Southern Company Stock Net Income
| SO Stock | USD 89.14 0.81 0.92% |
As of the 29th of January, Southern has the Coefficient Of Variation of (828.86), variance of 0.8598, and Risk Adjusted Performance of (0.09). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Southern, as well as the relationship between them.
Southern Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 5.8184 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 4.9 B | 5.1 B | |
| Net Income Applicable To Common Shares | 5.1 B | 5.3 B | |
| Net Income From Continuing Ops | 4.9 B | 3 B | |
| Net Income Per Share | 3.61 | 3.79 | |
| Net Income Per E B T | 0.76 | 0.58 |
Southern | Net Income | Build AI portfolio with Southern Stock |
Latest Southern's Net Income Growth Pattern
Below is the plot of the Net Income of Southern Company over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Southern financial statement analysis. It represents the amount of money remaining after all of Southern Company operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Southern's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Southern's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 4.26 B | 10 Years Trend |
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Net Income |
| Timeline |
Southern Net Income Regression Statistics
| Arithmetic Mean | 2,933,703,382 | |
| Geometric Mean | 2,598,349,924 | |
| Coefficient Of Variation | 46.70 | |
| Mean Deviation | 1,134,051,038 | |
| Median | 2,421,000,000 | |
| Standard Deviation | 1,369,961,558 | |
| Sample Variance | 1876794.7T | |
| Range | 4.5B | |
| R-Value | 0.81 | |
| Mean Square Error | 684028.6T | |
| R-Squared | 0.66 | |
| Significance | 0.000077 | |
| Slope | 220,117,426 | |
| Total Sum of Squares | 30028714.7T |
Southern Net Income History
Other Fundumenentals of Southern
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Southern Net Income component correlations
Southern Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Southern is extremely important. It helps to project a fair market value of Southern Stock properly, considering its historical fundamentals such as Net Income. Since Southern's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Southern's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Southern's interrelated accounts and indicators.
Click cells to compare fundamentals
Will Electric Utilities sector continue expanding? Could Southern diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Southern data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.108 | Dividend Share 2.92 | Earnings Share 4.02 | Revenue Per Share | Quarterly Revenue Growth 0.075 |
Investors evaluate Southern using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Southern's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Southern's market price to deviate significantly 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. Conversely, Southern's market price signifies the transaction level at which participants voluntarily complete trades.
Southern 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Southern's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Southern.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Southern on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Southern Company or generate 0.0% return on investment in Southern over 90 days. Southern is related to or competes with Duke Energy, National Grid, American Electric, Dominion Energy, Xcel Energy, Exelon, and Constellation Energy. The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity More
Southern Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Southern's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Southern Company upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 1.1 |
Southern Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Southern's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Southern's standard deviation. In reality, there are many statistical measures that can use Southern historical prices to predict the future Southern's volatility.| Risk Adjusted Performance | (0.09) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (1.03) |
Southern January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (1.02) | |||
| Mean Deviation | 0.7365 | |||
| Coefficient Of Variation | (828.86) | |||
| Standard Deviation | 0.9273 | |||
| Variance | 0.8598 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (1.03) | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 1.1 | |||
| Skewness | (0.29) | |||
| Kurtosis | (0.21) |
Southern Backtested Returns
Southern owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0938, which indicates the firm had a -0.0938 % return per unit of risk over the last 3 months. Southern Company exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Southern's Risk Adjusted Performance of (0.09), variance of 0.8598, and Coefficient Of Variation of (828.86) to confirm the risk estimate we provide. 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 -0.0851%. Please make sure to validate Southern's value at risk and rate of daily change , to decide if Southern performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.67 |
Very good reverse predictability
Southern Company has very good reverse predictability. Overlapping area represents the amount of predictability between Southern time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Southern price movement. The serial correlation of -0.67 indicates that around 67.0% of current Southern price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.67 | |
| Spearman Rank Test | -0.61 | |
| Residual Average | 0.0 | |
| Price Variance | 1.05 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Southern Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Southern Company reported net income of 4.26 B. This is much higher than that of the Electric Utilities sector and significantly higher than that of the Utilities industry. The net income for all United States stocks is significantly lower than that of the firm.
Southern Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Southern's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Southern could also be used in its relative valuation, which is a method of valuing Southern by comparing valuation metrics of similar companies.Southern is currently under evaluation in net income category among its peers.
Southern ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Southern's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Southern's managers, analysts, and investors.Environmental | Governance | Social |
Southern Institutional Holders
Institutional Holdings refers to the ownership stake in Southern that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Southern's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Southern's value.| Shares | Norges Bank | 2025-06-30 | 12.8 M | Northern Trust Corp | 2025-06-30 | 10.6 M | Ameriprise Financial Inc | 2025-06-30 | 9.8 M | Royal Bank Of Canada | 2025-06-30 | 9.4 M | Bank Of America Corp | 2025-06-30 | 8.4 M | Legal & General Group Plc | 2025-06-30 | 8.2 M | Capital World Investors | 2025-06-30 | 8 M | Goldman Sachs Group Inc | 2025-06-30 | 7.2 M | Bank Of New York Mellon Corp | 2025-06-30 | 7.1 M | Vanguard Group Inc | 2025-06-30 | 105.9 M | Blackrock Inc | 2025-06-30 | 87.2 M |
Southern Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0346 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 168.23 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Shares Owned By Institutions | 73.74 % | ||||
| Number Of Shares Shorted | 25.89 M | ||||
| Price To Earning | 20.67 X | ||||
| Price To Book | 2.79 X | ||||
| Price To Sales | 3.36 X | ||||
| Revenue | 26.72 B | ||||
| Gross Profit | 14.17 B | ||||
| EBITDA | 13.24 B | ||||
| Net Income | 4.26 B | ||||
| Cash And Equivalents | 1.07 B | ||||
| Cash Per Share | 1.62 X | ||||
| Total Debt | 66.28 B | ||||
| Debt To Equity | 1.70 % | ||||
| Current Ratio | 0.85 X | ||||
| Book Value Per Share | 31.79 X | ||||
| Cash Flow From Operations | 9.79 B | ||||
| Short Ratio | 5.32 X | ||||
| Earnings Per Share | 4.02 X | ||||
| Price To Earnings To Growth | 3.18 X | ||||
| Target Price | 95.78 | ||||
| Number Of Employees | 28.31 K | ||||
| Beta | 0.45 | ||||
| Market Capitalization | 97.26 B | ||||
| Total Asset | 145.18 B | ||||
| Retained Earnings | 13.75 B | ||||
| Working Capital | (5.3 B) | ||||
| Current Asset | 2.93 B | ||||
| Current Liabilities | 4.99 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 4.39 % | ||||
| Net Asset | 145.18 B | ||||
| Last Dividend Paid | 2.92 |
About Southern Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Southern Company's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Southern using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Southern Company based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Southern
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Southern position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Southern will appreciate offsetting losses from the drop in the long position's value.Moving together with Southern Stock
Moving against Southern Stock
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| 0.66 | EBR-B | Centrais Elétricas | PairCorr |
The ability to find closely correlated positions to Southern could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Southern when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Southern - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Southern Company to buy it.
The correlation of Southern is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Southern moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Southern moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Southern can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Southern Piotroski F Score and Southern Altman Z Score analysis. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Will Electric Utilities sector continue expanding? Could Southern diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Southern data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.108 | Dividend Share 2.92 | Earnings Share 4.02 | Revenue Per Share | Quarterly Revenue Growth 0.075 |
Investors evaluate Southern using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Southern's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Southern's market price to deviate significantly 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. Conversely, Southern's market price signifies the transaction level at which participants voluntarily complete trades.