The Southern Company (SO)
Company Info
US8425871071
842587107
Dec 31, 1981
Highlights
$91.25B
$4.29
19.41
2.93
$26.43B
$10.81B
$13.20B
$63.73 - $93.68
$92.02
1.78%
4.17
Share Price Chart
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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 22.52% year-to-date (YTD) and 23.72% in the last 12 months. Over the past 10 years, The Southern Company had an annualized return of 9.90%, while the S&P 500 had an annualized return of 11.06%, indicating that The Southern Company did not perform as well as the benchmark.
SO
22.52%
-5.99%
7.36%
23.72%
9.85%
9.90%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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% | 4.38% | 0.94% | -1.28% | 22.52% | |
| 2023 | -5.22% | -5.85% | 10.34% | 5.71% | -4.27% | 0.72% | 2.97% | -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% | 7.82% | 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% | -3.33% | 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% | 4.94% | -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
With an overall rank of 84, SO is among the top 16% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 provided a 3.45% dividend yield over the last twelve months, with an annual payout of $2.86 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.86 | $2.78 | $2.70 | $2.62 | $2.54 | $2.46 | $2.38 | $2.30 | $2.22 | $2.15 | $2.08 | $2.01 |
Dividend yield | 3.45% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.89% |
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 | $0.00 | $0.72 | $0.00 | $2.86 |
| 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 11.26%.
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 5.01%, 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 19.4. This PE ratio falls in the average range for the industry.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 2.9. 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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