Southern Company Stock Performance
| SO Stock | USD 75.33 0.81 1.09% |
On a scale of 0 to 100, Southern holds a performance score of 15. The entity has a beta of 0.69, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Southern's returns are expected to increase less than the market. However, during the bear market, the loss of holding Southern is expected to be smaller as well. Please check Southern's sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to make a quick decision on whether Southern's existing price patterns will revert.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Company are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady basic indicators, Southern displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.09 | Five Day Return 1.29 | Year To Date Return 6.32 | Ten Year Return 70.51 | All Time Return 2 K |
Forward Dividend Yield 0.0386 | Payout Ratio 0.9895 | Last Split Factor 10000:6109 | Forward Dividend Rate 2.88 | Dividend Date 2024-06-06 |
1 | Rock Creek Group LP Sells 1,230 Shares of The Southern Company | 02/22/2024 |
| Southern dividend paid on 6th of March 2024 | 03/06/2024 |
2 | The Southern Company Shares Acquired by Tucker Asset Management LLC | 03/12/2024 |
3 | Disposition of 6898 shares by Christopher Womack of Southern subject to Rule 16b-3 | 03/15/2024 |
4 | 7 Stocks to Buy on the Brink of Becoming Dividend Royalty | 04/03/2024 |
5 | The Southern Company is favoured by institutional owners who hold 65 percent of the company | 04/05/2024 |
6 | Revolutionizing Sustainable Energy Georgia Solar Companies Partner with Georgia Power to Unveil New Parking Deck Solar Array | 04/18/2024 |
7 | Southern CO raises dividend by 2.9 percent to 0.72 | 04/22/2024 |
8 | Historically Black Colleges and Universities in Georgia and Florida Join Forces with SouthStar Energy Services in Sustainability Partnership | 04/25/2024 |
9 | ALABAMA POWER ANNOUNCES ADDITIONS TO BOARD OF DIRECTORS | 04/29/2024 |
10 | Southern Powers South Cheyenne Solar Facility in Wyoming is now operational | 04/30/2024 |
11 | Disposition of 10874 shares by Kimberly Greene of Southern at 75.01 subject to Rule 16b-3 | 05/02/2024 |
| Begin Period Cash Flow | 2 B |
Southern |
Southern Relative Risk vs. Return Landscape
If you would invest 6,648 in Southern Company on February 3, 2024 and sell it today you would earn a total of 885.00 from holding Southern Company or generate 13.31% return on investment over 90 days. Southern Company is generating 0.2073% of daily returns and assumes 1.0582% volatility on return distribution over the 90 days horizon. Put differently, 9% of stocks are less risky than Southern on the basis of their historical return distribution, and some 96% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Southern Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Southern's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Southern Company, and traders can use it to determine the average amount a Southern's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1959
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SO | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Southern is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Southern by adding it to a well-diversified portfolio.
Southern Fundamentals Growth
Southern Stock prices reflect investors' perceptions of the future prospects and financial health of Southern, and Southern fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Southern Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0293 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 148.02 B | ||||
| Shares Outstanding | 1.09 B | ||||
| Price To Earning | 20.67 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 2.97 X | ||||
| Revenue | 25.25 B | ||||
| Gross Profit | 10.82 B | ||||
| EBITDA | 11.51 B | ||||
| Net Income | 3.85 B | ||||
| Cash And Equivalents | 1.92 B | ||||
| Cash Per Share | 1.62 X | ||||
| Total Debt | 63.49 B | ||||
| Debt To Equity | 1.70 % | ||||
| Current Ratio | 0.85 X | ||||
| Book Value Per Share | 28.82 X | ||||
| Cash Flow From Operations | 7.55 B | ||||
| Earnings Per Share | 3.62 X | ||||
| Market Capitalization | 82.46 B | ||||
| Total Asset | 139.33 B | ||||
| Retained Earnings | 12.48 B | ||||
| Working Capital | (3.04 B) | ||||
| Current Asset | 2.93 B | ||||
| Current Liabilities | 4.99 B | ||||
About Southern Performance
To evaluate Southern Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Southern generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Southern Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Southern market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Southern's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 90.33 | 59.34 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.13 | 0.13 |
Things to note about Southern performance evaluation
Checking the ongoing alerts about Southern for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Southern help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reports 63.49 B of total liabilities with total debt to equity ratio (D/E) of 1.7, which is normal for its line of buisiness. Southern has a current ratio of 0.83, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Southern until it has trouble settling it off, either with new capital or with free cash flow. So, Southern's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Southern sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Southern to invest in growth at high rates of return. When we think about Southern's use of debt, we should always consider it together with cash and equity. | |
| About 67.0% of Southern shares are owned by institutional investors | |
| On 6th of March 2024 Southern paid $ 0.7 per share dividend to its current shareholders | |
| Latest headline from investing.com: Disposition of 10874 shares by Kimberly Greene of Southern at 75.01 subject to Rule 16b-3 |
- Analyzing Southern's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Southern's stock is overvalued or undervalued compared to its peers.
- Examining Southern's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Southern's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Southern's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Southern's stock. These opinions can provide insight into Southern's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Complementary Tools for Southern Stock analysis
When running Southern's price analysis, check to measure Southern's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Southern is operating at the current time. Most of Southern's value examination focuses on studying past and present price action to predict the probability of Southern's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Southern's price. Additionally, you may evaluate how the addition of Southern to your portfolios can decrease your overall portfolio volatility.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |
Is Southern's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Southern. If investors know Southern will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Southern listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.04) | Dividend Share 2.78 | Earnings Share 3.62 | Revenue Per Share 23.125 | Quarterly Revenue Growth (0.14) |
The market value of Southern is measured differently than its book value, which is the value of Southern that is recorded on the company's balance sheet. Investors also form their own opinion of Southern's value that differs from its market value or its book value, called intrinsic value, which is Southern's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Southern's market value can be influenced by many factors that don't directly affect Southern's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Southern's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.