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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 82.86

Change

0.00 (0.00)%

Market Cap

USD 46.36B

Volume

7.73M

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: 2024-12-22 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
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NGG National Grid PLC ADR

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PEG Public Service Enterprise Grou..

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EIX Edison International

+0.20 (+0.25%)

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PPL PPL Corporation

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AEE Ameren Corp

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USD 24.50B
AGR Avangrid Inc

N/A

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PNW Pinnacle West Capital Corp

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USD 9.66B

ETFs Containing SO

XLU Utilities Select Sector S.. 7.80 % 0.13 %

-0.37 (-0.17%)

USD 16.76B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.76 % 0.00 %

+0.12 (+-0.17%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 7.76 % 0.00 %

+0.03 (+-0.17%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.76 % 0.00 %

+0.62 (+-0.17%)

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 7.70 % 0.00 %

N/A

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

+0.12 (+-0.17%)

USD 4.09B
FUTY Fidelity® MSCI Utilities.. 7.09 % 0.08 %

+0.18 (+-0.17%)

USD 1.64B
UPW ProShares Ultra Utilities 5.50 % 0.95 %

+0.15 (+-0.17%)

USD 0.02B
XDWU:SW Xtrackers MSCI World Util.. 5.43 % 0.00 %

+0.21 (+-0.17%)

USD 0.50B
XWUS:LSE Xtrackers MSCI World Util.. 5.43 % 0.00 %

+0.13 (+-0.17%)

USD 0.51B
WUTI:SW SPDR® MSCI World Utiliti.. 5.25 % 0.00 %

N/A

USD 0.05B
XDWU:F Xtrackers (IE) Public Lim.. 5.25 % 0.00 %

+0.18 (+-0.17%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.25 % 0.00 %

-0.04 (-0.17%)

USD 0.13B
ZWU:CA BMO Covered Call Utilitie.. 4.72 % 0.71 %

+0.03 (+-0.17%)

CAD 1.81B
JHMU John Hancock Exchange-Tra.. 4.69 % 0.46 %

-0.04 (-0.17%)

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

+0.83 (+-0.17%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.50 % 0.00 %

+0.32 (+-0.17%)

USD 1.04B
GLIN:AU iShares Core FTSE Global .. 3.47 % 0.00 %

+0.39 (+-0.17%)

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

N/A

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

N/A

USD 1.47B
INFR:SW iShares Global Infrastruc.. 3.37 % 0.00 %

+0.02 (+-0.17%)

N/A
MDLV 3.18 % 0.00 %

N/A

N/A
FLLV 3.01 % 0.50 %

N/A

N/A
INCE Franklin Income Equity Fo.. 3.01 % 0.00 %

+0.54 (+-0.17%)

USD 0.09B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

+0.04 (+-0.17%)

N/A
TEQI T. Rowe Price Equity Inco.. 2.35 % 0.00 %

+0.01 (+-0.17%)

USD 0.26B
JEIP:XETRA JPM US Equity Premium Inc.. 1.96 % 0.00 %

-0.04 (-0.17%)

N/A
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JGPI:XETRA JPM Global Equity Premium.. 1.26 % 0.00 %

-0.12 (-0.17%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

-1.25 (-0.17%)

USD 0.39B
JEGA:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

-0.17 (-0.17%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.26 % 0.00 %

-0.13 (-0.17%)

N/A
XDEB:SW Xtrackers MSCI World Mini.. 1.25 % 0.00 %

+0.44 (+-0.17%)

N/A
MVSH:SW iShares Edge MSCI World M.. 1.25 % 0.00 %

-0.03 (-0.17%)

USD 0.04B
XDEB:F db x-trackers MSCI World .. 1.19 % 0.00 %

-0.13 (-0.17%)

USD 0.92B
XDEB:XETRA db x-trackers MSCI World .. 1.19 % 0.00 %

-0.23 (-0.17%)

USD 0.42B
WMVG:LSE iShares Edge MSCI World M.. 1.19 % 0.00 %

-0.04 (-0.17%)

USD 0.06B
SXR0:F iShares VI Public Limited.. 1.19 % 0.00 %

-0.03 (-0.17%)

USD 0.17B
SXR0:XETRA iShares Edge MSCI World M.. 1.19 % 0.00 %

-0.05 (-0.17%)

USD 0.09B
UEEH:XETRA iShares Edge MSCI World M.. 1.19 % 0.00 %

-0.03 (-0.17%)

USD 0.03B
MVOL:SW iShares Edge MSCI World M.. 1.19 % 0.00 %

+0.44 (+-0.17%)

USD 2.87B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.12 % 0.00 %

+0.19 (+-0.17%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 1.12 % 0.00 %

+0.11 (+-0.17%)

USD 1.18B
SMRT:PA 0.55 % 0.00 %

N/A

N/A
SM8T:XETRA Amundi Index Solutions - .. 0.55 % 0.00 %

-2.40 (-0.17%)

USD 0.04B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

+8.50 (+-0.17%)

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

-0.23 (-0.17%)

USD 4.47B
FLM 0.00 % 0.70 %

N/A

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

+0.40 (+-0.17%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
IGF iShares Global Infrastruc.. 0.00 % 0.46 %

+0.41 (+-0.17%)

USD 4.95B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

-0.05 (-0.17%)

USD 0.56B
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
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

+0.63 (+-0.17%)

N/A
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.21 (+-0.17%)

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

+0.13 (+-0.17%)

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

-0.04 (-0.17%)

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

+10.75 (+-0.17%)

N/A
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+2.75 (+-0.17%)

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

N/A

USD 0.51B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

N/A

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

-3.12 (-0.17%)

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 %

-0.05 (-0.17%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.03 (+-0.17%)

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

+0.09 (+-0.17%)

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

N/A

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

+2.20 (+-0.17%)

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
DXN:CA Dynamic Active Global Inf.. 0.00 % 0.00 %

-0.07 (-0.17%)

CAD 0.03B
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

+0.07 (+-0.17%)

CAD 0.14B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

+0.10 (+-0.17%)

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

-0.84 (-0.17%)

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

-0.09 (-0.17%)

USD 8.95M
FLYT 0.00 % 0.00 %

N/A

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

+0.19 (+-0.17%)

USD 37.61B
SMRU:PA Amundi Index Solutions - .. 0.00 % 0.00 %

-3.45 (-0.17%)

USD 3.65M

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 18.17% 78% C+ 76% C+
Dividend Return 4.08% 52% F 58% F
Total Return 22.25% 78% C+ 78% C+
Trailing 12 Months  
Capital Gain 19.33% 75% C 77% C+
Dividend Return 4.12% 45% F 58% F
Total Return 23.44% 78% C+ 79% B-
Trailing 5 Years  
Capital Gain 31.25% 86% B+ 67% D+
Dividend Return 21.38% 84% B 67% D+
Total Return 52.64% 83% B 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.03% 81% B- 57% F
Dividend Return 10.91% 75% C 61% D-
Total Return 3.89% 68% D+ 74% C
Risk Return Profile  
Volatility (Standard Deviation) 12.42% 81% B- 74% C
Risk Adjusted Return 87.86% 94% A 92% 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