Is Southern Company Stock a Good Investment?
Southern Company Investment Advice | SOJE |
- Examine Southern Company's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Southern Company's leadership team and their track record. Good management can help Southern Company navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Utilities space and any emerging trends that could impact Southern Company's business and its evolving consumer preferences.
- Compare Southern Company's performance and market position to its competitors. Analyze how Southern Company is positioned in terms of product offerings, innovation, and market share.
- Check if Southern Company pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Southern Company's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Southern Company Series stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Southern Company Series is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Southern Company Stock
Researching Southern Company's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company last dividend was issued on the 15th of January 2025.
To determine if Southern Company is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Southern Company's research are outlined below:
| Southern Company generated a negative expected return over the last 90 days | |
| Southern Company has a strong financial position based on the latest SEC filings | |
| Latest headline from news.google.com: Acquisition by Kristine Svinicki of 618 shares of Southern Company subject to Rule 16b-3 |
Southern Company Quarterly Long Term Debt |
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Southern Company's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 65.72 B.Market Cap |
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Southern Company's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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 |
Determining Southern Company's profitability involves analyzing its financial statements and using various financial metrics to determine if Southern Company is a good buy. For example, gross profit margin measures Southern Company's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Southern Company's profitability and make more informed investment decisions.
Please note, the presentation of Southern Company's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Southern Company's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Southern Company's management manipulating its earnings.
Basic technical analysis of Southern Stock
As of the 27th of February, Southern Company has the Variance of 0.9681, coefficient of variation of (1,288), and Risk Adjusted Performance of (0.05). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Southern Company, as well as the relationship between them. Please validate Southern Company market risk adjusted performance, variance, as well as the relationship between the Variance and value at risk to decide if Southern Company is priced more or less accurately, providing market reflects its prevalent price of 18.71 per share. Given that Southern Company has information ratio of (0.08), we advise you to double-check Southern Company Series's current market performance to make sure the company can sustain itself at a future point.Southern Company's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Southern Company insiders, such as employees or executives, is commonly permitted as long as it does not rely on Southern Company's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Southern Company insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Lizanne over two weeks ago Disposition of tradable shares by Thomas Lizanne of Southern Company subject to Rule 16b-3 | ||
Ernest Moniz over three months ago Acquisition by Ernest Moniz of 618 shares of Southern Company subject to Rule 16b-3 | ||
Spainhour Sterling A Jr. over six months ago Disposition of 490 shares by Spainhour Sterling A Jr. of SOJE subject to Rule 16b-3 | ||
Poroch David P. over six months ago Acquisition by Poroch David P. of 10099 shares of SOJE subject to Rule 16b-3 | ||
Henry Clark over six months ago Acquisition by Henry Clark of 1042 shares of SOJE subject to Rule 16b-3 | ||
Poroch David P. over six months ago Acquisition by Poroch David P. of 10099 shares of SOJE subject to Rule 16b-3 | ||
Stephen Kuczynski over six months ago Disposition of 5000 shares by Stephen Kuczynski of SOJE at 71.99 subject to Rule 16b-3 |
Understand Southern Company's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Southern Company's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (1.44) | |||
| Mean Deviation | 0.7596 | |||
| Coefficient Of Variation | (1,288) | |||
| Standard Deviation | 0.9839 | |||
| Variance | 0.9681 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.08) | |||
| Treynor Ratio | (1.45) | |||
| Maximum Drawdown | 4.19 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 1.81 | |||
| Skewness | 0.3059 | |||
| Kurtosis | 0.2169 |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (1.44) | |||
| Mean Deviation | 0.7596 | |||
| Coefficient Of Variation | (1,288) | |||
| Standard Deviation | 0.9839 | |||
| Variance | 0.9681 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.08) | |||
| Treynor Ratio | (1.45) | |||
| Maximum Drawdown | 4.19 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 1.81 | |||
| Skewness | 0.3059 | |||
| Kurtosis | 0.2169 |
Consider Southern Company's intraday indicators
Southern Company intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Southern Company stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Southern Company Corporate Filings
| 26th of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 25th of February 2025 Other Reports | ViewVerify | |
10K | 20th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 18th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Southern Stock media impact
Far too much social signal, news, headlines, and media speculation about Southern Company that are available to investors today. That information is available publicly through Southern media outlets and privately through word of mouth or via Southern internal channels. However, regardless of the origin, that massive amount of Southern data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Southern Company news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Southern Company relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Southern Company's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Southern Company alpha.
Southern Company Corporate Management
| Henry Clark | Independent Director | Profile | |
| E Wood | Independent Director | Profile | |
| Stanley Connally | Executive Vice President Operations of SCS | Profile | |
| John Johns | Independent Director | Profile | |
| William Smith | Independent Director | Profile | |
| Donald James | Independent Director | Profile | |
| Christopher Cummiskey | Executive Vice President | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company Series. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation. For information on how to trade Southern Stock refer to our How to Trade Southern Stock guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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.
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.
In summary, please note that there is a difference between Southern Company's value and its price, as these two are different measures arrived at by various 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.