Southern Company Stock Performance
| SO Stock | USD 89.74 0.41 0.46% |
Southern has a performance score of 6 on a scale of 0 to 100. The entity has a beta of -0.0832, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Southern are expected to decrease at a much lower rate. During the bear market, Southern is likely to outperform the market. Southern right now has a risk of 1.03%. Please validate Southern sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to decide if Southern will be following its existing price patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Company are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Southern is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.46 | Five Day Return 1.34 | Year To Date Return 26.66 | Ten Year Return 89.21 | All Time Return 948.36 |
Forward Dividend Yield 0.0322 | Payout Ratio 0.681 | Forward Dividend Rate 2.88 | Dividend Date 2024-12-06 | Ex Dividend Date 2024-11-18 |
| Southern dividend paid on 6th of September 2024 | 09/06/2024 |
1 | Acquisition by Martin Davis of 1722 shares of Southern subject to Rule 16b-3 | 10/10/2024 |
2 | Georgia Power offers Installment Payment Plans for customers following Hurricane Helene | 10/17/2024 |
3 | Southern Company Gas Names Myra Bierria Senior Vice President and Chief Administrative Officer | 10/24/2024 |
4 | The Southern Company Shares Acquired by Walkner Condon Financial Advisors LLC | 11/07/2024 |
5 | Georgia Powers first battery energy storage system reaches commercial operation | 11/08/2024 |
6 | Jaffetilchin Investment Partners LLC Cuts Holdings in The Southern Company | 11/12/2024 |
7 | Disposition of 2815 shares by Connally Stan W of Southern subject to Rule 16b-3 | 11/13/2024 |
8 | Is The Southern Company the Most Profitable Renewable Energy Stock Now | 11/19/2024 |
9 | Southern Co. to expand Millers Branch solar facility in Texas | 11/21/2024 |
10 | Virgil Miller named to Georgia Power Board of Directors | 11/22/2024 |
11 | Truvestments Capital LLC Increases Position in The Southern Company | 11/26/2024 |
| Begin Period Cash Flow | 2 B |
Southern |
Southern Relative Risk vs. Return Landscape
If you would invest 8,569 in Southern Company on August 30, 2024 and sell it today you would earn a total of 405.00 from holding Southern Company or generate 4.73% return on investment over 90 days. Southern Company is generating 0.0785% of daily returns and assumes 1.0273% 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 99% 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 = 0.0764
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Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Southern is performing at about 6% 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 | 0.13 | ||||
| Return On Asset | 0.0348 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.35 % | ||||
| Current Valuation | 161.94 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Price To Earning | 20.67 X | ||||
| Price To Book | 2.94 X | ||||
| Price To Sales | 3.72 X | ||||
| Revenue | 25.25 B | ||||
| Gross Profit | 10.82 B | ||||
| EBITDA | 11.74 B | ||||
| Net Income | 3.98 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 | 30.39 X | ||||
| Cash Flow From Operations | 7.55 B | ||||
| Earnings Per Share | 4.29 X | ||||
| Market Capitalization | 98.33 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
By examining Southern's fundamental ratios, stakeholders can obtain critical insights into Southern's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Southern is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| 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.| Southern 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. Note however, debt could still be an excellent tool for Southern to invest in growth at high rates of return. | |
| About 71.0% of Southern shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Truvestments Capital LLC Increases Position in The Southern Company |
- 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 closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Electric 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. 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 0.078 | Dividend Share 2.84 | Earnings Share 4.29 | Revenue Per Share 24.135 | Quarterly Revenue Growth 0.042 |
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.