Southern Company Stock Market Value
| SO Stock | USD 94.95 2.39 2.58% |
| Symbol | Southern |
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 4.12 | 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.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Southern on November 16, 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.
| Downside Deviation | 1.1 | |||
| Information Ratio | 0.0157 | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 1.85 |
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 | 0.0702 | |||
| Jensen Alpha | 0.0802 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 0.0145 | |||
| Treynor Ratio | (1.07) |
Southern February 14, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.0702 | |||
| Market Risk Adjusted Performance | (1.06) | |||
| Mean Deviation | 0.7812 | |||
| Semi Deviation | 0.9622 | |||
| Downside Deviation | 1.1 | |||
| Coefficient Of Variation | 1184.76 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Information Ratio | 0.0157 | |||
| Jensen Alpha | 0.0802 | |||
| Total Risk Alpha | 3.0E-4 | |||
| Sortino Ratio | 0.0145 | |||
| Treynor Ratio | (1.07) | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 1.85 | |||
| Downside Variance | 1.21 | |||
| Semi Variance | 0.9258 | |||
| Expected Short fall | (0.78) | |||
| Skewness | (0.16) | |||
| Kurtosis | 0.1591 |
Southern Backtested Returns
As of now, Southern Stock is very steady. Southern owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0792, which indicates the firm had a 0.0792 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Southern Company, which you can use to evaluate the volatility of the company. Please validate Southern's Risk Adjusted Performance of 0.0702, coefficient of variation of 1184.76, and Semi Deviation of 0.9622 to confirm if the risk estimate we provide is consistent with the expected return of 0.0826%. Southern has a performance score of 6 on a scale of 0 to 100. The entity has a beta of -0.0709, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Southern are expected to decrease at a much lower rate. During the bear market, Southern is likely to outperform the market. Southern right now has a risk of 1.04%. Please validate Southern sortino ratio, semi variance, as well as the relationship between the Semi Variance and rate of daily change , to decide if Southern will be following its existing price patterns.
Auto-correlation | -0.37 |
Poor reverse predictability
Southern Company has poor reverse predictability. Overlapping area represents the amount of predictability between Southern time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 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 -0.37 indicates that just about 37.0% of current Southern price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.37 | |
| Spearman Rank Test | -0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 3.36 |
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
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 Correlation, Southern Volatility and Southern Performance module to complement your research on Southern. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Southern technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.