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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 81.31

Change

-0.32 (-0.39)%

Market Cap

USD 46.36B

Volume

2.92M

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: 2024-07-18 )

Largest Industry Peers for Utilities - Regulated Electric

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N/A

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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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AGR Avangrid Inc

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USD 13.81B
PNW Pinnacle West Capital Corp

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USD 9.89B

ETFs Containing SO

ZPDU:F SPDR S&P U.S. Utilities S.. 8.25 % 0.00 %

+0.36 (+0.00%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 8.25 % 0.00 %

+0.20 (+0.00%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.25 % 0.00 %

+0.46 (+0.00%)

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 8.23 % 0.00 %

+0.04 (+0.00%)

USD 0.24B
XLU Utilities Select Sector S.. 8.21 % 0.13 %

N/A

USD 17.31B
IUSU:LSE iShares V Public Limited .. 8.17 % 0.00 %

+2.75 (+0.00%)

USD 0.41B
IUUS:LSE iShares S&P 500 Utilities.. 8.13 % 0.00 %

+0.05 (+0.00%)

USD 0.41B
FUTY Fidelity® MSCI Utilities.. 7.60 % 0.08 %

N/A

USD 1.32B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

-0.09 (0.00%)

USD 4.09B
WUTI:SW SPDR® MSCI World Utiliti.. 5.30 % 0.00 %

N/A

USD 0.03B
XDWU:F Xtrackers (IE) Public Lim.. 5.30 % 0.00 %

N/A

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.30 % 0.00 %

+0.10 (+0.00%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.30 % 0.00 %

+0.13 (+0.00%)

USD 0.42B
XWUS:LSE Xtrackers MSCI World Util.. 5.30 % 0.00 %

+0.13 (+0.00%)

USD 0.40B
QINF:CA Mackenzie Global Infrastr.. 4.96 % 0.00 %

N/A

CAD 6.55M
ZWU:CA BMO Covered Call Utilitie.. 4.65 % 0.71 %

N/A

CAD 1.90B
TINF:CA TD Active Global Infrastr.. 4.56 % 0.00 %

N/A

CAD 0.13B
DXN:CA Dynamic Active Global Inf.. 4.08 % 0.00 %

N/A

CAD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.83 % 0.00 %

+0.35 (+0.00%)

USD 0.97B
GLIN:AU iShares Core FTSE Global .. 3.74 % 0.00 %

+0.23 (+0.00%)

USD 0.03B
VBLD:AU Vanguard Global Infrastru.. 3.73 % 0.00 %

+0.73 (+0.00%)

USD 0.33B
ECLN First Trust EIP Carbon Im.. 3.64 % 0.00 %

N/A

USD 0.02B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
CBUX:XETRA iShares Global Infrastruc.. 3.40 % 0.00 %

+0.02 (+0.00%)

USD 1.59B
INFR:SW iShares Global Infrastruc.. 3.40 % 0.00 %

+0.14 (+0.00%)

N/A
MDLV 3.18 % 0.00 %

N/A

N/A
RIIN:CA Russell Investments Globa.. 3.15 % 0.00 %

N/A

CAD 1.19B
FLLV 3.12 % 0.50 %

N/A

N/A
INCE Franklin Income Equity Fo.. 3.04 % 0.00 %

N/A

N/A
HDLB ETRACS Monthly Pay 2xLeve.. 2.94 % 0.00 %

N/A

USD 0.01B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

N/A

N/A
TEQI T. Rowe Price Equity Inco.. 2.24 % 0.00 %

N/A

USD 0.22B
FMIL 1.99 % 0.00 %

N/A

N/A
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

+0.29 (+0.00%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.94 % 0.00 %

+0.27 (+0.00%)

USD 3.68B
SPYD:XETRA SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

+0.45 (+0.00%)

USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

+0.06 (+0.00%)

USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.94 % 0.00 %

+0.04 (+0.00%)

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

+0.55 (+0.00%)

USD 3.68B
CUD:CA iShares US Dividend Growe.. 1.68 % 0.66 %

N/A

CAD 0.34B
JEPI JPMorgan Equity Premium I.. 1.53 % 0.00 %

N/A

USD 35.16B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
TPHD Timothy Plan High Dividen.. 1.44 % 0.00 %

N/A

USD 0.23B
TPHE Timothy Plan - Timothy Pl.. 1.43 % 0.00 %

N/A

USD 0.07B
CDC VictoryShares US EQ Incom.. 1.37 % 0.35 %

N/A

USD 0.83B
JGPI:XETRA JPM Global Equity Premium.. 1.18 % 0.00 %

+0.24 (+0.00%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.18 % 0.00 %

+16.50 (+0.00%)

USD 0.20B
JEGA:LSE JPM Global Equity Premium.. 1.18 % 0.00 %

+0.24 (+0.00%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.18 % 0.00 %

+0.14 (+0.00%)

N/A
ZPRI:F SSgA SPDR ETFs Europe II .. 1.10 % 0.00 %

+0.09 (+0.00%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.10 % 0.00 %

-0.13 (0.00%)

USD 1.18B
SMRT:PA 0.51 % 0.00 %

N/A

N/A
SM8T:XETRA Amundi Index Solutions - .. 0.51 % 0.00 %

+3.50 (+0.00%)

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

+3.05 (+0.00%)

USD 3.46M
JPGL:XETRA JPM Global Equity Multi-F.. 0.35 % 0.00 %

+0.20 (+0.00%)

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

+0.22 (+0.00%)

USD 0.24B
JPGL:F JPmorgan ETFs Ireland Ica.. 0.35 % 0.00 %

+0.19 (+0.00%)

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

+15.75 (+0.00%)

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

N/A

N/A
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

N/A

USD 3.24B
FLM 0.00 % 0.70 %

N/A

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

N/A

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

N/A

USD 0.02B
CDL VictoryShares US Large Ca.. 0.00 % 0.35 %

N/A

USD 0.35B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

N/A

USD 0.60B
RYU 0.00 % 0.40 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

N/A

USD 0.01B
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 %

N/A

N/A
CCOR Core Alternative ETF 0.00 % 1.23 %

N/A

USD 0.13B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

N/A

USD 0.04B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

-0.05 (0.00%)

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

+0.22 (+0.00%)

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

+10.50 (+0.00%)

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

+0.43 (+0.00%)

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

+3.80 (+0.00%)

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 %

+0.31 (+0.00%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.23 (+0.00%)

N/A
XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

+0.16 (+0.00%)

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

+0.09 (+0.00%)

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

+3.00 (+0.00%)

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

N/A

CAD 0.02B
FLYT 0.00 % 0.00 %

N/A

N/A

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 15.96% 95% A 81% B-
Dividend Return 2.03% 44% F 52% F
Total Return 17.98% 92% A 82% B
Trailing 12 Months  
Capital Gain 14.41% 89% A- 72% C
Dividend Return 3.97% 50% F 57% F
Total Return 18.38% 92% A 73% C
Trailing 5 Years  
Capital Gain 47.11% 97% N/A 71% C-
Dividend Return 24.06% 93% A 79% B-
Total Return 71.18% 100% F 78% 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 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% 38%
Price/Book Ratio 2.74 3% 31%
Price / Cash Flow Ratio 11.58 24% 34%
Price/Free Cash Flow Ratio 12.36 24% 33%
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.

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.

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