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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 83.38

Change

+0.33 (+0.40)%

Market Cap

USD 46.36B

Volume

4.03M

Analyst Target

USD 59.60
Analyst Rating

N/A

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: 2024-07-30 )

Largest Industry Peers for Utilities - Regulated Electric

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

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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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USD 40.30B
EIX Edison International

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PPL PPL Corporation

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USD 23.72B
AEE Ameren Corp

N/A

USD 22.19B
AGR Avangrid Inc

N/A

USD 13.74B
PNW Pinnacle West Capital Corp

N/A

USD 10.03B

ETFs Containing SO

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

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XLU Utilities Select Sector S.. 8.21 % 0.13 %

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USD 17.31B
WUTI:SW SPDR® MSCI World Utiliti.. 5.30 % 0.00 %

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USD 0.03B
XDWU:SW Xtrackers MSCI World Util.. 5.30 % 0.00 %

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

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USD 0.48B
NREA:CA NBI Global Real Assets In.. 5.17 % 0.00 %

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CAD 1.24B
UTSL Direxion Daily Utilities .. 4.95 % 0.96 %

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USD 0.05B
JHMU John Hancock Exchange-Tra.. 4.69 % 0.46 %

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USD 0.02B
ZWU:CA BMO Covered Call Utilitie.. 4.65 % 0.71 %

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CAD 1.90B
IFRA:AU VanEck FTSE Global Infras.. 3.83 % 0.00 %

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USD 1.04B
GLIN:AU iShares Core FTSE Global .. 3.74 % 0.00 %

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

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

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CBUX:XETRA iShares Global Infrastruc.. 3.40 % 0.00 %

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

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MDLV 3.18 % 0.00 %

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INCE Franklin Income Equity Fo.. 3.04 % 0.00 %

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CCOR Core Alternative ETF 2.99 % 1.23 %

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

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FMIL 1.99 % 0.00 %

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

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

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USD 3.64B
ZLU.U:CA 1.51 % 0.33 %

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TPHD Timothy Plan High Dividen.. 1.49 % 0.00 %

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USD 0.23B
CDL VictoryShares US Large Ca.. 1.34 % 0.35 %

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USD 0.35B
JGPI:XETRA JPM Global Equity Premium.. 1.18 % 0.00 %

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JEAG:LSE JPM Global Equity Premium.. 1.18 % 0.00 %

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USD 0.22B
JEGA:LSE JPM Global Equity Premium.. 1.18 % 0.00 %

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

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TPLC Timothy Plan US Large/Mid.. 0.60 % 0.00 %

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USD 0.26B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

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

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CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

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USD 0.84B
CUD:CA iShares US Dividend Growe.. 0.00 % 0.66 %

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CAD 0.34B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

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USD 3.24B
FLLV 0.00 % 0.50 %

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FLM 0.00 % 0.70 %

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FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

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USD 1.35B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

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HDLV 0.00 % 0.00 %

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RYU 0.00 % 0.40 %

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

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USD 0.41B
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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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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SMRT:PA 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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XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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

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

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

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USD 0.24B
IQQI:XETRA 0.00 % 0.00 %

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IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

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USD 4.09B
PVF1:XETRA 0.00 % 0.00 %

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

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USD 0.04B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

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

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

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USD 1.18B
DXN:CA Dynamic Active Global Inf.. 0.00 % 0.00 %

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CAD 0.03B
RIIN:CA Russell Investments Globa.. 0.00 % 0.00 %

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CAD 1.19B
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 6.55M
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
JPGL:XETRA JPM Global Equity Multi-F.. 0.00 % 0.00 %

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USD 0.22B
FLYT 0.00 % 0.00 %

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JEPI JPMorgan Equity Premium I.. 0.00 % 0.00 %

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USD 35.16B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

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

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USD 0.25B
SMRU:PA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 3.48M
JPGL:F JPmorgan ETFs Ireland Ica.. 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

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 18.91% 92% A 86% B+
Dividend Return 2.03% 41% F 51% F
Total Return 20.94% 92% A 86% B+
Trailing 12 Months  
Capital Gain 16.98% 89% A- 77% C+
Dividend Return 3.96% 47% F 58% F
Total Return 20.93% 89% A- 79% B-
Trailing 5 Years  
Capital Gain 46.33% 97% N/A 70% C-
Dividend Return 23.34% 93% A 78% C+
Total Return 69.67% 100% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.98% 85% B 58% F
Dividend Return 9.11% 83% B 62% D
Total Return 4.13% 56% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 10.79% 80% B- 75% C
Risk Adjusted Return 84.40% 100% F 94% A
Market Capitalization 46.36B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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.

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.

Superior Earnings Growth

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

What to not like:
Low Revenue Growth

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