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The Southern Company (SOJC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8425874042

CUSIP

842587404

Sector

Industry

IPO Date

Nov 28, 2017

Highlights

Market Cap

$22.21B

PE Ratio

26.45

Total Revenue (TTM)

$20.38B

Gross Profit (TTM)

$8.33B

EBITDA (TTM)

$10.56B

Year Range

$21.60 - $24.72

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:
SOJC vs. VOO
Popular comparisons:
SOJC vs. VOO

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.


-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-6.59%
9.31%
SOJC (The Southern Company)
Benchmark (^GSPC)

Returns By Period

The Southern Company had a return of 1.14% year-to-date (YTD) and -4.61% in the last 12 months.


SOJC

YTD

1.14%

1M

-1.46%

6M

-6.59%

1Y

-4.61%

5Y*

1.58%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of SOJC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.32%1.14%
20241.25%3.81%-1.85%-7.54%5.30%-0.17%-1.20%6.05%3.44%-4.08%-1.93%-5.22%-3.12%
202316.19%-1.33%1.96%2.21%0.27%0.65%-1.41%0.91%-7.59%-5.06%13.07%0.42%19.52%
2022-1.64%-2.48%1.93%-11.26%10.04%-3.53%8.33%-6.58%-4.43%-4.77%9.21%-7.95%-14.71%
2021-2.09%-1.26%1.42%0.98%-0.11%2.35%-0.15%-0.22%-1.28%0.57%0.05%0.73%0.92%
20200.80%-4.08%-2.07%6.14%1.58%-3.74%6.90%1.15%-3.31%2.50%1.45%2.09%9.06%
201911.13%3.11%0.97%1.00%1.39%1.99%3.00%1.55%1.32%-1.15%-2.39%2.69%26.89%
2018-6.56%2.28%1.42%-1.36%2.97%1.03%-0.37%1.14%-4.46%-1.50%-5.52%1.87%-9.22%
2017-0.32%1.72%1.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SOJC is 25, meaning it’s performing worse than 75% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SOJC is 2525
Overall Rank
The Sharpe Ratio Rank of SOJC is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of SOJC is 2121
Sortino Ratio Rank
The Omega Ratio Rank of SOJC is 2222
Omega Ratio Rank
The Calmar Ratio Rank of SOJC is 2424
Calmar Ratio Rank
The Martin Ratio Rank of SOJC is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Southern Company (SOJC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SOJC, currently valued at -0.37, compared to the broader market-2.000.002.00-0.371.74
The chart of Sortino ratio for SOJC, currently valued at -0.45, compared to the broader market-4.00-2.000.002.004.006.00-0.452.35
The chart of Omega ratio for SOJC, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.32
The chart of Calmar ratio for SOJC, currently valued at -0.37, compared to the broader market0.002.004.006.00-0.372.61
The chart of Martin ratio for SOJC, currently valued at -0.77, compared to the broader market0.0010.0020.0030.00-0.7710.66
SOJC
^GSPC

The current The Southern Company Sharpe ratio is -0.37. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Southern Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.37
1.74
SOJC (The Southern Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Southern Company provided a 5.91% dividend yield over the last twelve months, with an annual payout of $1.31 per share. The company has been increasing its dividends for 2 consecutive years.


4.80%5.00%5.20%5.40%5.60%5.80%6.00%6.20%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.402018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$1.31$1.31$1.31$1.31$1.31$1.32$1.31$1.35

Dividend yield

5.91%5.97%5.48%6.16%5.01%4.82%4.99%6.16%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.31
2023$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.31
2022$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.31
2021$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.31
2020$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.32
2019$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.31
2018$0.36$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.35

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.83%
0
SOJC (The Southern Company)
Benchmark (^GSPC)

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 22.06%, occurring on Mar 18, 2020. Recovery took 51 trading sessions.

The current The Southern Company drawdown is 9.83%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.06%Feb 18, 202022Mar 18, 202051Jun 1, 202073
-19.31%Sep 3, 2021286Oct 21, 2022114Apr 6, 2023400
-15.54%Jun 5, 202395Oct 18, 202348Dec 27, 2023143
-11.74%Oct 1, 202462Dec 27, 2024
-11.44%Aug 31, 201864Nov 30, 201840Jan 31, 2019104

Volatility

Volatility Chart

The current The Southern Company volatility is 3.98%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.98%
3.07%
SOJC (The Southern Company)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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