SO:NYE-Southern Company (USD)

COMMON STOCK | Utilities - Regulated Electric |

Last Closing

USD 90.1

Change

-2.86 (-3.08)%

Market Cap

N/A

Volume

6.76M

Analyst Target

USD 59.60
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-11 )

Largest Industry Peers for Utilities - Regulated Electric

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

-1.02 (-2.36%)

USD 103.76B
DUK Duke Energy Corporation

-0.80 (-0.68%)

USD 90.64B
DUK-PA Duke Energy Corporation

+0.01 (+0.04%)

USD 61.63B
NGG National Grid PLC ADR

+0.11 (+0.18%)

USD 59.42B
PEG Public Service Enterprise Grou..

-0.04 (-0.05%)

USD 41.70B
AEE Ameren Corp

-1.38 (-1.39%)

USD 26.61B
PPL PPL Corporation

N/A

USD 24.88B
EIX Edison International

-0.93 (-1.63%)

USD 19.38B
PNW Pinnacle West Capital Corp

-1.15 (-1.25%)

USD 10.16B
OKLO Oklo Inc.

+1.78 (+7.51%)

USD 7.20B

ETFs Containing SO

XLU Utilities Select Sector S.. 8.21 % 0.13 %

-0.73 (-1.69%)

USD 17.53B
ZPDU:F SPDR S&P U.S. Utilities S.. 7.72 % 0.00 %

N/A

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 7.72 % 0.00 %

-0.09 (-1.69%)

N/A
UTSL Direxion Daily Utilities .. 6.83 % 0.96 %

-0.90 (-1.69%)

USD 0.04B
XWUS:LSE Xtrackers MSCI World Util.. 5.49 % 0.00 %

-0.15 (-1.69%)

USD 0.40B
WUTI:SW SPDR® MSCI World Utiliti.. 5.20 % 0.00 %

+1.01 (+-1.69%)

USD 0.04B
XDWU:F Xtrackers (IE) Public Lim.. 5.19 % 0.00 %

+0.14 (+-1.69%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.19 % 0.00 %

+0.30 (+-1.69%)

USD 0.41B
VBLD:AU Vanguard Global Infrastru.. 3.69 % 0.00 %

+1.35 (+-1.69%)

USD 0.33B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
IFRA:AU VanEck FTSE Global Infras.. 3.44 % 0.00 %

+0.26 (+-1.69%)

USD 1.27B
INFR:SW iShares Global Infrastruc.. 3.38 % 0.00 %

-0.23 (-1.69%)

N/A
GLIN:AU iShares Core FTSE Global .. 3.37 % 0.00 %

+0.34 (+-1.69%)

USD 0.03B
CBUX:XETRA iShares Global Infrastruc.. 3.35 % 0.00 %

-0.10 (-1.69%)

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

-0.48 (-1.69%)

N/A
INCE Franklin Income Equity Fo.. 3.08 % 0.00 %

-0.96 (-1.69%)

USD 0.09B
CCOR Core Alternative ETF 2.80 % 1.23 %

-0.53 (-1.69%)

USD 0.07B
FDV First Trust Capital Stren.. 2.75 % 0.00 %

-0.67 (-1.69%)

N/A
TEQI T. Rowe Price Equity Inco.. 1.94 % 0.00 %

-0.36 (-1.69%)

USD 0.30B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JEAG:LSE JPM Global Equity Premium.. 1.24 % 0.00 %

-37.00 (-1.69%)

USD 0.57B
JEGA:LSE JPM Global Equity Premium.. 1.24 % 0.00 %

-0.37 (-1.69%)

USD 0.07B
WMVG:LSE iShares Edge MSCI World M.. 1.14 % 0.00 %

-0.14 (-1.69%)

USD 0.07B
XDEB:F db x-trackers MSCI World .. 1.14 % 0.00 %

-0.87 (-1.69%)

USD 1.09B
XDEB:SW Xtrackers MSCI World Mini.. 1.14 % 0.00 %

-0.38 (-1.69%)

N/A
SXR0:F iShares VI Public Limited.. 1.14 % 0.00 %

-0.10 (-1.69%)

USD 0.32B
UEEH:XETRA iShares Edge MSCI World M.. 1.14 % 0.00 %

-0.15 (-1.69%)

USD 0.03B
MVOL:SW iShares Edge MSCI World M.. 1.14 % 0.00 %

+0.31 (+-1.69%)

USD 3.27B
MVSH:SW iShares Edge MSCI World M.. 1.14 % 0.00 %

-0.08 (-1.69%)

USD 0.04B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.10 % 0.00 %

-0.42 (-1.69%)

USD 1.18B
JPLG:LSE JPM Global Equity Multi-F.. 0.35 % 0.00 %

-60.00 (-1.69%)

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

+0.32 (+-1.69%)

USD 4.19B
FLM 0.00 % 0.70 %

N/A

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

-0.45 (-1.69%)

USD 1.68B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

-0.19 (-1.69%)

N/A
HDLV 0.00 % 0.00 %

N/A

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

-0.02 (-1.69%)

USD 5.65B
JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

-0.05 (-1.69%)

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

-0.68 (-1.69%)

USD 0.52B
RYU 0.00 % 0.40 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

-1.24 (-1.69%)

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 %

-1.38 (-1.69%)

N/A
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

-0.37 (-1.69%)

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

-0.29 (-1.69%)

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

-31.00 (-1.69%)

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

-6.25 (-1.69%)

USD 0.49B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

-0.05 (-1.69%)

USD 0.50B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.38 (-1.69%)

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 %

-0.24 (-1.69%)

N/A
VMOM:LSE 0.00 % 0.00 %

N/A

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

-0.12 (-1.69%)

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

-0.11 (-1.69%)

N/A
SMRT:PA 0.00 % 0.00 %

N/A

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

N/A

N/A
SM8T:F 0.00 % 0.00 %

N/A

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

-0.11 (-1.69%)

USD 0.24B
IQQ0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

-1.72 (-1.69%)

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

-0.57 (-1.69%)

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

-0.93 (-1.69%)

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
SM8T:XETRA 0.00 % 0.00 %

N/A

N/A
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

-0.29 (-1.69%)

N/A
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

-0.56 (-1.69%)

N/A
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

-0.59 (-1.69%)

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

+0.01 (+-1.69%)

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

-0.03 (-1.69%)

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 %

+0.50 (+-1.69%)

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

-0.76 (-1.69%)

USD 9.39M
FLYT 0.00 % 0.00 %

N/A

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

-0.64 (-1.69%)

USD 40.21B
SMRU:PA Amundi Index Solutions - .. 0.00 % 0.00 %

N/A

USD 3.61M
JGPI:XETRA JPM Global Equity Premium.. 0.00 % 0.00 %

-0.50 (-1.69%)

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

-0.58 (-1.69%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.45% 82% B 90% A-
Dividend Return 0.87% 43% F 49% F
Total Return 10.33% 82% B 91% A-
Trailing 12 Months  
Capital Gain 29.92% 83% B 92% A
Dividend Return 4.15% 45% F 64% D
Total Return 34.07% 83% B 92% A
Trailing 5 Years  
Capital Gain 72.64% 82% B 64% D
Dividend Return 26.06% 78% C+ 64% D
Total Return 98.70% 85% B 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.79% 80% B- 62% D
Dividend Return 12.70% 77% C+ 65% D
Total Return 3.90% 67% D+ 73% C
Risk Return Profile  
Volatility (Standard Deviation) 12.29% 80% B- 73% C
Risk Adjusted Return 103.31% 94% A 95% A
Market Capitalization N/A N/A 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