Southern Company Stock Ten Year Return

SO Stock

USD 87.60 0.54 0.61%

Southern Company fundamentals help investors to digest information that contributes to Southern's financial success or failures. It also enables traders to predict the movement of Southern Stock. The fundamental analysis module provides a way to measure Southern's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Southern stock.

Short Long Term Debt Total Total Assets

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Southern Company Company Ten Year Return Analysis

Southern's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Southern Ten Year Return 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 Ten Year Return. 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.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Current Deferred Revenue	Good Will	Intangible Assets	Long Term Debt	Short Term Investments	Treasury Stock	Property Plant Equipment	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Accumulated Depreciation	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.82	0.78	0.9	0.92	1.0	0.96	0.83	0.78	0.89	0.8	0.13	0.41	0.6	0.67	0.99	0.77	0.74	0.9	0.9	0.74	-0.84	0.63	-0.3	0.41	-0.03	0.22
Total Stockholder Equity	0.97		0.76	0.91	0.83	0.84	0.96	0.94	0.79	0.78	0.9	0.67	-0.09	0.4	0.55	0.7	0.97	0.71	0.68	0.8	0.82	0.63	-0.74	0.51	-0.25	0.41	-0.01	0.24
Net Debt	0.82	0.76		0.59	0.74	0.8	0.82	0.78	0.69	0.95	0.69	0.92	0.17	0.64	0.65	0.65	0.83	0.95	0.77	0.93	0.92	0.58	-0.94	0.7	-0.47	0.67	0.05	-0.37
Retained Earnings	0.78	0.91	0.59		0.59	0.58	0.75	0.77	0.58	0.69	0.79	0.4	-0.42	0.41	0.41	0.64	0.81	0.54	0.48	0.56	0.58	0.33	-0.48	0.22	-0.16	0.39	0.08	0.21
Accounts Payable	0.9	0.83	0.74	0.59		0.96	0.91	0.93	0.93	0.7	0.87	0.79	0.27	0.25	0.43	0.66	0.87	0.68	0.62	0.8	0.81	0.75	-0.79	0.82	-0.29	0.25	-0.38	0.16
Net Receivables	0.92	0.84	0.8	0.58	0.96		0.93	0.95	0.88	0.74	0.9	0.88	0.34	0.26	0.38	0.67	0.9	0.72	0.64	0.87	0.85	0.74	-0.83	0.8	-0.28	0.28	-0.17	0.11
Total Liab	1.0	0.96	0.82	0.75	0.91	0.93		0.96	0.83	0.77	0.89	0.82	0.18	0.41	0.59	0.67	0.99	0.77	0.74	0.91	0.91	0.75	-0.85	0.65	-0.3	0.41	-0.04	0.22
Total Current Assets	0.96	0.94	0.78	0.77	0.93	0.95	0.96		0.9	0.77	0.96	0.79	0.12	0.29	0.46	0.73	0.94	0.69	0.64	0.83	0.82	0.7	-0.78	0.7	-0.16	0.31	-0.1	0.19
Short Term Debt	0.83	0.79	0.69	0.58	0.93	0.88	0.83	0.9		0.69	0.85	0.69	0.16	0.14	0.4	0.66	0.79	0.65	0.57	0.69	0.71	0.71	-0.72	0.81	-0.12	0.23	-0.4	0.09
Common Stock	0.78	0.78	0.95	0.69	0.7	0.74	0.77	0.77	0.69		0.74	0.81	-0.07	0.55	0.58	0.73	0.79	0.9	0.71	0.81	0.81	0.54	-0.85	0.63	-0.49	0.57	0.04	-0.39
Current Deferred Revenue	0.89	0.9	0.69	0.79	0.87	0.9	0.89	0.96	0.85	0.74		0.7	0.03	0.2	0.31	0.75	0.87	0.59	0.46	0.7	0.68	0.64	-0.68	0.59	-0.16	0.14	-0.08	0.21
Good Will	0.8	0.67	0.92	0.4	0.79	0.88	0.82	0.79	0.69	0.81	0.7		0.49	0.48	0.5	0.57	0.78	0.85	0.68	0.93	0.89	0.7	-0.95	0.78	-0.42	0.44	0.04	-0.22
Intangible Assets	0.13	-0.09	0.17	-0.42	0.27	0.34	0.18	0.12	0.16	-0.07	0.03	0.49		0.04	0.0	-0.12	0.08	0.2	0.06	0.35	0.27	0.34	-0.36	0.38	-0.03	-0.08	-0.03	0.03
Long Term Debt	0.41	0.4	0.64	0.41	0.25	0.26	0.41	0.29	0.14	0.55	0.2	0.48	0.04		0.62	0.24	0.45	0.66	0.37	0.61	0.57	0.02	-0.6	0.16	-0.42	0.8	0.13	-0.39
Short Term Investments	0.6	0.55	0.65	0.41	0.43	0.38	0.59	0.46	0.4	0.58	0.31	0.5	0.0	0.62		0.31	0.59	0.64	0.64	0.67	0.68	0.5	-0.72	0.41	-0.24	0.66	-0.01	-0.1
Treasury Stock	0.67	0.7	0.65	0.64	0.66	0.67	0.67	0.73	0.66	0.73	0.75	0.57	-0.12	0.24	0.31		0.67	0.63	0.42	0.56	0.56	0.47	-0.6	0.44	-0.25	0.22	0.01	-0.07
Property Plant Equipment	0.99	0.97	0.83	0.81	0.87	0.9	0.99	0.94	0.79	0.79	0.87	0.78	0.08	0.45	0.59	0.67		0.79	0.76	0.9	0.91	0.67	-0.82	0.58	-0.3	0.49	0.01	0.18
Deferred Long Term Liab	0.77	0.71	0.95	0.54	0.68	0.72	0.77	0.69	0.65	0.9	0.59	0.85	0.2	0.66	0.64	0.63	0.79		0.79	0.89	0.91	0.53	-0.9	0.61	-0.52	0.69	0.06	-0.37
Net Tangible Assets	0.74	0.68	0.77	0.48	0.62	0.64	0.74	0.64	0.57	0.71	0.46	0.68	0.06	0.37	0.64	0.42	0.76	0.79		0.8	0.89	0.62	-0.73	0.58	-0.47	0.61	0.03	-0.09
Long Term Debt Total	0.9	0.8	0.93	0.56	0.8	0.87	0.91	0.83	0.69	0.81	0.7	0.93	0.35	0.61	0.67	0.56	0.9	0.89	0.8		0.98	0.67	-0.94	0.7	-0.39	0.64	0.06	-0.08
Capital Surpluse	0.9	0.82	0.92	0.58	0.81	0.85	0.91	0.82	0.71	0.81	0.68	0.89	0.27	0.57	0.68	0.56	0.91	0.91	0.89	0.98		0.66	-0.92	0.71	-0.43	0.66	0.0	-0.08
Long Term Investments	0.74	0.63	0.58	0.33	0.75	0.74	0.75	0.7	0.71	0.54	0.64	0.7	0.34	0.02	0.5	0.47	0.67	0.53	0.62	0.67	0.66		-0.73	0.66	-0.31	0.01	-0.08	0.24
Accumulated Depreciation	-0.84	-0.74	-0.94	-0.48	-0.79	-0.83	-0.85	-0.78	-0.72	-0.85	-0.68	-0.95	-0.36	-0.6	-0.72	-0.6	-0.82	-0.9	-0.73	-0.94	-0.92	-0.73		-0.76	0.45	-0.55	0.02	0.21
Short Long Term Debt	0.63	0.51	0.7	0.22	0.82	0.8	0.65	0.7	0.81	0.63	0.59	0.78	0.38	0.16	0.41	0.44	0.58	0.61	0.58	0.7	0.71	0.66	-0.76		-0.18	0.33	-0.49	-0.2
Cash And Equivalents	-0.3	-0.25	-0.47	-0.16	-0.29	-0.28	-0.3	-0.16	-0.12	-0.49	-0.16	-0.42	-0.03	-0.42	-0.24	-0.25	-0.3	-0.52	-0.47	-0.39	-0.43	-0.31	0.45	-0.18		-0.23	0.06	0.32
Net Invested Capital	0.41	0.41	0.67	0.39	0.25	0.28	0.41	0.31	0.23	0.57	0.14	0.44	-0.08	0.8	0.66	0.22	0.49	0.69	0.61	0.64	0.66	0.01	-0.55	0.33	-0.23		0.05	-0.45
Net Working Capital	-0.03	-0.01	0.05	0.08	-0.38	-0.17	-0.04	-0.1	-0.4	0.04	-0.08	0.04	-0.03	0.13	-0.01	0.01	0.01	0.06	0.03	0.06	0.0	-0.08	0.02	-0.49	0.06	0.05		-0.01
Capital Stock	0.22	0.24	-0.37	0.21	0.16	0.11	0.22	0.19	0.09	-0.39	0.21	-0.22	0.03	-0.39	-0.1	-0.07	0.18	-0.37	-0.09	-0.08	-0.08	0.24	0.21	-0.2	0.32	-0.45	-0.01

Click cells to compare fundamentals

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

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Southern Return On Tangible Assets

Return On Tangible Assets

0.0341

At this time, Southern's Return On Tangible Assets are very stable compared to the past year.

Based on the latest financial disclosure, Southern Company has a Ten Year Return of 0.0%. This indicator is about the same for the Electric Utilities average (which is currently at 0.0) sector and about the same as Utilities (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Southern Ten Year Return 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 Ten Year Return 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 ten year return 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 Fundamentals

	Return On Equity	0.13
	Return On Asset	0.0348
	Profit Margin	0.18 %
	Operating Margin	0.35 %
	Current Valuation	160.05 B
	Shares Outstanding	1.1 B
	Shares Owned By Insiders	0.10 %
	Shares Owned By Institutions	70.74 %
	Number Of Shares Shorted	18.39 M
	Price To Earning	20.67 X
	Price To Book	2.88 X
	Price To Sales	3.63 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
	Short Ratio	4.28 X
	Earnings Per Share	4.29 X
	Price To Earnings To Growth	3.13 X
	Target Price	91.75
	Number Of Employees	27.82 K
	Beta	0.51
	Market Capitalization	95.98 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
	Annual Yield	0.03 %
	Five Year Return	4.39 %
	Net Asset	139.33 B
	Last Dividend Paid	2.84

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

0.88	D	Dominion Energy	Pair Corr
0.75	ED	Consolidated Edison	Pair Corr

Moving against Southern Stock

0.39

Hawaiian Electric

Pair Corr

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.

Pair Correlation Correlation Matching

How To Invest In Southern

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Is Southern Stock a good investment?

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What is Southern's Net Worth?

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Largest Electric Utilities Companies

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Largest Utilities - Regulated Electric Companies

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Check out Southern Piotroski F Score and Southern Altman Z Score analysis.

You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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.

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Southern Company Stock Ten Year Return

Southern Company Company Ten Year Return Analysis

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

Southern Ten Year Return Driver Correlations

Southern Return On Tangible Assets

Return On Tangible Assets

0.0341

Southern Ten Year Return Peer Comparison

Southern ESG Sustainability

Southern Fundamentals

About Southern Fundamental Analysis

Pair Trading with Southern

Moving together with Southern Stock

Moving against Southern Stock

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