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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 85.89

Change

+0.31 (+0.36)%

Market Cap

USD 46.36B

Volume

4.21M

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: 2025-02-18 )

Largest Industry Peers for Utilities - Regulated Electric

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

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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

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USD 19.38B
PNW Pinnacle West Capital Corp

+0.51 (+0.57%)

USD 10.16B
OKLO Oklo Inc.

-5.07 (-10.10%)

USD 7.20B

ETFs Containing SO

ZPDU:F 7.78 % 0.00 %

N/A

N/A
SXLU:SW SPDR S&P U.S. Utilities S.. 7.78 % 0.00 %

+0.28 (+0.74%)

N/A
2B7A:XETRA 7.76 % 0.00 %

N/A

N/A
IUUS:LSE iShares S&P 500 Utilities.. 7.68 % 0.00 %

+0.08 (+0.74%)

USD 0.47B
IUSU:LSE iShares V Public Limited .. 7.66 % 0.00 %

+8.63 (+0.74%)

USD 0.47B
FUTY Fidelity® MSCI Utilities.. 7.09 % 0.08 %

+0.25 (+0.74%)

USD 1.68B
WUTI:SW SPDR® MSCI World Utiliti.. 5.22 % 0.00 %

N/A

USD 0.04B
XDWU:F 5.21 % 0.00 %

N/A

N/A
XDWU:SW Xtrackers MSCI World Util.. 5.21 % 0.00 %

+0.17 (+0.74%)

USD 0.44B
XWUS:LSE Xtrackers MSCI World Util.. 5.19 % 0.00 %

+0.28 (+0.74%)

USD 0.44B
UPW ProShares Ultra Utilities 5.02 % 0.95 %

+0.91 (+0.74%)

USD 0.02B
JHMU John Hancock Exchange-Tra.. 4.69 % 0.46 %

+0.04 (+0.74%)

USD 0.02B
VBLD:AU Vanguard Global Infrastru.. 3.68 % 0.00 %

+1.36 (+0.74%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.61 % 0.00 %

+0.13 (+0.74%)

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

N/A

N/A
GLIN:AU iShares Core FTSE Global .. 3.43 % 0.00 %

+0.18 (+0.74%)

USD 0.03B
CBUX:XETRA 3.35 % 0.00 %

N/A

N/A
INFR:SW iShares Global Infrastruc.. 3.35 % 0.00 %

+0.21 (+0.74%)

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

+0.14 (+0.74%)

N/A
IGF iShares Global Infrastruc.. 3.15 % 0.46 %

-0.14 (0.74%)

USD 5.65B
INCE Franklin Income Equity Fo.. 3.08 % 0.00 %

+0.43 (+0.74%)

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

+0.17 (+0.74%)

N/A
DXN:CA Dynamic Active Global Inf.. 2.74 % 0.00 %

-0.04 (0.74%)

CAD 0.03B
TEQI T. Rowe Price Equity Inco.. 1.99 % 0.00 %

+0.17 (+0.74%)

USD 0.29B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JGPI:XETRA 1.26 % 0.00 %

N/A

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

+1.50 (+0.74%)

USD 0.51B
JEGA:LSE JPM Global Equity Premium.. 1.26 % 0.00 %

-0.09 (0.74%)

USD 0.07B
JEGA:XETRA 1.26 % 0.00 %

N/A

N/A
WMVG:LSE iShares Edge MSCI World M.. 1.17 % 0.00 %

N/A

USD 0.06B
ZPRI:F 1.09 % 0.00 %

N/A

N/A
SMRT:PA 0.63 % 0.00 %

N/A

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

+13.75 (+0.74%)

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

-0.34 (0.74%)

USD 4.40B
FLLV 0.00 % 0.50 %

N/A

N/A
FLM 0.00 % 0.70 %

N/A

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

-0.12 (0.74%)

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
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 %

+0.64 (+0.74%)

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

+0.42 (+0.74%)

USD 17.39B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.46 (+0.74%)

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

+0.08 (+0.74%)

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

-0.03 (0.74%)

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

+8.50 (+0.74%)

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

-0.02 (0.74%)

N/A
SMRU:LSE 0.00 % 0.00 %

N/A

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 %

+0.42 (+0.74%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.33 (+0.74%)

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

+0.16 (+0.74%)

N/A
IQQI:F 0.00 % 0.00 %

N/A

N/A
SM8T:F 0.00 % 0.00 %

N/A

N/A
IQQ0:XETRA 0.00 % 0.00 %

N/A

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
IUSU:XETRA 0.00 % 0.00 %

N/A

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
SM8T:XETRA 0.00 % 0.00 %

N/A

N/A
XDWU:XETRA 0.00 % 0.00 %

N/A

N/A
ZPDU:XETRA 0.00 % 0.00 %

N/A

N/A
ZPRI:XETRA 0.00 % 0.00 %

N/A

N/A
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

+0.07 (+0.74%)

CAD 0.15B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

N/A

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

+0.55 (+0.74%)

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

+0.18 (+0.74%)

USD 8.32M
FLYT 0.00 % 0.00 %

N/A

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

N/A

USD 3.62M

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 4.34% 58% F 62% D
Dividend Return 0.87% 29% F 48% F
Total Return 5.21% 59% D- 68% D+
Trailing 12 Months  
Capital Gain 28.12% 76% C+ 82% B
Dividend Return 4.30% 42% F 62% D
Total Return 32.41% 78% C+ 84% B
Trailing 5 Years  
Capital Gain 23.03% 83% B 61% D-
Dividend Return 19.48% 71% C- 64% D
Total Return 42.52% 78% C+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 8.19% 80% B- 60% D-
Dividend Return 12.09% 74% C 64% D
Total Return 3.90% 67% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.20% 86% B+ 74% C
Risk Adjusted Return 99.05% 94% A 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.

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