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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 89.44

Change

+0.95 (+1.07)%

Market Cap

USD 46.36B

Volume

2.31M

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: 2024-09-13 )

Largest Industry Peers for Utilities - Regulated Electric

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

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USD 103.76B
DUK Duke Energy Corporation

-0.97 (-0.82%)

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NGG National Grid PLC ADR

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DUK-PA Duke Energy Corporation

+0.06 (+0.24%)

USD 62.91B
PEG Public Service Enterprise Grou..

-0.04 (-0.05%)

USD 41.93B
EIX Edison International

-0.19 (-0.22%)

USD 32.99B
PPL PPL Corporation

-0.28 (-0.86%)

USD 23.95B
AEE Ameren Corp

-0.45 (-0.53%)

USD 22.80B
AGR Avangrid Inc

+0.07 (+0.20%)

USD 13.82B
PNW Pinnacle West Capital Corp

-1.35 (-1.48%)

USD 10.14B

ETFs Containing SO

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

-0.09 (-0.02%)

USD 0.03B
IUSU:LSE iShares V Public Limited .. 8.24 % 0.00 %

+5.25 (+-0.02%)

USD 0.46B
2B7A:XETRA iShares S&P 500 Utilities.. 8.23 % 0.00 %

+0.01 (+-0.02%)

USD 0.24B
XLU Utilities Select Sector S.. 8.19 % 0.13 %

-0.06 (-0.02%)

USD 17.59B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 8.19 % 0.00 %

+0.12 (+-0.02%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.19 % 0.00 %

+0.18 (+-0.02%)

N/A
IUUS:LSE iShares S&P 500 Utilities.. 8.18 % 0.00 %

+0.03 (+-0.02%)

USD 0.46B
FUTY Fidelity® MSCI Utilities.. 7.67 % 0.08 %

N/A

USD 1.38B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

-0.08 (-0.02%)

USD 4.09B
UTSL Direxion Daily Utilities .. 5.61 % 0.96 %

-0.13 (-0.02%)

USD 0.05B
WUTI:SW SPDR® MSCI World Utiliti.. 5.30 % 0.00 %

+0.40 (+-0.02%)

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

+0.03 (+-0.02%)

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

+0.20 (+-0.02%)

USD 0.48B
XDWU:XETRA db x-trackers MSCI World .. 5.25 % 0.00 %

+0.15 (+-0.02%)

USD 0.13B
XWUS:LSE Xtrackers MSCI World Util.. 5.25 % 0.00 %

+0.21 (+-0.02%)

USD 0.51B
NREA:CA NBI Global Real Assets In.. 5.17 % 0.00 %

+0.07 (+-0.02%)

CAD 1.27B
QINF:CA Mackenzie Global Infrastr.. 5.01 % 0.00 %

+0.22 (+-0.02%)

CAD 6.80M
TINF:CA TD Active Global Infrastr.. 4.29 % 0.00 %

-0.06 (-0.02%)

CAD 0.13B
DXN:CA Dynamic Active Global Inf.. 4.14 % 0.00 %

+0.11 (+-0.02%)

CAD 0.03B
PUI Invesco DWA Utilities Mom.. 4.02 % 0.60 %

-0.12 (-0.02%)

USD 0.06B
VBLD:AU Vanguard Global Infrastru.. 3.74 % 0.00 %

+0.17 (+-0.02%)

USD 0.33B
ECLN First Trust EIP Carbon Im.. 3.69 % 0.00 %

+0.01 (+-0.02%)

USD 0.02B
GLIN:AU iShares Core FTSE Global .. 3.68 % 0.00 %

+0.14 (+-0.02%)

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

+0.09 (+-0.02%)

USD 1.04B
ZWH.U:CA 3.44 % 0.72 %

N/A

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

+0.03 (+-0.02%)

USD 1.61B
INFR:SW iShares Global Infrastruc.. 3.38 % 0.00 %

+0.15 (+-0.02%)

N/A
FLLV 3.24 % 0.50 %

N/A

N/A
MDLV 3.18 % 0.00 %

N/A

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

+0.03 (+-0.02%)

CAD 1.19B
INCE Franklin Income Equity Fo.. 3.07 % 0.00 %

-0.01 (-0.02%)

N/A
CCOR Core Alternative ETF 3.00 % 1.23 %

-0.10 (-0.02%)

USD 0.13B
HDLB ETRACS Monthly Pay 2xLeve.. 2.94 % 0.00 %

-0.25 (-0.02%)

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

-0.07 (-0.02%)

N/A
LVHD Legg Mason Low Volatility.. 2.47 % 0.27 %

-0.12 (-0.02%)

USD 0.60B
TEQI T. Rowe Price Equity Inco.. 2.24 % 0.00 %

-0.01 (-0.02%)

USD 0.22B
FMIL 1.99 % 0.00 %

N/A

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

+0.55 (+-0.02%)

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

+0.62 (+-0.02%)

USD 3.67B
SPYD:XETRA SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

+0.51 (+-0.02%)

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

+0.05 (+-0.02%)

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

N/A

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

+0.59 (+-0.02%)

USD 3.71B
CUD:CA iShares US Dividend Growe.. 1.68 % 0.66 %

+0.04 (+-0.02%)

CAD 0.34B
JEPI JPMorgan Equity Premium I.. 1.57 % 0.00 %

-0.04 (-0.02%)

USD 35.41B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
TPHE Timothy Plan - Timothy Pl.. 1.51 % 0.00 %

+0.04 (+-0.02%)

USD 0.07B
TPHD Timothy Plan High Dividen.. 1.50 % 0.00 %

+0.12 (+-0.02%)

USD 0.23B
CDL VictoryShares US Large Ca.. 1.40 % 0.35 %

-0.05 (-0.02%)

USD 0.35B
CDC VictoryShares US EQ Incom.. 1.40 % 0.35 %

+0.04 (+-0.02%)

USD 0.83B
JGPI:XETRA JPM Global Equity Premium.. 1.21 % 0.00 %

+0.03 (+-0.02%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.21 % 0.00 %

+1.00 (+-0.02%)

USD 0.23B
JEGA:LSE JPM Global Equity Premium.. 1.21 % 0.00 %

-0.06 (-0.02%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.21 % 0.00 %

-0.01 (-0.02%)

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

+0.01 (+-0.02%)

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

+0.14 (+-0.02%)

USD 1.18B
TPLE Timothy Plan - Timothy Pl.. 0.60 % 0.00 %

+0.03 (+-0.02%)

USD 0.07B
TPLC Timothy Plan US Large/Mid.. 0.59 % 0.00 %

+0.10 (+-0.02%)

USD 0.26B
SM8T:XETRA Amundi Index Solutions - .. 0.51 % 0.00 %

+2.70 (+-0.02%)

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

+4.70 (+-0.02%)

USD 3.47M
SMRT:PA 0.51 % 0.00 %

N/A

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

+0.20 (+-0.02%)

USD 0.17B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

+24.50 (+-0.02%)

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

+0.13 (+-0.02%)

USD 3.14B
FLM 0.00 % 0.70 %

N/A

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

+0.17 (+-0.02%)

N/A
HDLV 0.00 % 0.00 %

N/A

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

+0.01 (+-0.02%)

USD 0.02B
RYU 0.00 % 0.40 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

-0.48 (-0.02%)

USD 0.02B
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 %

-0.10 (-0.02%)

N/A
ZWU:CA BMO Covered Call Utilitie.. 0.00 % 0.71 %

-0.05 (-0.02%)

CAD 1.90B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.20 (+-0.02%)

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

+0.17 (+-0.02%)

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

+20.75 (+-0.02%)

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

+0.18 (+-0.02%)

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

+5.14 (+-0.02%)

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 %

+0.19 (+-0.02%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.25 (+-0.02%)

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

+0.08 (+-0.02%)

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

+0.03 (+-0.02%)

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

+1.30 (+-0.02%)

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 27.55% 93% A 90% A-
Dividend Return 3.05% 62% D 60% D-
Total Return 30.60% 93% A 91% A-
Trailing 12 Months  
Capital Gain 25.81% 85% B 79% B-
Dividend Return 3.99% 53% F 55% F
Total Return 29.81% 85% B 80% B-
Trailing 5 Years  
Capital Gain 48.74% 87% B+ 72% C
Dividend Return 22.29% 85% B 74% C
Total Return 71.03% 89% A- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 5.92% 85% B 59% D-
Dividend Return 9.92% 80% B- 62% D
Total Return 4.00% 65% D 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 11.63% 83% B 74% C
Risk Adjusted Return 85.37% 98% 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.

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