SO:NYE-Southern Company (The)

EQUITY | Utilities - Regulated | New York Stock Exchange

Last Closing

USD 55.65

Change

0.00 (0.00)%

Market Cap

USD 46.36B

Volume

4.08M

Analyst Target

USD 52.38
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Southern Co through its traditional operating companies, provides electric service in four Southeastern states.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for Utilities - Regulated

ETFs Containing SO

SXLU:SW SPDR S&P U.S. Utilities S.. 8.35 % 0.00 %

N/A

N/A
VPU Vanguard Utilities Index .. 7.16 % 0.10 %

+3.68 (+1.31%)

USD 4.95B
UTSL Direxion Daily Utilities .. 6.41 % 0.96 %

+1.66 (+1.31%)

USD 0.04B
XDWU:SW Xtrackers MSCI World Util.. 4.99 % 0.00 %

+0.37 (+1.31%)

USD 0.13B
WUTI:SW SPDR® MSCI World Utiliti.. 4.99 % 0.00 %

-0.43 (1.31%)

USD 0.02B
JHMU John Hancock Multifactor .. 4.69 % 0.46 %

-0.01 (1.31%)

USD 0.02B
PUI Invesco DWA Utilities Mom.. 3.70 % 0.60 %

+0.74 (+1.31%)

USD 0.04B
ZWH.U:CA 3.44 % 0.72 %

N/A

N/A
VBLD:AU Vanguard Global Infrastru.. 3.41 % 0.00 %

+0.01 (+1.31%)

USD 0.32B
IFRA:AU VanEck FTSE Global Infras.. 3.40 % 0.00 %

-0.08 (1.31%)

USD 0.79B
GLIN:AU iShares Core FTSE Global .. 3.30 % 0.00 %

-0.12 (1.31%)

USD 0.03B
FDV First Trust Capital Stren.. 3.20 % 0.00 %

+0.51 (+1.31%)

USD 0.02B
IGF iShares Global Infrastruc.. 3.15 % 0.46 %

+0.71 (+1.31%)

USD 3.50B
CBUX:XETRA iShares Global Infrastruc.. 3.10 % 0.00 %

+0.04 (+1.31%)

USD 1.45B
INFR:SW iShares Global Infrastruc.. 3.10 % 0.00 %

+0.13 (+1.31%)

N/A
USDV:SW SPDR® S&P US Dividend Ar.. 1.94 % 0.00 %

+0.06 (+1.31%)

USD 3.74B
SDY SPDR® S&P Dividend ETF 1.60 % 0.35 %

+2.66 (+1.31%)

USD 20.50B
ZLU.U:CA 1.51 % 0.33 %

N/A

N/A
CWB SPDR® Bloomberg Converti.. 0.00 % 0.40 %

+0.41 (+1.31%)

USD 2.93B
FLM 0.00 % 0.70 %

N/A

N/A
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

+1.11 (+1.31%)

USD 1.10B
GII SPDR® S&P Global Infrast.. 0.00 % 0.40 %

+0.74 (+1.31%)

USD 0.39B
HDLV 0.00 % 0.00 %

N/A

N/A
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

+2.02 (+1.31%)

USD 0.84B
JXI iShares Global Utilities .. 0.00 % 0.46 %

+1.35 (+1.31%)

USD 0.12B
RYU 0.00 % 0.40 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

+2.50 (+1.31%)

USD 0.01B
USMR 0.00 % 0.30 %

N/A

N/A
UXM.B:CA 0.00 % 0.67 %

N/A

N/A
XLU Utilities Select Sector S.. 0.00 % 0.13 %

+1.77 (+1.31%)

USD 12.80B
GIN:LSE SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.13 (+1.31%)

USD 1.52B
IDIN:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+0.10 (+1.31%)

USD 1.52B
INFR:LSE iShares Global Infrastruc.. 0.00 % 0.00 %

+14.50 (+1.31%)

USD 1.49B
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+8.00 (+1.31%)

USD 0.24B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.11 (+1.31%)

USD 0.24B
MAGI:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.12 (+1.31%)

USD 1.52B
PRGB:LSE 0.00 % 0.00 %

N/A

N/A
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.52 (+1.31%)

USD 0.03B
UDVD:LSE SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

+0.79 (+1.31%)

USD 2.77B
USDV:LSE SPDR S&P US Dividend Aris.. 0.00 % 0.00 %

+0.59 (+1.31%)

USD 3.76B
VMOM:LSE 0.00 % 0.00 %

N/A

N/A
WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

+0.62 (+1.31%)

USD 0.02B
XDWU:LSE db x-trackers MSCI World .. 0.00 % 0.00 %

+0.38 (+1.31%)

USD 0.15B
IQQI:F iShares Global Infrastruc.. 0.00 % 0.00 %

+0.27 (+1.31%)

USD 1.45B
SPYD:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+1.25 (+1.31%)

USD 4.27B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.44 (+1.31%)

USD 0.18B
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.80 (+1.31%)

USD 0.03B
ZPRI:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

+0.24 (+1.31%)

USD 2.04B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.10 (+1.31%)

USD 0.24B
IQQI:XETRA 0.00 % 0.00 %

N/A

N/A
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

+0.23 (+1.31%)

USD 4.09B
PVF1:XETRA 0.00 % 0.00 %

N/A

N/A
SPYD:XETRA SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.79 (+1.31%)

USD 4.05B
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.32 (+1.31%)

USD 0.18B
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.53 (+1.31%)

USD 0.03B
ZPRI:XETRA SPDR Morningstar Multi-As.. 0.00 % 0.00 %

+0.12 (+1.31%)

USD 2.04B
RIIN:CA Russell Investments Globa.. 0.00 % 0.00 %

N/A

CAD 1.13B
TINF:CA TD Active Global Infrastr.. 0.00 % 0.00 %

+0.15 (+1.31%)

CAD 0.11B
FCGI:CA Fidelity Global Monthly H.. 0.00 % 0.00 %

N/A

CAD 0.02B
QINF:CA Mackenzie Global Infrastr.. 0.00 % 0.00 %

N/A

CAD 5.54M
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

+0.46 (+1.31%)

USD 0.03B
HDLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

+0.38 (+1.31%)

USD 0.01B
SPPD:XETRA SPDR® S&P US Dividend Ar.. 0.00 % 0.00 %

+0.09 (+1.31%)

USD 0.13B
FLYT 0.00 % 0.00 %

N/A

N/A
SIXA 6 Meridian Mega Cap Equit.. 0.00 % 0.00 %

+0.37 (+1.31%)

USD 0.22B
SIXH ETC 6 Meridian Hedged Equ.. 0.00 % 0.00 %

+0.09 (+1.31%)

USD 0.38B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

+0.67 (+1.31%)

USD 0.15B
FCII:CA Franklin ClearBridge Sust.. 0.00 % 0.00 %

N/A

CAD 0.09B
SPPD:F SSGA SPDR ETFs Europe I p.. 0.00 % 0.00 %

+0.11 (+1.31%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.71% 88% B+ 88% B+
Dividend Return 2.78% 81% B- 72% C
Total Return 29.49% 89% A- 89% A-
Trailing 12 Months  
Capital Gain 25.25% 64% D 93% A
Dividend Return 5.45% 79% B- 73% C
Total Return 30.70% 65% D 94% A
Trailing 5 Years  
Capital Gain 27.35% 43% F 73% C
Dividend Return 25.92% 90% A- 76% C+
Total Return 53.26% 47% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 1.82% 37% F 58% F
Dividend Return 6.56% 38% F 63% D
Total Return 4.75% 88% B+ 75% C
Risk Return Profile  
Volatility (Standard Deviation) 10.92% 61% D- 63% D
Risk Adjusted Return 60.01% 42% F 67% D+
Market Capitalization 46.36B 96% N/A 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.10 37% 25%
Price/Book Ratio 2.31 47% 33%
Price / Cash Flow Ratio 2.07 67% 56%
Price/Free Cash Flow Ratio -54.03 84% 95%
Management Effectiveness  
Return on Equity 9.04% 41% 55%
Return on Invested Capital 5.83% 11% 36%
Return on Assets 1.98% 28% 46%
Debt to Equity Ratio 184.75% 26% 18%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.