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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 74.39

Change

+1.18 (+1.61)%

Market Cap

USD 46.36B

Volume

3.85M

Analyst Target

USD 59.60
Analyst Rating

Verdict

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: 2024-04-29 )

Largest Industry Peers for Utilities - Regulated Electric

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

-0.64 (-0.83%)

USD 147.82B
NEE-PR Nextera Energy Inc

-0.28 (-0.62%)

USD 103.76B
DUK Duke Energy Corporation

-0.51 (-0.49%)

USD 79.51B
DUK-PA Duke Energy Corporation

-0.37 (-1.47%)

USD 61.88B
NGG National Grid PLC ADR

+0.51 (+0.70%)

USD 53.00B
PCG PG&E Corp

+0.14 (+0.76%)

USD 46.62B
D Dominion Energy Inc

+0.08 (+0.15%)

USD 43.69B
PEG Public Service Enterprise Grou..

-0.23 (-0.31%)

USD 36.14B
ED Consolidated Edison Inc

N/A

USD 33.72B
EIX Edison International

+0.14 (+0.18%)

USD 28.41B

ETFs Containing SO

XLU Utilities Select Sector S.. 8.09 % 0.13 %

-0.25 (0.02%)

USD 12.95B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.05 % 0.00 %

N/A

N/A
VPU Vanguard Utilities Index .. 7.16 % 0.10 %

-0.48 (0.02%)

USD 5.60B
UPW ProShares Ultra Utilities 6.01 % 0.95 %

-0.22 (0.02%)

USD 0.02B
UTSL Direxion Daily Utilities .. 5.15 % 0.96 %

-0.34 (0.02%)

USD 0.05B
WUTI:SW SPDR® MSCI World Utiliti.. 4.97 % 0.00 %

-0.29 (0.02%)

USD 0.30M
XDWU:SW Xtrackers MSCI World Util.. 4.96 % 0.00 %

+0.08 (+0.02%)

USD 0.25M
XWUS:LSE Xtrackers MSCI World Util.. 4.96 % 0.00 %

+0.01 (+0.02%)

USD 0.18B
JHMU John Hancock Multifactor .. 4.69 % 0.46 %

-0.06 (0.02%)

USD 0.02B
PUI Invesco DWA Utilities Mom.. 3.86 % 0.60 %

-0.07 (0.02%)

USD 0.04B
IFRA:AU VanEck FTSE Global Infras.. 3.57 % 0.00 %

+0.21 (+0.02%)

USD 0.84B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
RSPU Invesco S&P 500® Equal.. 3.41 % 0.00 %

-0.07 (0.02%)

USD 0.25B
VBLD:AU Vanguard Global Infrastru.. 3.40 % 0.00 %

+0.22 (+0.02%)

USD 0.33B
GLIN:AU iShares Core FTSE Global .. 3.20 % 0.00 %

+0.20 (+0.02%)

USD 0.03B
FDV First Trust Capital Stren.. 3.15 % 0.00 %

+0.02 (+0.02%)

USD 0.09B
CBUX:XETRA iShares Global Infrastruc.. 3.09 % 0.00 %

+0.01 (+0.02%)

USD 1.48B
INFR:SW iShares Global Infrastruc.. 3.09 % 0.00 %

-0.09 (0.02%)

N/A
ICAP InfraCap Equity Income Fu.. 3.06 % 0.00 %

-0.12 (0.02%)

USD 0.05B
LVHD Legg Mason Low Volatility.. 2.64 % 0.27 %

+0.01 (+0.02%)

USD 0.60B
SDY SPDR® S&P Dividend ETF 1.81 % 0.35 %

+0.33 (+0.02%)

USD 20.71B
USDV:SW SPDR® S&P US Dividend Ar.. 1.60 % 0.00 %

+0.18 (+0.02%)

USD 3.59B
HAPY Harbor Corporate Culture .. 1.53 % 0.00 %

-0.09 (0.02%)

USD 0.01B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
CDL VictoryShares US Large Ca.. 1.30 % 0.35 %

+0.13 (+0.02%)

USD 0.35B
RBLD First Trust Exchange-Trad.. 1.07 % 0.00 %

-0.46 (0.02%)

USD 9.34M
CDC VictoryShares US EQ Incom.. 0.00 % 0.35 %

+0.12 (+0.02%)

USD 0.86B
CUD:CA iShares US Dividend Growe.. 0.00 % 0.66 %

+0.27 (+0.02%)

CAD 0.32B
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

-0.23 (0.02%)

USD 3.47B
FLM 0.00 % 0.70 %

N/A

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

-0.14 (0.02%)

USD 1.21B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

+0.08 (+0.02%)

USD 0.41B
HDLV 0.00 % 0.00 %

N/A

N/A
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

-0.24 (0.02%)

USD 1.06B
IGF iShares Global Infrastruc.. 0.00 % 0.46 %

-0.04 (0.02%)

USD 3.76B
JXI iShares Global Utilities .. 0.00 % 0.46 %

-0.04 (0.02%)

USD 0.13B
TPHD Timothy Plan High Dividen.. 0.00 % 0.00 %

+0.03 (+0.02%)

USD 0.22B
RYJ Invesco Raymond James SB-.. 0.00 % 0.75 %

N/A

USD 0.11B
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
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.07 (+0.02%)

USD 1.17B
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

-0.06 (0.02%)

USD 1.44B
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

-13.75 (0.02%)

USD 1.43B
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+2.00 (+0.02%)

USD 0.28B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.03 (+0.02%)

USD 0.28B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.16 (+0.02%)

USD 1.17B
PRGB:LSE 0.00 % 0.00 %

N/A

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

+0.16 (+0.02%)

USD 0.03B
UDVD:LSE SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

+0.20 (+0.02%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 0.00 % 0.00 %

+0.12 (+0.02%)

USD 3.67B
VMOM:LSE 0.00 % 0.00 %

N/A

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

+0.11 (+0.02%)

USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.05 (+0.02%)

USD 0.17B
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

-0.11 (0.02%)

USD 1.48B
SPYD:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.19 (+0.02%)

USD 3.76B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.08 (+0.02%)

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

+0.17 (+0.02%)

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

+0.13 (+0.02%)

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

+0.03 (+0.02%)

USD 0.24B
IQQI:XETRA 0.00 % 0.00 %

N/A

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

-0.05 (0.02%)

USD 4.09B
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.21 (+0.02%)

USD 3.76B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.03 (+0.02%)

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

+0.16 (+0.02%)

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

+0.01 (+0.02%)

USD 1.18B
RIIN:CA Russell Investments Globa.. 0.00 % 0.00 %

N/A

CAD 1.19B
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

-0.01 (0.02%)

CAD 0.12B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

+0.01 (+0.02%)

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

N/A

CAD 9.31M
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

+0.04 (+0.02%)

USD 0.03B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

+0.02 (+0.02%)

USD 0.01B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

+0.03 (+0.02%)

USD 0.13B
FLYT 0.00 % 0.00 %

N/A

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

+0.02 (+0.02%)

USD 33.68B
SIXA 6 Meridian Mega Cap Equit.. 0.00 % 0.00 %

-0.06 (0.02%)

USD 0.24B
SIXH ETC 6 Meridian Hedged Equ.. 0.00 % 0.00 %

N/A

USD 0.40B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

+0.05 (+0.02%)

USD 0.17B
FCII:CA Franklin ClearBridge Sust.. 0.00 % 0.00 %

N/A

CAD 0.02B
SPPD:F SSGA SPDR ETFs Europe I p.. 0.00 % 0.00 %

N/A

N/A
TPHE Timothy Plan - Timothy Pl.. 0.00 % 0.00 %

+0.06 (+0.02%)

USD 0.07B

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 6.09% 78% C+ 71% C-
Dividend Return 1.00% 42% F 47% F
Total Return 7.09% 78% C+ 71% C-
Trailing 12 Months  
Capital Gain 0.40% 81% B- 38% F
Dividend Return 3.78% 59% D- 56% F
Total Return 4.18% 81% B- 37% F
Trailing 5 Years  
Capital Gain 41.64% 97% N/A 70% C-
Dividend Return 25.13% 94% A 81% B-
Total Return 66.77% 97% N/A 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.36% 78% C+ 57% F
Dividend Return 8.53% 81% B- 61% D-
Total Return 4.17% 73% C 74% C
Risk Return Profile  
Volatility (Standard Deviation) 10.79% 89% A- 79% B-
Risk Adjusted Return 79.05% 97% N/A 94% A
Market Capitalization 46.36B 94% A 97% 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 32% 43%
Price/Book Ratio 2.43 9% 35%
Price / Cash Flow Ratio 10.10 29% 37%
Price/Free Cash Flow Ratio 11.80 36% 34%
Management Effectiveness  
Return on Equity 11.04% 69% 62%
Return on Invested Capital 5.88% 58% 48%
Return on Assets 2.93% 69% 55%
Debt to Equity Ratio 181.94% 19% 18%

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector