S&P 500 Utilities.. 8.31 % 0.00 %

+0.01 (+0.42%)

USD 0.30B
ZPDU:F SPDR S&P U.S. Utilities S.. 8.18 % 0.00 %

+0.12 (+0.42%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 8.18 % 0.00 %

+0.16 (+0.42%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.18 % 0.00 %

N/A

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 8.16 % 0.00 %

+0.02 (+0.42%)

USD 0.24B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

+0.16 (+0.42%)

USD 4.09B
VPU Vanguard Utilities Index .. 7.13 % 0.10 %

+0.86 (+0.42%)

N/A
UTSL Direxion Daily Utilities .. 7.09 % 0.96 %

+0.39 (+0.42%)

USD 0.06B
UPW ProShares Ultra Utilities 7.01 % 0.95 %

+0.72 (+0.42%)

USD 0.01B
WUTI:SW SPDR® MSCI World Utiliti.. 5.26 % 0.00 %

N/A

USD 0.03B
XDWU:F Xtrackers (IE) Public Lim.. 5.24 % 0.00 %

+0.14 (+0.42%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.24 % 0.00 %

+0.03 (+0.42%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.24 % 0.00 %

+0.21 (+0.42%)

USD 0.30B
XWUS:LSE Xtrackers MSCI World Util.. 5.24 % 0.00 %

+0.06 (+0.42%)

USD 0.30B
JHMU John Hancock Multifactor .. 4.69 % 0.46 %

-0.01 (0.42%)

USD 0.02B
ZWU:CA BMO Covered Call Utilitie.. 4.67 % 0.71 %

-0.02 (0.42%)

CAD 1.86B
PUI Invesco DWA Utilities Mom.. 3.98 % 0.60 %

+0.22 (+0.42%)

USD 0.05B
VBLD:AU Vanguard Global Infrastru.. 3.73 % 0.00 %

-0.03 (0.42%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.70 % 0.00 %

+0.04 (+0.42%)

USD 0.84B
GLIN:AU iShares Core FTSE Global .. 3.67 % 0.00 %

+0.08 (+0.42%)

USD 0.03B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
CBUX:XETRA iShares Global Infrastruc.. 3.37 % 0.00 %

+0.03 (+0.42%)

USD 1.49B
INFR:SW iShares Global Infrastruc.. 3.37 % 0.00 %

+0.13 (+0.42%)

N/A
MDLV 3.18 % 0.00 %

N/A

N/A
RIIN:CA Russell Investments Globa.. 3.05 % 0.00 %

N/A

CAD 1.19B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

+0.18 (+0.42%)

N/A
LVHD Legg Mason Low Volatility.. 2.68 % 0.27 %

+0.31 (+0.42%)

USD 0.59B
INCE Franklin Income Equity Fo.. 2.65 % 0.00 %

+0.24 (+0.42%)

N/A
SDY SPDR® S&P Dividend ETF 1.91 % 0.35 %

+0.74 (+0.42%)

N/A
CUD:CA iShares US Dividend Growe.. 1.91 % 0.66 %

+0.16 (+0.42%)

CAD 0.32B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

+0.19 (+0.42%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.91 % 0.00 %

+0.32 (+0.42%)

USD 3.56B
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 1.91 % 0.00 %

+0.33 (+0.42%)

USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

+0.03 (+0.42%)

USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.91 % 0.00 %

-0.04 (0.42%)

N/A
USDV:SW SPDR® S&P US Dividend Ar.. 1.91 % 0.00 %

+0.19 (+0.42%)

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

N/A

N/A
CDL VictoryShares US Large Ca.. 1.32 % 0.35 %

+0.50 (+0.42%)

USD 0.35B
RBLD First Trust Exchange-Trad.. 1.13 % 0.00 %

+0.19 (+0.42%)

USD 9.34M
ZPRI:F SSgA SPDR ETFs Europe II .. 1.06 % 0.00 %

+0.08 (+0.42%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.06 % 0.00 %

-0.04 (0.42%)

USD 1.18B
SMRT:PA 0.49 % 0.00 %

N/A

N/A
SM8T:XETRA Amundi Index Solutions - .. 0.49 % 0.00 %

+2.30 (+0.42%)

USD 0.04B
SMRU:PA Amundi Index Solutions - .. 0.49 % 0.00 %

+1.58 (+0.42%)

USD 3.35M
JPGL:XETRA JPM Global Equity Multi-F.. 0.35 % 0.00 %

+0.26 (+0.42%)

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

+0.10 (+0.42%)

USD 0.23B
JPGL:F JPmorgan ETFs Ireland Ica.. 0.35 % 0.00 %

-0.13 (0.42%)

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

+15.50 (+0.42%)

N/A
JPGL:SW JPM Global Equity Multi-F.. 0.35 % 0.00 %

N/A

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

+0.43 (+0.42%)

USD 0.83B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

-0.09 (0.42%)

USD 3.37B
FLLV 0.00 % 0.50 %

N/A

N/A
FLM 0.00 % 0.70 %

N/A

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

+0.22 (+0.42%)

USD 1.20B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

+0.42 (+0.42%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
JXI iShares Global Utilities .. 0.00 % 0.46 %

+0.27 (+0.42%)

N/A
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

+0.26 (+0.42%)

USD 0.22B
RYU 0.00 % 0.40 %

N/A

N/A
USMR 0.00 % 0.30 %

N/A

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

N/A

N/A
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.05 (+0.42%)

N/A
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+0.18 (+0.42%)

N/A
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+13.50 (+0.42%)

N/A
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.01 (0.42%)

N/A
SMRU:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+1.32 (+0.42%)

N/A
PRGB:LSE 0.00 % 0.00 %

N/A

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

+0.06 (+0.42%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

-0.01 (0.42%)

N/A
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.08 (+0.42%)

N/A
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

+0.20 (+0.42%)

N/A
SM8T:F Amundi Index Solutions - .. 0.00 % 0.00 %

-1.30 (0.42%)

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

-0.05 (0.42%)

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

-0.08 (0.42%)

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

N/A

CAD 6.25M
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

+0.18 (+0.42%)

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

+0.21 (+0.42%)

USD 0.01B
FLYT 0.00 % 0.00 %

N/A

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

+0.02 (+0.42%)

USD 34.20B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

+0.23 (+0.42%)

USD 0.19B
TPHE Timothy Plan - Timothy Pl.. 0.00 % 0.00 %

+0.22 (+0.42%)

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 11.87% 91% A- 78% C+
Dividend Return 2.03% 35% F 52% F
Total Return 13.89% 91% A- 78% C+
Trailing 12 Months  
Capital Gain 9.57% 87% B+ 64% D
Dividend Return 3.94% 37% F 57% F
Total Return 13.51% 87% B+ 65% D
Trailing 5 Years  
Capital Gain 40.90% 100% F 71% C-
Dividend Return 23.89% 92% A 80% B-
Total Return 64.79% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.76% 81% B- 58% F
Dividend Return 8.89% 76% C+ 62% D
Total Return 4.14% 68% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 10.79% 89% A- 75% C
Risk Adjusted Return 82.41% 100% F 94% A
Market Capitalization 46.36B 96% N/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 20% 39%
Price/Book Ratio 2.38 9% 36%
Price / Cash Flow Ratio 11.25 19% 34%
Price/Free Cash Flow Ratio 11.69 36% 35%
Management Effectiveness  
Return on Equity 11.75% 87% 64%
Return on Invested Capital 5.88% 46% 48%
Return on Assets 3.14% 63% 57%
Debt to Equity Ratio 181.94% 19% 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 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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

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.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

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