Southern Company Series Stock Performance
| SOJE Stock | USD 18.91 0.04 0.21% |
Southern Company has a performance score of 4 on a scale of 0 to 100. The entity has a beta of 0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Southern Company's returns are expected to increase less than the market. However, during the bear market, the loss of holding Southern Company is expected to be smaller as well. Southern Company right now has a risk of 0.93%. Please validate Southern Company skewness, and the relationship between the potential upside and rate of daily change , to decide if Southern Company will be following its existing price patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Southern Company Series are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound forward-looking indicators, Southern Company is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.21 | Five Day Return 0.53 | Year To Date Return (1.77) | Ten Year Return (23.25) | All Time Return (23.25) |
Dividend Date 2025-04-15 |
1 | Southern Companys SWOT analysis stock valuation high as growth prospects shine - MSN | 02/03/2025 |
2 | Disposition of tradable shares by Thomas Lizanne of Southern Company subject to Rule 16b-3 | 02/06/2025 |
3 | Southern Company Is a Trending Stock Facts to Know Before Betting on It - Yahoo Finance | 02/13/2025 |
4 | Acquisition by Janaki Akella of 574 shares of Southern Company subject to Rule 16b-3 | 02/28/2025 |
5 | Acquisition by David Grain of 1158 shares of Southern Company subject to Rule 16b-3 | 03/10/2025 |
| Begin Period Cash Flow | 921 M | |
| Free Cash Flow | 833 M |
Southern |
Southern Company Relative Risk vs. Return Landscape
If you would invest 1,838 in Southern Company Series on December 25, 2024 and sell it today you would earn a total of 53.00 from holding Southern Company Series or generate 2.88% return on investment over 90 days. Southern Company Series is currently generating 0.0524% in daily expected returns and assumes 0.9289% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of 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 Company Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Southern Company's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Southern Company Series, and traders can use it to determine the average amount a Southern Company'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 = 0.0564
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| Cash | SOJE | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Southern Company is performing at about 4% 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 Company by adding it to a well-diversified portfolio.
Southern Company Fundamentals Growth
Southern Stock prices reflect investors' perceptions of the future prospects and financial health of Southern Company, and Southern Company 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 | 0.12 | ||||
| Revenue | 26.72 B | ||||
| EBITDA | 13.24 B | ||||
| Net Income | 4.26 B | ||||
| Total Debt | 61.56 B | ||||
| Cash Flow From Operations | 9.79 B | ||||
| Market Capitalization | 65.72 B | ||||
| Total Asset | 145.18 B | ||||
| Retained Earnings | 13.75 B | ||||
About Southern Company Performance
By analyzing Southern Company's fundamental ratios, stakeholders can gain valuable insights into Southern Company's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Southern Company 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 Company has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 199.14 | 209.10 | |
| 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 Company performance evaluation
Checking the ongoing alerts about Southern Company for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Southern Company help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Southern Company has a strong financial position based on the latest SEC filings | |
| Latest headline from MacroaxisInsider: Acquisition by David Grain of 1158 shares of Southern Company subject to Rule 16b-3 |
- Analyzing Southern Company'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 Company's stock is overvalued or undervalued compared to its peers.
- Examining Southern Company'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 Company's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Southern Company's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Southern Company's stock. These opinions can provide insight into Southern Company's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Southern Stock analysis
When running Southern Company's price analysis, check to measure Southern Company'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 Company is operating at the current time. Most of Southern Company's value examination focuses on studying past and present price action to predict the probability of Southern Company'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 Company's price. Additionally, you may evaluate how the addition of Southern Company to your portfolios can decrease your overall portfolio volatility.
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