The Southern Company (SO)

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The Southern Company (SO) is up 10.5% since the beginning of the year. At $95 per share, SO is trading 6.2% below its 52-week high of $101. Investors who bought $1,000 worth of SO shares 5 years ago would now be looking at an investment worth $1,786.

The Southern Company (SO) has returned 10.53% so far this year and 3.11% over the past 12 months. Over the last ten years, SO has returned 10.39% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Dec 31, 1981, SO's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Aug 2000 with a return of +24.2%, 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 Mar 17, 2020 with a return of +18.8%, while the worst single day was Oct 19, 1987 at -18.2%.

The Southern Company has an annualized alpha of 8.90%, beta of 0.49, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since December 31, 1981.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (45.34%) than losses (6.03%) - typical of diversified or defensive assets.
• Beta of 0.49 may look defensive, but with R2 of 0.19 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 0.19 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 49 for risk / return — above 49% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.

The Southern Company provided a 3.48% dividend yield over the last twelve months, with an annual payout of $3.29 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 3.51%.

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.