Southern Company financial statements provide useful quarterly and yearly information to potential Southern Company Series investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Southern Company financial statements helps investors assess Southern Company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Southern Company's valuation are summarized below:
Market Capitalization
65.7 B
There are over one hundred nineteen available fundamental trend indicators for Southern Company Series, which can be analyzed over time and compared to other ratios. Investors should ensure to double-check all of Southern Company's current performance against the performance from 2010 to 2025 to make sure the company is sustainable down the road. The current year's Market Cap is expected to grow to about 41.8 B, whereas Enterprise Value is forecasted to decline to about 47.8 B.
Southern Company stakeholders use historical fundamental indicators, such as Southern Company's revenue or net income, to determine how well the company is positioned to perform in the future. Although Southern Company investors may analyze each financial statement separately, they are all interrelated. For example, changes in Southern Company's assets and liabilities are reflected in the revenues and expenses on Southern Company's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Southern Company Series. Please read more on our technical analysis and fundamental analysis pages.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Southern Company is a strong investment it is important to analyze Southern Company's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Southern Company's future performance. For an informed investment choice regarding Southern Stock, refer to the following important reports:
For information on how to trade Southern Stock refer to our How to Trade Southern Stock guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Utilities space 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 Company. 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 Company listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Return On Equity
0.1204
The market value of Southern Company 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 Company's value that differs from its market value or its book value, called intrinsic value, which is Southern Company'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 Company's market value can be influenced by many factors that don't directly affect Southern Company'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 Company's value and its price as these two are different measures arrived at by different means. Investors typically determine if Southern Company is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Southern Company'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.