ZWJ Investment Counsel Inc. Decreases Stock Holdings in The Southern Company
| SO Stock | USD 88.75 1.10 1.22% |
About 62% of Southern's investor base is looking to short. The analysis of overall sentiment of trading Southern Company stock suggests that many investors are alarmed at this time. Southern's investing sentiment overview a quick insight into current market opportunities from investing in Southern Company. Many technical investors use Southern stock news signals to limit their universe of possible portfolio assets and to time the market correctly.
Southern |
ZWJ Investment Counsel Inc. cut its stake in The Southern Company by 0.9 percent in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,596 shares of the utilities providers stock after selling 202 shares during the period. ZWJ
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Southern Fundamental Analysis
We analyze Southern'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 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.
Return On Equity
Return On Equity Comparative Analysis
Southern is currently under evaluation in return on equity category among its peers. Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Southern Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Southern stock to make a market-neutral strategy. Peer analysis of Southern could also be used in its relative valuation, which is a method of valuing Southern by comparing valuation metrics with similar companies.
Peers
Southern Related Equities
| AEP | American Electric | 1.27 | ||||
| EXC | Exelon | 0.05 | ||||
| EIX | Edison International | 0.13 | ||||
| NEE | Nextera Energy | 0.38 | ||||
| D | Dominion Energy | 0.56 | ||||
| DUK | Duke Energy | 0.84 | ||||
| ED | Consolidated Edison | 1.00 |
Check out Southern Hype Analysis, Southern Correlation and Southern Performance. You can also try the Stocks Directory module to find actively traded stocks across global markets.
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.
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.