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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 88.41

Change

0.00 (0.00)%

Market Cap

USD 46.36B

Volume

4.61M

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: 2024-09-07 )

Largest Industry Peers for Utilities - Regulated Electric

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

N/A

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DUK Duke Energy Corporation

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USD 93.10B
NGG National Grid PLC ADR

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DUK-PA Duke Energy Corporation

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PEG Public Service Enterprise Grou..

N/A

USD 44.54B
EIX Edison International

N/A

USD 31.90B
PPL PPL Corporation

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USD 24.02B
AEE Ameren Corp

N/A

USD 22.91B
AGR Avangrid Inc

N/A

USD 13.77B
PNW Pinnacle West Capital Corp

N/A

USD 10.15B

ETFs Containing SO

XLU Utilities Select Sector S.. 8.19 % 0.13 %

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USD 18.63B
ZPDU:F SPDR S&P U.S. Utilities S.. 8.01 % 0.00 %

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USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.01 % 0.00 %

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2B7A:XETRA iShares S&P 500 Utilities.. 7.99 % 0.00 %

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USD 0.24B
UTSL Direxion Daily Utilities .. 5.73 % 0.96 %

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USD 0.06B
XDWU:F Xtrackers (IE) Public Lim.. 5.23 % 0.00 %

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USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.23 % 0.00 %

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USD 0.54B
XWUS:LSE Xtrackers MSCI World Util.. 5.23 % 0.00 %

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USD 0.55B
WUTI:SW SPDR® MSCI World Utiliti.. 5.22 % 0.00 %

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USD 0.06B
UPW ProShares Ultra Utilities 4.72 % 0.95 %

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USD 0.02B
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 1.92B
VBLD:AU Vanguard Global Infrastru.. 3.79 % 0.00 %

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USD 0.33B
GLIN:AU iShares Core FTSE Global .. 3.54 % 0.00 %

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USD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.54 % 0.00 %

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USD 1.04B
CBUX:XETRA iShares Global Infrastruc.. 3.44 % 0.00 %

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USD 1.60B
INFR:SW iShares Global Infrastruc.. 3.44 % 0.00 %

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ZWH.U:CA 3.44 % 0.72 %

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RSPU Invesco S&P 500® Equal.. 3.22 % 0.00 %

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USD 0.36B
INCE Franklin Income Equity Fo.. 3.20 % 0.00 %

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USD 0.10B
MDLV 3.18 % 0.00 %

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CCOR Core Alternative ETF 2.92 % 1.23 %

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USD 0.12B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

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LVHD Legg Mason Low Volatility.. 2.55 % 0.27 %

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USD 0.56B
TEQI T. Rowe Price Equity Inco.. 2.29 % 0.00 %

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USD 0.26B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.71 % 0.00 %

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USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.71 % 0.00 %

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USD 3.85B
USDV:SW SPDR® S&P US Dividend Ar.. 1.71 % 0.00 %

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USD 3.90B
ZLU.U:CA 1.51 % 0.33 %

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TPHE Timothy Plan - Timothy Pl.. 1.39 % 0.00 %

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USD 0.07B
CDL VictoryShares US Large Ca.. 1.33 % 0.35 %

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USD 0.35B
CDC VictoryShares US EQ Incom.. 1.33 % 0.35 %

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USD 0.82B
JGPI:XETRA JPM Global Equity Premium.. 1.26 % 0.00 %

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

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USD 0.31B
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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SXR0:F iShares VI Public Limited.. 1.22 % 0.00 %

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USD 0.18B
UEEH:XETRA iShares Edge MSCI World M.. 1.22 % 0.00 %

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USD 0.03B
MVOL:SW iShares Edge MSCI World M.. 1.22 % 0.00 %

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USD 3.00B
MVSH:SW iShares Edge MSCI World M.. 1.22 % 0.00 %

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USD 0.04B
XDEB:F db x-trackers MSCI World .. 1.21 % 0.00 %

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USD 0.43B
XDEB:SW Xtrackers MSCI World Mini.. 1.21 % 0.00 %

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ZPRI:F SSgA SPDR ETFs Europe II .. 1.14 % 0.00 %

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USD 1.18B
LGLV SPDR® SSGA US Large Cap .. 1.10 % 0.12 %

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USD 0.83B
JEPI:CA JPMorgan US Equity Premiu.. 0.88 % 0.00 %

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CAD 0.02B
TPLE Timothy Plan - Timothy Pl.. 0.57 % 0.00 %

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USD 0.07B
SMRT:PA 0.57 % 0.00 %

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

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CUD:CA iShares US Dividend Growe.. 0.00 % 0.66 %

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CAD 0.35B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

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USD 3.81B
FLM 0.00 % 0.70 %

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FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

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USD 1.74B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

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HDLV 0.00 % 0.00 %

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IGF iShares Global Infrastruc.. 0.00 % 0.46 %

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USD 4.32B
NREA:CA NBI Global Real Assets In.. 0.00 % 0.00 %

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CAD 1.29B
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

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USD 0.25B
TPLC Timothy Plan US Large/Mid.. 0.00 % 0.00 %

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USD 0.27B
RYU 0.00 % 0.40 %

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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 0.51B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

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USD 0.51B
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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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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IQQ0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

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USD 3.63B
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
SPYD:XETRA SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

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USD 3.76B
SXR0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

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USD 0.09B
XDEB:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

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USD 0.42B
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
BREA:CA Brompton Sustainable Real.. 0.00 % 0.00 %

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CAD 0.02B
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 0.14B
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 0.01B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

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USD 8.65M
SPPD:XETRA SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

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USD 0.13B
FLYT 0.00 % 0.00 %

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JEPI JPMorgan Equity Premium I.. 0.00 % 0.00 %

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USD 36.47B
SMRU:PA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 3.56M
SPPD:F SSGA SPDR ETFs Europe I p.. 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 26.08% 95% A 92% A
Dividend Return 3.05% 65% D 62% D
Total Return 29.14% 95% A 93% A
Trailing 12 Months  
Capital Gain 30.15% 92% A 88% B+
Dividend Return 4.18% 52% F 59% D-
Total Return 34.33% 92% A 88% B+
Trailing 5 Years  
Capital Gain 49.80% 89% A- 73% C
Dividend Return 22.70% 87% B+ 75% C
Total Return 72.50% 89% A- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 5.72% 84% B 58% F
Dividend Return 9.73% 78% C+ 62% D
Total Return 4.00% 65% D 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.59% 84% B 74% C
Risk Adjusted Return 83.96% 97% N/A 93% 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.

What to not like:
Low Revenue Growth

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