Southern Company Stock Performance
| SO Stock | USD 86.87 0.31 0.36% |
The entity has a beta of -0.0454, 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. At this point, Southern has a negative expected return of -0.15%. 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.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Southern Company has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest conflicting performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (0.36) | Five Day Return (0.65) | Year To Date Return (0.36) | Ten Year Return 83.42 | All Time Return 914.84 |
Forward Dividend Yield 0.034 | Payout Ratio | Forward Dividend Rate 2.96 | Dividend Date 2025-12-08 | Ex Dividend Date 2025-11-17 |
| Southern dividend paid on 17th of November 2025 | 11/17/2025 |
1 | Nordwand Advisors LLC Buys Shares of 2,850 Southern Company SO | 11/19/2025 |
2 | Alabama Power Commits to Steady Rates Through 2027 | 12/02/2025 |
3 | Disposition of 6800 shares by Kerr, Ii James Y of Southern subject to Rule 16b-3 | 12/03/2025 |
| Southern dividend paid on 8th of December 2025 | 12/08/2025 |
4 | Does Southerns Recent Pullback Create a Long Term Opportunity for Investors in 2025 | 12/12/2025 |
5 | Georgia Power receives turbine and generator for new Unit 9 at Plant Yates | 12/15/2025 |
6 | Southern Company Ranked as the No. 1 Employer in the US on 2025 Military Times Best for Vets Employers List | 12/16/2025 |
7 | Georgia PSC approves plan to deliver savings for electric customers, meet energy demands of a growing state | 12/19/2025 |
8 | Georgia Natural Gas Donates 250,000 to the Heating Energy Assistance Team to Help Keep Georgians Safe and Warm this Winter | 12/22/2025 |
9 | 19,127 Shares in Southern Company SO Acquired by Matrix Trust Co | 12/23/2025 |
10 | Regent Peak Wealth Advisors LLC Takes 1.94 Million Position in Southern Company SO | 12/26/2025 |
11 | Silver Oak Securities Incorporated Has 2.07 Million Stock Holdings in Southern Company SO | 01/02/2026 |
| Begin Period Cash Flow | 921 M | |
| Total Cashflows From Investing Activities | -9.4 B |
Southern Relative Risk vs. Return Landscape
If you would invest 9,563 in Southern Company on October 7, 2025 and sell it today you would lose (876.00) from holding Southern Company or give up 9.16% of portfolio value over 90 days. Southern Company is generating negative expected returns and assumes 0.9576% volatility on return distribution over the 90 days horizon. Put differently, 8% of stocks are less risky than Southern on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Southern Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Southern's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Southern Company, and traders can use it to determine the average amount a Southern's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1544
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| Negative Returns | SO |
Based on monthly moving average Southern is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Southern by adding Southern to a well-diversified portfolio.
Southern Fundamentals Growth
Southern Stock prices reflect investors' perceptions of the future prospects and financial health of Southern, and Southern fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Southern Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0346 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 166.4 B | ||||
| Shares Outstanding | 1.1 B | ||||
| Price To Earning | 20.67 X | ||||
| Price To Book | 2.74 X | ||||
| Price To Sales | 3.31 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 | ||||
| Earnings Per Share | 4.00 X | ||||
| Market Capitalization | 95.65 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 | ||||
About Southern Performance
By examining Southern's fundamental ratios, stakeholders can obtain critical insights into Southern's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Southern is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 82.70 | 60.50 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.06 | 0.08 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.15 | 0.13 |
Things to note about Southern performance evaluation
Checking the ongoing alerts about Southern for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Southern help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Southern generated a negative expected return over the last 90 days | |
| Southern Company reports 66.28 B of total liabilities with total debt to equity ratio (D/E) of 1.7, which is normal for its line of buisiness. Southern has a current ratio of 0.83, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Southern to invest in growth at high rates of return. | |
| Southern has a strong financial position based on the latest SEC filings | |
| About 74.0% of Southern shares are owned by institutional investors | |
| On 8th of December 2025 Southern paid $ 0.74 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Silver Oak Securities Incorporated Has 2.07 Million Stock Holdings in Southern Company SO |
- Analyzing Southern's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Southern's stock is overvalued or undervalued compared to its peers.
- Examining Southern's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Southern's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Southern's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Southern's stock. These opinions can provide insight into Southern's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Southern Company. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the AI Portfolio Prophet module to use AI to generate optimal portfolios and find profitable 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 0.108 | Dividend Share 2.92 | Earnings Share 4 | Revenue Per Share | Quarterly Revenue Growth 0.075 |
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.