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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 89.92

Change

+0.28 (+0.31)%

Market Cap

USD 46.36B

Volume

4.32M

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: 2025-05-27 )

Largest Industry Peers for Utilities - Regulated Electric

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EIX Edison International

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PNW Pinnacle West Capital Corp

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ELPC Companhia Paranaense de Energi..

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USD 6.33B

ETFs Containing SO

ZPDU:F SPDR S&P U.S. Utilities S.. 8.33 % 0.00 %

-0.42 (0.15%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.33 % 0.00 %

N/A

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 8.31 % 0.00 %

-0.06 (0.15%)

USD 0.24B
FUTY Fidelity® MSCI Utilities.. 7.10 % 0.08 %

+0.37 (+0.15%)

USD 1.81B
UPW ProShares Ultra Utilities 5.86 % 0.95 %

+0.94 (+0.15%)

USD 0.02B
XDWU:F Xtrackers (IE) Public Lim.. 5.31 % 0.00 %

N/A

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.31 % 0.00 %

N/A

USD 0.45B
XWUS:LSE Xtrackers MSCI World Util.. 5.31 % 0.00 %

-3.75 (0.15%)

USD 0.45B
WUTI:SW SPDR® MSCI World Utiliti.. 5.31 % 0.00 %

N/A

USD 0.04B
JHMU John Hancock Exchange-Tra.. 4.69 % 0.46 %

+0.02 (+0.15%)

USD 0.02B
ZAP Global X U.S. Electrifica.. 4.10 % 0.00 %

+0.04 (+0.15%)

N/A
VBLD:AU Vanguard Global Infrastru.. 3.88 % 0.00 %

+0.01 (+0.15%)

USD 0.33B
GLIN:AU iShares Core FTSE Global .. 3.65 % 0.00 %

-0.08 (0.15%)

USD 0.03B
IFRA:AU VanEck FTSE Global Infras.. 3.64 % 0.00 %

-0.11 (0.15%)

USD 1.31B
INFR:SW iShares Global Infrastruc.. 3.53 % 0.00 %

N/A

N/A
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
CBUX:XETRA iShares Global Infrastruc.. 3.35 % 0.00 %

-0.04 (0.15%)

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

+0.11 (+0.15%)

N/A
INCE Franklin Income Equity Fo.. 3.13 % 0.00 %

+0.21 (+0.15%)

USD 0.09B
FLLV 2.99 % 0.50 %

N/A

N/A
FDV First Trust Capital Stren.. 2.75 % 0.00 %

+0.16 (+0.15%)

N/A
TEQI T. Rowe Price Equity Inco.. 2.07 % 0.00 %

+0.27 (+0.15%)

USD 0.30B
JEPI:LSE JPM US Equity Premium Inc.. 1.63 % 0.00 %

+0.01 (+0.15%)

USD 0.06B
USDV:SW SPDR® S&P US Dividend Ar.. 1.62 % 0.00 %

N/A

USD 3.70B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JGPI:XETRA JPM Global Equity Premium.. 1.36 % 0.00 %

-0.17 (0.15%)

USD 0.68B
JEAG:LSE JPM Global Equity Premium.. 1.36 % 0.00 %

-5.50 (0.15%)

USD 0.69B
JEGA:LSE JPM Global Equity Premium.. 1.36 % 0.00 %

-0.03 (0.15%)

USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.36 % 0.00 %

-0.30 (0.15%)

N/A
MVSH:SW iShares Edge MSCI World M.. 1.21 % 0.00 %

N/A

USD 0.05B
ZPRI:F SSgA SPDR ETFs Europe II .. 1.14 % 0.00 %

N/A

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

-12.50 (0.15%)

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

-0.08 (0.15%)

USD 3.79B
FLM 0.00 % 0.70 %

N/A

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

+0.32 (+0.15%)

N/A
HDLV 0.00 % 0.00 %

N/A

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

+0.32 (+0.15%)

USD 6.35B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

+0.32 (+0.15%)

USD 0.55B
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 %

+1.38 (+0.15%)

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

+0.56 (+0.15%)

USD 18.68B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.74 (+0.15%)

USD 0.03B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

-0.09 (0.15%)

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

+0.01 (+0.15%)

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

-2.25 (0.15%)

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

-0.50 (0.15%)

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

+0.01 (+0.15%)

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

-0.03 (0.15%)

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 %

+0.03 (+0.15%)

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

-0.10 (0.15%)

USD 3.76B
UINC:LSE First Trust US Equity Inc.. 0.00 % 0.00 %

-25.50 (0.15%)

USD 0.31B
USDV:LSE SPDR S&P US Dividend Aris.. 0.00 % 0.00 %

-0.25 (0.15%)

USD 3.70B
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.05 (+0.15%)

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

+0.06 (+0.15%)

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
SXR0:F iShares VI Public Limited.. 0.00 % 0.00 %

-0.02 (0.15%)

USD 0.39B
XDEB:F db x-trackers MSCI World .. 0.00 % 0.00 %

-0.29 (0.15%)

USD 1.19B
IQQ0:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

-0.49 (0.15%)

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

-0.21 (0.15%)

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

-0.62 (0.15%)

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 %

-0.16 (0.15%)

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

-0.29 (0.15%)

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

-0.36 (0.15%)

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

-0.15 (0.15%)

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

+0.01 (+0.15%)

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

+0.04 (+0.15%)

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

-0.17 (0.15%)

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

+0.24 (+0.15%)

USD 8.97M
FLYT 0.00 % 0.00 %

N/A

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

+0.10 (+0.15%)

USD 39.24B
SMRU:PA 0.00 % 0.00 %

N/A

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

-0.02 (0.15%)

USD 0.06B
UEEH:XETRA iShares Edge MSCI World M.. 0.00 % 0.00 %

-0.04 (0.15%)

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

N/A

USD 3.67B
XDEB:SW Xtrackers MSCI World Mini.. 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 9.23% 64% D 82% B
Dividend Return 1.77% 53% F 65% D
Total Return 11.01% 64% D 84% B
Trailing 12 Months  
Capital Gain 15.97% 51% F 81% B-
Dividend Return 3.74% 38% F 63% D
Total Return 19.71% 51% F 82% B
Trailing 5 Years  
Capital Gain 58.00% 86% B+ 63% D
Dividend Return 24.07% 71% C- 63% D
Total Return 82.08% 83% B 65% D
Average Annual (5 Year Horizon)  
Capital Gain 9.19% 77% C+ 69% C-
Dividend Return 13.05% 74% C 73% C
Total Return 3.86% 69% C- 72% C
Risk Return Profile  
Volatility (Standard Deviation) 12.62% 79% B- 71% C-
Risk Adjusted Return 103.40% 95% A 95% 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