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The Southern Company (SO)

Equity · Currency in USD · Last updated Aug 6, 2022

Company Info

ISINUS8425871071
CUSIP842587107
SectorUtilities
IndustryUtilities—Regulated Electric

Trading Data

Previous Close$77.27
Year Range$59.92 - $77.97
EMA (50)$72.98
EMA (200)$68.90
Average Volume$4.71M
Market Capitalization$82.14B

SOShare Price Chart


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SOPerformance

The chart shows the growth of $10,000 invested in The Southern Company in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,151 for a total return of roughly 311.51%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%MarchAprilMayJuneJulyAugust
16.47%
-7.56%
SO (The Southern Company)
Benchmark (^GSPC)

SOReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M9.11%8.19%
6M13.77%-7.42%
YTD14.89%-13.03%
1Y25.60%-5.85%
5Y14.65%10.86%
10Y9.77%11.53%

SOMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20221.33%-5.83%11.95%1.21%4.05%-5.75%7.82%0.49%
2021-4.09%-2.72%9.59%6.45%-2.42%-5.33%5.55%3.96%-5.72%0.56%-0.93%12.24%
202010.52%-13.49%-10.30%4.78%1.79%-9.15%5.32%-3.32%3.91%5.96%5.24%2.64%
201910.66%3.51%4.00%2.98%1.69%3.33%1.66%4.79%6.02%1.44%-0.08%2.76%
2018-6.20%-3.29%3.72%3.27%-1.29%3.14%4.94%-8.77%-0.41%3.28%6.46%-7.20%
20170.49%4.02%-2.05%0.04%2.82%-5.39%0.10%1.89%1.82%6.23%-0.81%-6.07%
20164.55%-0.41%7.37%-3.15%-0.21%8.47%-0.24%-3.03%-0.06%0.53%-8.15%5.06%
20153.28%-8.72%-3.30%0.05%-0.13%-4.10%6.75%-1.81%2.97%0.89%-0.02%5.05%
20141.58%2.69%3.75%4.30%-3.37%3.65%-3.46%2.56%-1.69%7.42%2.31%3.54%
20134.47%1.76%4.24%2.79%-8.00%0.52%1.61%-6.12%-1.06%0.56%-0.68%1.18%
2012-1.58%-1.99%1.67%2.25%1.01%0.85%4.00%-4.88%1.68%1.63%-6.04%-1.70%
2011-1.60%2.54%-0.00%3.70%2.66%0.75%-0.92%4.60%2.44%1.96%2.77%5.42%
2010-2.46%-0.72%4.38%5.58%-5.38%1.77%7.50%3.85%1.50%2.91%-0.40%1.35%

SOSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current The Southern Company Sharpe ratio is 1.28. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
1.28
-0.31
SO (The Southern Company)
Benchmark (^GSPC)

SODividend History

The Southern Company granted a 3.44% dividend yield in the last twelve months. The annual payout for that period amounted to $2.66 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.66$2.62$2.54$2.46$2.38$2.30$2.22$2.15$2.08$2.01$1.94$1.87$1.80

Dividend yield

3.44%3.90%4.39%4.28%6.28%5.84%5.78%6.16%5.95%7.20%6.98%6.49%7.94%

SODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-0.90%
-13.58%
SO (The Southern Company)
Benchmark (^GSPC)

SOWorst Drawdowns

The table below shows the maximum drawdowns of the The Southern Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the The Southern Company is 38.43%, recorded on Mar 23, 2020. It took 353 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.43%Jan 31, 202036Mar 23, 2020353Aug 16, 2021389
-19.3%Jan 30, 2015102Jun 25, 2015178Mar 10, 2016280
-17.69%Nov 3, 201765Feb 7, 2018259Feb 20, 2019324
-14.92%Apr 24, 2013116Oct 7, 2013139Apr 28, 2014255
-14.04%May 31, 202214Jun 17, 202228Jul 29, 202242
-12.65%Jul 26, 201691Dec 1, 2016222Oct 19, 2017313
-11.37%Jul 30, 201281Nov 23, 201285Mar 28, 2013166
-8.64%Feb 1, 202216Feb 23, 20228Mar 7, 202224
-8.36%May 13, 201016Jun 4, 201030Jul 19, 201046
-8.29%Aug 23, 202170Nov 30, 202111Dec 15, 202181

SOVolatility Chart

Current The Southern Company volatility is 23.01%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
23.01%
19.67%
SO (The Southern Company)
Benchmark (^GSPC)