Southern Co Net Income
| SOJC Preferred Stock | USD 22.14 0.07 0.32% |
As of the 1st of March, Southern has the Coefficient Of Variation of 579.2, risk adjusted performance of 0.1193, and Semi Deviation of 0.1781. 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's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Southern's valuation are provided below:Southern Co does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Southern |
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 preferred 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.
| 12/01/2025 |
| 03/01/2026 |
If you would invest 0.00 in Southern on December 1, 2025 and sell it all today you would earn a total of 0.00 from holding Southern Co or generate 0.0% return on investment in Southern over 90 days. Southern is related to or competes with FG Annuities, Axa Equitable, CNO Financial, Selective Insurance, White Mountains, Hancock Whitney, and Enact Holdings. 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 preferred 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 Co upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3555 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 1.68 | |||
| Value At Risk | (0.47) | |||
| Potential Upside | 0.4706 |
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 | 0.1193 | |||
| Jensen Alpha | 0.0367 | |||
| Total Risk Alpha | 0.0128 | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.3458 |
Southern March 1, 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 | 0.1193 | |||
| Market Risk Adjusted Performance | 0.3558 | |||
| Mean Deviation | 0.2536 | |||
| Semi Deviation | 0.1781 | |||
| Downside Deviation | 0.3555 | |||
| Coefficient Of Variation | 579.2 | |||
| Standard Deviation | 0.3345 | |||
| Variance | 0.1119 | |||
| Information Ratio | (0.1) | |||
| Jensen Alpha | 0.0367 | |||
| Total Risk Alpha | 0.0128 | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.3458 | |||
| Maximum Drawdown | 1.68 | |||
| Value At Risk | (0.47) | |||
| Potential Upside | 0.4706 | |||
| Downside Variance | 0.1264 | |||
| Semi Variance | 0.0317 | |||
| Expected Short fall | (0.26) | |||
| Skewness | (0) | |||
| Kurtosis | 1.18 |
Southern Backtested Returns
At this point, Southern is very steady. Southern owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.19, which indicates the firm had a 0.19 % return per unit of risk over the last 3 months. We have found thirty technical indicators for Southern Co, which you can use to evaluate the volatility of the company. Please validate Southern's Risk Adjusted Performance of 0.1193, coefficient of variation of 579.2, and Semi Deviation of 0.1781 to confirm if the risk estimate we provide is consistent with the expected return of 0.0637%. Southern has a performance score of 15 on a scale of 0 to 100. The entity has a beta of 0.14, 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. Southern right now has a risk of 0.33%. Please validate Southern skewness, and the relationship between the potential upside and rate of daily change , to decide if Southern will be following its existing price patterns.
Auto-correlation | 0.71 |
Good predictability
Southern Co has good predictability. Overlapping area represents the amount of predictability between Southern time series from 1st of December 2025 to 15th of January 2026 and 15th of January 2026 to 1st of March 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 0.71 indicates that around 71.0% of current Southern price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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 |
Based on the recorded statements, Southern Co reported net income of 3.43 B. This is much higher than that of the Metals & Mining sector and significantly higher than that of the Materials industry. The net income for all United States preferred 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 preferred 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 Fundamentals
| Price To Earning | 28.69 X | ||||
| Revenue | 29.28 B | ||||
| EBITDA | 10.4 B | ||||
| Net Income | 3.43 B | ||||
| Cash And Equivalents | 2.28 B | ||||
| Cash Per Share | 2.26 X | ||||
| Total Debt | 54.85 B | ||||
| Debt To Equity | 197.10 % | ||||
| Current Ratio | 0.70 X | ||||
| Book Value Per Share | 23.99 X | ||||
| Cash Flow From Operations | 6.3 B | ||||
| Number Of Employees | 31.34 K | ||||
| Beta | 0.04 | ||||
| Market Capitalization | 21.39 B | ||||
| Total Asset | 134.89 B | ||||
| Retained Earnings | 11.54 B | ||||
| Z Score | 0.83 | ||||
| Annual Yield | 0.06 % | ||||
| Net Asset | 134.89 B | ||||
| Last Dividend Paid | 2.3 |
About Southern Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Southern Co'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 Co 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Southern Preferred Stock
Southern financial ratios help investors to determine whether Southern Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Southern with respect to the benefits of owning Southern security.