Southern Co Preferred Stock Performance
| SOJC Preferred Stock | USD 23.18 0.10 0.43% |
The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. 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. At this point, Southern has a negative expected return of -0.0414%. Please make sure to validate Southern's value at risk, accumulation distribution, as well as the relationship between the Accumulation Distribution and day typical price , to decide if Southern performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Southern Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound forward-looking indicators, Southern is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.44) | Five Day Return (3.94) | Year To Date Return (2.52) | Ten Year Return (7.65) | All Time Return (7.65) |
| Begin Period Cash Flow | 1.8 B | |
| Total Cashflows From Investing Activities | -8.4 B |
Southern |
Southern Relative Risk vs. Return Landscape
If you would invest 2,383 in Southern Co on September 2, 2024 and sell it today you would lose (65.00) from holding Southern Co or give up 2.73% of portfolio value over 90 days. Southern Co is currently does not generate positive expected returns and assumes 0.5987% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of preferred stocks are less volatile than Southern, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 preferred stocks, such as Southern Co, 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 = -0.0692
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SOJC |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Southern is not performing at its full potential. However, 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 Southern to a well-diversified portfolio.
Southern Fundamentals Growth
Southern Preferred 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 Preferred Stock performance.
| Price To Earning | 28.69 X | ||||
| Revenue | 29.28 B | ||||
| EBITDA | 10.4 B | ||||
| Cash And Equivalents | 2.28 B | ||||
| Cash Per Share | 2.26 X | ||||
| Total Debt | 54.85 B | ||||
| Debt To Equity | 197.10 % | ||||
| Book Value Per Share | 23.99 X | ||||
| Cash Flow From Operations | 6.3 B | ||||
| Total Asset | 134.89 B | ||||
| Retained Earnings | 11.54 B | ||||
About Southern Performance
By analyzing Southern's fundamental ratios, stakeholders can gain valuable insights into Southern's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Southern has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Southern has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The Southern Company was founded in 1945 and is headquartered in Atlanta, Georgia. Southern is traded on New York Stock Exchange in USA.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. Preferred 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.| Southern generated a negative expected return over the last 90 days | |
| Southern has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Southern Co currently holds 54.85 B in liabilities with Debt to Equity (D/E) ratio of 197.1, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Southern has a current ratio of 0.69, indicating that it has a negative working capital and may not be able to pay financial obligations when due. 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. |
- 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 preferred stock. These opinions can provide insight into Southern's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Southern Preferred 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.
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