The Southern Company (SO)

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The chart shows the growth of an initial investment of $10,000 in The Southern Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The Southern Company (SO) has returned 11.56% so far this year and 8.42% over the past 12 months. Over the last ten years, SO has returned 10.97% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 31, 1981, SO's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, your investment would double in approximately 4.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2001 with a return of +64.2%, while the worst month was Feb 2020 at -13.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SO closed higher 47% of trading days. The best single day was Apr 3, 2001 with a return of +54.3%, while the worst single day was Oct 19, 1987 at -18.2%.

The Southern Company has an annualized alpha of 10.56%, beta of 0.48, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since January 04, 1982.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.21%) than losses (6.56%) — typical of diversified or defensive assets.
• Beta of 0.48 may look defensive, but with R² of 0.16 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.16 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SO ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for The Southern Company (SO) and compare them to a chosen benchmark (S&P 500 Index).

The Southern Company provided a 3.07% dividend yield over the last twelve months, with an annual payout of $2.96 per share. The company has been increasing its dividends for 23 consecutive years.

The table displays the monthly dividend distributions for The Southern Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The Southern Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Southern Company was 38.43%, occurring on Mar 23, 2020. Recovery took 353 trading sessions.

The current The Southern Company drawdown is 2.61%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Southern Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how The Southern Company is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.