The Southern Company (SO)
Company Info
ISIN | US8425871071 |
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CUSIP | 842587107 |
Sector | Utilities |
Industry | Utilities - Regulated Electric |
Highlights
Market Cap | $97.97B |
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EPS (TTM) | $4.19 |
PE Ratio | 21.10 |
PEG Ratio | 2.95 |
Total Revenue (TTM) | $26.13B |
Gross Profit (TTM) | $10.62B |
EBITDA (TTM) | $12.36B |
Year Range | $59.27 - $90.34 |
Target Price | $86.91 |
Short % | 1.81% |
Short Ratio | 4.64 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SO vs. DUK, SO vs. XLU, SO vs. DVN, SO vs. ETR, SO vs. WEC, SO vs. ED, SO vs. UEC, SO vs. MO, SO vs. O, SO vs. SCHD
Performance
Performance Chart
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.
Returns By Period
The Southern Company had a return of 29.65% year-to-date (YTD) and 36.83% in the last 12 months. Over the past 10 years, The Southern Company had an annualized return of 12.06%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 29.65% | 13.39% |
1 month | 2.12% | 4.02% |
6 months | 30.36% | 5.56% |
1 year | 36.83% | 21.51% |
5 years (annualized) | 12.62% | 12.69% |
10 years (annualized) | 12.06% | 10.55% |
Monthly Returns
The table below presents the monthly returns of SO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.86% | -2.24% | 6.68% | 2.45% | 10.03% | -3.21% | 7.67% | 4.31% | 29.65% | ||||
2023 | -5.22% | -5.85% | 10.34% | 5.71% | -4.27% | 0.72% | 2.98% | -5.40% | -4.44% | 3.99% | 6.53% | -1.21% | 2.21% |
2022 | 1.33% | -5.83% | 11.95% | 1.21% | 4.05% | -5.75% | 7.83% | 1.12% | -11.77% | -3.71% | 4.39% | 5.57% | 8.24% |
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% | 16.32% |
2020 | 10.52% | -13.49% | -10.30% | 4.78% | 1.79% | -9.15% | 5.32% | -3.32% | 3.91% | 5.96% | 5.24% | 2.64% | 0.63% |
2019 | 10.66% | 3.51% | 4.00% | 2.98% | 1.69% | 3.33% | 1.66% | 4.79% | 6.02% | 1.44% | -0.08% | 2.76% | 51.65% |
2018 | -6.20% | -3.29% | 3.72% | 3.27% | -1.29% | 3.14% | 4.95% | -8.77% | -0.41% | 3.28% | 6.46% | -7.20% | -3.75% |
2017 | 0.49% | 4.02% | -2.05% | 0.04% | 2.82% | -5.39% | 0.10% | 1.89% | 1.82% | 6.23% | -0.81% | -6.07% | 2.42% |
2016 | 4.55% | -0.41% | 7.37% | -3.15% | -0.21% | 8.48% | -0.24% | -3.03% | -0.06% | 0.53% | -8.15% | 5.06% | 9.92% |
2015 | 3.28% | -8.72% | -3.30% | 0.05% | -0.13% | -4.10% | 6.75% | -1.81% | 2.97% | 0.89% | -0.02% | 5.05% | -0.08% |
2014 | 1.58% | 2.69% | 3.75% | 4.30% | -3.37% | 3.65% | -3.46% | 2.56% | -1.69% | 7.42% | 2.31% | 3.54% | 25.24% |
2013 | 4.47% | 1.76% | 4.24% | 2.79% | -8.00% | 0.52% | 1.61% | -6.12% | -1.06% | 0.56% | -0.68% | 1.18% | 0.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SO is 93, placing it in the top 7% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Southern Company (SO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
The Southern Company granted a 3.21% dividend yield in the last twelve months. The annual payout for that period amounted to $2.84 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.84 | $2.78 | $2.70 | $2.62 | $2.54 | $2.46 | $2.38 | $2.30 | $2.22 | $2.15 | $2.08 | $2.01 |
Dividend yield | 3.21% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.90% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.70 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.72 | $0.00 | $2.14 | |||
2023 | $0.00 | $0.68 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $2.78 |
2022 | $0.00 | $0.66 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $2.70 |
2021 | $0.00 | $0.64 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $2.62 |
2020 | $0.00 | $0.62 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | $0.00 | $2.54 |
2019 | $0.00 | $0.60 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $2.46 |
2018 | $0.00 | $0.58 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.38 |
2017 | $0.00 | $0.56 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.58 | $0.00 | $2.30 |
2016 | $0.00 | $0.54 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $2.22 |
2015 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.54 | $0.00 | $2.15 |
2014 | $0.51 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $2.08 |
2013 | $0.49 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.51 | $0.00 | $0.00 | $2.01 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 1.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.43% | Jan 31, 2020 | 36 | Mar 23, 2020 | 353 | Aug 16, 2021 | 389 |
-30.45% | Sep 19, 2008 | 120 | Mar 12, 2009 | 345 | Jul 26, 2010 | 465 |
-29.33% | Oct 6, 1998 | 363 | Mar 14, 2000 | 115 | Aug 25, 2000 | 478 |
-25.51% | Jan 23, 1987 | 187 | Oct 19, 1987 | 320 | Jan 24, 1989 | 507 |
-23.28% | Aug 22, 2022 | 37 | Oct 12, 2022 | 391 | May 3, 2024 | 428 |
Volatility
Volatility Chart
The current The Southern Company volatility is 4.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of The Southern Company compared to its peers in the Utilities - Regulated Electric industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SO in comparison to other companies of the Utilities - Regulated Electric industry. Currently, SO has a PE value of 21.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SO in comparison to other companies of the Utilities - Regulated Electric industry. Currently, SO has a PEG value of 3.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Southern Company.
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Income Statement
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