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

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 77.63

Change

+0.68 (+0.88)%

Market Cap

USD 46.36B

Volume

6.70M

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: 2024-05-08 )

Largest Industry Peers for Utilities - Regulated Electric

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

-0.85 (-1.10%)

USD 156.33B
NEE-PR Nextera Energy Inc

-0.48 (-1.06%)

USD 103.76B
DUK Duke Energy Corporation

-0.76 (-0.75%)

USD 80.00B
DUK-PA Duke Energy Corporation

-0.10 (-0.41%)

USD 60.77B
NGG National Grid PLC ADR

-1.43 (-2.38%)

USD 53.58B
PCG PG&E Corp

-0.12 (-0.66%)

USD 48.27B
D Dominion Energy Inc

-0.45 (-0.85%)

USD 44.84B
PEG Public Service Enterprise Grou..

-1.34 (-1.80%)

USD 37.13B
ED Consolidated Edison Inc

-1.30 (-1.39%)

USD 33.58B
EIX Edison International

-0.79 (-1.07%)

USD 29.36B

ETFs Containing SO

ZPDU:F SPDR S&P U.S. Utilities S.. 8.12 % 0.00 %

-0.43 (-1.69%)

USD 0.03B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 8.12 % 0.00 %

-0.56 (-1.69%)

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 8.12 % 0.00 %

-0.83 (-1.69%)

N/A
2B7A:XETRA iShares S&P 500 Utilities.. 8.11 % 0.00 %

-0.11 (-1.69%)

USD 0.24B
IUSU:LSE iShares V Public Limited .. 7.88 % 0.00 %

-9.00 (-1.69%)

USD 0.31B
IUUS:LSE iShares S&P 500 Utilities.. 7.88 % 0.00 %

-0.17 (-1.69%)

USD 0.31B
IUSU:XETRA iShares $ Treasury Bond 1.. 7.16 % 0.00 %

+0.60 (+-1.69%)

USD 4.09B
FUTY Fidelity® MSCI Utilities.. 7.14 % 0.08 %

-0.59 (-1.69%)

USD 1.22B
VPU Vanguard Utilities Index .. 6.91 % 0.10 %

-1.92 (-1.69%)

USD 5.63B
IDU iShares U.S. Utilities ET.. 6.68 % 0.43 %

-1.27 (-1.69%)

USD 1.23B
UTSL Direxion Daily Utilities .. 6.17 % 0.96 %

-1.17 (-1.69%)

USD 0.04B
UPW ProShares Ultra Utilities 6.02 % 0.95 %

-1.65 (-1.69%)

USD 0.02B
WUTI:LSE SPDR® MSCI World Utiliti.. 5.05 % 0.00 %

-1.10 (-1.69%)

USD 0.02B
WUTI:SW SPDR® MSCI World Utiliti.. 5.05 % 0.00 %

N/A

USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 5.04 % 0.00 %

-0.74 (-1.69%)

USD 0.21B
XDWU:F Xtrackers (IE) Public Lim.. 5.04 % 0.00 %

-0.48 (-1.69%)

USD 0.13B
XDWU:XETRA db x-trackers MSCI World .. 5.04 % 0.00 %

-0.55 (-1.69%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 5.04 % 0.00 %

-0.49 (-1.69%)

USD 0.21B
XWUS:LSE Xtrackers MSCI World Util.. 5.04 % 0.00 %

-0.46 (-1.69%)

USD 0.21B
JHMU John Hancock Multifactor .. 4.69 % 0.46 %

-0.16 (-1.69%)

USD 0.02B
QINF:CA Mackenzie Global Infrastr.. 4.61 % 0.00 %

-1.63 (-1.69%)

CAD 9.25M
TINF:CA TD Active Global Infrastr.. 4.25 % 0.00 %

-0.18 (-1.69%)

CAD 0.12B
FCII:CA Franklin ClearBridge Sust.. 4.14 % 0.00 %

N/A

CAD 0.02B
ECLN First Trust EIP Carbon Im.. 3.96 % 0.00 %

-0.35 (-1.69%)

USD 0.03B
PUI Invesco DWA Utilities Mom.. 3.88 % 0.60 %

-0.45 (-1.69%)

USD 0.04B
VBLD:AU Vanguard Global Infrastru.. 3.58 % 0.00 %

-0.81 (-1.69%)

USD 0.33B
IFRA:AU VanEck FTSE Global Infras.. 3.57 % 0.00 %

-0.15 (-1.69%)

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

N/A

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

-0.75 (-1.69%)

USD 0.25B
GII SPDR® S&P Global Infrast.. 3.33 % 0.40 %

-0.64 (-1.69%)

USD 0.43B
IQQI:F iShares Global Infrastruc.. 3.32 % 0.00 %

-0.25 (-1.69%)

USD 1.48B
INFR:LSE iShares Global Infrastruc.. 3.31 % 0.00 %

-28.50 (-1.69%)

USD 1.49B
IDIN:LSE iShares Global Infrastruc.. 3.31 % 0.00 %

-0.50 (-1.69%)

USD 1.49B
IGF iShares Global Infrastruc.. 3.28 % 0.46 %

-0.65 (-1.69%)

USD 3.74B
CBUX:XETRA iShares Global Infrastruc.. 3.24 % 0.00 %

-0.05 (-1.69%)

USD 1.51B
INFR:SW iShares Global Infrastruc.. 3.24 % 0.00 %

-0.33 (-1.69%)

N/A
GLIN:AU iShares Core FTSE Global .. 3.20 % 0.00 %

-0.30 (-1.69%)

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

-0.28 (-1.69%)

USD 0.09B
RIIN:CA Russell Investments Globa.. 3.09 % 0.00 %

-0.22 (-1.69%)

CAD 1.19B
HDLB ETRACS Monthly Pay 2xLeve.. 2.94 % 0.00 %

-0.20 (-1.69%)

USD 0.01B
LVHD Legg Mason Low Volatility.. 2.67 % 0.27 %

-0.36 (-1.69%)

USD 0.59B
TEQI T. Rowe Price Equity Inco.. 2.33 % 0.00 %

-0.42 (-1.69%)

USD 0.16B
SDY SPDR® S&P Dividend ETF 1.82 % 0.35 %

-1.56 (-1.69%)

USD 20.29B
CUD:CA iShares US Dividend Growe.. 1.76 % 0.66 %

-0.59 (-1.69%)

CAD 0.32B
UDVD:LSE SPDR® S&P US Dividend Ar.. 1.73 % 0.00 %

-1.07 (-1.69%)

USD 3.76B
USDV:LSE SPDR S&P US Dividend Aris.. 1.73 % 0.00 %

-0.55 (-1.69%)

USD 3.60B
SPYD:F SSgA SPDR ETFs Europe I P.. 1.73 % 0.00 %

-0.16 (-1.69%)

USD 3.76B
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 1.73 % 0.00 %

-0.60 (-1.69%)

USD 3.76B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 1.73 % 0.00 %

-0.12 (-1.69%)

USD 0.13B
SPPD:F SSGA SPDR ETFs Europe I p.. 1.73 % 0.00 %

-0.12 (-1.69%)

N/A
USDV:SW SPDR® S&P US Dividend Ar.. 1.73 % 0.00 %

-0.83 (-1.69%)

USD 3.60B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
JEPI JPMorgan Equity Premium I.. 1.48 % 0.00 %

-0.31 (-1.69%)

USD 33.58B
TPHE Timothy Plan - Timothy Pl.. 1.35 % 0.00 %

-0.29 (-1.69%)

USD 0.07B
TPHD Timothy Plan High Dividen.. 1.35 % 0.00 %

-0.46 (-1.69%)

USD 0.22B
CDL VictoryShares US Large Ca.. 1.30 % 0.35 %

-0.71 (-1.69%)

USD 0.34B
CDC VictoryShares US EQ Incom.. 1.30 % 0.35 %

-0.71 (-1.69%)

USD 0.84B
RBLD First Trust Exchange-Trad.. 1.07 % 0.00 %

-0.74 (-1.69%)

USD 9.34M
GIN:LSE SPDR Morningstar Multi-As.. 0.98 % 0.00 %

-0.12 (-1.69%)

USD 1.20B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.98 % 0.00 %

-0.33 (-1.69%)

USD 1.20B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.98 % 0.00 %

-0.12 (-1.69%)

USD 1.18B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.98 % 0.00 %

-0.12 (-1.69%)

USD 1.18B
JPGL:XETRA JPM Global Equity Multi-F.. 0.33 % 0.00 %

-0.32 (-1.69%)

USD 0.22B
JPGL:SW JPM Global Equity Multi-F.. 0.33 % 0.00 %

-0.50 (-1.69%)

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

-0.55 (-1.69%)

USD 3.49B
FLM 0.00 % 0.70 %

N/A

N/A
HDLV 0.00 % 0.00 %

N/A

N/A
JXI iShares Global Utilities .. 0.00 % 0.46 %

-0.91 (-1.69%)

USD 0.14B
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
XLU Utilities Select Sector S.. 0.00 % 0.13 %

-0.92 (-1.69%)

USD 13.93B
PRGB:LSE 0.00 % 0.00 %

N/A

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

-0.83 (-1.69%)

USD 0.05B
VMOM:LSE 0.00 % 0.00 %

N/A

N/A
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

-0.09 (-1.69%)

CAD 0.02B
FLYT 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 10.71% 83% B 80% B-
Dividend Return 1.00% 41% F 46% F
Total Return 11.71% 78% C+ 81% B-
Trailing 12 Months  
Capital Gain 2.60% 75% C 40% F
Dividend Return 3.70% 52% F 54% F
Total Return 6.30% 75% C 38% F
Trailing 5 Years  
Capital Gain 45.46% 94% A 70% C-
Dividend Return 24.73% 93% A 80% B-
Total Return 70.19% 100% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 4.34% 78% C+ 56% F
Dividend Return 8.51% 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 78.82% 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 33% 43%
Price/Book Ratio 2.43 9% 35%
Price / Cash Flow Ratio 10.10 27% 38%
Price/Free Cash Flow Ratio 11.80 34% 35%
Management Effectiveness  
Return on Equity 11.04% 69% 62%
Return on Invested Capital 5.88% 60% 48%
Return on Assets 2.93% 69% 55%
Debt to Equity Ratio 181.94% 20% 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.

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