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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 81.09

Change

+0.13 (+0.16)%

Market Cap

USD 46.36B

Volume

4.53M

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: 2025-01-07 )

Largest Industry Peers for Utilities - Regulated Electric

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PEG Public Service Enterprise Grou..

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AEE Ameren Corp

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AGR Avangrid Inc

N/A

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PNW Pinnacle West Capital Corp

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USD 9.66B

ETFs Containing SO

IUSU:LSE iShares V Public Limited .. 7.76 % 0.00 %

+1.38 (+0.19%)

USD 0.46B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.76 % 0.00 %

-0.67 (0.19%)

N/A
IUUS:LSE iShares S&P 500 Utilities.. 7.75 % 0.00 %

-0.07 (0.19%)

USD 0.46B
WUTI:SW SPDR® MSCI World Utiliti.. 5.25 % 0.00 %

-0.72 (0.19%)

USD 0.04B
XDWU:SW Xtrackers MSCI World Util.. 5.25 % 0.00 %

-0.46 (0.19%)

USD 0.46B
XWUS:LSE Xtrackers MSCI World Util.. 5.25 % 0.00 %

-0.04 (0.19%)

USD 0.45B
QINF:CA Mackenzie Global Infrastr.. 4.79 % 0.00 %

-1.54 (0.19%)

CAD 0.01B
TINF:CA TD Active Global Infrastr.. 4.21 % 0.00 %

+0.01 (+0.19%)

CAD 0.14B
VBLD:AU Vanguard Global Infrastru.. 3.69 % 0.00 %

+0.52 (+0.19%)

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

+0.86 (+0.19%)

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

N/A

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

N/A

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

+0.01 (+0.19%)

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

-0.30 (0.19%)

N/A
MDLV EA Series Trust - Morgan .. 3.18 % 0.00 %

+0.07 (+0.19%)

N/A
IGF iShares Global Infrastruc.. 3.16 % 0.46 %

-0.22 (0.19%)

USD 4.78B
INCE Franklin Income Equity Fo.. 3.01 % 0.00 %

+0.10 (+0.19%)

USD 0.09B
HDLB ETRACS Monthly Pay 2xLeve.. 2.94 % 0.00 %

+0.04 (+0.19%)

USD 8.16M
FDV First Trust Capital Stren.. 2.75 % 0.00 %

+0.06 (+0.19%)

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

-0.01 (0.19%)

USD 0.26B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JGPI:XETRA JPM Global Equity Premium.. 1.30 % 0.00 %

+0.12 (+0.19%)

N/A
JEAG:LSE JPM Global Equity Premium.. 1.30 % 0.00 %

+24.25 (+0.19%)

USD 0.43B
JEGA:LSE JPM Global Equity Premium.. 1.30 % 0.00 %

+0.31 (+0.19%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.30 % 0.00 %

+0.19 (+0.19%)

N/A
XDEB:SW Xtrackers MSCI World Mini.. 1.19 % 0.00 %

N/A

N/A
UEEH:XETRA iShares Edge MSCI World M.. 1.19 % 0.00 %

+0.02 (+0.19%)

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

+0.18 (+0.19%)

USD 2.74B
MVSH:SW iShares Edge MSCI World M.. 1.19 % 0.00 %

+0.01 (+0.19%)

USD 0.04B
WMVG:LSE iShares Edge MSCI World M.. 1.16 % 0.00 %

-0.02 (0.19%)

USD 0.06B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

+13.25 (+0.19%)

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

-0.29 (0.19%)

USD 4.47B
FLM 0.00 % 0.70 %

N/A

N/A
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

N/A

USD 1.64B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

-0.31 (0.19%)

N/A
HDLV 0.00 % 0.00 %

N/A

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

-0.08 (0.19%)

USD 0.02B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

+0.10 (+0.19%)

USD 0.54B
RYU 0.00 % 0.40 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

+0.06 (+0.19%)

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 %

+0.12 (+0.19%)

N/A
XLU Utilities Select Sector S.. 0.00 % 0.13 %

-0.02 (0.19%)

USD 16.76B
ZWU:CA BMO Covered Call Utilitie.. 0.00 % 0.71 %

+0.04 (+0.19%)

CAD 1.81B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

-0.15 (0.19%)

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

+0.73 (+0.19%)

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

-0.14 (0.19%)

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

+14.00 (+0.19%)

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

+0.53 (+0.19%)

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

-5.43 (0.19%)

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 %

-0.39 (0.19%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

-0.62 (0.19%)

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

-0.41 (0.19%)

N/A
SMRT:PA 0.00 % 0.00 %

N/A

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

-0.14 (0.19%)

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

-0.70 (0.19%)

N/A
SXR0:F iShares VI Public Limited.. 0.00 % 0.00 %

N/A

USD 0.17B
XDEB:F db x-trackers MSCI World .. 0.00 % 0.00 %

-0.14 (0.19%)

USD 0.92B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-0.42 (0.19%)

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

N/A

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

-0.09 (0.19%)

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

-0.01 (0.19%)

USD 0.24B
IQQI:XETRA iShares Global Infrastruc.. 0.00 % 0.00 %

-0.02 (0.19%)

N/A
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

+0.82 (+0.19%)

USD 4.09B
PVF1:XETRA 0.00 % 0.00 %

N/A

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

+0.20 (+0.19%)

USD 0.04B
SXR0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

-0.01 (0.19%)

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

+0.16 (+0.19%)

USD 0.42B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

-0.16 (0.19%)

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

-0.08 (0.19%)

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

+0.24 (+0.19%)

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

-0.15 (0.19%)

CAD 0.03B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

-0.03 (0.19%)

CAD 0.02B
FLYT 0.00 % 0.00 %

N/A

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

-5.07 (0.19%)

USD 3.50M

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 -1.49% 31% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.49% 31% F 16% F
Trailing 12 Months  
Capital Gain 12.83% 73% C 66% D+
Dividend Return 3.98% 44% F 57% F
Total Return 16.81% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 28.19% 86% B+ 65% D
Dividend Return 21.34% 76% C+ 68% D+
Total Return 49.53% 83% B 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.25% 78% C+ 58% F
Dividend Return 11.14% 75% C 62% D
Total Return 3.89% 68% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.42% 83% B 74% C
Risk Adjusted Return 89.74% 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.

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